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Tax Preparation Software with Activity Dashboard (2026)

Last updated: April 2026

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18 software options

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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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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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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Keeyns logo

Total confidence in every tax process.

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Keeyns is a Tax Management Platform that allows multi-entity companies to centralise all tax deadlines and processes in one place.

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TaxTank logo

Cloud-based tax practice management solution

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TaxTank is an all-in-one tax and personal finance software designed for individuals to take charge of their finances. With live bank feeds, users can effortlessly track incomes, expenses, properties, shares, and cryptocurrencies in an organized digital hub. This simplifies tax management and enables informed financial decisions without hassle.

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ONESOURCE e-invoicing logo

Cloud-based compliance and e-invoicing software

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ONESOURCE e-invoicing is a fully integrated electronic invoice management and indirect tax solution that helps companies comply with global e-invoicing mandates. It automates the end-to-end compliance process, provides visibility into global operations and data, and connects to government networks, ERPs, or accounting systems.

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Loctax logo

A better way to manage tax risks and compliance, globally

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Loctax is a compliance, risk, and governance platform purpose-built for in-house tax teams.

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TPdoc logo

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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TPcbc logo

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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Exactera Tax Provision logo

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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Blockstats logo

Crypto tax and portfolio tracking platform

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Blockstats is a crypto tax software and portfolio tracker that automates cryptocurrency tax reporting and portfolio management. The platform connects with wallets and exchanges to provide real-time tax forms and live portfolio tracking with AI-powered analytics. It supports IRS-compliant documentation including Form 8949 and Schedule D, while offering minute-by-minute historical pricing and automated cost basis calculations for transactions across over 500 exchanges and blockchains.

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