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Ranking · Tax Preparation & Compliance Software

Best Tax Preparation Software for Nonprofits and Associations

9 products scored on six criteria. ExpressTaxExempt leads at 9.0 and the field is tight, with 0.4 points between first and last, so read the catches before you pick. Every product opens to the evidence behind its number.

9 products scored6 criteria87 sources citedUpdated Aug 11, 2026
Jump to the ranking How the scores work
1 ExpressTaxExemptexpresstaxexempt.com

ExpressTaxExempt charges $199.90 to e-file a full Form 990

Read the reviewVisit ↗
2 Tax990tax990.com

Tax990 adds board approval workflow, skips weekend support

Read the reviewVisit ↗
3 CCH Axcess Taxwolterskluwer.com

CCH Axcess handles complex 990 forms but users report lag

Read the reviewVisit ↗
9Products
8.6 to 9.0Score spread
0Free plan or tier
01

The ranking

Order follows the score. Six little boxes show each product's criterion scores: green or red is above or below the category average, grey means too few products share that criterion to compare. The full review sits right under each one.

Nothing matches that filter here. Tap All to see every product.

1

ExpressTaxExempt

expresstaxexempt.com · scored Jan 2026

ExpressTaxExempt charges $199.90 to e-file a full Form 990

Best forCPAs and nonprofits filing complex 990-PF or 990-T forms.

From $20 per return SOC 2pay-per-returnIRS authorized
Top score
Visit ExpressTaxExempt ↗ See the evidence

IRS-authorized e-filing platform for nonprofits with pay-per-return pricing and auto-generated schedules.

Standout factRequired Form 990 schedules are auto-generated based on entered data at no extra cost.expresstaxexempt.com
Biggest catchState tax filing is not supported for any state except California.youtube.com
$19.90Form 990-N priceexpresstaxexempt.com
$199.90Full Form 990 priceexpresstaxexempt.com

Plans

Form 990-N$19.90/return
Most chosenForm 990$199.90/return

Source: expresstaxexempt.com

Compliance

✓ SOC 2 Type 2✓ IRS authorized e-file providerState filing outside CA

Source: expressextension.com

Upside

  • Auto-generates schedules for free
  • SOC 2 Type 2 certified security
  • Pay-per-return, no subscription

Catch

  • No state filing except California
  • Cannot import from other software
  • Session timeouts can lose entries
Pick it ifCPAs and nonprofits filing complex 990-PF or 990-T forms.
Skip it ifUsers wanting a free filing option or full fund accounting.
PricingFrom $19.90 for Form 990-N, $199.90 for full Form 990

Editor's takeExpressTaxExempt covers the full IRS 990 series and auto-generates the schedules that trip up manual filers. Its parent company holds SOC 2 Type 2 certification, a meaningful bar for software handling nonprofit financial data. The gap is state filing though, since only California returns are supported.

How much does it cost to e-file Form 990?

A full Form 990 costs $199.90 per return. The simpler Form 990-N e-Postcard costs $19.90. There is no subscription fee, only pay-per-return pricing.

Does ExpressTaxExempt file state tax returns?

Only California. Nonprofits in other states need to file state returns separately using another method.

The evidence: 6 criteria, 3 penalties (−0.18 points)
9.2
Product Capability & DepthLooked for: We evaluate the breadth of tax forms supported, automation of schedules, and ability to handle complex nonprofit filing scenarios.ExpressTaxExempt supports the full IRS 990 series (990, 990-EZ, 990-PF, 990-N, 990-T) and extension Form 8868, featuring auto-generated schedules and internal audit checks to prevent errors.expresstaxexempt.comexpresstaxexempt.comexpresstaxexempt.com
9.4
Market Credibility & Trust SignalsLooked for: We assess regulatory authorizations, security certifications, and the reputation of the parent company in the tax software market.The product is an IRS-authorized e-file provider and the parent company, SPAN Enterprises, holds SOC 2 Type 2 certification, demonstrating high compliance and security standards.expresstaxexempt.comexpressextension.comaccessnewswire.com
8.9
Usability & Customer ExperienceLooked for: We look for intuitive interfaces, flexible data entry methods (interview vs. form-based), and accessibility for users with varying tax expertise.Users can choose between an interview-style guide or direct form entry, and the cloud-based platform requires no installation, though some users report session timeout annoyances.expresstaxexempt.comexpresstaxexempt.comexpresstaxexempt.com
8.8
Value, Pricing & TransparencyLooked for: We evaluate pricing models for flexibility, hidden fees, and competitiveness against market standards for nonprofit tax software.Pricing is transparently listed per form with no subscription fees; Form 990-N starts at $19.90, while the full Form 990 is $199.90.expresstaxexempt.comyoutube.comexpresstaxexempt.com
9.5
Security, Compliance & Data ProtectionLooked for: We examine data encryption standards, third-party security audits, and compliance with federal regulations for handling sensitive tax information.The platform utilizes SSL/TLS AES 256-bit encryption and maintains SOC 2 Type 2 certification, ensuring enterprise-grade security for nonprofit data.expresstaxexempt.comexpressextension.com
9.0
Support, Training & Onboarding ResourcesLooked for: We look for the availability of live support channels, educational content, and resources to help nonprofits navigate complex tax regulations.Support is available via phone, email, and live chat from a US-based team, supplemented by a knowledge base, webinars, and video guides.expresstaxexempt.comexpresstaxexempt.com

Score adjustments−0.18 points in total

−0.08The platform does not support state tax filings for most states (except California), requiring users to file state forms separately.youtube.com · severity 60/100
−0.07Users cannot import data from external accounting software; data transfer is limited to copying from prior years filed within the system.expresstaxexempt.com · severity 50/100
−0.03Users have reported technical annoyances such as session timeouts leading to unsaved entries.expresstaxexempt.com · severity 30/100
Visit ExpressTaxExempt ↗ Back to the top of the ranking
2

Tax990

tax990.com · Tax 990 E-filing Software · scored Jan 2026

Tax990 adds board approval workflow, skips weekend support

Best forSmall to mid-size nonprofits filing 990-N, 990-EZ, or the full Form 990

From $20 one-time SOC 2IRS-authorizednonprofit tax
Visit Tax990 ↗ See the evidence

An IRS-authorized e-filing platform for the full 990 series with a built-in board review workflow.

