getapp-logo

App comparison

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

Software categoriesBlog & researchAbout us

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

Table of Contents

Top Rated Tax Management Software with Data Import/Export in 2026

Verified reviewer profile picture
Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: March 2026

Data import/export allows efficient handling of transaction information, revenue, and expenses. It simplifies transferring data from various sources, reduces manual entry, and ensures accurate record-keeping for tax filing and compliance. Our reviewers in tax management software rated this feature as important.

3 Best Tax Management Software with Data Import/Export

  • TurboTax Business - Highest rated for data import/export
  • Patriot Payroll
  • QuickBooks Online

See other top Tax Management products with data import/export

How we picked the 3 top rated products

We chose the high-performing solutions on this list based on verified user ratings on our site. Depending on available data, qualifying products either had to be among the most user-reviewed or the most searched-for products in the tax management software category. They also needed to have sufficient reviews about data import/export, have a minimum user rating of 3 out of 5 for that feature, and show evidence of U.S. market presence. We then added a distinction for the product with the highest rating for data import/export based on our proprietary ratings and reviews. Sponsorship or client status has no influence on the selection of these products, but it may impact the order in which products appear.

Details for the 3 best products

TurboTax Business logo
4.5
(273)
learn more

User insights about the data import/export feature

Reviewers appreciate TurboTax Business's data import/export capabilities for their accuracy and time-saving benefits. They highlight the ability to import previous year's business information, which simplifies the process. Users report that importing transaction information, revenue, and expenses is hassle-free. They find the tools for importing and scanning data very helpful. Reviewers also mention the ease of exporting tax returns for records and submission to federal and state departments. However, some users note compatibility issues with their own databases and spreadsheets.
“I am able to export my tax return by e-file to federal and state revenue departments. This makes it easy to ensure it is received in a timely manner.”
MB

Merribeth B.

Real Estate Broker

“Data such as transaction information and revenue and expenses of the business can be imported and exported without any hassle.”
AK

Ali K.

Freelancer

Tax Management key features coverage

TurboTax Business offers 1 out of the 6 key features for Tax Management software identified by reviewers, and its performance is highly rated by users with an average of 4.7 out of 5 stars:

Client Management
Workflow Management
Tax Compliance4.7
Payroll Management
Client Portal
Document Management

Pros and cons based on 273 verified reviews

70% of users rated TurboTax Business 5 out of 5 stars, while 4% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 273 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive user guidance

Efficient tax filing process

Cons:

High cost concerns

See pros and cons details

Pricing

Starting price:$170 flat rate|Free version:Not available|Free trial:Not available

Prices may vary depending on the number of users and features.

Patriot Payroll logo
4.8
(3.6K)
learn more

User insights about the data import/export feature

Users report that Patriot Payroll's data import/export capabilities are easy to use and understand. They appreciate the ability to export data for compliance and tax purposes, as well as the ease of transferring employee data from other software platforms. Reviewers mention that the system is helpful for sending information to social service agencies and at tax time. However, some users wish for more import options to streamline onboarding and better integration with QuickBooks for exporting check data.
“Several options for export have covered what we've needed. Import options have been helpful (and surprised they had them!)”
DS

Doug S.

Bookkeeper

“A big help when information is requested by EDD or other Social Service agencies. Also vital at tax time.”
RT

Robert T.

Administrator

Tax Management key features coverage

Patriot Payroll offers 3 out of the 6 key features for Tax Management software identified by reviewers:

Client Management
Workflow Management
Tax Compliance4.8
Payroll Management4.8
Client Portal
Document Management4.7

Pros and cons based on 3,624 verified reviews

85% of users rated Patriot Payroll 5 out of 5 stars, while 1% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 3,624 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Ideal for small businesses

Responsive support services

Significant cost savings

Excellent customer support

Quick question response

Cons:

Complex payroll deductions

Challenging account management

Slow direct deposit process

Inadequate print management

Inefficient time tracking

See pros and cons details

Pricing

Starting price:$17 flat rate/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

QuickBooks Online logo
4.3
(8.3K)
learn more

User insights about the data import/export feature

Reviewers indicate that QuickBooks Online's data import/export capabilities are easy to use and save time. They appreciate the automatic import of transactions from bank accounts, which ensures accuracy in organizing and reconciling accounts. Users find it simple to import journal entries and export data to Excel for record-keeping. They report that exporting documents for CPAs is straightforward. However, some users experience difficulties with importing data in certain formats, finding CSV files time-consuming to edit.
“Data being imported directly from the bank account into the software allows for accuracy when organizing, reclassifying, and reconciling the account. ”
AP

Ashley P.

Tax Accountant

“Can easily export Excel files for your records of any parameters you want to record, for example, 2024 expenses.”
SG

Shella G.

Marketing Consultant

Tax Management key features coverage

QuickBooks Online offers 3 out of the 6 key features for Tax Management software identified by reviewers:

Client Management4.2
Workflow Management
Tax Compliance4.5
Payroll Management4.3
Client Portal
Document Management

Pros and cons based on 8,384 verified reviews

57% of users rated QuickBooks Online 5 out of 5 stars, while 5% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 8,384 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Cloud-based accessibility

Ideal for small businesses

Seamless integrations

Comprehensive accounting features

Efficient tax management

Cons:

Frequent bugs and crashes

Limited desktop features

Recurring costs and price increases

Inadequate customer support

Complicated transaction management

See pros and cons details

Pricing

Starting price:$38 flat rate/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

Other Top Rated Tax Management Software with Data Import/Export in 2026

Patriot Payroll logo
Category Leaders

Cloud-based accounting and payroll software for businesses

learn more
Patriot Software offers Full-Service? Payroll for all employer federal, state, and local tax liabilities.

