# Best Tax Preparation Software 2026 | Capterra > Find the top Tax Preparation software of 2026 on Capterra. Based on millions of verified user reviews - compare and filter for whats important to you to find the best tools for your needs. Source: https://www.capterra.com/tax-preparation-software/ --- # Best Tax Preparation Software ## Bloomberg Tax Provision Profile: [Bloomberg Tax Provision](https://www.capterra.com/p/10012418/Bloomberg-Tax-Provision/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Bloomberg Tax Provision provides the most powerful ASC740 software on the market. #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Free trial: No Free demo: No ### Features tab #### Most popular features - Document Management: Not available - Client Portal: Not available - Tax Calculation: Available - Tax Filing: Not available - Tax Forms: Not available - Tax Management: Available - Compliance Management: Available - Accounting: Not available - For Tax Practices: Not available - Digital Signature: Not available - ACH Payment Processing: Not available - Audit Management: Available ### Gallery tab ### Integrations tab Bloomberg Tax Provision connects with 2+ software tools. [See all integrations](https://www.capterra.com/p/10012418/Bloomberg-Tax-Provision/#integrations) #### Most popular integrations - Microsoft Excel: 4.8 rating - Bloomberg Tax Workpapers --- ## Bloomberg Tax Fixed Assets Rating: 4.2 out of 5 (31 reviews) Profile: [Bloomberg Tax Fixed Assets](https://www.capterra.com/p/80374/BNA-Fixed-Assets/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Automate tracking, workflows, & calculations; accurate depreciation calculation; customizable reporting; automatic tax law updates #### Rating breakdown - Ease of Use: 4.1 out of 5 - Customer Service: 4.0 out of 5 - Features: 4.1 out of 5 - Value for Money: 4.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Per Year Free trial: No Free demo: No ### Features tab #### Most popular features - Document Management: Not available - Client Portal: Not available - Tax Calculation: Available - Tax Filing: Available - Tax Forms: Available - Tax Management: Available - Compliance Management: Available - Accounting: Available - For Tax Practices: Available - Digital Signature: Not available - ACH Payment Processing: Not available - Audit Management: Available ### Gallery tab Ease of use: 4.1 out of 5 (31 reviews) #### Related review snippet Reviewer: Steven L. Reviewer details: Chemicals, 201-500 employees Published: September 12, 2023 > "The software is easy to use, fairly easy to import into and easy to fix asset depreciation histories when needed to keep aligned with that was booked, when what was booked was wrong." ### Integrations tab Bloomberg Tax Fixed Assets connects with 2+ software tools. [See all integrations](https://www.capterra.com/p/80374/BNA-Fixed-Assets/#integrations) #### Most popular integrations - Microsoft Excel: 4.8 rating - Bloomberg Tax Workpapers --- ## TaxDome Rating: 4.7 out of 5 (3,594 reviews) Profile: [TaxDome](https://www.capterra.com/p/186749/TaxDome/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? A powerful platform for tax, accounting and bookkeeping firms. Perfect for scaling your business and growing your customer base. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.6 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.6 out of 5 #### Pros and cons based on reviews Pros: - Robust secure client portal - Comprehensive accounting practice tools Cons: - Restrictive payment processing options - Time-consuming initial setup process #### Starting price Starting price: $800.00 Pricing details: Per User, Per Year Free trial: No Free demo: No ### Features tab #### Highest rated features - Client Portal: 4.8 rating - Document Management: 4.7 rating - Client Management: 4.7 rating - Workflow Management: 4.6 rating #### Lowest rated features - Access Controls/Permissions: 4.2 rating - Mobile Access: 4.3 rating - Tax Filing: 3.8 rating - Due Date Tracking: 4.1 rating #### Feature-related review snippet Reviewer: Ali U. Reviewer details: Accounting, 1-10 employees Published: December 6, 2024 > "Easy user friendly." ### Gallery tab Ease of use: 4.5 out of 5 (3,594 reviews) #### Related review snippet Reviewer: Brianna H. Reviewer details: Accounting, 1-10 employees Published: March 10, 2026 > "The organizers are easily reviewed and edited, the pipelines when set up properly allow the workflow to go over easy, and the tax return delivery amongst the abilities to tick mark and never into a single PDF are just game changers." ### Integrations tab TaxDome connects with 21+ software tools. [See all integrations](https://www.capterra.com/p/186749/TaxDome/#integrations) #### Most popular integrations - Google Drive: 4.8 rating - Dropbox: 4.5 rating - Gmail: 4.7 rating - OneDrive: 4.5 rating - QuickBooks Online: 4.4 rating - Calendly: 4.7 rating #### Integrations-related review snippet Reviewer: Rhett T. Reviewer details: Accounting, 1-10 employees Published: January 21, 2026 > "The integration with windows and rightworks is a must." --- ## NetSuite Rating: 4.2 out of 5 (2,054 reviews) Profile: [NetSuite](https://www.capterra.com/p/135757/NetSuite/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Web-based & AI-powered enterprise resource planning (ERP) tool that gives businesses the visibility & control needed to make decisions. #### Rating breakdown - Ease of Use: 4.0 out of 5 - Customer Service: 3.8 out of 5 - Features: 4.2 out of 5 - Value for Money: 3.9 out of 5 #### Pros and cons based on reviews Pros: - Automated financial process integration - Unified inventory and operations control Cons: - High and unpredictable costs - Frequent bugs and unresolved errors #### Starting price Starting price: Not available Pricing details: Per Year Free trial: No Free demo: No ### Features tab #### Highest rated features - Accounting: 5.0 rating #### Feature-related review snippet Reviewer: Teresa Z. Reviewer details: Wholesale, 51-200 employees Published: March 25, 2026 > "What I like the most about NetSuite is its innovative AI technology, which could significantly reduce the amount of manual work involved within the business" ### Gallery tab Ease of use: 4.0 out of 5 (2,054 reviews) #### Related review snippet Reviewer: Sachin P. Reviewer details: Consumer Goods, 51-200 employees Published: April 8, 2026 > "Its real-time reporting and scalability were especially valuable for supporting business growth and decision-making. If you want, tell me your role (e.g., finance, ops, sales), and I can tailor it to sound more personal and specific." ### Integrations tab NetSuite connects with 19+ software tools. [See all integrations](https://www.capterra.com/p/135757/NetSuite/#integrations) #### Most popular integrations - Docusign: 4.7 rating - Box: 4.4 rating - BambooHR: 4.6 rating - Microsoft Outlook: 4.3 rating - SAP Concur: 3.9 rating - Expensify: 4.1 rating #### Integrations-related review snippet Reviewer: Keson Y. Reviewer details: Transportation/Trucking/Railroad, 51-200 employees Published: March 25, 2026 > "What I liked most about NetSuite was how it brings multiple business functions into one integrated platform." --- ## Cash App Rating: 4.2 out of 5 (700 reviews) Profile: [Cash App](https://www.capterra.com/p/246167/Cash-App/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Cash App is a cloud-based mobile payment processing solution that allows users to manage payments using mobile devices. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 3.5 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Pros: - Fast, versatile money transfers - Intuitive and convenient interface Cons: - High risk of scams - Difficult refund process #### Starting price Starting price: Not available Free trial: No Free demo: No ### Features tab #### Highest rated features - Mobile Access: 4.8 rating - Multi-Currency: 5.0 rating - Tax Forms: 4.7 rating - Real-Time Data: 5.0 rating #### Lowest rated features - Tax Calculation: 4.0 rating - Tax Filing: 4.0 rating - Electronic Payments: 5.0 rating - Tax Management: 5.0 rating #### Feature-related review snippet Reviewer: Meegan W. Reviewer details: Education Management, 501-1,000 employees Published: May 11, 2026 > "The interface is clean, fast, and super easy to figure out, even if you’re not great with tech." ### Gallery tab Ease of use: 4.5 out of 5 (700 reviews) #### Related review snippet Reviewer: Andrea C. Reviewer details: Construction, 1-10 employees Published: March 27, 2026 > "I like that I can easily transfer money to my children via Cash App and that it gives me the ability to see what they are spending their money on." ### Integrations tab Cash App connects with 1+ software tools. [See all integrations](https://www.capterra.com/p/246167/Cash-App/#integrations) #### Most popular integrations - PayPal: 4.4 rating #### Integrations-related review snippet Reviewer: Michelle D. Reviewer details: Retail, 1-10 employees Published: May 9, 2025 > "I like that it is now being integrated as a payment solution through many payment interfaces" --- ## Square Payroll Rating: 4.7 out of 5 (621 reviews) Profile: [Square Payroll](https://www.capterra.com/p/170266/Square-Payroll/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Full service payroll platform that lets users pay their team in a few clicks and manage their business from a unified platform. #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 4.4 out of 5 - Features: 4.5 out of 5 - Value for Money: 4.6 out of 5 #### Pros and cons based on