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Top Rated Tax Management Software with Self Service Portal 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: February 2026

A self service portal provides easy access to tax information, allows users to manage payroll, review payslips, track deductions, and update schedules. It simplifies administrative tasks and enables users to work at their own pace. Our reviewers in tax management software rated this feature as important.

4 Best Tax Management Software with Self Service Portal

  • Gusto - Highest rated for self service portal
  • Patriot Payroll
  • QuickBooks Payroll
  • QuickBooks Online

See other top Tax Management products with self service portal

How we picked the 4 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 self service portal, 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 self service portal 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 4 best products

Gusto logo
4.6
(4.1K)
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User insights about the self service portal feature

Reviewers highlight Gusto's self-service portal for its user-friendly interface and comprehensive capabilities. They appreciate that employees can manage their pay, update tax information, and handle PTO requests independently. Users find the portal intuitive and easy to navigate, which simplifies payroll management and reduces the need for administrative support. They also mention the portal's role in facilitating onboarding and providing quick access to important documents and schedules, making it a helpful resource for both employees and administrators.
“The Self Service Portal in Gusto allows you to effectively access any functions, report mechanisms and other services on Gusto. The Self Service Portal is truly straightforward and has almost all information that you need to be able to run payroll without having any other training. Overall, the Self Service Portal is very useful and my office has had very little need to contact Gusto for support. ”
DM

David M.

Chief Operating Officer and General Counsel

“Gusto's portal for administrators allows us to implement new policies, and as employees, they can manage their PTO requests, tax selection and their pay. ”
HG

Hamid G.

CEO

Tax Management key features coverage

Gusto offers 4 out of the 6 key features for Tax Management software identified by reviewers:

Client Management
Workflow Management4.4
Tax Compliance4.4
Payroll Management4.6
Client Portal
Document Management4.6

Pros and cons based on 4,167 verified reviews

73% of users rated Gusto 5 out of 5 stars, while 3% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 4,167 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Intuitive and clean interface

Seamless onboarding process

Comprehensive HR management

Easy navigation

Efficient payroll management

Cons:

Inadequate phone support

Limited reporting capabilities

Slow issue resolution

Account management challenges

See pros and cons details

Pricing

Starting price:$49 other/per month|Free version:Not available|Free trial:Available

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

Patriot Payroll logo
4.8
(3.5K)
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User insights about the self service portal feature

Reviewers appreciate Patriot Payroll's self-service portal for its ease of use and convenience. They report that employees can easily access and manage their payroll information, view and print pay stubs, update personal details, and change direct deposit information. Users find it intuitive and user-friendly, allowing them to run payroll quickly and independently. They also highlight the portal's ability to reduce dependency on customer service and streamline payroll processes, making it a valuable tool for both employers and employees.
“Patriot Payroll is a self-service payroll portal that allows employees to manage their own payroll information. Patriot Payroll offers a variety of features, including the ability to: - View and print pay stubs - Update contact information - View and print W-2 forms - View and print 1099 forms - Change direct deposit information - And more!”
Verified reviewer profile picture

shaibu p.

IT administrator

“Employees can see their paycheck amounts and details before payday and can update bank accounts, tax information etc. It's totally hands off for me. Which is great, because as every entrepreneur knows: there are always a million and one things on the to-do list.”
MR

Melanie R.

President

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 3,570 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 3,570 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 Payroll logo
4.5
(965)
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User insights about the self service portal feature

Reviewers find QuickBooks Payroll's self-service portal useful for allowing employees to manage their own payroll information, including time-tracking and viewing pay stubs. They appreciate the ease of access and the ability for employees to handle sensitive information independently. However, some users report difficulties with the portal's clarity and functionality, mentioning issues with customer support and the need for better integration with other QuickBooks services. Overall, the portal is seen as a helpful but sometimes challenging tool.
“This is very nice to have access to. Employees are able to manage their information without having to give sensitive information to the bookkeeper/accountant. They are able to view their pay stubs and other information on their own time.”
VA

Vicky A.

Accountant

“Employees can do their own time-tracking with Tsheets and view their pay slips/ paystubs through QuickBooks Workforce. ”
Verified reviewer profile picture

JAZE P.

Systems Administrator

Tax Management key features coverage

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

Client Management
Workflow Management4.5
Tax Compliance4.5
Payroll Management4.6
Client Portal
Document Management

Pros and cons based on 965 verified reviews

68% of users rated QuickBooks Payroll 5 out of 5 stars, while 6% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 965 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Seamless QuickBooks integration

Comprehensive tracking features

Ideal for small businesses

Efficient payroll management

Manageable learning curve

Cons:

Inefficient email communication

Long wait times for support calls

High costs for small businesses

Slow issue resolution

Subpar client support services

See pros and cons details

Pricing

Starting price:$3.50 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)
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User insights about the self service portal feature

Reviewers appreciate the self-service portal in QuickBooks Online for its ease of use and accessibility. They report that it allows employees to view tax information, accumulated hours, and pay stubs independently. Users find the portal easy to navigate, which helps streamline payroll submission and reduces the need for support calls. Some reviewers mention the portal's flexibility and the reassurance it provides in managing their accounts, making it a useful feature for both employees and employers.
“The self service portal is critical for employees to be able to view tax information, accumulated hours, sick and paid time off. ”
JJ

Jacqueline J.

Reception

“The self service portal provides an easy process for employees to log in and access needed information and pay stubs. ”
MK

Misty K.

Bookkeeper

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 8,328 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 8,328 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 Self Service Portal 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
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
QuickBooks Payroll logo

Small business payroll platform

learn more
QuickBooks Payroll is a cloud-based payroll solution for small businesses which offers automatic payroll tax calculations, integrated time tracking, same day direct deposit, real-time data updates, tax form preparation and filing, and an online employee portal to streamline the payroll process

Read more about QuickBooks Payroll

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
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
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

Key features for Tax Management software

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

  • Client Management: Users value custom fields, centralized task lists, flexible workflows, and secure portals for efficient client tracking and communication. 97% of reviewers rated this feature as important or highly important.
  • Workflow Management: Reviewers highlight automation of tasks, tracking project progress, and improved organization as key benefits for efficient workflow management. 95% of reviewers rated this feature as important or highly important.
  • Tax Compliance: Automated tax calculations, secure e-filing, and timely reminders help users maintain compliance and avoid penalties. 95% of reviewers rated this feature as important or highly important.
  • Payroll Management: Accurate salary processing, tax calculations, and integration with accounting systems ensure smooth and timely payroll management. 94% of reviewers rated this feature as important or highly important.
  • Client Portal: Clients can securely upload, sign, and access documents, making communication and document management streamlined and convenient. 93% of reviewers rated this feature as important or highly important.
  • Document Management: Centralized storage, customizable folders, and ease of access and sharing improve organization and efficiency in handling client documents. 91% of reviewers rated this feature as important or highly important.