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Tax Practice Management Software with Activity Dashboard (2026)

Last updated: February 2026

Key features of Tax Practice Management Software

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

Workflow Management: Reviewers emphasize customizability and automation, enhancing productivity by tracking tasks and client progress efficiently. 96% of reviewers rated this feature as important or highly important.
Client Management: Users value the ability to manage client data, communication, and documents in one place, improving responsiveness and organization. 95% of reviewers rated this feature as important or highly important.
Client Portal: Reviewers appreciate the secure, centralized hub for document exchange, e-signatures, and communication, enhancing client interactions. 95% of reviewers rated this feature as important or highly important.
Document Management: Users highlight secure storage, file organization, and easy document sharing, streamlining client collaboration and document handling. 94% of reviewers rated this feature as important or highly important.
Task Management: Reviewers note intuitive task assignment and tracking features, aiding in productivity and preventing tasks from falling through the cracks. 91% of reviewers rated this feature as important or highly important.
Document Storage: Users value secure, unlimited storage for easy access and retrieval of client documents, ensuring safety and organization. 88% of reviewers rated this feature as important or highly important.