reviews Pros: - Streamlined user experience - Quick and simple onboarding Cons: - Occasional technical glitches #### Starting price Starting price: $35.00 Pricing details: Other, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Tax Compliance: 5.0 rating - Time Tracking: 5.0 rating #### Feature-related review snippet Reviewer: Michelle S. Reviewer details: Restaurants, 11-50 employees Published: December 2, 2024 > "It was intuitive and easy to use to begin with, but they keep adding products and improving functionality." ### Gallery tab Ease of use: 4.6 out of 5 (621 reviews) #### Related review snippet Reviewer: Emily S. Reviewer details: Retail, 11-50 employees Published: July 8, 2025 > "I like that staff can clock in and clock out for their shifts with Square Payroll, their tips are automatically added to their paycheck along with commission, and I receive test messages when a payroll run is about to happen so I can double check it." ### Integrations tab Square Payroll connects with 7+ software tools. [See all integrations](https://www.capterra.com/p/170266/Square-Payroll/#integrations) #### Most popular integrations - QuickBooks Time: 4.7 rating - Square Point of Sale: 4.8 rating - When I Work: 4.5 rating - Homebase: 2.0 rating - QuickBooks Online Advanced: 3.0 rating - Deputy: 4.6 rating #### Integrations-related review snippet Reviewer: David W. Reviewer details: Food & Beverages, 1-10 employees Published: May 21, 2021 > "I like the integrated Workers' Compensation policy." --- ## TurboTax Business Rating: 4.5 out of 5 (274 reviews) Profile: [TurboTax Business](https://www.capterra.com/p/179846/TurboxTax-Business/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Tax solution designed for small to medium-sized businesses and includes eFiling options. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.0 out of 5 - Features: 4.5 out of 5 - Value for Money: 4.2 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $170.00 Pricing details: Flat Rate, One Time Free trial: No Free demo: No ### Features tab #### Highest rated features - Tax Calculation: 4.8 rating - Tax Compliance: 4.7 rating - Data Import/Export: 4.3 rating - Reporting & Statistics: 4.4 rating #### Lowest rated features - Tax Filing: 3.4 rating - Alerts/Notifications: 4.2 rating - Mobile Access: 4.3 rating - Tax Forms: 3.5 rating #### Feature-related review snippet Reviewer: Thuy T. Reviewer details: Accounting, 1-10 employees Published: March 3, 2025 > "Overall I still like TurboTax business as it is intuitive and easily to navigate and research" ### Gallery tab Ease of use: 4.5 out of 5 (274 reviews) #### Related review snippet Reviewer: Brian L. Reviewer details: Security and Investigations, Self-employed Published: February 26, 2026 > "For a small business organized as a S-Corp, if you also use QuickBooks this is excellent software for the price." ### Integrations tab TurboTax Business connects with 1+ software tools. [See all integrations](https://www.capterra.com/p/179846/TurboxTax-Business/#integrations) #### Most popular integrations - QuickBooks Online Advanced: 5.0 rating #### Integrations-related review snippet Reviewer: Sally B. Reviewer details: Writing and Editing, Self-employed Published: October 19, 2020 > "I appreciate the visual interface that switches from forms to step-by-step and links to workbooks and data sources." --- ## Tax1099.com Rating: 4.5 out of 5 (252 reviews) Profile: [Tax1099.com](https://www.capterra.com/p/178110/Tax1099-com/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? eFiling platform that optimizes tax returns process through real-time tracking, appointment scheduling & vendors information validation #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 4.1 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.5 out of 5 #### Pros and cons based on reviews Pros: - Straightforward and intuitive workflow - Affordable and transparent pricing Cons: - Difficult customer support experience #### Starting price Starting price: $2.90 Pricing details: Usage Based Free trial: No Free demo: No ### Features tab #### Most popular features - Document Management: Available - Client Portal: Available - Tax Calculation: Available - Tax Filing: Available - Tax Forms: Available - Tax Management: Not available - Compliance Management: Available - Accounting: Available - For Tax Practices: Not available - Digital Signature: Not available - ACH Payment Processing: Not available - Audit Management: Not available #### Feature-related review snippet Reviewer: Carrie B. Reviewer details: Accounting, 51-200 employees Published: January 23, 2024 > "I like how user friendly it is for training new people as well as the ease in having everything roll from year to year." ### Gallery tab Ease of use: 4.4 out of 5 (252 