--- title: "TaxCalc Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about TaxCalc Software - reviews, pricing plans, popular comparisons to other Accounting Practice Management products and more." source_url: "https://www.capterra.com/p/189242/TaxCalc/" page_type: "product" language: "en" --- # TaxCalc Software Review 2026: Features, Integrations, Pros & Cons Last updated on July 31, 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)[Reviews](#reviews) TaxCalc ## What is TaxCalc? TaxCalc Accounts Production caters for Sole Trader and Partnership accounts and features a wide variety of formats for your Limited Liability Partnership and Limited Company clients. Utilising a simple and straightforward workflow, backed up by innovative SimpleStep® and Check & Finish® processes, accounts can be prepared and filed directly to Companies House online, quickly and efficiently. Our approach to iXBRL means absolutely no manual tagging. ## What is TaxCalc used for? [Corporate Tax](https://www.capterra.com/corporate-tax-software/)[AML](https://www.capterra.com/aml-software/)[Accounting Practice Management](https://www.capterra.com/accounting-practice-management-software/) Top alternative Featured Overall rating Based on 7 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price £32 Per User, Per Year Free trial available Free version not included 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 TaxCalc?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.taxcalc.com&name=TaxCalc) ## 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. ### TaxCalc 4.7 (7) VS. [3.5 (73)](https://www.capterra.com/p/119968/TaxCloud/reviews/) Starting Price £32 Per User, Per Year Starting Price $19 Usage Based, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.4 (7) Ease Of Use 3.3 (7,742) Value For Money 4.7 (6) Value For Money 3.3 (6,651) Customer Service 4.3 (7) Customer Service 3.0 (6,356) ## TaxCalc alternatives [4.5 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) Starting price $22.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars Highest Rated [4.7 (3,615)](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 [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) [4.3 (8,508)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/) Starting price $38.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/190778/QuickBooks-Online/) [Vertex](https://www.capterra.com/p/160387/Vertex-SMB/) [4.3 (75)](https://www.capterra.com/p/160387/Vertex-SMB/reviews/) Starting price $5000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/160387/Vertex-SMB/) ## FAQs about TaxCalc Overview ### What company size and specific industries is TaxCalc built for? TaxCalc is designed for accountancy practices and taxpayers who need to file Self Assessment returns. It suits professional accounting firms serving individual clients as well as businesses or sole traders handling personal tax compliance, rather than large enterprise teams or industry-specific operational use cases. Features and Usability ### What are the key features of TaxCalc? TaxCalc offers tax calculation, tax filing, tax forms, annual filings, and VAT support for compliance work. It also includes workflow automation, approval workflow, audit trail, document management, and electronic filing, plus client management, reporting & statistics, and third-party integrations. Integrations ### Which third-party tools and platforms does TaxCalc integrate with? TaxCalc integrates with 6 third-party tools for accounting and e-signatures, including QuickBooks Online, QuickBooks Online Advanced, Xero, FreeAgent, ACCOUNTS, and Signable. QuickBooks Online is the only reviewer-mentioned integration, while the catalog also lists options for importing trial balances and supporting document signing. Answer based on 1 reviews Getting Started and Support ### What training and onboarding options does TaxCalc offer? TaxCalc provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars provide scheduled product learning, documentation serves as written reference, and videos offer visual, self-paced guidance. Getting Started and Support ### What customer support options does TaxCalc offer? TaxCalc provides email/help desk, FAQ/forum, knowledge base, and phone support. With no reviewer feedback available, support experience details such as response speed or helpfulness cannot be assessed from user sentiment. ## Features AI summary Based on 1,519 Accounting Practice Management reviews Not all accounting practice management software covers every feature buyers care about most. Here is what Capterra reviewers highlight as essential when choosing a solution: - **Workflow Management** (**58%** of reviewers rated this feature as critical) - **Client Management** (**52%**) - **Task Management** (**55%**) TaxCalc includes **Workflow Management** and **Client Management**, so firms can organize recurring processes and keep client records in one place. While the system lacks **Task Management**, it does provide other highly rated features, including **Client Portal** (**58%**), **Due Date Tracking** (**52%**), and **Document Management** (**52%**). These features help accounting teams share files securely, stay on top of filing deadlines, and manage client paperwork more efficiently, providing teams with better visibility and control across day-to-day practice operations. Client Management 4.7 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Client Portal 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Private online space that lets businesses securely share documents and provide information access to clients Document Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Tax Calculation 5.0 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Calculate tax and make deductions on gross income from sources like wages, investments or self-employment Electronic Filing 4.7 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Transmit documents to regulatory authorities over the web Data Import/Export 4.