# Formations Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Formations Software - reviews, pricing plans, popular comparisons to other Corporate Tax products and more.

Source: https://www.capterra.com/p/10035808/Formations

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# 

 Formations 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)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)

Formations

## What is Formations?

Formations is a tax management software for self-employed professionals, streamlining financial operations with comprehensive solutions. Specializing in S-Corporation management, it handles business structure setup, payroll, and tax filing. The platform evaluates individual business needs to implement tax strategies aligned with financial goals. Features include automated bookkeeping, financial dashboards for income, expenses, and tax insights, and integration with business banking. Additional tools like retirement plans and healthcare benefits enhance its offerings. Combining tax expertise with technology, Formations provides a centralized system for managing business finances, ensuring tax compliance, optimized structures, and financial visibility.

## What is Formations used for?

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

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$500

Flat Rate, Per Year

Free trial  
not available

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 Formations?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://formationscorp.com&name=Formations)

## 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.

### Formations

0.0

VS.

[4.4 (3,269)](https://www.capterra.com/p/120109/Xero/reviews/)

Starting Price

$500

Flat Rate, Per Year

Starting Price

$25

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.4 (227)

Value For Money

0.0 (0)

Value For Money

4.2 (214)

Customer Service

0.0 (0)

Customer Service

4.0 (219)

## Formations alternatives

[4.6 (8)](https://www.capterra.com/p/240758/Longview-Tax/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

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

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

Starting price

$695.00

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/)

[Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/)

[3.8 (113)](https://www.capterra.com/p/176133/Drake-Tax/reviews/)

Starting price

$349.99

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

67%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/176133/Drake-Tax/)

Highest Rated

[Gofile](https://www.capterra.com/p/10023109/Gofile/)

[5.0 (8)](https://www.capterra.com/p/10023109/Gofile/#reviews)

Starting price

$999.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/10023109/Gofile/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Corporate/Business

Software specialized for corporate use

Electronic Filing

Transmit documents to regulatory authorities over the web

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 Planning

Financial planning for tax purposes

Formations 6 features

Software specialized for corporate use

Transmit documents to regulatory authorities over the web

Calculate tax and make deductions on gross income from sources like wages, investments or self-employment

Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors

The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return

Financial planning for tax purposes

## Pricing

Business-in-a-Box

$500.00

Flat Rate,Per Year

It includes:

-   LLC Incorporation & Registration
-   Business Bank Account
-   Beneficial Ownership Information Report

LLC Management

$199.00

Per User,Per Month

It includes:

-   Automated Bookkeeping
-   Personal 1040 Filing
-   Business Compliance & Audit Protection

S-Corp Management

$350.00

Per User,Per Month

It includes:

-   S-Corp Election
-   Payroll & Owner Distribution
-   Access to Tax & Accounting Experts
-   Personal and Business Tax Return Prep & Filing
-   Custom Add-Ons

## Integrations

[

Gusto](https://www.capterra.com/p/131882/Gusto/)[

Xero](https://www.capterra.com/p/120109/Xero/)[

Hurdlr](https://www.capterra.com/p/204042/Hurdlr/)

## 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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