reviews) #### Related review snippet Reviewer: claudia L. Reviewer details: Accounting, 51-200 employees Published: January 24, 2024 > "I can easily navigate through the system, it has all the forms i need, can see previous filings and customer service gets back to my questions." ### Integrations tab Tax1099.com connects with 9+ software tools. [See all integrations](https://www.capterra.com/p/178110/Tax1099-com/#integrations) #### Most popular integrations - QuickBooks Online: 4.8 rating - FreshBooks: 4.5 rating - Xero: 4.4 rating - QuickBooks Desktop: 4.3 rating - NetSuite: 4.2 rating - Zoho Books: 4.4 rating #### Integrations-related review snippet Reviewer: John B. Reviewer details: Events Services, 1-10 employees Published: December 21, 2023 > "The integration with zoho books made doing my 1099s a breeze" --- ## MyTAXPrepOffice Rating: 4.5 out of 5 (237 reviews) Profile: [MyTAXPrepOffice](https://www.capterra.com/p/179883/my-TAXprep-office/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Tax return preparation and e-filing software for tax preparers. Powerful tools to grow your tax business at an affordable price. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.6 out of 5 - Features: 4.5 out of 5 - Value for Money: 4.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $695.00 Pricing details: Flat Rate, Per Year Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Tax Filing: 4.7 rating - Tax Forms: 4.6 rating - Tax Calculation: 4.6 rating - Document Management: 4.5 rating #### Lowest rated features - Communication Management: 3.9 rating - For Tax Practices: 4.0 rating - Reporting & Statistics: 3.3 rating - Data Import/Export: 4.5 rating #### Feature-related review snippet Reviewer: Dahir N. Reviewer details: Accounting, 1-10 employees Published: April 9, 2026 > "The software is very intuitive, which makes navigating through returns, client files, and workflows extremely efficient—even during busy tax season." ### Gallery tab Ease of use: 4.5 out of 5 (237 reviews) #### Related review snippet Reviewer: Dahir N. Reviewer details: Accounting, 1-10 employees Published: April 9, 2026 > "The software is very intuitive, which makes navigating through returns, client files, and workflows extremely efficient—even during busy tax season." --- ## Taxprep Rating: 4.6 out of 5 (215 reviews) Profile: [Taxprep](https://www.capterra.com/p/185193/Taxprep/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Taxprep is professional tax software that delivers results with industry-leading optimizations, diagnostics, edit checks, and more. #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 4.2 out of 5 - Features: 4.4 out of 5 - Value for Money: 3.8 out of 5 #### Pros and cons based on reviews Pros: - Intuitive and user-friendly design - Robust tax compliance features Cons: - High and increasing costs #### Starting price Starting price: $1.00 Pricing details: Per Feature Free trial: Yes Free demo: No ### Features tab #### Most popular features - Document Management: Available - Client Portal: Not available - Tax Calculation: Available - Tax Filing: Available - Tax Forms: Available - Tax Management: Available - Compliance Management: Available - Accounting: Available - For Tax Practices: Not available - Digital Signature: Not available - ACH Payment Processing: Not available - Audit Management: Not available #### Feature-related review snippet Reviewer: Alexei O. Reviewer details: Accounting, 1-10 employees Published: May 10, 2021 > "It is best interface and using comparing to other product of the same domain." ### Gallery tab Ease of use: 4.4 out of 5 (215 reviews) #### Related review snippet Reviewer: Collin Y. Reviewer details: Accounting, 1-10 employees Published: March 30, 2021 > "Signature, so I can offer my customers an updated tool to send their data at their convenience, from where-ever they live, from what- ever device, to my office. " --- ## Tipalti Rating: 4.5 out of 5 (178 reviews) Profile: [Tipalti](https://www.capterra.com/p/236980/Tipalti/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Accounts payable automation integrated with a KPMG approved tax engine, helping your company comply with global tax regulations. