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Tax Practice Management
Third party integration

Top Rated Tax Practice Management Software with Third-Party Integrations - Page 2

Last updated: April 2026

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Features

Third-Party Integrations

Billing & Invoicing

Data Import/Export

Project Management

Document Management

Integrated with

Lacerte Tax

Zapier

Pricing model

Free

Open Source

Free Trial

One Time License

Subscription

Devices supported

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Web-based

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Freelancers

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Small Business

User rating

All Reviews

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39 software options

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Vertex

4.3

(75)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Proven tax technology to simplify the complex.

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Vertex's tax software and services help simplify and automate tax processes for companies of every size.

AFAS Software

4.2

(9)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Human resources, payroll, and finance management

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AFAS Software is a suite of tools that automates processes for human resources, payroll, & finance management, providing personalized access to the platform for both employees & managers. AFAS features include automated invoice reconciliation, leave and absence registration, payroll analysis & more.

Intuit ProConnect Tax

4.2

(23)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Tax management software

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ProConnect Tax is a cloud-based tax management software designed to help businesses of all sizes manage payments, documents, batch processing, electronic filing, and more via a unified portal. The platform allows organizations to create and share documents with internal and external stakeholders, access various forms, and import client data from external accounting systems.

IRIS Elements

4.1

(14)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

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.

CCH iFirm

4.0

(9)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

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,

MYOB Business

3.9

(148)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Online accounting & payroll for every business

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MYOB Business is accounting software designed to help businesses of any size across Australia and New Zealand take care of GST, invoices, reporting, expenses & payroll (including Single Touch Payroll). Designed to save time, increase productivity, and stay up to date with ATO obligations.

TeamSystem Enterprise

3.5

(15)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

ERP platform for small to midsize businesses

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TeamSystem Enterprise is an enterprise resource planning (ERP) platform that optimizes and helps small to midsize businesses streamline workflows through guided configuration, centralized updates, and data security.

Bright Return

(0)

Cloud-based tool to automate accounting practice management.

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Bright Return is a cloud-based accounting practice management solution that helps businesses handle client databases, online billing, digital signatures, and more. The platform provides various features including workflow automation, a client portal, time tracking, help desk, document management, and HRMS. It helps accounting firms streamline client collaboration through a centralized portal where clients can access documents and share information.

PracticePro 365

(0)

The Best All-in-One Practice Management Software

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PracticePro 365 is a unitized cloud practice management software with nine core features that run your firm, an all-in-one platform topped off with real-time visual dashboards.

FirmTamer

(0)

Cloud-based accounting practice management solution.

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FirmTamer is a cloud-based accounting practice management solution designed for certified public accountant (CPA) firms. The platform offers various functions such as time tracking, online billing, task management, and reporting/analytics to help streamline the daily operations of accounting firms. It also provides a centralized client database and helps prioritize tasks with the intuitive Kanban board.

ComplyIQ

(0)

Tax Practice Management

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ComplyIQ powered by IGEN is one platform to run tax compliance for excise, sales, and use taxes in heavily regulated industries.

Pacesetter Tax

(0)

Cloud-based tax practice management software.

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Pacesetter Tax offers a cloud-based tax practice management solution that helps businesses streamline the tax preparation process. The platform integrates with existing tax software and helps optimize project management, online invoicing, and appointment setting. Pacesetter Tax also provides a dashboard that lets users track revenue goals, client conversations, and task completion stages. It also provides various functions such as client database, payment alerts, digital invoicing, and more.

ATOM

(0)

Tax practice and office management solution

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ATOM is a practice and office management solution designed for tax practitioners, advocates, and cost accountants. It offers a range of features and modules to streamline and automate various tasks and processes within organizations. ATOM includes a task dashboard for task management, recurring task automation, and approvals for task workflows. It also provides form solutions, digital signature tracking through a DSC register, and client portal access for communication.

TaxTank

(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.