Standout factTax990 automatically attaches required IRS schedules to Form 990 filings at no additional cost.tax990.com
Biggest catchState e-filing is limited; it supports California Form 199 but not most other state charity registrations.tax990.com
$199.90Form 990 pricetax990.com
$19.90Form 990-N pricetax990.com
8:30am-5:30pm EST, Mon-FriSupport hourstax990.com

Plans

990-N$19.90

e-Postcard

Most chosen990-EZ$99.90
Form 990$199.90

Full form

Source: tax990.com

Support

✉Email
💬Chat
☎Phone
yes, mon-fri only
👥Community

Live phone support 8:30am-5:30pm EST, weekdays only

Upside

  • SOC 2 certified, rare for filing software
  • Reviewers and Approvers workflow for board sign-off
  • Free schedules, extensions, and retransmission

Catch

  • Limited state e-filing coverage
  • No live support on weekends
  • Full Form 990 costs $199.90
Pick it ifSmall to mid-size nonprofits filing 990-N, 990-EZ, or the full Form 990
Skip it ifLarge enterprises needing ERP-integrated tax data or full state filing coverage
PricingPer-form pricing: $19.90 for 990-N up to $199.90 for Form 990

Editor's takeTax990 covers the whole 990 series, from the 990-N e-Postcard up to the full Form 990, and automatically attaches required schedules based on the data entered, at no extra charge. Its Reviewers and Approvers feature lets board members review and approve a return electronically before transmission, addressing an IRS requirement that budget competitors often skip. It also holds SOC 2 certification, uncommon in this price tier, though state e-filing support is thin outside California, and live phone support runs Monday through Friday only.

How much does Tax990 cost per filing?

Pricing is per form with no subscription fee. Form 990-N costs $19.90, Form 990-EZ costs $99.90, and the full Form 990 costs $199.90. Extension requests and retransmission of rejected returns are included at no extra cost.

Does Tax990 support state charity filings?

Only partially. Tax990 supports California Form 199 alongside federal 990 series forms, but it does not support e-filing for most other state charity registration requirements, so nonprofits in other states may need a separate filing process.

The evidence: 6 criteria, 3 penalties (−0.16 points)
9.3
Product Capability & DepthLooked for: We evaluate the breadth of supported IRS forms, schedule automation, and data import features essential for diverse nonprofit filing needs.Tax 990 supports a comprehensive suite of forms including 990, 990-EZ, 990-PF, 990-N, 990-T, and 1120-POL, with features like bulk upload and auto-generated schedules.tax990.comtax990.comtax990.com
9.4
Market Credibility & Trust SignalsLooked for: We assess IRS authorization status, security certifications, parent company stability, and verified user feedback.The product is an IRS-authorized provider, SOC 2 certified, and backed by SPAN Enterprises, with a strong rebranding history from 'ExpressTaxExempt'.irs.govtax990.comspanenterprises.com
9.0
Usability & Customer ExperienceLooked for: We look for intuitive interfaces, workflow tools for board approval, and multiple data entry methods.The platform offers interview-style filing and a specific 'Reviewers and Approvers' workflow to facilitate board review, a critical compliance step.tax990.comtax990.comtax990.com
8.7
Value, Pricing & TransparencyLooked for: We analyze the pricing model for hidden fees, subscription requirements, and cost-per-filing relative to market standards.Pricing is transparently listed per form with no subscription fees; however, the cost for a full Form 990 ($199.90) is higher than some budget competitors.tax990.comtax990.comtax990.com
9.5
Security, Compliance & Data ProtectionLooked for: We examine specific security protocols, audit certifications, and compliance measures relevant to sensitive financial data.Tax 990 maintains SOC 2 certification, employs two-factor authentication, and adheres to PCI DSS compliance, exceeding standard requirements.irs.govtax990.comtax990.com
8.9
Support, Training & Onboarding ResourcesLooked for: We evaluate the availability of live support, educational content, and self-help resources for users navigating complex tax forms.Offers live support via phone, chat, and email along with a knowledge base and webinars, though live assistance is unavailable on weekends.tax990.comtax990.comtax990.com

Score adjustments−0.16 points in total

−0.08State e-filing is significantly limited; while it supports California Form 199, it does not support e-filing for most other state charity registrations.tax990.com · severity 60/100
−0.05Live customer support is closed on weekends, which may hinder volunteer treasurers who often perform duties outside of standard business hours.tax990.com · severity 45/100
−0.03The cost for the full Form 990 ($199.90) is notably higher than the 990-EZ or 990-N, which may be a barrier for smaller organizations just crossing the threshold.tax990.com · severity 40/100
Visit Tax990 ↗ Back to the top of the ranking
3

CCH Axcess Tax

wolterskluwer.com · Wolters Kluwer Nonprofit Tax Software · scored Jan 2026

CCH Axcess handles complex 990 forms but users report lag

Best forLarge CPA firms filing complex multi-state nonprofit tax forms

From $2,299 SOC 2ISO 27001990 forms
−0.1 vs #1
Visit CCH Axcess Tax ↗ See the evidence

Cloud tax software for nonprofits, filing 990, 990-PF, and 990-T forms across 24 states.

Standout factTrusted by 94 of Accounting Today's Top 100 Firms.wolterskluwer.com
Biggest catchUsers report the software runs slow and freezes during tax season deadlines.wktaanasvescprd--wktaauat.sandbox.my.site.com
94Top 100 firms using itwolterskluwer.com
$2,299Starting pricefitsmallbusiness.com
~8%Annual price increase reportedreddit.com

Compliance

✓ SOC 2✓ ISO 27001

Source: wolterskluwer.com

What changed

8%reported annual price increase

Source: reddit.com

Upside

  • Comprehensive 990/990-PF/990-T form support
  • Strong SOC 2 & ISO 27001 security
  • Integrates with Xero and CCH suite

Catch

  • Reported system slowness and lag
  • Slow customer support response times
  • Steep learning curve for new users
Pick it ifLarge CPA firms filing complex multi-state nonprofit tax forms
Skip it ifSmall nonprofits wanting low-cost, DIY 990-N filing
PricingFrom $2,299 for 100 returns, enterprise pricing on request

Editor's takeCCH Axcess covers the full range of nonprofit forms, including 990-T and 5227, filing electronically in 24 states. Reviewers flag consistent slowness and freezing at tax-season deadlines. Support response times also draw complaints, even though security certification is strong.