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.5 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.5 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $99.00 Pricing details: Flat Rate, Per Month Free trial: No Free demo: No ### Features tab #### Highest rated features - Access Controls/Permissions: 5.0 rating - Compliance Management: 5.0 rating - Document Management: 5.0 rating - Invoice Processing: 5.0 rating #### Lowest rated features - Approval Process Control: 4.0 rating - Multi-Currency: 5.0 rating #### Feature-related review snippet Reviewer: Moshe M. Reviewer details: Computer Software, 501-1,000 employees Published: November 24, 2020 > "Easy to implement" ### Gallery tab Ease of use: 4.5 out of 5 (178 reviews) #### Related review snippet Reviewer: Sonny S. Reviewer details: Wholesale, 11-50 employees Published: March 6, 2026 > "The system significantly reduces manual effort by automating accounts payable workflows, tax compliance, and global payment processing" ### Integrations tab Tipalti connects with 42+ software tools. [See all integrations](https://www.capterra.com/p/236980/Tipalti/#integrations) #### Most popular integrations - PayPal: 4.6 rating - Microsoft 365: 4.6 rating - QuickBooks Online Advanced: 4.4 rating - Sage Intacct: 4.8 rating - Sage 50 Accounting: 4.0 rating - Sage 100: 4.1 rating #### Integrations-related review snippet Reviewer: Andres S. Reviewer details: Mining & Metals, 51-200 employees Published: June 17, 2026 > "Tipalti is a platform that adapts to the needs of the company, allowing you to have better control and the ability to integrate with other systems." --- ## ProSeries Tax Rating: 4.0 out of 5 (164 reviews) Profile: [ProSeries Tax](https://www.capterra.com/p/249725/Intuit-ProSeries-Tax/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Intuit ProSeries Tax is an easy-to-use, desktop-based professional tax software that helps you prepare returns quickly and accurately. #### Rating breakdown - Ease of Use: 4.1 out of 5 - Customer Service: 3.6 out of 5 - Features: 4.0 out of 5 - Value for Money: 3.6 out of 5 #### Pros and cons based on reviews Pros: - Intuitive and accessible interface Cons: - Slow and ineffective support #### Starting price Starting price: Not available Pricing details: Flat Rate Free trial: No Free demo: No ### Features tab #### Highest rated features - Tax Filing: 4.4 rating - Tax Forms: 4.1 rating - Tax Compliance: 4.7 rating - Status Tracking: 4.6 rating #### Lowest rated features - Document Management: 3.8 rating - Client Management: 3.0 rating - Client Portal: 4.0 rating - Tax Calculation: 4.6 rating ### Gallery tab Ease of use: 4.1 out of 5 (164 reviews) #### Related review snippet Reviewer: Neal B. Reviewer details: Accounting, 11-50 employees Published: February 18, 2026 > "I like the ability to create letters in proseries and invoice the client." --- ## Drake Tax Rating: 3.8 out of 5 (115 reviews) Profile: [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Accelerate tax returns processing and preparation with real-time process tracking, appointment scheduling, and communication tools. #### Rating breakdown - Ease of Use: 3.8 out of 5 - Customer Service: 3.9 out of 5 - Features: 3.7 out of 5 - Value for Money: 4.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $349.99 Pricing details: Flat Rate, One Time Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Tax Calculation: 4.2 rating - Tax Filing: 3.9 rating - Tax Forms: 3.9 rating - Tax Planning: 3.6 rating #### Lowest rated features - Data Import/Export: 3.0 rating - Access Controls/Permissions: 2.2 rating - Billing & Invoicing: 3.1 rating - Accounting: 1.3 rating #### Feature-related review snippet Reviewer: Bernie C. Reviewer details: Accounting, 1-10 employees Published: March 26, 2025 > "Our overall experience with Drake Tax has been wonderful. Once you get past the huge learning curve of the many options and “outdated” interface the software is an immensely powerful tool." ### Gallery tab Ease of use: 3.8 out of 5 (115 reviews) #### Related review snippet Reviewer: Joy D. Reviewer details: Accounting, 1-10 employees Published: September 23, 2025 > "The software is reliable and they have several options available so it’s affordable for the solo practitioner or a team!" --- ## Bonsai Rating: 4.6 out of 5 (95 reviews) Profile: [Bonsai](https://www.capterra.com/p/238825/Bonsai/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? One platform to streamline your entire business. Consolidate your projects, clients and team into one integrated, easy-to-use platform #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 4.3 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $9.