Tax Planning Software Tools


iTAM Link is a secure, 24/7, web-based, customizable, property tax management software providing real property tax solutions for businesses with multi-property or complex property portfolios. iTAM Link solves your local, regional, national and international property tax and assessment management challenges. iTAM Link includes the following data modules: tax management, budgeting & forecasting, value tracking, appeals management, and much more. [Learn more]

AvaTax provides the most complete sales & use tax compliance solution - from the point of sale to electronic filing & payment, streamlining a cumbersome process for millions of businesses. Seamlessly automate a full range of sales tax compliance tasks, from research & calculation of rates to reporting and returns, for a best-practices approach to sales tax, but without costly implementations or high-maintenance software. AvaTax comes integrated into your accounting or ecommerce application. [Learn more]

Comprehensive Directory

22 Solutions Listed


Abacus Tax Software - Abacus Tax Software

The home of affordable tax software and electronic filing. The 1040 tax software starts at just $129.95 [Learn more]

Target Market: Small - Mid

Advanced Micro Solutions - 1099-Etc

Allows you to prepare tax and all state quarterly forms plus options for after-the-fact payroll and live payroll. [Learn more]

Target Market: Small - Mid

Web-based solution that integrates seamlessly with your accounting software to automate sales tax compliance tasks. [Learn more]

Target Market: Small - Mid

BNA Software - Income Tax Planning Solution

For accuracy, efficiency, and productivity, turn to BNA - trusted by thousands of CPA firms and corporations, including the IRS. [Learn more]

Target Market: Mid - Large

CORPTAX - CORPTAX MART

Web-based modeling, analysis and reporting tool designed to support tax projections, planning, tax audits and management reporting.  [Learn more]

Target Market: Mid

Drake Software - Drake Tax Software

Are you looking for a tax preparation software program that stands out from the rest? Drake Software is just that. [Learn more]

Target Market: Small - Mid

EISI - NaviPlan

NaviPlan Extended is a sophisticated financial planning tool designed for advisors who deal with complex planning scenarios [Learn more]

Target Market: Mid - Large

Empower Software - EmpowerTax

Browser-based enterprise solution that allows businesses to comply with the thousands of payroll tax regulations. [Learn more]

Target Market: Mid - Large

iConcepts - OIC Tax Planner

Interactive desktop software that provides required forms, information and help on all current IRS Offer in Compromise regulations. [Learn more]

Target Market: Small

Lacerte - Lacerte Tax Software

Uniquely designed to work the way you work-following the natural flow of the tax return- to help increase your firm's productivity.  [Learn more]

Target Market: Small - Mid

Longview Solutions - Longview Tax

Streamlines the global tax return compliance process, reducing the need for additional inputs to an exception basis only. [Learn more]

Target Market: Mid - Large

MasterPlan Financial Software - MasterPlan

Financial planning software - record, analyze, and present all aspects of a client's current and proposed financial situation.  [Learn more]

Target Market: Small - Mid

Nelco - Winfiler

W2 and 1099 reporting software with E-filing. [Learn more]

Target Market: Small - Mid

Property tax management providing real property tax solutions for businesses with multi-property or complex property portfolios. [Learn more]

Target Market: Mid - Large

Sabrix - Sabrix Managed Tax Service

Transaction tax management for companies of all sizes - achieve accurate, timely, and cost-effective compliance [Learn more]

Target Market: Mid - Large

SamsTax - SamsTax

Self assessment and bookkeeping software. [Learn more]

Target Market: Large

Saxon Tax Software - SaxTax

Designed to be used by tax professionals who prepare tax returns for their clients. [Learn more]

Target Market: Small - Mid

TaxStream - Tax Provision

Supports all functions needed to calculate a federal tax provision. [Learn more]

Target Market: Mid

Thompson - Crossborder Compliance

The worldwide industry standard in transfer pricing compliance software.  [Learn more]

Target Market: Mid - Large

Thomson Reuters - ONESOURCE Global Tax Planning

Full-featured, international tax management tool; combine research work with resolution and management of cross border tax issues. [Learn more]

Target Market: Mid - Large

Thomson Reuters - Ultratax CS

Enables you to fully streamline your entire tax practice from initial client data collection to e-filing of tax returns. [Learn more]

Target Market: Mid - Large

Vertex - Vertex

The first tax automation package specifically enabled for retail environments.  [Learn more]

Target Market: Mid - Large

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Tax Planning software allows tax and accounting professionals to streamline tax preparation. Functions include calculation, review, e-filing, data automation, accounting, payroll integration, and forms automation. Tax Planning software is available for local, state, federal, and international levels of filing. Fixed assets are also covered by this type of software. Tax Planning software is related to Accounting software, Financial Reporting software, Compliance software, and Banking Systems software.

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