What nonprofit tax forms does CCH Axcess Tax support?

It supports federal e-filing for Form 990, 990-PF, 990-N, 990-EZ, 990-T, 4720, and 5227, plus filing in 24 states.

Is CCH Axcess Tax certified for security?

Yes. It holds SOC 1 and SOC 2 Type II reports plus ISO 27001 certification for information security management.

The evidence: 6 criteria, 3 penalties (−0.20 points)
9.4
Product Capability & DepthLooked for: Comprehensive support for federal nonprofit forms (990 series), state filings, and automated data flow for complex compliance needs.The software supports a vast array of forms including 990, 990-PF, 990-N, 990-EZ, 990-T, 4720, and 5227, with electronic filing for federal and 24 states.wolterskluwer.comwolterskluwer.comwolterskluwer.com
9.3
Market Credibility & Trust SignalsLooked for: Evidence of industry leadership, adoption by major firms, and long-standing reputation in the tax software market.Wolters Kluwer is a global leader in tax information services, with its CCH Axcess suite being used by 94 of the top 100 accounting firms.accountingtoday.comwolterskluwer.comwolterskluwer.com
8.1
Usability & Customer ExperienceLooked for: Intuitive interface design, system performance speed, and responsive customer support channels.While the interface mimics Microsoft Office for familiarity, users consistently report significant system slowness, lag during tax season, and frustrating support delays.wolterskluwer.comwktaanasvescprd--wktaauat.sandbox.my.site.comtrustpilot.com
8.7
Value, Pricing & TransparencyLooked for: Clear public pricing for various tiers and transparent terms without hidden costs.Pricing for the 'Essentials' package is transparent (starting ~$2,299), though enterprise pricing remains quote-based. Annual increases are noted by users.wolterskluwer.comfitsmallbusiness.comreddit.com
9.6
Security, Compliance & Data ProtectionLooked for: Industry-standard certifications like SOC 2, ISO 27001, and robust data encryption protocols.The platform maintains rigorous security standards including SOC 1 & SOC 2 Type II reports and ISO 27001 certification, ensuring high-level data protection.wolterskluwer.comwolterskluwer.comwolterskluwer.com
8.9
Integrations & Ecosystem StrengthLooked for: Availability of APIs, a marketplace for third-party apps, and direct integration with accounting platforms.Offers a dedicated CCH Marketplace, open APIs for custom integrations, and direct connectors for Xero and the broader CCH suite.wolterskluwer.comwolterskluwer.comcpapracticeadvisor.com

Score adjustments−0.20 points in total

−0.08Users frequently report significant system slowness, lag, and freezing, particularly during peak tax season, which impacts workflow efficiency.wktaanasvescprd--wktaauat.sandbox.my.site.com · severity 75/100
−0.08Customer support is cited as a weakness, with reports of slow response times, difficulty reaching representatives, and tickets being closed without resolution.trustpilot.com · severity 70/100
−0.04Long-term customers report consistent annual price increases (approx. 8%) and a lack of transparency in enterprise contract negotiations.reddit.com · severity 50/100
Visit CCH Axcess Tax ↗ Back to the top of the ranking
4

990 Tracker

k1x.io · scored Jan 2026

990 Tracker files in 42 states, skips Form 990-N

Best forLarge nonprofits like universities and hospitals with complex filings

Quote only nonprofit tax filingSOC 2 Type 2IRS e-file
−0.2 vs #1
Visit 990 Tracker ↗ See the evidence

Enterprise tax-exempt filing platform with direct e-filing for federal and 42 state jurisdictions.

Standout fact990 Tracker is trusted by 44 of the top 100 largest institutional investors and 45 of the top 100 university endowments.hub.coso.org
Biggest catchThe software does not support filing IRS Form 990-N, the e-Postcard for small organizations.youtube.com
44 of 100Top institutional investors using ithub.coso.org
42State jurisdictions supportedk1x.io
311%Documented 3-year ROIk1x.io

Adoption

44 of 100top institutional investors using 990 Tracker

Source: hub.coso.org

Standout number

42state tax jurisdictions supported for e-filing

Source: k1x.io

Upside

  • E-files federal forms plus 42 states
  • SOC 2 Type 2 certified
  • One-click K1 Aggregator integration

Catch

  • No Form 990-N support
  • Pricing not public, called costly
  • Some 990-T attachments need manual upload
Pick it ifLarge nonprofits like universities and hospitals with complex filings
Skip it ifSmall nonprofits needing simple Form 990-N filing
PricingCustom quotes across Essentials, Enhanced, Enterprise tiers

Editor's take990 Tracker, formerly Crowe's C-TRAC system, covers e-filing for federal forms 990, 990-PF, and 990-T plus all 42 state taxing jurisdictions, deep coverage most competitors do not match. Its Master Compensation Module handles multi-entity reporting that large institutions like university endowments and health systems need. It is not built for every nonprofit though, since it explicitly skips Form 990-N and some users describe pricing as high.

Can 990 Tracker file Form 990-N?

No. It supports 990, 990-PF, 990-EZ, 990-T, 4720, and 8868, but not the simplified 990-N e-Postcard.

Which organizations use 990 Tracker?

It is trusted by 44 of the top 100 institutional investors and 45 of the top 100 university endowments, among more than 8,000 organizations.