Read more about Patriot Payroll

Users also considered
TaxDome logo
Category Leaders

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.

Read more about TaxDome

Users also considered
QuickBooks Online logo
Category Leaders

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.

Read more about QuickBooks Online

Users also considered
Gusto logo
Category Leaders

Gusto is the all-in-one HR platform for growing businesses.

learn more
Gusto smoothly integrates HR, payroll, health benefits, employee onboarding, workers' compensation insurance and automated tax processing, accessible from any web-enabled device. Gusto automates payroll filings and tax payments, so you don't have to worry about them.

Read more about Gusto

Users also considered
NetSuite logo

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.

Read more about NetSuite

Users also considered
Suralink logo

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.

Read more about Suralink

Users also considered
TriNet HR Plus logo
Category Leaders

HR | Onboarding | Payroll | Benefits | Compliance

learn more
Use Zenefits to manage your employees' and contractors' payroll with automatic employee tax management and benefits deductions.

Read more about TriNet HR Plus

Users also considered
Bench logo
Category Leaders

You run your business. We’ll do your bookkeeping.

learn more
Come tax time, we deliver a Year End Financial Package with all of the financial info you need to file your taxes. Your bookkeeping team can work directly with your CPA, or set you up with one we trust, to make sure your taxes are filed painlessly and on time.

Read more about Bench

Users also considered
Canopy logo
Category Leaders

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.

Read more about Canopy

Users also considered
TurboTax Business logo
Category Leaders

Tax preparation for small to medium-sized businesses

learn more
TurboTax Business is mobile-friendly tax preparation software that guides businesses step-by-step when submitting federal & state income tax returns.

Read more about TurboTax Business

Users also considered
Firm360 logo

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.

Read more about Firm360

Users also considered
Tipalti logo
Category Leaders

Finance automation and accounts payable solution

learn more
Tipalti strengthens AP tax compliance with W-9/W-8 tax form collection, validation, withholding calculations, 1099/1042-S prep reporting, & e-Filing by Sovos.

Read more about Tipalti

Users also considered
FreeAgent logo

FreeAgent has been voted the UK's #1 accounting software.

learn more
Use FreeAgent to automatically apply country-specific tax rates to all sales and purchases and to generate sales tax reports.

Read more about FreeAgent

Users also considered
IRS Solutions Software logo
Category Leaders

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.

Read more about IRS Solutions Software

Users also considered
HandiSoft logo

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.

Read more about HandiSoft

Users also considered
ProSeries Tax logo
Category Leaders

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.

Read more about ProSeries Tax

Users also considered
TaxJar logo

Sales tax calculation, reporting & filing automation

learn more
TaxJar is a cloud-based sales tax calculation, reporting and filing automation solution which integrates with a range of eCommerce marketplaces & shopping carts

Read more about TaxJar

Users also considered
Vertex logo

Proven tax technology to simplify the complex.

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

Read more about Vertex

Users also considered
TaxAct Business logo

Tax Preparation Software, File Taxes Online, Free E-filing

learn more
TaxACT specializes in tax preparation software and Web-based services. The flagship product, TaxACT, provides its users the highest degree of accuracy and completeness and is designed by in-house programmers, CPAs (Certified Public Accountants), and tax accountants.

Read more about TaxAct Business

Users also considered
Payment Evolution logo

Simple, fast, affordable payroll software.

learn more
Run 100% compliant payroll in under 5 minutes. Return to doing what you do best - automate payroll deductions, remittances and taxes.

Read more about Payment Evolution

Users also considered
CenterPoint Payroll logo

Better tools for those outgrowing basic payroll systems

learn more
Payroll Software for growing businesses that adds profits by reducing the time and money associated with payroll processing. CenterPoint Payroll Software stands apart from other payroll software programs with features that are not found in basic packages, and won't cost you a bundle like they would in the complex, more expensive packages.

Read more about CenterPoint Payroll

Users also considered
TaxCloud logo

Calculate, collect, and file your sales tax with ease.

learn more
Sales tax calculation, sales tax filing & remittance

Read more about TaxCloud

Users also considered
Lacerte Tax logo

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.

Read more about Lacerte Tax

Users also considered
IRIS Elements logo

All-in-one cloud-native accounting solution

learn more
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.

Read more about IRIS Elements

Users also considered
TaxCalc logo

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.

Read more about TaxCalc

Users also considered

Key features for Tax Management software

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

  • Client Management: Reviewers appreciate centralized client information, customizable fields, and easy communication. It streamlines workflows, ensures secure data handling, and allows efficient task tracking. 97% of reviewers rated this feature as important or highly important.
  • Workflow Management: Users value automated task management, visual progress tracking, and client updates. It organizes workflows, saves time, and enhances efficiency during tax season. 95% of reviewers rated this feature as important or highly important.
  • Tax Compliance: Reviewers highlight automated tax calculations, e-filing, and reminders. It ensures timely filings, avoids penalties, and keeps businesses compliant with tax laws. 95% of reviewers rated this feature as important or highly important.
  • Payroll Management: Users find it handles all payroll aspects, integrates well with accounting, and ensures timely and accurate payments. It simplifies tax compliance and employee record-keeping. 94% of reviewers rated this feature as important or highly important.
  • Client Portal: Reviewers appreciate secure document exchange, single login access, and streamlined communication. It enhances client transparency, convenience, and efficient document management. 93% of reviewers rated this feature as important or highly important.
  • Document Management: Users value centralized storage, easy document retrieval, and organization. It simplifies record-keeping, client communication, and ensures secure access to important files. 91% of reviewers rated this feature as important or highly important.