--- title: "neo.tax Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about neo.tax Software - reviews, pricing plans, popular comparisons to other Tax Preparation products and more." source_url: "https://www.capterra.com/p/227621/neotax/" page_type: "product" language: "en" --- # neo.tax 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)[Reviews](#reviews) neo.tax ## What is neo.tax? Neo.Tax is unlocking the R&D tax credit for startups In under an hour, you can prepare your Federal R&D tax credit on your own, be guided by our team, or anything in between. Whichever route you choose, all claims are reviewed by our tax experts. Our approach is reflected in our founders: a Stanford PhD in machine learning automating the brain of a former IRS agent and 20+ year CPA, productized by a former Intel product manager. See if you are eligible and what you could get back at Neo.Tax ## What is neo.tax used for? [Corporate Tax](https://www.capterra.com/corporate-tax-software/)[Tax Preparation](https://www.capterra.com/tax-preparation-software/) Overall rating Based on 3 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial not 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 neo.tax?[Manage this product listing](https://www.g2.com/products/neo-tax/claim_requests/new?auto=true) ## neo.tax Overview Updated September 2026 AI summary neo.tax provides cloud-based tax preparation and management for small and midsize businesses, focusing on accounting, tax calculation, filing, and planning. It enables electronic filing and documentation, offers an activity dashboard, API access, and integrates with QuickBooks Online. Lacking client portal and management features, it instead emphasizes core tax workflows and supports third-party connectivity. ## 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. ### neo.tax 5.0 (3) VS. [### 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 Contact vendor Starting Price $895 Flat Rate, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (3) Ease Of Use 4.5 (241) Value For Money 5.0 (3) Value For Money 4.7 (229) Customer Service 5.0 (3) Customer Service 4.6 (233) ## neo.tax 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/) [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) [3.8 (116)](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 66% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/176133/Drake-Tax/) [TurboTax Business](https://www.capterra.com/p/179846/TurboxTax-Business/) [4.5 (276)](https://www.capterra.com/p/179846/TurboxTax-Business/reviews/) Starting price $170.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/179846/TurboxTax-Business/) ## FAQs about neo.tax Overview ### What company size and specific industries is neo.tax built for? neo.tax is designed for startups and small businesses that invest in research and development, especially those with less than $5 million in revenue or no revenue at all. It fits companies that have been profitable for under five years and had R&D work performed by US-based employees or contractors. Features and Usability ### What are the key features of neo.tax? neo.tax offers tax management, tax calculation, tax filing, and tax planning features for corporate and business use. It also includes tax forms, electronic filing, and electronic submission, plus an activity dashboard, customer accounts, API access, accounting functions, and third-party integrations. Integrations ### Which third-party tools and platforms does neo.tax integrate with? neo.tax integrates with QuickBooks Online for bookkeeping data and R&D credit workflows. The available integration list here names QuickBooks Online as the confirmed third-party platform, connecting accounting records to help support tax credit review and preparation. Answer based on 1 reviews Getting Started and Support ### What training and onboarding options does neo.tax offer? neo.tax provides in person training, live online sessions, webinars, documentation, and videos. In person and live online options support guided setup, webinars cover shared instruction, documentation offers written reference material, and videos provide visual, self-paced learning for teams getting started. Getting Started and Support ### What customer support options does neo.tax offer? neo.tax provides email/help desk, FAQ/forum, phone support, and chat. With no reviewer feedback available on support, user experience with these channels cannot be assessed from the catalog data alone. ## Features AI summary Based on 837 Tax Preparation reviews Capterra reviewers highlight these as the features buyers care about most when choosing tax preparation software: - **Client Portal** (**63%** of reviewers rated this feature as critical) - **Client Management** (**52%**) - **Tax Filing** (**68%**) neo.tax supports **Tax Filing**, which gives firms a direct way to prepare and submit returns accurately. However, it does not include **Client Portal** or **Client Management**. Instead, it offers **Tax Forms** (**68%**) and **Tax Calculation** (**65%**), which help teams handle required documentation and check figures before submission, helping businesses improve filing accuracy and manage tax work more efficiently. Tax Calculation 5.0 (3) 66.67% of 3 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 Tax Planning 5.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Financial planning for tax purposes Corporate/Business 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Software specialized for corporate use Electronic Filing 4.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Transmit documents to regulatory authorities over the web Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities neo.tax 11 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - 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 - Corporate/Business: Software specialized for corporate use - Customer Accounts: Record customer information, purchase history, and other notes - 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 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 - Third-Party Integrations: Set up connections to third-party platforms to improve business processes --- Features 5.0 (3) 5.0 Based on 3 reviews ## Pricing Value for money 5.0 (3) Value for money 5.0 (3) 5.0 Based on 3 reviews ## Support, customer service and training options Customer Service 5.0 (3) 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 5.0 (3) 5.0 Based on 3 reviews ## User reviews Overall rating 5.0 Based on 3 reviews Filter by rating 5(3) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent GM George M. Finance Lead Computer Software ### "Great value compared to competitors. Great support team too." 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 May 12, 2022 It was awesome because they helped get us a nice tax credit, which more than paid for the service they provide. They taught us so much about R&D credits. We actually use their suggestions when doing our books now. Now, with just a few clicks, we can apply for new credits every year. Pros I think they do a good job helping business determine what spend can be used when applying for tax credits. We are a a tech company, and after going through the online questionnaire, and following up with the support team at Neo.Tax, we determined my company was eligible for a decent sized tax credit, which they helped me apply for. They also offer an app that connects to our Quickbooks Online, which makes reviewing our books easier (for R&D credits). Cons I didn't find any real flaws with the software, but even if I was confused at certain parts, I always got excellent support from Neo.Tax CS team. Reasons for choosing neo.tax Zeni.ai, Pilot 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. SK Shawn K. Co-founder Design ### "Very helpful team maximized our tax credit!" 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 March 25, 2022 Fantastic experience from start to finish. Pros \[SENSITIVE CONTENT\] and the team helping out did a great job walking me through the steps necessary to get the maximum tax credit. Cons Nothing was missing, the software and team both did their part. 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. CF Chris F. Bookkeeper Information Technology and Services ### "Neo.Tax - R&D " 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 March 25, 2022 After meeting with customer support and gathering information from our team, I had some changes that we had to make before submitting our final application and customer support made that process very easy. I let them know the changes and they got everything updated, walked me through what I needed to do and voila! Pros Fairly easy to complete most of the information on my own without assistance from customer support. Cons I was not able to import my payroll information on my own. I had to set up a meeting with customer support for their assistance. They were very helpful, shared a screen, spreadsheet, etc to get all my information entered. 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. ## 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.