The evidence: 6 criteria, 3 penalties (−0.19 points)
9.1
Product Capability & DepthLooked for: We evaluate the software's ability to handle complex tax forms, multi-state filings, and specialized non-profit reporting requirements.990 Tracker supports e-filing for all major federal forms (990, 990-PF, 990-T) and 42 state jurisdictions, featuring specialized modules for Master Compensation and Conflict of Interest management.k1x.iok1x.ioyoutube.com
9.5
Market Credibility & Trust SignalsLooked for: We look for adoption by major industry players, awards, and historical pedigree in the tax compliance space.Originally developed as C-TRAC by Crowe (a top 10 accounting firm), the software is used by 44 of the top 100 institutional investors and 20 of the top 25 accounting firms.hub.coso.orgk1x.iog2.com
8.9
Usability & Customer ExperienceLooked for: We assess user interface design, ease of navigation, and the quality of customer support resources.Users consistently praise the interface for mirroring actual tax forms and report rapid support response times, often within a day.k1x.ioyoutube.comk1x.io
8.0
Value, Pricing & TransparencyLooked for: We evaluate pricing transparency, ROI claims, and cost-to-value ratio based on public data.Pricing is not publicly listed and is described as high by some users, though the company claims significant ROI through labor savings.k1x.iok1x.ioreddit.com
8.8
Integrations & Ecosystem StrengthLooked for: We look for connectivity with other tax software, data import capabilities, and API availability.Offers deep integration with K1 Aggregator for investment data and toolkits for Thomson Reuters and Wolters Kluwer software.k1x.iok1x.io
9.3
Security, Compliance & Data ProtectionLooked for: We examine security certifications, encryption standards, and compliance with IRS e-filing mandates.The platform is SOC 2 Type 2 certified, IRS-approved for e-filing, and employs encryption at rest and audit logging.trust.k1x.ioyoutube.com

Score adjustments−0.19 points in total

−0.07Users have reported that the software does not work well for state returns subject to siloing rules.g2.com · severity 55/100
−0.07Certain attachments for Form 990-T (such as Form 990-W and Schedule O) require manual upload and do not automatically transmit via XML.k1xio.zendesk.com · severity 50/100
−0.05The software explicitly does not support filing IRS Form 990-N (e-Postcard), which limits its utility for smaller subsidiary organizations.youtube.com · severity 40/100
Visit 990 Tracker ↗ Back to the top of the ranking
5

QuickBooks Online

quickbooks.intuit.com · QuickBooks Nonprofit Accounting · scored Jan 2026

TechSoup Pricing Cuts QuickBooks Costs 90%

Best forNonprofits needing general accounting plus Class tracking for fund reporting

From $25 per month nonprofit accountingfund trackingcloud accounting
−0.2 vs #1
Visit QuickBooks Online ↗ See the evidence

Cloud accounting for nonprofits with a TechSoup discount and 750+ integrations, but no true fund accounting.

Standout factThe TechSoup discount reduces the annual admin fee to $75-$170, versus $90-$235 a month at retail.mahoneycpa.com
Biggest catchQuickBooks lacks true fund accounting and relies on Class tracking workarounds instead.nonprofitaccounting.pro
$75-$170TechSoup annual feemahoneycpa.com
750+Integrationsquickbooks.intuit.com
62%Market shareelectroiq.com

Plans

TechSoup Plus (5 users)$75/year

Nonprofit discount

TechSoup Advanced (25 users)$160-$170/year

Nonprofit discount

Retail Plus~$90/month

Standard price

Retail Advanced~$235/month

Standard price

Where it lands

#5 of 9
0.2 points behind #1

Upside

  • TechSoup annual fee as low as $75
  • 750+ third-party integrations
  • Cloud access for remote boards and volunteers

Catch

  • No native fund accounting
  • Donor tracking stays basic
  • Reporting limited to two dimensions
Pick it ifNonprofits needing general accounting plus Class tracking for fund reporting
Skip it ifNonprofits needing native fund accounting or direct 990 e-filing
Pricing$75 to $170 a year through TechSoup, or $25 to $235 a month at retail.

Editor's takeQuickBooks Online is the standard pick for small and mid-sized nonprofits, mainly because of the TechSoup partnership. That deal cuts the cost from over $1,000 a year to under $170. Class and Location tracking approximate fund accounting without a dedicated fund ledger. That works for most groups but not for complex grant reporting.

Does QuickBooks Online do true fund accounting?

No. It uses Class and Location tracking as a workaround rather than a dedicated fund ledger.

How much does QuickBooks cost for nonprofits?

Eligible nonprofits pay $75 to $170 a year through TechSoup instead of the $90 to $235 monthly retail price.

The evidence: 6 criteria, 3 penalties (−0.20 points)
8.7
Product Capability & DepthLooked for: We evaluate the software's ability to handle core nonprofit accounting needs like general ledger, bank reconciliation, and financial reporting.QuickBooks Online provides robust core accounting features including automated bank feeds, invoicing, and expense tracking, though it relies on "Class" and "Location" tracking to simulate nonprofit-specific fund accounting rather than having a native sub-ledger structure.quickbooks.intuit.comquickbooks.intuit.comquickbooks.intuit.com
9.3
Market Credibility & Trust SignalsLooked for: We assess market share, adoption rates within the nonprofit sector, and partnerships with trusted industry bodies.QuickBooks dominates the small business and nonprofit accounting market with over 62% market share and maintains a critical partnership with TechSoup, the leading nonprofit technology marketplace, validating its status as an industry standard.electroiq.commahoneycpa.com
8.9
Usability & Customer ExperienceLooked for: We look for ease of use for non-accountant volunteers, interface design, and accessibility across devices.Users consistently praise the modern, intuitive interface and cloud accessibility, which allows remote boards and volunteers to collaborate easily, although some users note that recent updates can slow down the software.quickbooks.intuit.comg2.comkatanamrp.com
9.6
Value, Pricing & TransparencyLooked for: We evaluate the cost-effectiveness specifically for nonprofits, including available discounts and hidden fees.Through TechSoup, eligible nonprofits can access QuickBooks Online for a nominal annual admin fee ($75-$170/year) rather than the standard monthly retail price ($90-$235/month), representing one of the highest value-for-money propositions in the industry.quickbooks.intuit.commahoneycpa.comw.paybee.io
9.4
Integrations & Ecosystem StrengthLooked for: We assess the ability to connect with third-party donor management, fundraising, and payroll systems essential for nonprofits.QuickBooks Online boasts a massive ecosystem with over 750 integrations, allowing seamless connection to major nonprofit tools like DonorPerfect, NeonCRM, and payment processors, far exceeding the connectivity of desktop competitors.quickbooks.intuit.comkatanamrp.comquickbooks.intuit.com
8.1
Grant & Fund ManagementLooked for: We examine the software's specific capabilities for tracking restricted grants, funds, and multi-dimensional reporting.While functional for small organizations, the platform lacks true fund accounting architecture; it relies on 'Class' and 'Location' tracking workarounds which can be limiting for complex reporting needs compared to dedicated nonprofit ERPs.nonprofitaccounting.provisionaryag.com

