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Tax Preparation Software with Status Tracking (2026)

Last updated: April 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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23 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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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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Taxprep logo

Tax preparation software

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TaxPrep is a cloud-based tax preparation software system for small businesses. It helps companies with data entry, diagnostics, audit reviews, quality assurance and more.

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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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Bloomberg Tax Fixed Assets logo

Fixed assets & depreciation management software

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

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Lacerte Tax logo

Software for complete tax returns

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Lacerte Tax is a complete corporate tax return software to handle complex to simple returns. It features comprehensive form coverage, advanced diagnostics, and online access.

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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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Yearli logo

Effortless tax form filing for businesses.

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Yearli by Greatland is a complete federal, state, and recipient W-2, 1099 and 1095 filing program designed to help businesses generate, file, print and mail all related forms. The program offers three options - Core, Performance, and Premier - to fit different business needs and budgets, with features like quarterly filing, ACA reporting, TIN matching, and advanced reporting.

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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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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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GSTrobo logo

GST automation platforms for large organizations

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GSTrobo is a suite of enterprise-grade GST automation platforms for large organizations. Covering return filing, e-invoicing, e-way bills, e-TDS, litigation, and AP automation, it integrates with ERPs to deliver accuracy, scalability, security, and audit-ready governance across tax and finance.

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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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Exactera Tax Provision logo
(0)

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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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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Taxefy logo
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Tax preparation platform

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Taxefy is a tax preparation platform that helps businesses send private tax returns. Users can calculate tax refunds and access a mobile or web application according to requirements.

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Loctax logo
(0)

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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TaxTank logo
(0)

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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Blockstats logo
(0)

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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