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Tax Preparation Software with Accounting (2026)

Last updated: February 2026

Key features of Tax Preparation Software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Tax Forms: Reviewers highlight easy access to all necessary forms, auto-filling based on data inputs, and integration with additional schedules. 98% of reviewers rated this feature as important or highly important.
  • Tax Filing: Users appreciate the streamlined electronic filing process, built-in error checks, and timely confirmation of submissions. 98% of reviewers rated this feature as important or highly important.
  • Client Portal: Reviewers find the client portal convenient for secure document exchange, e-signatures, and efficient communication. 97% of reviewers rated this feature as important or highly important.
  • Client Management: Users value the ability to track client workflows, send organized questionnaires, and maintain centralized client information. 96% of reviewers rated this feature as important or highly important.
  • Document Management: Reviewers highlight the ease of uploading, organizing, and securely accessing documents in one centralized location. 94% of reviewers rated this feature as important or highly important.
  • Tax Calculation: Users appreciate accurate real-time tax calculations, automatic updates with new data, and overall efficiency in tax preparation. 85% of reviewers rated this feature as important or highly important.
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29 software options

Bloomberg Tax Fixed Assets logo

Bloomberg Tax Fixed Assets

Fixed assets & depreciation management software

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Automate tracking, workflows, & calculations; accurate depreciation calculation; customizable reporting; automatic tax law updates

Read more about Bloomberg Tax Fixed Assets

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TaxDome logo

Tax practice management software for bookkeepers and CPAs

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TaxDome is a leading practice management platform for tax, bookkeeping and accounting firms, as well as CPAs and EAs. TaxDome allows firms of all sizes to streamline and maintain oversight of their practice by using one platform for both internal practice management and client-facing tools.

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NetSuite logo

AI-powered cloud-based business management suite

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NetSuite is an AI-powered cloud-based business management suite. It helps organizations streamline their operations and gain real-time insights into their performance. The suite caters to a range of industries such as manufacturing, retail, and professional services.

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Square Payroll logo

Cloud-based payroll processing solution

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Square Payroll is a cloud-based U.S. solution that handles federal and state payroll taxes including withholdings, payments and filings

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TurboTax Business logo

Tax preparation for small to medium-sized businesses

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TurboTax Business is mobile-friendly tax preparation software that guides businesses step-by-step when submitting federal & state income tax returns.

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Tax1099.com logo

Data protection solution through 256-bit encryption

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Tax1099 provides secure and reliable data protection through 256-bit encryption and automated error checking. Integrated with various accounting software options and an API available for integration with other software, Tax1099 offers flexibility and convenience for users.

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MyTAXPrepOffice logo

Professional Tax preparation software

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MyTAXPrepOffice is a professional tax preparation software that helps businesses prepare and file tax returns on a unified platform. Enjoy mobility, accuracy, ease of use, and affordability.

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Tipalti logo

Finance automation and accounts payable solution

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Complete financial automation integrated with a KPMG approved tax engine, helping your company comply with global tax regulations.

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Bonsai logo

One platform to streamline your entire business

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Bonsai is an all-in-one business management and financial solution for self-employed, freelancers and small businesses.
Bonsai has several helpful resources about tracking, managing, and paying your taxes including quarterly estimated taxes (QET), expense importing and deduction estimates.

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ProSeries Tax logo

Cloud-based tax management software for accounting firms

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Intuit ProSeries Tax is a cloud-based tax management software designed to help accounting firms prepare returns, file e-forms, and track tax filing errors through diagnostic tools. Features include multi-user access, e-signature, status tracking, multi-year e-filing, encrypted files & data import.

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TaxJar logo

Sales tax calculation, reporting & filing automation

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TaxJar® focuses on solving a problem no one wants to deal with - sales tax. We passionately leverage technology and exceptional customer service to help you forget about sales tax and focus on what matters most - growing your business.

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Drake Tax logo

Returns management software

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Drake Tax is a tax management software designed to help small to midsize accounting businesses manage returns for clients via a unified portal. It includes shortcut keys and macros, which enables tax professionals to streamline data entry operations.

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CCH ProSystem fx logo

Practice management software

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CCH ProSystem fx is a practice management software that provides businesses with dashboards to manage firm, project, employee, and client-related tasks. It includes billing and accounts receivable modules, which let administrators create and edit invoices, billing worksheets, enter payments, analyze finance charges, and manage cash flows.

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UltraTax CS logo

Corporate tax software for tax professionals

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UltraTax CS is a cloud-based professional tax software designed to help tax preparers automate corporate tax workflows and streamline document management. It offers multi-monitor flexibility, allowing businesses to view forms, input, diagnostics, prior year input, and more on up to 4 separate monitors at the same time.

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IRIS Elements logo

All-in-one cloud-native accounting solution

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IRIS Elements is a cloud-based accounting solution that simplifies day-to-day operations, automates complex tasks, and provides enterprise-level security for start-ups, small/medium practices, and bookkeepers.

Offers a no-obligation 30-day free trial.

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Express GST logo

Cloud-based tax preparation tool for GST compliance.

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Express GST is a cloud-based solution that helps businesses and tax professionals manage GST compliance and filing in India. With an intuitive interface, the software helps users streamline tasks such as return filing, reconciliation, and more. For GSTR-1, the software helps users import sales data

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CCH iFirm logo

Integrated cloud-based software for accounting firms

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CCH iFirm is a cloud-native suite of integrated software to help run an efficient and profitable accounting practice.

With integrated tools for better practice management, compliance and client collaboration, our software is used by accounting firms across Canada, United Kingdom, India, Australia,

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neo.tax logo

R&D Tax Credit software for startups and accountants

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Neo.Tax has automated the R&D Tax Credit for startups. In 30 minutes, you can prepare your R&D claim on your own or with the support of our team and get up to $250k back from your eligible R&D expenses. Not profitable? No problem, apply the credit to your payroll taxes.

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Taxx Savage logo

Let us help you help yourself.

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Professional tax preparation software with EFIN sharing and powerful features including mobile app and cloud-based platform.

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XCMworkflow logo

Streamline accounting with live task insight.

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XCMworkflow is an award-winning, scalable accounting workflow software solution that provides 360° visibility to real-time information on tasks, projects, and more. The software is designed by CPAs and business process experts to help tax, accounting, and finance professionals increase productivity through streamlined processes and advanced technologies.

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Rightworks Cloud Premier logo

Cloud-based platform for accounting and tax management firms

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Rightworks Cloud Premier hosts all your core accounting, tax and business apps in a single, secure cloud platform where you and your team can work and collaborate anytime, anywhere.

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Corvee Tax Planning logo
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Tax Plans in minutes, not weeks.

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Corvee Tax Planning software gives your firm the ability to create professional tax plans for your clients in minutes.

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TPcbc logo
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Country-by-Country Reporting in 3 easy steps!

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TPcbc is a fully encrypted cloud-based tax preparation platform that comes with yearly updated OECD-compatible, CbCR reporting templates (MS Excel-based) to be completed by/for the reporting company. The solution allows users to use the XML for local CbCR filing in 20+ OECD Member States.

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TPdoc logo
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Smart documentation tool for Transfer Pricing professionals

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TPdoc is the smart documentation tool for Transfer Pricing professionals.

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Exactera Tax Provision logo
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Turn Tax Data into Business Intelligence

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Exactera Tax Provision is a streamlined and user-friendly software solution that automates tax provision process. It offers flexible data imports, exposed formula exports for visibility into calculations, analytical insights, audit-ready reports, and robust dashboards. Exactera Tax Provision transforms the ASC 740 tax provision process, helping users save time, eliminate errors, and close early.

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