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Digital Signature: 4.8 rating - Task Management: 3.0 rating - Status Tracking: 3.0 rating - Activity Dashboard: 1.0 rating #### Lowest rated features - Client Management: 1.0 rating - Client Portal: 1.0 rating - Document Management: 1.0 rating - Tax Calculation: 1.0 rating ### Gallery tab Ease of use: 4.6 out of 5 (95 reviews) #### Related review snippet Reviewer: Vesna M. Reviewer details: Marketing and Advertising, Self-employed Published: November 22, 2024 > "For contracts you have so many different template options, it's easy to find one that matches your needs as closely as possible and then you can even convert it to a fully editable contract where you can add or remove entire clauses and make your own." ### Integrations tab Bonsai connects with 12+ software tools. [See all integrations](https://www.capterra.com/p/238825/Bonsai/#integrations) #### Most popular integrations - Google Drive: 5.0 rating - Slack: 4.7 rating - Trello: 4.5 rating - Gmail: 5.0 rating - Google Sheets: 4.7 rating - QuickBooks Online: 4.3 rating #### Integrations-related review snippet Reviewer: Lars S. Reviewer details: Marketing and Advertising, 1-10 employees Published: September 25, 2024 > "I believe bonsai offers us a unique CRM en planning system that is extremely well integrated with expense management, invoicing, contracting and much more." --- ## TaxJar Rating: 4.4 out of 5 (76 reviews) Profile: [TaxJar](https://www.capterra.com/p/163419/TaxJar/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Join the more than 20,000 TaxJar customers tackling sales tax management with ease. Try it today with our 30-day free trial. #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 4.3 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $39.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Tax Calculation: 4.3 rating - Data Import/Export: 4.5 rating - Document Management: 4.5 rating - Accounting: 4.0 rating #### Lowest rated features - Tax Compliance: 4.0 rating - Tax Filing: 4.0 rating - Audit Management: 4.0 rating - Compliance Management: 4.0 rating ### Gallery tab Ease of use: 4.4 out of 5 (76 reviews) #### Related review snippet Reviewer: Kelly H. Reviewer details: Sporting Goods, 11-50 employees Published: August 18, 2022 > "We needed to be able to handle multiple states that we had nexus in and Taxjar made it easier to not only collect the correct taxes but to file in every one of those states automatically." ### Integrations tab TaxJar connects with 12+ software tools. [See all integrations](https://www.capterra.com/p/163419/TaxJar/#integrations) #### Most popular integrations - PayPal: 4.6 rating - QuickBooks Online: 4.3 rating - Shopify: 3.0 rating - Squarespace: 4.6 rating - Stripe: 4.6 rating - NetSuite: 4.2 rating - WooCommerce: 4.5 rating - Adobe Commerce: 4.3 rating - Ecwid: 4.6 rating --- ## Vertex Rating: 4.3 out of 5 (75 reviews) Profile: [Vertex](https://www.capterra.com/p/160387/Vertex-SMB/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Vertex software enables tax determination, compliance and reporting, tax data management and document management. #### Rating breakdown - Ease of Use: 4.0 out of 5 - Customer Service: 4.0 out of 5 - Features: 4.2 out of 5 - Value for Money: 4.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $5000.00 Free trial: No Free demo: No ### Features tab #### Highest rated features - Tax Calculation: 4.7 rating - Tax Compliance: 4.3 rating - Tax Management: 4.0 rating - Tax Filing: 4.5 rating #### Lowest rated features - Compliance Management: 4.0 rating - Data Import/Export: 4.0 rating - Document Management: 4.0 rating - Tax Forms: 4.0 rating #### Feature-related review snippet Reviewer: Julia A. Reviewer details: Food & Beverages, 10,001+ employees Published: December 6, 2023 > "Vertex's interface is very easy to use and follow." ### Gallery tab Ease of use: 4.0 out of 5 (75 reviews) #### Related review snippet Reviewer: Vishal C. Reviewer details: Leisure, Travel & Tourism, 11-50 employees Published: March 26, 2026 > "The tax calculation is very accurate and can be used by a beginner too." --- ## CCH ProSystem fx Rating: 4.1 out of 5 (63 reviews) Profile: [CCH ProSystem fx](https://www.capterra.com/p/176070/CCH-ProSystem-fx/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Taxation and accounting suite that offers practice management, billing, forecasting, tax preparation, audit processing, and more. #### Rating breakdown - Ease of Use: 3.9 out of 5 - Customer Service: 3.8 out of 5 - Features: 4.1 out of 5 - Value for Money: 3.6 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Per Feature Free trial: No Free demo: No ### Features tab #### Highest rated features - Tax Filing: 4.0 rating - Tax Forms: 3.9 rating - Document Management: 4.2 rating - Due Date Tracking: 3.8 rating #### Lowest rated features - Client Management: 2.7 rating - Billing & Invoicing: 3.2 rating - Workflow Management: 3.3 rating - Accounting: 4.5 rating ### Gallery tab Ease of use: 3.9 out of 5 (63 reviews) #### Related review snippet Reviewer: Ashley W. Reviewer details: Accounting, 11-50 employees Published: December 2, 2025 > "The best part for me for CCH ProSystem fx was the ability to open more than one tax return at a time." --- ## TaxAct Business Rating: 4.6 out of 5 (42 reviews) Profile: [TaxAct Business](https://www.capterra.com/p/186938/TaxAct-Business/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Online