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Import and export data to and from software applications TaxCalc 50 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Approval Workflow: Route documents and other data through one or more stakeholders for review and approval - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Authentication: Verify the identity of users/devices to enable secure access - Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process - Cash Flow Management: Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period - Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Consent Management: Manage user consent requests and documents - Corporate/Business: Software specialized for corporate use - Customer Accounts: Record customer information, purchase history, and other notes - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Data Verification: Process of checking different types of data for accuracy to avoid errors or inconsistencies - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Due Date Tracking: Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken - Electronic Filing: Transmit documents to regulatory authorities over the web - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Identity Verification: Validating the identity of an individual or entity through verification of personal information or credentials - Investigation Management: Oversee people and resources to carry out an investigation - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multiple User Accounts: Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service - Policy Management: Create, manage, and track policies and procedures within an organization - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Staff Management: Schedule shifts for staff/employees, track hours worked, and manage staff payroll - Status Tracking: Track the status over time for a request, process, asset, or transaction - 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 - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Value Added Tax (VAT): Goods and services tax - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.4 (7) 4.4 Based on 7 reviews ## Pricing Value for money 4.7 (6) Free Trial Basic £32.00 Per User,Per Year Value for money 4.7 (6) 4.7 Based on 6 reviews ## Integrations [ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[ Signable](https://www.capterra.com/p/150325/Signable/)[ FreeAgent](https://www.capterra.com/p/122008/FreeAgent/)[ ACCOUNTS](https://www.capterra.com/p/127938/ACCOUNTS/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.3 (7) 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 Customer Service 4.3 (7) 4.3 Based on 7 reviews ## User reviews Overall rating 4.7 Based on 7 reviews Filter by rating 5(5) 4(2) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent MJ Melinda J. Owner Accounting ### "Best Tax software " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 April 27, 2023 I've been using this for the pass 15 years and honestly this is the best Pros Easy to use and understand and the managers are also there to assist Cons They should do Accounting packages or uploads to and from Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MR Matthew R. Director Accounting ### "Corporation Tax - simply" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 December 27, 2022 Pros That it imports the company accounts for you. Cons That sometimes when you are given an error code you are not told what that error code means. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CR Claire R. Director Accounting ### "Straight forward, value for money and simple to use" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 December 14, 2022 When we started the practice we used Companies House and HMRC's free products but TaxCalc is far superior to that and looks more professional when seding documents to clients. As well as both the accounts and calculations being in one place. Pros Intergration with Quickbooks for importing trial balances for completing company accounts. Cons Lack of intergration with practice software such as Accountancy Manager. This means duplication of client entry. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AK Amit K. Director Staffing and Recruiting ### "Intuitive and powerful" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 22, 2022 I love this software and fully trust its tax calculations. Pros It is highly intuitive and powerful software. Updated and available early enough in the tax return submission cycle. Ensure compliance and prompts in a user friendly way where tax efficiencies and savings can be obtained. Cons That it requires a software installation limits what computers you can use this on. I have multiple devices with differing software install restrictions. So, we have to dedicate one device for this purpose. Reasons for choosing TaxCalc I loved the fact that Tax calc allows for upto 6 returns on one purchase licence. It works out cheaper than the alternative in costs. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. John J. Principal Accounting ### "Good Practice Software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 16, 2022 The software has become a central hub to our business and has proven reliable and good value Pros This software was easy to implement and has proven flexible and user friendly. The whole team enjoy using it. Cons Not much that we do not like! The integration with document signing could be improved but we deal with it using a third party package Switched from [BTCSoftware](https://www.capterra.com/p/189157/PM-solution/) Improved user interface and integration Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CM Camilla M. Manageer Accounting ### "TaxCalc user" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 August 8, 2022 Pros It is very easy to use, being menu driven makes it easy to find what you need. The full integration of services is also really handy when setting up clients and making sure all relevant info is pulled through. Cons It would be great if it supported management account preparation. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SW Sophie W. Accounts assistant Accounting ### "Tax Calc is really good" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 December 7, 2020 I love using Tax calc. I use it everyday for work and as an accountant, it is one of the best softwares i have used for accounts production and tax returns. Would highly recommend. Pros Tax calc is easy to use and really simple to be able to navigate your way around the system. Cons Sometimes it freezes. But it is nothing major, is still a good software to have. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/189242/TaxCalc/reviews/) ## 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.