--- title: "TaxAct Professional Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about TaxAct Professional Software - reviews, pricing plans, popular comparisons to other Tax Practice Management products and more." source_url: "https://www.capterra.com/p/230242/TaxAct-Professional/" page_type: "product" language: "en" --- # TaxAct Professional Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on July 20, 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) TaxAct Professional ## What is TaxAct Professional? Powerful, professional tax software that offers prices you'll love & a support team who cares. TaxAct Professional has a legacy of 25 years & over 40 million successfully processed e-files. In addition to this, our software is scalable to ensure it meets your firm's needs. We also proudly offer an easy client data import, fully integrated eSignature, powerful reports/tools, the ability to easily toggle between Q&A + Forms view, bank products, virtual practice offerings & more. ## What is TaxAct Professional used for? [Tax Practice Management](https://www.capterra.com/tax-practice-management-software/) Top alternative Featured Overall rating Based on 6 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $159.99 Usage Based, 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 TaxAct Professional?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.taxact.com&name=TaxAct Professional) ## 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. ### TaxAct Professional 4.3 (6) VS. [4.7 (3,605)](https://www.capterra.com/p/186749/TaxDome/reviews/) Starting Price $159.99 Usage Based, Per Year Starting Price $800 Per User, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.2 (6) Ease Of Use 4.5 (3,605) Value For Money 4.2 (6) Value For Money 4.6 (3,015) Customer Service 3.7 (6) Customer Service 4.6 (2,912) ## TaxAct Professional 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 [4.8 (267)](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 [3.8 (61)](https://www.capterra.com/p/147972/Mango-Billing/reviews/) Starting price $35.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 67% 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 [View all alternatives](https://www.capterra.com/p/230242/TaxAct-Professional/alternatives/) ## FAQs about TaxAct Professional Overview ### What company size and specific industries is TaxAct Professional built for? TaxAct Professional is designed for tax professionals, enrolled agents, and CPAs serving clients of any business size. It is built for accounting and tax preparation practices rather than a specific industry, making it suitable for firms that complete tax returns for individuals and businesses. Features and Usability ### What are the key features of TaxAct Professional? TaxAct Professional offers tax filing and tax forms for tax practices, along with tax planning and status tracking. It includes client management, billing and invoicing, and employee management, plus document storage, data import/export, reporting and statistics, alerts and notifications, email reminders, and third-party integrations. Pricing ### How much does it cost and what fees or limitations are included? TaxAct Professional starts at $159.99 per year for the 1040 Pay-Per-Return Edition, with $22.50 per return and $35 per state. Other plans include the $1,045 1040 Bundle, $1,245 Enterprise Bundle, $1,875 Complete Bundle, and $2,275 Complete Enterprise Bundle. A free trial is available. Integrations ### Which third-party tools and platforms does TaxAct Professional integrate with? TaxAct Professional integrates with TaxDome. It supports this third-party connection for tax workflow and storage-related tasks. No other catalog integrations are provided in the prompt, so TaxDome is the only confirmed platform to name here. Answer based on 1 reviews Getting Started and Support ### What training and onboarding options does TaxAct Professional offer? TaxAct Professional provides in person training, live online sessions, webinars, documentation, and videos for team onboarding. In person and live online formats support guided instruction, webinars present scheduled training sessions, documentation offers written reference material, and videos provide recorded walkthroughs for self-paced review. Getting Started and Support ### What customer support options does TaxAct Professional offer? TaxAct Professional provides Email/Help Desk, FAQ/Forum, and Phone Support for customer assistance. Support quality cannot be assessed from reviewer feedback here, so no claims can be made about response times, helpfulness, or common frustrations. Users can contact the listed channels for guidance and troubleshooting. ## Features AI summary Based on 1,561 Tax Practice Management reviews According to Capterra reviewers, these are the tax practice management features buyers prioritize most when evaluating a solution: - **Client Portal** (**66%** of reviewers rated this feature as critical) - **Document Management** (**62%**) - **Workflow Management** (**57%**) TaxAct Professional includes other capabilities that reviewers also consider important, such as **Document Storage** (**58%**) and **Client Management** (**54%**). Together, these features help firms keep client records organized, store tax documents in one place, and manage ongoing client relationships more efficiently, providing teams with a clearer view of information needed to support day-to-day tax work. Document Storage 3.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system Client Management 5.0 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Tax Filing 5.0 (5) 100.00% of 5 reviewers that rated this feature as important or highly important The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return Tax Forms 4.8 (4) 125.00% of 4 reviewers that rated this feature as important or highly important Declaration of income made to tax authorities Activity Dashboard 5.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities Data Import/Export 5.0 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Import and export data to and from software applications TaxAct Professional 17 features ### All Features - 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 - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Client Management: Manage contact details and communication with clients - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Data Import/Export: Import and export data to and from software applications - Document Storage: Store and organize documents in a centralized system - Email Reminders: Reminders sent via email - Employee Management: Track employee schedules, availability, and performance across projects and tasks - For Tax Practices: Designed for tax practices - Real-Time Updates: Receive system updates as soon as any changes are made - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Status Tracking: Track the status over time for a request, process, asset, or transaction - 