tax filing tool with a step-by-step guidance that automates and simplifies business return preparing, e-filing, and printing. #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 4.5 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.5 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $69.95 Free trial: No Free demo: No ### Features tab #### Highest rated features - Tax Calculation: 4.2 rating - Data Import/Export: 4.0 rating - Audit Management: 5.0 rating #### Feature-related review snippet Reviewer: Yonatan T. Reviewer details: Accounting, 11-50 employees Published: July 26, 2021 > "It is entirely reasonable for entrepreneurs, and guides you through every one of the inquiries to autofill our charges." ### Gallery tab Ease of use: 4.6 out of 5 (42 reviews) #### Related review snippet Reviewer: Yonatan T. Reviewer details: Accounting, 11-50 employees Published: July 26, 2021 > "It is entirely reasonable for entrepreneurs, and guides you through every one of the inquiries to autofill our charges." --- ## UltraTax CS Rating: 3.6 out of 5 (25 reviews) Profile: [UltraTax CS](https://www.capterra.com/p/79430/eDiscovery-Point/) Visible tabs: Overview, Features, Integrations ### Overview tab #### What is this product about? Electronic discovery solution that helps upload data, process information, and review documents using drag-and-drop functionality. #### Rating breakdown - Ease of Use: 3.4 out of 5 - Customer Service: 2.9 out of 5 - Features: 3.5 out of 5 - Value for Money: 3.3 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: CA$2500.00 Pricing details: Flat Rate, Per Year Free trial: No Free demo: No ### Features tab #### Highest rated features - Tax Calculation: 4.4 rating - Tax Planning: 3.9 rating - Data Import/Export: 3.8 rating - Document Storage: 3.7 rating #### Lowest rated features - Workflow Management: 2.8 rating - Tax Forms: 3.0 rating - Compliance Management: 3.5 rating - Tax Filing: 3.0 rating ### Integrations tab UltraTax CS connects with 3+ software tools. [See all integrations](https://www.capterra.com/p/79430/eDiscovery-Point/#integrations) #### Most popular integrations - SmartVault: 4.3 rating - CS Professional Suite: 3.7 rating - SafeSend: 4.0 rating --- ## Lacerte Tax Rating: 4.1 out of 5 (17 reviews) Profile: [Lacerte Tax](https://www.capterra.com/p/249726/Lacerte-Tax/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Intuit Lacerte Tax is a robust, professional tax preparation software designed for complex returns and multiple preparers. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 3.5 out of 5 - Features: 4.4 out of 5 - Value for Money: 3.6 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $429.00 Pricing details: Per User, Per Year Free trial: No Free demo: No ### Features tab #### Highest rated features - Tax Filing: 4.8 rating - Tax Compliance: 4.3 rating - Tax Forms: 4.4 rating - Tax Calculation: 4.3 rating #### Lowest rated features - Client Management: 3.5 rating - Data Import/Export: 3.0 rating - Tax Planning: 3.5 rating - Status Tracking: 4.0 rating ### Gallery tab Ease of use: 4.5 out of 5 (17 reviews) --- ## TaxSlayer Pro Rating: 3.9 out of 5 (16 reviews) Profile: [TaxSlayer Pro](https://www.capterra.com/p/189000/TaxSlayer-Pro/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? TaxSlayer Pro is professional tax preparation software that allows tax professionals to file client tax returns. #### Rating breakdown - Ease of Use: 4.1 out of 5 - Customer Service: 4.1 out of 5 - Features: 4.1 out of 5 - Value for Money: 3.9 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $1495.00 Pricing details: Flat Rate Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Tax Filing: 4.3 rating - Tax Forms: 4.4 rating - Billing & Invoicing: 4.2 rating - Client Portal: 4.2 rating #### Lowest rated features - Approval Process Control: 3.0 rating - Document Management: 3.6 rating - Digital Signature: 2.5 rating - Client Management: 3.8 rating ### Gallery tab Ease of use: 4.1 out of 5 (16 reviews) ### Integrations tab TaxSlayer Pro connects with 1+ software tools. [See all integrations](https://www.capterra.com/p/189000/TaxSlayer-Pro/#integrations) #### Most popular integrations - Twilio: 4.4 rating --- ## IRIS Elements Rating: 3.9 out of 5 (15 reviews) Profile: [IRIS Elements](https://www.capterra.com/p/179500/Taxfiler/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? IRIS Elements: cloud-native accounting solution for UK firms. Manages simple and complex client tasks, enables remote access and more. #### Rating breakdown - Ease of Use: 4.2 out of 5 - Customer Service: 3.5 out of 5 - Features: 3.9 out of 5 - Value for Money: 3.8 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: £1.00 Pricing details: Per Feature, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Tax