Score adjustments−0.20 points in total

−0.06The software lacks true fund accounting architecture, forcing users to rely on 'Class' tracking workarounds which have reporting limitations.nonprofitaccounting.pro · severity 60/100
−0.07Reporting is limited to two primary coding dimensions (Account and Class), which can be insufficient for complex nonprofit reporting needs.araize.com · severity 55/100
−0.07Native donor management functionality is limited compared to dedicated CRMs, lacking depth in tracking non-monetary engagement.zeffy.com · severity 50/100
Visit QuickBooks Online ↗ Back to the top of the ranking
6

TaxBandits

taxbandits.com · TaxBandits Form 990 Series · scored Jan 2026

TaxBandits files the full 990 series, charges for 990-N

Best forNonprofits needing interview-style filing across the full 990 series.

From $5 one-time SOC 2HIPAAIRS authorized
−0.2 vs #1
Visit TaxBandits ↗ See the evidence

An IRS-authorized e-file platform covering the entire nonprofit Form 990 series.

Standout factSupports the full 990 series, including 990, 990-EZ, 990-PF, 990-N and 990-T.taxbandits.com
Biggest catchThe service charges for Form 990-N, which nonprofits can file free directly with the IRS.sitejabber.com
$99.90Form 990-EZ pricetax990.com
$4.95Starting price per formtaxbandits.com
SOC 2, HIPAASecurity certificationstaxbandits.com

Compliance

✓ SOC 2✓ HIPAA

Source: taxbandits.com

The thing people get wrong

Form 990-N is free to file everywhere

TaxBandits charges a fee for 990-N, though the IRS accepts it free directly

Source: sitejabber.com

Upside

  • Covers the entire 990 series
  • Interview-style filing simplifies complex forms
  • SOC 2 and HIPAA certified security

Catch

  • Charges for free-elsewhere Form 990-N
  • Interface can slow during peak season
  • Support lags during busy filing periods
Pick it ifNonprofits needing interview-style filing across the full 990 series.
Skip it ifFilers wanting a completely free option or desktop-based tax software.
PricingPer form, from $4.95. Form 990-EZ runs $99.90

Editor's takeTaxBandits covers every form in the 990 series, from the simple 990-N e-Postcard to the more complex 990-PF, through an interview-style process built for nonprofits without dedicated tax staff. SOC 2 and HIPAA compliance, plus TIN matching and two-factor authentication, back its security claims. The known friction point is charging for Form 990-N, which files free directly through the IRS, and users report interface slowdowns during peak season.

Does TaxBandits support the entire 990 series?

Yes. It covers Form 990, 990-EZ, 990-PF, 990-N, 990-T, plus extension Form 8868 and political Form 1120-POL, according to TaxBandits' own product page.

Is Form 990-N free to file on TaxBandits?

No, it charges a fee even though the IRS lets nonprofits file the 990-N e-Postcard for free directly, a point some users flag in reviews.

The evidence: 6 criteria, 3 penalties (−0.14 points)
9.3
Product Capability & DepthLooked for: We evaluate the breadth of supported IRS forms, schedule auto-generation, and specialized filing features for nonprofits.TaxBandits supports the entire 990 series (990, 990-EZ, 990-PF, 990-N, 990-T) plus extension Form 8868 and political Form 1120-POL, featuring interview-style preparation and auto-generated schedules.taxbandits.comtaxbandits.comtaxbandits.com
9.2
Market Credibility & Trust SignalsLooked for: We assess regulatory authorization, security certifications, and established market presence.TaxBandits is an IRS-authorized e-file provider and maintains SOC 2 certification, a critical trust signal for handling sensitive financial data.taxbandits.comtaxbandits.com
8.7
Usability & Customer ExperienceLooked for: We check for ease of navigation, support availability, and user interface quality.The platform offers an 'Interview-style' process to simplify complex forms and provides live chat, phone, and email support, though some users report interface lag.taxbandits.comtaxbandits.comtaxbandits.com
8.5
Value, Pricing & TransparencyLooked for: We look for clear pricing structures, absence of hidden fees, and competitive value.Pricing is transparently listed per form (e.g., $99.90 for 990-EZ) with no subscription fees, though charging for the 990-N (free via IRS) is a noted tradeoff.taxbandits.comtax990.comtaxbandits.com
8.9
Security, Compliance & Data ProtectionLooked for: We assess the ability to import data from major accounting software platforms.The platform integrates directly with major accounting tools like QuickBooks, Xero, FreshBooks, and Zoho Books for seamless data import.taxbandits.comtaxbandits.comblog.taxbandits.com
9.0
Support, Training & Onboarding Resourcestaxbandits.com

Score adjustments−0.14 points in total

−0.06Users have reported the interface can be slow and clunky, particularly during peak filing times.sitejabber.com · severity 60/100
−0.05Customer support response times can be slower during peak tax season deadlines.1099online.com · severity 50/100
−0.03The service charges for Form 990-N filings which can be filed for free directly with the IRS, leading to some negative user feedback regarding refunds.sitejabber.com · severity 45/100
Visit TaxBandits ↗ Back to the top of the ranking
7

Aplos

aplos.com · Aplos Nonprofit Accounting Software · scored Jan 2026

Aplos does true fund accounting, costs more than QuickBooks.

Best forNonprofits and churches needing true fund accounting with donor CRM.

