---
title: "Tax Series Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Tax Series Software - reviews, pricing plans, popular comparisons to other Corporate Tax products and more."
source_url: "https://www.capterra.com/p/10032583/Tax-Series/"
page_type: "product"
language: "en"
---

# 

 Tax Series Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on September 17, 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)[Support](#support)

Tax Series

## What is Tax Series?

Tax Series is a web-native corporate income tax software that integrates various tax processes. The platform includes compliance, provision, and BEPS reporting modules that share data across functions to streamline reporting workflows. Tax Series features additional components including Data Collector for information gathering, Legal Directory for tax law reference, Tax Calendar for deadline management, and Fixed Asset Manager for asset tracking. The software supports corporate income tax planning, provision calculations, and compliance filings through its interconnected modules. Tax Series operates as a web-based solution, allowing support representatives to access client databases when troubleshooting issues. The system helps corporations manage their income tax responsibilities by connecting related tax processes and eliminating redundant data entry between different tax functions.

## What is Tax Series used for?

[Corporate Tax](https://www.capterra.com/corporate-tax-software/)

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

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Neutral

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Negative

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for pricing

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## Tax Series Overview

Updated September 2026

AI summary

Tax Series offers enterprise organizations a platform for managing corporate tax processes, covering accounting, tax calculation, planning, electronic filing, and forms management. Notable capabilities include audit management, deadline tracking, support for multiple user accounts, payroll and employer forms, and tax compliance tools. Deployment options span cloud-based, SaaS, web-based, and Windows environments, providing flexibility for large teams.

## 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.

### Tax Series

0.0

VS.

[3.5 (73)](https://www.capterra.com/p/119968/TaxCloud/reviews/)

Starting Price

Contact vendor

Starting Price

$19

Usage Based, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

3.3 (23)

Value For Money

0.0 (0)

Value For Money

3.3 (19)

Customer Service

0.0 (0)

Customer Service

3.0 (18)

## Tax Series alternatives

[Intuit ProConnect Tax](https://www.capterra.com/p/249727/ProConnect-Tax/)

[4.2 (23)](https://www.capterra.com/p/249727/ProConnect-Tax/reviews/)

Starting price

$94.95

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

87%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/249727/ProConnect-Tax/)

[Lacerte Tax](https://www.capterra.com/p/249726/Lacerte-Tax/)

[4.1 (17)](https://www.capterra.com/p/249726/Lacerte-Tax/reviews/)

Starting price

$429.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

82%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/249726/Lacerte-Tax/)

Highest Rated

[MyTAXPrepOffice](https://www.capterra.com/p/179883/my-TAXprep-office/)

[4.6 (241)](https://www.capterra.com/p/179883/my-TAXprep-office/reviews/)

Starting price

$895.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/179883/my-TAXprep-office/)

[Avalara](https://www.capterra.com/p/75673/AvaTax/)

[4.0 (357)](https://www.capterra.com/p/75673/AvaTax/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

76%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/75673/AvaTax/)

## FAQs about Tax Series

Overview

### What company size and specific industries is Tax Series built for?

Tax Series is designed for mid-sized to large enterprises that need U.S. corporate income tax compliance and related filings, including BEPS Country-by-Country reporting. It is aimed at organizations with complex tax reporting needs rather than small businesses, and the vendor description does not name any specific industries.

Features and Usability

### What are the key features of Tax Series?

Tax Series offers accounting, audit management, and tax calculation for corporate and business workflows. It includes tax compliance, tax planning, and deadline management, plus electronic filing, tax filing, and tax forms. The system also supports payroll and employer forms and multiple user accounts.

Getting Started and Support

### What training and onboarding options does Tax Series offer?

Tax Series provides in person training, live online sessions, and videos to help teams get started. In person training supports direct, face-to-face instruction, live online sessions allow guided remote setup, and videos offer self-paced reference for reviewing steps and product features as needed.

Getting Started and Support

### What customer support options does Tax Series offer?

Tax Series provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users can reach support through direct contact or self-service resources, with chat and phone offering faster help and the knowledge base and FAQ/forum covering common questions and basic guidance.

## Features

AI summary

Based on 250 Corporate Tax reviews

Capterra data shows that buyers of corporate tax software rank the following features as their top priorities:

-   **Tax Filing** (**74%** of reviewers rated this feature as critical)
-   **Tax Forms** (**66%**)
-   **Tax Calculation** (**74%**)

Tax Series supports all three features that reviewers rate most highly: **Tax Filing**, **Tax Forms**, and **Tax Calculation**. Together, these capabilities help businesses prepare returns accurately, manage required documentation more efficiently, and calculate tax obligations with greater confidence, allowing teams to reduce manual work and stay compliant.

Accounting

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Audit Management

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Corporate/Business

Software specialized for corporate use

Deadline Management

Specify or track the date/time a project, task, etc., is due for completion

Electronic Filing

Transmit documents to regulatory authorities over the web

Multiple User Accounts

Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service

Tax Series 11 features

### All Features
- Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
- Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
- Corporate/Business: Software specialized for corporate use
- Deadline Management: Specify or track the date/time a project, task, etc., is due for completion
- Electronic Filing: Transmit documents to regulatory authorities over the web
- Multiple User Accounts: Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service
- Tax Calculation: Calculate tax and make deductions on gross income from sources like wages, investments or self-employment
- Tax Compliance: Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors
- Tax Filing: The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return
- Tax Forms: Declaration of income made to tax authorities
- Tax Planning: Financial planning for tax purposes

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## Pricing

## 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

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