Calculation: 4.8 rating - Tax Filing: 4.2 rating - Tax Forms: 3.6 rating - Document Storage: 4.5 rating #### Lowest rated features - Data Import/Export: 1.0 rating - Document Management: 3.0 rating - Accounting: 3.3 rating - Third-Party Integrations: 2.0 rating ### Gallery tab Ease of use: 4.2 out of 5 (15 reviews) --- ## ONESOURCE Indirect Tax Rating: 4.0 out of 5 (14 reviews) Profile: [ONESOURCE Indirect Tax](https://www.capterra.com/p/161100/ONESOURCE-Indirect-Tax/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? GST, VAT, Sales and use tax system product suite that offers indirect tax policy configuration, calculation, remittance, and filing. #### Rating breakdown - Ease of Use: 3.9 out of 5 - Customer Service: 3.8 out of 5 - Features: 3.9 out of 5 - Value for Money: 4.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Per Feature Free trial: No Free demo: No ### Features tab #### Highest rated features - Client Portal: 5.0 rating - Document Management: 5.0 rating - Tax Filing: 5.0 rating - Tax Calculation: 4.0 rating ### Gallery tab Ease of use: 3.9 out of 5 (14 reviews) --- ## Turbotax Rating: 4.6 out of 5 (11 reviews) Profile: [Turbotax](https://www.capterra.com/p/10002787/Turbotax/) Visible tabs: Overview, Features ### Overview tab #### What is this product about? Tax management software that simplifies global tax compliance, saving time, reducing costs and eliminating manual calculations. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.4 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.4 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Free trial: No Free demo: No ### Features tab #### Highest rated features - Tax Filing: 5.0 rating - Tax Calculation: 4.8 rating - Tax Forms: 4.9 rating - Tax Compliance: 4.9 rating #### Lowest rated features - Reporting & Statistics: 2.5 rating - Document Storage: 3.9 rating - Third-Party Integrations: 2.0 rating - Accounting: 3.7 rating --- ## CCH iFirm Rating: 4.0 out of 5 (9 reviews) Profile: [CCH iFirm](https://www.capterra.com/p/185242/CCH-iFirm/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? CCH iFirm is a full cloud platform that helps you better manage your accounting practice and complete your compliance work faster. #### Rating breakdown - Ease of Use: 4.0 out of 5 - Customer Service: 3.8 out of 5 - Features: 3.9 out of 5 - Value for Money: 3.5 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $1.00 Pricing details: Per Feature Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Client Management: 4.7 rating - Tax Forms: 4.7 rating - Accounting: 5.0 rating - Tax Filing: 5.0 rating #### Lowest rated features - Customizable Templates: 1.0 rating - Document Management: 3.0 rating - Reminders: 3.0 rating - Workflow Management: 4.0 rating ### Gallery tab Ease of use: 4.0 out of 5 (9 reviews) ### Integrations tab CCH iFirm connects with 1+ software tools. [See all integrations](https://www.capterra.com/p/185242/CCH-iFirm/#integrations) #### Most popular integrations - Xero: 4.4 rating --- Page 1 of 3 ## 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. Filter (86) Products: Sort By: Featured Partners * * * Plan Type Free Trial Popular 85% of professionals opt for a 30-day trial before the software purchase Other subsciption plans: Free Version Monthly Subscription Annual Subscription One-Time License Key Features All key features Popular We have selected the most important and critical features as defined by Capterra user reviews Accounting ACH Payment Processing AI Copilot Approval Process Control Audit Management Client Portal Compliance Management Digital Signature Document Management For Tax Practices Generative AI Tax Calculation Tax Filing Tax Forms Tax Management Deployment Cloud, SaaS, Web-Based Desktop Mac Desktop Windows Desktop Linux On-Premise Windows On-Premise Linux Desktop Chromebook Mobile Android Mobile iPhone Mobile iPad Related Software Category: [Sales Tax Software](https://www.capterra.com/sales-tax-software/)[Corporate Tax Software](https://www.capterra.com/corporate-tax-software/)[Telecom Expense Management Software](https://www.capterra.com/telecom-expense-management-software/)[Procure to Pay Software](https://www.capterra.com/procure-to-pay-software/)[Call Accounting Software](https://www.capterra.com/call-accounting-software/)[Chargeback Management Software](https://www.capterra.com/chargeback-management-software/)[Wireless Expense Management Software](https://www.capterra.com/wireless-expense-management-software/)[Expense Report Software](https://www.capterra.com/expense-report-software/) I'm looking for Tax Preparation Software that is: [Free](https://www.capterra.com/tax-preparation-software/s/free/)[For Mac](https://www.capterra.com/tax-preparation-software/s/mac/)