From $79 per month SOC 2PCI-DSSfund accounting
−0.3 vs #1
Visit Aplos ↗ See the evidence

Fund accounting and donor management platform built for nonprofits and churches tracking restricted funds.

Standout factMore than 65,000 nonprofits and churches use Aplos for accounting and donor management.aplos.com
Biggest catchFewer third-party platforms integrate with Aplos compared to QuickBooks.g2.com
65,000+Nonprofits and churches servedaplos.com
4.6/5Average ratingaplos.com
$79/moStarting pricesoftwareconnect.com

Standout number

65,000+nonprofits and churches using Aplos

Source: aplos.com

Plans

Most chosenAplos Lite$79/mo
Aplos Core$99/mo

Source: softwareconnect.com

Upside

  • True fund accounting for restricted funds
  • Built-in donor management and CRM
  • Easy to use for non-accountants

Catch

  • Fewer integrations than QuickBooks
  • Higher starting price than peers
  • Advanced features need plan upgrades
Pick it ifNonprofits and churches needing true fund accounting with donor CRM.
Skip it ifLarge nonprofits filing the full Form 990 long form.
PricingAplos Lite from $79/mo, Aplos Core from $99/mo.

Editor's takeAplos handles true fund accounting, tracking restricted grants and donations in the same system as donor management, so volunteer-run finance teams do not need a separate CRM. More than 65,000 nonprofits and churches use it, with a 4.6-star average across G2, Capterra, and Software Advice, backed by SOC 2 and PCI-DSS Level 1 certification. It costs more than generic tools to start, at $79 monthly for the Lite plan, and its integration list stays narrower than QuickBooks, connecting mainly to nonprofit-specific tools like Gusto and Raisely.

What is true fund accounting?

It tracks restricted funds and grants separately within the same books, ensuring compliant reporting for nonprofits, rather than treating all money as one general pool like standard accounting software.

Does Aplos integrate with QuickBooks-level tools?

Not as broadly. Users note fewer third-party platforms connect to Aplos than to QuickBooks, though it does integrate with Gusto for payroll and Raisely for fundraising.

The evidence: 6 criteria, 3 penalties (−0.16 points)
8.7
Product Capability & DepthLooked for: We evaluate the software's ability to handle nonprofit-specific needs like fund accounting, donor management, and compliance reporting.Aplos delivers 'true fund accounting' with built-in donor management, allowing organizations to track restricted funds, grants, and donations in a single system.aplos.comaplos.comsoftwareconnect.com
9.2
Market Credibility & Trust SignalsLooked for: We assess the product's reputation, user base size, and industry recognition within the nonprofit sector.Aplos is a widely recognized leader in the nonprofit space, serving over 40,000 organizations and holding high ratings on major review platforms.techsoup.orgaplos.comaplos.com
8.9
Usability & Customer ExperienceLooked for: We look for an intuitive interface that allows volunteers and non-accountants to manage finances effectively.Users consistently praise the platform's ease of use and intuitive design, which is specifically tailored for non-accountant volunteers.aplos.comg2.comsoftwareconnect.com
8.5
Value, Pricing & TransparencyLooked for: We analyze the pricing structure, transparency of costs, and the value provided relative to the investment.Pricing is transparent with tiered plans starting around $79/month, but costs can be high for very small organizations compared to generic tools.aplos.comsoftwareconnect.comg2.com
8.8
Integrations & Ecosystem StrengthLooked for: We evaluate the availability of third-party integrations and APIs relevant to nonprofit operations.Aplos offers key integrations with payroll and fundraising tools like Gusto and Raisely, though the ecosystem is smaller than general accounting giants.aplos.comhelp.aplos.comg2.com
9.0
Security, Compliance & Data ProtectionLooked for: We verify the presence of industry-standard security certifications and compliance measures for financial data.Aplos maintains robust security standards including SOC 2 certification and PCI compliance, utilizing AWS infrastructure for data protection.aplos.comaplos.comaplos.com

Score adjustments−0.16 points in total

−0.04Users report that the software can be expensive for small nonprofits, with additional costs for certain features or support.g2.com · severity 55/100
−0.07Some users have reported inaccuracies or difficulties with the reporting tools, requiring manual adjustments.g2.com · severity 50/100
−0.05The platform has fewer third-party integrations compared to major general-purpose accounting software like QuickBooks.g2.com · severity 45/100
Visit Aplos ↗ Back to the top of the ranking
8

File990

file990.org · File990 Nonprofit Tax E-file · scored Jan 2026

File990 charges more for a 990-N filing than competitors charge for the same form

Best forParent organizations tracking Form 990-N or 990-EZ filing status across multiple chapters.

From $40 per filing nonprofit-taxirs-efilemulti-chapter
−0.4 vs #1
Visit File990 ↗ See the evidence

IRS-authorized e-filing platform built for nonprofits filing Form 990-N or 990-EZ, with a dashboard for tracking multiple chapters.

Standout factThe enterprise dashboard lets a parent organization track every chapter's filing status and filters to flag components at risk of losing tax-exempt status.file990.org
Biggest catchFile990 charges $54.99 to file Form 990-N, while competitor Tax990 charges $19.90 for the same form.tax990.com

Starting price

$54.99per 990-N filing

Source: file990.org

Fit

Pick it if you are

  • Parent organizations managing tax compliance for multiple chapters or components
  • Nonprofits filing Form 990-N or 990-EZ wanting automated reminders
  • Users needing to track the filing status of subunits to prevent revocation

Skip it if you are

  • Single entities that do not need multi-chapter tracking features
  • Users wanting integrated bookkeeping and accounting tools
  • Organizations seeking complex legal or tax advice included with software

Upside

  • Enterprise dashboard tracks every chapter's filing status
  • Imports nonprofit data automatically using just the EIN
  • IRS-authorized e-file provider backed by Jitasa

Catch

  • No support for the full Form 990 or Form 990-PF
  • 990-N pricing is higher than competitors
  • Explicitly does not provide tax advice on returns
Pick it ifParent organizations tracking Form 990-N or 990-EZ filing status across multiple chapters.
Skip it ifNonprofits with gross receipts over $200,000 that need the full Form 990 or Form 990-PF.
PricingForm 990-N costs $54.99 per filing and Form 990-EZ costs $84.99 per filing, with no subscription required.

