# Pacesetter Tax Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Pacesetter Tax Software - reviews, pricing plans, popular comparisons to other Tax Practice Management products and more. Source: https://www.capterra.com/p/10014859/Pacesetter-Tax --- # Pacesetter Tax Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) Pacesetter Tax ## What is Pacesetter Tax? Practice Management solution that helps businesses manage client information, schedule appointments, collect payments and more. ## What is Pacesetter Tax used for? [Tax Practice Management](https://www.capterra.com/tax-practice-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $99 Flat Rate, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Pacesetter Tax?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.pacesettertax.com&name=Pacesetter Tax) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Pacesetter Tax 0.0 VS. [4.5 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) Starting Price $99 Flat Rate, Per Month Starting Price $22 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.5 (286) Value For Money 0.0 (0) Value For Money 4.2 (262) Customer Service 0.0 (0) Customer Service 4.5 (268) ## Pacesetter Tax alternatives [4.8 (266)](https://www.capterra.com/p/186837/Financial-Cents/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars Highest Rated [5.0 (30)](https://www.capterra.com/p/10031400/Anchor/#reviews) Starting price $5.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.7 (400)](https://www.capterra.com/p/148032/Suralink/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.7 (3,594)](https://www.capterra.com/p/186749/TaxDome/reviews/) Starting price $800.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars ## FAQs about Pacesetter Tax Features and Usability ### What are the key features of Pacesetter Tax? Pacesetter Tax offers tax filing and tax forms management, plus workflow management, task management, and approval process control for tax practices. It also includes client portal, document management, compliance management, reporting & statistics, access controls/permissions, and third-party integrations. Additional features include due date tracking, alerts/notifications, and audit management. Pricing ### How much does it cost and what fees or limitations are included? Pacesetter Tax starts at $99 per month for the Complete plan, billed as a flat rate per office rather than per user. All features are enabled, with unlimited e-signatures, unlimited users, and unlimited clients included. A free version and free trial are also available. Integrations ### Which third-party tools and platforms does Pacesetter Tax integrate with? Pacesetter Tax integrates with 10 third-party tools, including tax and accounting platforms CCH SureTax, Drake Tax, ProSeries Tax, TaxSlayer Pro, and UltraTax CS, plus Google Workspace, Microsoft Outlook, QuickBooks, Zoho Connect, and authorize.net for email, collaboration, accounting, and payments. Getting Started and Support ### What training and onboarding options does Pacesetter Tax offer? Pacesetter Tax provides live online training, webinars, documentation, and videos. Live online sessions and webinars can support guided instruction, while documentation and videos provide written and visual reference materials for teams that need to review setup steps and product features at their own pace. Getting Started and Support ### What customer support options does Pacesetter Tax offer? Pacesetter Tax provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. Support details should be checked directly with the vendor, since no reviewer feedback on response speed, helpfulness, or common support issues is available in the catalog data. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Access Controls/Permissions Define levels of authorization for access to specific files or systems ACH Payment Processing Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Approval Process Control Manage the process of evaluating documents or requests submitted for approval Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Pacesetter Tax 34 features Define levels of authorization for access to specific files or systems Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Manage the process of evaluating documents or requests submitted for approval Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Create, manage, and send invoices or bills to customers Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Manage and track all internal and external communication conducted via calls, email, text, or chat Track and manage adherence to policies for any service, product, process, or supplier Configure existing workflows to meet your organization's needs Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken Reminders sent via email Track employee schedules, availability, and performance across projects and tasks Designed for tax practices Access software remotely via mobile devices Plan and coordinate all the resources, costs and time needed to execute assignments Receive system updates as soon as any changes are made Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Track the status over time for a request, process, asset, or transaction Create, manage and track all task activities and progression The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return Declaration of income made to tax authorities Set up connections to third-party platforms to improve business processes Measure and track time including hours worked and paid time off (PTO) Track the amount of time spent on a job or task Create, design and manage workflows for repetitive tasks ## Pricing Free Trial Free Version Complete $99.00 Flat Rate,Per Month It includes: - e-signatures - document upload - document storage - unlimited users - unlimited clients - invoicing - payments collection - mobile apps - portal - calendaring - secure messaging - secure upload - task management - workflow management - CRM ## Integrations [ Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ authorize.net](https://www.capterra.com/p/221412/authorizenet/)[ ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/)[ Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/)[ Zoho Connect](https://www.capterra.com/p/131427/Zoho-Connect/)[ UltraTax CS](https://www.capterra.com/p/79430/eDiscovery-Point/)[ TaxSlayer Pro](https://www.capterra.com/p/189000/TaxSlayer-Pro/) ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.