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Tax Preparation Software with Data Import/Export (2026)

Last updated: April 2026

Why is data import/export important for tax preparation software users?

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

Data import/export streamlines tax preparation by reducing manual data entry, minimizing errors, and ensuring timely submission of returns. It also facilitates the use of prior year's information, saving time and enhancing accuracy. Of the 35 reviewers who rated data import/export, 80% rated this feature as important or highly important.

Key features of tax preparation software based on insights from 476 verified reviews

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.