Editor's takeFile990's enterprise dashboard for tracking chapter-level filing status is a genuine niche strength for national organizations. Its narrow form support and above-market 990-N pricing mean growing nonprofits may outgrow it quickly.

Does File990 support the full Form 990?

No. File990 supports only Form 990-N and Form 990-EZ, not the full Form 990 or Form 990-PF.

How much does File990 cost per filing?

Form 990-N costs $54.99 and Form 990-EZ costs $84.99 per filing, according to the pricing page.

The evidence: 6 criteria, 3 penalties (−0.16 points)
8.2
Product Capability & DepthLooked for: We evaluate the software's ability to handle various IRS forms (990-N, 990-EZ, 990, 990-PF) and complex schedules required for diverse nonprofit needs.File990 specializes exclusively in Form 990-N (e-Postcard) and Form 990-EZ, streamlining the process for small to mid-sized nonprofits. However, unlike comprehensive competitors, it does not support the full Form 990 or Form 990-PF for private foundations.file990.orgfile990.orgfile990.org
9.2
Market Credibility & Trust SignalsLooked for: We assess the vendor's industry standing, IRS authorization status, and ownership by reputable entities in the nonprofit sector.File990 is an IRS-authorized e-file provider with a strong reputation, backed by Jitasa, a well-known nonprofit accounting service. The domain has been established for over 15 years, indicating long-term stability.file990.orgfile990.orgauctria.com
8.9
Usability & Customer ExperienceLooked for: We look for features that simplify the filing process, such as automated data retrieval, intuitive interfaces, and helpful support resources.The platform simplifies filing by importing data directly from the IRS database using just the EIN. It offers a dashboard for tracking filings and provides automated reminders, although direct tax advice is not offered.file990.orgfile990.orgfile990.org
8.5
Value, Pricing & TransparencyLooked for: We analyze the pricing structure for competitiveness, transparency, and value relative to the features provided.Pricing is transparent with no upfront costs; users pay only when filing. The 990-EZ price ($84.99) is competitive, but the 990-N price ($54.99) is higher than some competitors who offer it for ~$20.file990.orgfile990.orgtax990.com
9.0
Multi-Entity & Enterprise ManagementLooked for: We examine security measures, encryption standards, and compliance certifications to ensure data safety.The platform utilizes bank-level security and encryption for data protection. As an IRS-authorized provider, it meets strict federal security standards for electronic transmission.file990.orgfile990.orgfile990.org
9.0
Support, Training & Onboarding Resourcesfile990.org

Score adjustments−0.16 points in total

−0.09The platform does not support the full Form 990 or Form 990-PF, limiting its utility to only small and mid-sized nonprofits (gross receipts <$200k).file990.org · severity 70/100
−0.03The cost for filing Form 990-N ($54.99) is notably higher than major competitors who charge approximately $20 for the same service.file990.org · severity 45/100
−0.04The service explicitly states they cannot provide tax advice regarding returns, offering only software support.file990.org · severity 40/100
Visit File990 ↗ Back to the top of the ranking
9

TaxAct

taxact.com · TaxAct IRS Form 990 E-File · scored Jan 2026

TaxAct e-files Form 990, but state filing stops at 2 states

Best forSmall to medium nonprofits comfortable with DIY tax filing

From $135 one-time IRS authorizedForm 990nonprofit tax
−0.4 vs #1
Visit TaxAct ↗ See the evidence

DIY online tax software for nonprofits filing Form 990, 990-EZ, 990-PF, and 990-N with a guided Q&A interview.

Standout factThe software supports 37 forms and schedules, including Forms 990, 990-EZ, 990-N, and 990-PF.accountingtoday.com
Biggest catchState e-filing for Form 990 works only in California and Texas.taxact.com
$134.99Federal filing pricetaxact.com
2 (CA, TX)States with e-file supporttaxact.com
$100,000Accuracy guaranteetaxact.com

Starting price

$134.99federal filingstate filing extra, CA and TX only

Before you file with TaxAct

  • Filing Form 990, 990-EZ, 990-N, or 990-PF
  • Organization based in California or Texas
  • Need live CPA review

Upside

  • Supports 990, 990-EZ, 990-PF, 990-N
  • IRS-authorized e-file provider
  • $100k accuracy guarantee

Catch

  • State e-file only in CA/TX
  • No Xpert Assist CPA review
  • State filings cost extra
Pick it ifSmall to medium nonprofits comfortable with DIY tax filing
Skip it ifOrganizations needing state filings outside California or Texas
Pricing$134.99 federal, plus state fee where supported

Editor's takeTaxAct fills a gap few DIY tax platforms cover: online Form 990 filing for nonprofits, including 990-PF for private foundations. A plain-English Q&A interview walks treasurers through the process, backed by a $100k accuracy guarantee and IRS Modernized e-File approval. The limits are real: state e-filing works only in California and Texas, and the Xpert Assist CPA review add-on is not offered for the 990 series.

Which Form 990 variants does TaxAct support?

Forms 990, 990-EZ, 990-N, 990-PF, 990-T, and Form 8868, covering 37 forms and schedules total.

Can I file state nonprofit returns through TaxAct?

Only in California and Texas. Other states require filing separately outside the software.

