TaxCalc - 2026 Pricing, Features, Reviews & Alternatives

TaxCalc is a tax practice management solution designed to help accountants, tax advisors, and finance professionals manage clients, calculate tax returns, prepare financial statements, and more. Finance teams can utilize tax return production solution to file clients’ tax returns, validate entries, monitor due dates, and compare previous year's tax data with the current year's returns.

Using TaxCalc’s document manager, employees can create or modify client documents, distribute them in bulk using mail merge functionality, and automatically route files to the corresponding client folder. The application enables managers to track chargeable or non-chargeable business activities and monitor employees’ performance on a centralized platform. It also offers an accounts production system, which enables accountants to conduct audit trails, create a chart of accounts, add transactions or disclosure notes, and generate income and expenditure reports.

TaxCalc comes with an API, which lets businesses integrate the system with several third-party platforms such as Xero, QuickBooks Online, Signable, FreeAgent, SmartVault, and more. Administrators can use an integrated GDPR center to create checklists for GDPR-compliant policies and procedures, record data breaches, and track data subject access requests.