App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categories Blog & research About us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.

Our commitment

Independent research methodology

Our researchers use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

Learn more

Verified user reviews

GetApp maintains a proprietary database of millions of in-depth, verified user reviews across thousands of products in hundreds of software categories. Our data scientists apply advanced modeling techniques to identify key insights about products based on those reviews. We may also share aggregated ratings and select excerpts from those reviews throughout our site.

Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

Learn more

How GetApp ensures transparency

GetApp lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. GetApp is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website.

Learn more

Tax Management
Client management

Tax Management Software with Client Management (2026)

Last updated: April 2026

All apps

Leaders

Filter results

Features

Tax Compliance(9)

Self Service Portal(2)

Payroll Management(6)

Direct Deposit(2)

Tax Calculation(9)

Integrated with

No filters available

Pricing model

Free(3)

Open Source(0)

Free Trial(7)

One Time License(1)

Subscription(13)

Devices supported

Mac(5)

iPad(7)

Android(7)

Linux(2)

Web-based(13)

iPhone(7)

Windows(9)

Organization types

Small Business(14)

Non Profit(5)

Large Enterprises(6)

Public Administrations(3)

Freelancers(12)

Mid Size Business(9)

User rating

All Reviews

& up

(12)

& up

(13)

& up

(14)

14 software options

Sort by

TaxDome

4.7

(3.5K)

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

Tax practice management software for bookkeepers and CPAs

learn more

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.

QuickBooks Online

4.3

(8.3K)

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

Accounting and business management software

learn more

The payroll feature in Quickbooks Online automatically calculates tax and generates tax forms, while financial reporting tools help to meet tax standards.

NetSuite

4.2

(1.9K)

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

AI-powered cloud-based business management suite

learn more

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.

Suralink

4.7

(400)

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

Request List Management + Workpaper Preparation and Review

learn more

Suralink is the leading client collaboration platform for accountants. It's the first fully-integrated platform that combines our request list management portal with a workpaper preparation and review suite to help you be more transparent, collaborative, and efficient.

Canopy

4.5

(285)

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

Practice management software for accounting firms

learn more

Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and create a connected client experience using our suite of features including workflow, document management, time and billing, payments, a CRM with a secure client portal.

Firm360

4.7

(159)

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

Built for accountants by accountants to simplify your firm.

learn more

Firm360 is the all-in-one platform built for accountants by accountants to simplify the work behind the workflow. From project management to client communication and billing, we help accounting firms operate with clarity, supported by expert training and responsive support.

IRS Solutions Software

4.8

(99)

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

Tax resolution and IRS notice/alert software for tax pros.

learn more

IRS Solutions Software is tax resolution and IRS monitoring alert software designed by tax pros for tax pros. We help CPAs, bankruptcy attorneys, and Enrolled Agents earn more in less time with automated processes, calculation recommendations, and pre-filled forms to quickly end a tax controversy.

HandiSoft

4.4

(100)

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

Optimise your accounting practice with Access HanidSoft

learn more

Sage HandiTax Cloud provides fast and powerful tax preparation and lodgement in the cloud. Designed with the needs of small and medium firms in mind, Sage HandiTax Cloud is intuitive, easy to learn and comes with a simple user interface that is easy to navigate.

ProSeries Tax

4.0

(163)

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

Cloud-based tax management software for accounting firms

learn more

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.

Crunch

4.4

(42)

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

You live life. We do the numbers.

learn more

Crunch is a groundbreaking online accountancy firm for freelancers, contractors and small businesses. By combining accredited, award-winning in-house accountants with real-time cloud software.

Lacerte Tax

4.1

(17)

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

Software for complete tax returns

learn more

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.

TaxCalc

4.7

(7)

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

Tax practice management tool for accountants & tax advisors

learn more

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. It enables finance teams file clients’ tax returns, validate entries, and monitor due dates.

TaxAct Professional

4.3

(6)

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

Powerful, professional tax software at a price you'll love.

learn more

TaxAct Professional is a tax software for tax professionals, enrolled agents and CPAs in the USA. E-file state and federal tax returns for your clients easily.

Taxjoy

2.0

(1)

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

Secure communications hub for tax professionals

learn more

Taxjoy facilitates seamless and secure communication between tax professionals - including accountants, enrolled agents, tax attorneys and tax advisors - and their clients, enabling them to share and collaborate on any tax documents

Related categories

Accounting

551 apps

Billing and Invoicing

934 apps

Payroll

446 apps

Accounting Practice Management

121 apps

Sales Tax

29 apps

Tax Practice Management

70 apps

Corporate Tax

51 apps

Direct Deposit Payroll

163 apps

Tax Preparation

48 apps

US office

56 Top Gallant Road
Stamford, CT 06902
USA

Registered office

Calle Álava 121
08018 Barcelona,
Spain

For you

Join Sign in Software categories Blog & research

For vendors

Get listed Your account

Our company

About us We're hiring!News Legal Privacy Policy Vulnerability Disclosure Program

© 2010-2026 GetApp. All Rights Reserved.
GetApp is a registered trademark of Nubera eBusiness S.L. Nubera eBusiness uses its own and third-party cookies. By using the website you are accepting the use of these cookies. To get more information about our cookies click here.