The evidence: 6 criteria, 2 penalties (−0.15 points)
8.7
Product Capability & DepthLooked for: We evaluate the breadth of tax-exempt forms supported (990, 990-EZ, 990-PF, 990-N) and the software's ability to handle complex schedules and state filings.TaxAct supports a comprehensive range of federal forms including 990, 990-EZ, 990-PF, and 990-N, but state filing capabilities are significantly restricted to only two states.taxact.comtaxact.comaccountingtoday.com
9.2
Market Credibility & Trust SignalsLooked for: We assess the provider's standing with the IRS, years in operation, and the strength of their accuracy guarantees for tax-exempt organizations.TaxAct is a long-standing IRS Authorized E-file Provider that backs its calculations with a $100k Accuracy Guarantee, establishing high trust for compliance.irs.govirs.govtaxact.com
8.9
Usability & Customer ExperienceLooked for: We examine the interface's ability to simplify complex non-profit tax codes into a guided workflow suitable for treasurers or volunteers.The platform uses a Q&A interview format with plain-English questions to guide users through the filing process, making it accessible for non-professionals.taxact.comtaxact.comchamberofcommerce.org
8.5
Value, Pricing & TransparencyLooked for: We analyze the cost effectiveness for non-profits, looking for transparent flat-rate pricing versus hidden fees for state filings or extensions.Pricing is transparent at approximately $135 for federal filing, which is a cost-effective alternative to hiring a CPA but significantly higher than its original introductory rates.taxact.comtaxact.comtaxact.com
9.0
Security, Compliance & Data ProtectionLooked for: We verify the presence of industry-standard security protocols like MFA, encryption, and PCI compliance to protect sensitive donor and organizational data.TaxAct employs robust security measures including Multi-Factor Authentication (MFA), SSL encryption, and PCI DSS compliance validated by VikingCloud.irs.govtaxact.comtaxact.com
8.2
Support & Professional GuidanceLooked for: We look for access to tax professionals or CPA review services specifically for tax-exempt entities to ensure compliance.While basic technical support is available, the 'Xpert Assist' professional review service is explicitly excluded for Form 990, leaving users without expert tax advice.taxact.comtaxact.comtaxact.com

Score adjustments−0.15 points in total

−0.09State e-filing for Form 990 is strictly limited to California and Texas; organizations in other states must file state returns separately outside the software.taxact.com · severity 65/100
−0.06The 'Xpert Assist' service, which provides live CPA/EA review, is explicitly excluded for Tax-Exempt (Form 990) products, unlike other business versions.taxact.com · severity 55/100
Visit TaxAct ↗ Back to the top of the ranking
02

Side by side

10 features across 9 products. Green is yes, red is no, grey is not published.

FeatureExpressTaxExemptTax990CCH Axcess Tax990 TrackerQuickBooks OnlineTaxBanditsAplosFile990TaxAct
Has Mobile App Web-only Web-only Web-only Web-only ✓ Web-only Web-only Web-only Web-only
Has Free Plan ✗ ✗ ✗ ✗ ✗ ✗ ✗ ✗ ✗
Has Free Trial — — Contact for trial Free demo available ✓ — ✓ — —
Integrates With Zapier ✗ ✗ ✗ ✗ ✓ ✗ ✗ ✗ ✗
Has Public API ✗ ✗ Enterprise API only ✗ ✓ ✗ ✗ ✗ ✗
Live Chat Support ✗ ✓ Email/Ticket only ✗ ✓ ✓ Email/Ticket only ✗ ✗
SOC 2 or ISO Certified — — — — ✓ — — — —
Popular Integrations Limited integrations Limited integrations Custom integrations only Limited integrations Salesforce, Google Workspace, Microsoft 365 Limited integrations Limited integrations Limited integrations Limited integrations
Supports SSO ✗ ✗ Enterprise plans only ✗ ✓ ✗ ✗ ✗ ✗
Starting Price $20 per return $20 one-time $2,299 Contact for pricing $25 per month $5 one-time $79 per month $40 per filing $135 one-time
03

How we chose

Four fixed criteria for every product, plus two chosen for Tax Preparation Software for Nonprofits and Associations, weighted and reduced by documented penalties.

Full methodology
Criteria set for this categoryProduct Capability & Depth, Market Credibility & Trust Signals, Usability & Customer Experience, Value, Pricing & Transparency, Security, Compliance & Data Protection, Support, Training & Onboarding Resources
Evidence, then a scoreDocumentation, pricing pages, security pages and third-party reviews. Each criterion records what was found and links its sources.
Penalties, then a rankDocumented problems pull the score down with their evidence attached. Rank follows the score. Sponsored rows, where present, are labelled.
iIn evaluating tax preparation software for nonprofits and associations, key factors included software specifications, features tailored for nonprofit needs, customer reviews, and overall ratings.
Albert Richer
Albert RicherFounder · Memphis, TN

Sets the criteria and reviews the evidence before a ranking publishes. Email him if something here looks wrong.

04

Questions people ask

How much does it cost to e-file Form 990?

A full Form 990 costs $199.90 per return. The simpler Form 990-N e-Postcard costs $19.90. There is no subscription fee, only pay-per-return pricing.

Does ExpressTaxExempt file state tax returns?

Only California. Nonprofits in other states need to file state returns separately using another method.

How much does Tax990 cost per filing?

Pricing is per form with no subscription fee. Form 990-N costs $19.90, Form 990-EZ costs $99.90, and the full Form 990 costs $199.90. Extension requests and retransmission of rejected returns are included at no extra cost.

Does Tax990 support state charity filings?

Only partially. Tax990 supports California Form 199 alongside federal 990 series forms, but it does not support e-filing for most other state charity registration requirements, so nonprofits in other states may need a separate filing process.

What nonprofit tax forms does CCH Axcess Tax support?

It supports federal e-filing for Form 990, 990-PF, 990-N, 990-EZ, 990-T, 4720, and 5227, plus filing in 24 states.

Is CCH Axcess Tax certified for security?

Yes. It holds SOC 1 and SOC 2 Type II reports plus ISO 27001 certification for information security management.

Can 990 Tracker file Form 990-N?

No. It supports 990, 990-PF, 990-EZ, 990-T, 4720, and 8868, but not the simplified 990-N e-Postcard.

Which organizations use 990 Tracker?

It is trusted by 44 of the top 100 institutional investors and 45 of the top 100 university endowments, among more than 8,000 organizations.

How is the best Tax Preparation Software for Nonprofits and Associations decided?

Every product is scored on six criteria for this category, with cited evidence and documented penalties. Rank follows the overall score. Vendors cannot pay for a position.

How often is this ranking updated?

Products are re-scored when pricing, features or evidence change. This ranking was last updated August 11, 2026.

05

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