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 4.2 (6) 4.2 Based on 6 reviews ## Pricing Value for money 4.2 (6) Free Trial 1040 Pay-Per-Return Edition $159.99 Usage Based,Per Year It includes: - One Federal Edition (1040 Only) - Dedicated Technical Support - Multi User License - 1 eSignature Envelope Included with Each Return - $35 Per State (45 States Available) - $22.50 Per Return (E-Filed or Printed) 1040 Bundle $1,045 Flat Rate,Per Year It includes: - 1040 Federal Edition - All 1040 States Included - Unlimited 1040 E-Filing - Dedicated Technical Support - Single User License 1040 Enterprise Bundle $1,245 Flat Rate,Per Year It includes: - Multi User License - Professional 1040 Enterprise Federal Product - All 1040 States Included - Unlimited 1040 E-Filing - Includes supported prior software editions, e-file fees do apply Complete Bundle (1040, 1041, Business & 990) $1,875 Flat Rate,One Time It includes: - Professional 1040, 1041, Business & 990 Federal Products - All 1040 States Included - Unlimited 1040 E-Filing - 1041, 1065, 1120S & 990 Federal Editions - Unlimited E-File 1041, 1065, 1120S, 1120 & 990 Client Returns - 1041, 1065, 1120S, 1120 & 990 All States - Includes supported prior software editions, e-file fees do apply Complete Enterprise Bundle (1040, 1041, Business & 990) $2,275 Flat Rate,Per Year It includes: - Multi User License - Professional 1040, 1041, Business & 990 Enterprise Federal Products - All 1040 States Included - Unlimited 1040 E-Filing - 1041, 1065, 1120S & 990 Federal Editions - Unlimited E-File 1041, 1065, 1120S, 1120 & 990 Client Returns - 1041, 1065, 1120S, 1120 & 990 All States - Includes supported prior software editions, e-file fees do apply Value for money 4.2 (6) 4.2 Based on 6 reviews ## Support, customer service and training options Customer Service 3.7 (6) 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 3.7 (6) 3.7 Based on 6 reviews ## User reviews Overall rating 4.3 Based on 6 reviews Filter by rating 5(4) 4(1) 3(0) 2(1) 1(0) Mentioned topic Sorted by most recent LS Lawrence S. User Capital Markets ### "Crypto Fraud" 2.0 Overall Rating 2.0 2.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 2/10 January 26, 2026 This is a crypto fraud. Any gains you claim to have made are fake. Please don't make the same mistake as I did by interacting with them. They do not approve withdrawal. I've gone round and round; there's always another reason to take more money from me. I had to file a report with Roberts Lee Recovery Firms ( \[sensitive content hidden\] ) , and they were able to reclaim my funds when everything appeared lost. ( \[sensitive content hidden\] ) Pros There is nothing to like about this company they took my money and giving it back became their problem Cons They didn't give it back not until i got StaunchView ORG involved and they helped me got my money back 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. CM Carmen M. Owner Accounting ### "Big Bang for your Buck" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 December 5, 2024 I have used it for 12 years and think it is a great easy to use software. Pros The price, the ease of use, pretty much everything. Cons The depreciation schedule doesn't auto print. It's hard to turn a pdf tax return into a new client in TA 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. TM Tamara M. Owner Financial Services ### "Easy to use and affordable" 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 December 30, 2023 I have been using TaxAct for over 12 years. It is a great program. Pros I like the cloud version so that my employees and I can work from home when necessary in preparing taxes. Cons Would like to be able to add more notes where I can see them easily Switched from [MyTAXPrepOffice](https://www.capterra.com/p/179883/my-TAXprep-office/) I liked the customer service better after I was not informed that a return was not sent through. 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. YF Yolanda F. Owner Financial Services ### "Long Time User" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 October 14, 2023 The product is a great product, I have been using it for many years. I like the features but I feels some of them should be added in with the product. Pros Is is user friendly, the price is reasonable and it provides the latest features. Cons It doesn't store the documents for the clients, Alternatives considered [FreeTaxUSA](https://www.capterra.com/p/233633/FreeTaxUSA/) [TurboTax Business](https://www.capterra.com/p/179846/TurboxTax-Business/) [Lacerte Tax](https://www.capterra.com/p/249726/Lacerte-Tax/) [ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/) Reasons for choosing TaxAct Professional I liked the price better and the simplicity of the software. 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. CP Cheryl P. Owner Accounting ### "Love Using Product Daily " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 February 5, 2023 I love the product and customer service. Do wish they offered more chat and email support. Pros I absolutely love using this product. I am in it everyday and love it. Cons I would like to have more instruction on how to use features etc. I feel like I may or be getting my full use. I would also like to see the software integrate more with other software more seamlessly. Alternatives considered [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) [ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/) Reasons for choosing TaxAct Professional Price and support. 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. Response from Vendor September 15, 2023 Thank you so much for your feedback, Cheryl! I noticed you mentioned wanting more instruction on the product features. Here's the link to our YouTube channel (https://www.youtube.com/channel/UCyvsuf4g2CU0JaiiF9Efjrg). I think you will find a lot of helpful training here! MB Melanie B. Owner/Operator Accounting ### "TaxAct Professional Software" 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 7/10 December 20, 2022 TaxAct helps me run my business as a tax preparation service, gives me most tools I need to meet client's expectations. Pros TaxAct is a fairly priced software to use for preparing most of my clients returns. Ease of use is important so that I am efficiently spending my time on a tax return. Cons It doesn't have functions to prepare a few of my returns properly but most other software this is true of as well. Alternatives considered [Lacerte Tax](https://www.capterra.com/p/249726/Lacerte-Tax/) Reasons for choosing TaxAct Professional TaxAct is significantly less expensive then Lacerte. 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. Response from Vendor September 15, 2023 Thank you for your review, Melanie! We love getting to hear candid feedback from our customers. If we can ever help further, please do not hesitate to reach out to our team at 866-498-7184. ## 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.