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Tax Practice Management
Page 2

Tax Practice Management Software with Activity Dashboard (2026) - Page 2

Last updated: February 2026

1 filter applied

Features

Activity Dashboard

Workflow Management(32)

Access Controls/Permissions(28)

Accounting(35)

Accounting Integration(19)

Integrated with

Lacerte Tax(5)

Zapier(8)

Pricing model

Free(5)

Open Source(1)

Free Trial(28)

One Time License(2)

Subscription(34)

Devices supported

Mac(12)

iPad(12)

Android(12)

Linux(5)

Web-based(41)

iPhone(12)

Windows(19)

Organization types

Small Business(39)

Non Profit(8)

Large Enterprises(27)

Public Administrations(6)

Freelancers(29)

Mid Size Business(32)

User rating

All Reviews

& up

(27)

& up

(30)

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(31)

42 software options

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Sponsored

Taxx Savage

4.0

(5)

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

Let us help you help yourself.

Professional tax preparation software with EFIN sharing and powerful features including mobile app and cloud-based platform.

Read more about Taxx Savage

Users also considered

Keeyns

5.0

(1)

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

Total confidence in every tax process.

Keeyns is a Tax Management Platform that allows multi-entity companies to centralise all tax deadlines and processes in one place.

Read more about Keeyns

Users also considered

Intuit Practice Management

5.0

(1)

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

Practice management for tax professionals and CPAs

Intuit Practice Management can assist businesses with managing and organizing all accounting work in one place. Intuit Practice Management offers powerful tools for complex returns and multiple preparers that allow you to manage everything from invoices to billing, so you can spend more time being productive instead of caught up in paperwork.

Read more about Intuit Practice Management

Users also considered

Athena Workflow

5.0

(1)

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

Accounting practice management software.

Athena Workflow is a cloud-based accounting practice management software that helps companies automate, customize & simplify their accounting practice workflows.

Read more about Athena Workflow

Users also considered

DueDeck

4.0

(1)

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

Cloud-based solution for tax practice management.

Say goodbye to the old inefficient way of working and embrace the future of compliance practice with DueDeck.

Read more about DueDeck

Users also considered

Agenda

2.3

(4)

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

Tool for increasing efficiency in company HR departments.

Agenda is designed for HR staff wishing to reduce the time and cost of routine tasks. The tool enables more efficient staff management and includes a billing option. The reduction in routine processes enables users to focus on core tasks.

Read more about Agenda

Users also considered

Pacesetter Tax

(0)

Cloud-based tax practice management software.

Pacesetter Tax offers a cloud-based tax practice management solution that helps businesses streamline the tax preparation process. The platform integrates with existing tax software and helps optimize project management, online invoicing, and appointment setting. Pacesetter Tax also provides a dashboard that lets users track revenue goals, client conversations, and task completion stages. It also provides various functions such as client database, payment alerts, digital invoicing, and more.

Read more about Pacesetter Tax

Users also considered

Acounta

(0)

Work Incredibly

Complete practice management platform tailored for tax, accounting, and bookkeeping firms, including CPA's and EA's. From client onboarding and document management to invoicing and communication, Acounta brings all essential tools into one centralized platform, creating operational efficiency.

Read more about Acounta

Users also considered

ComplyIQ

(0)

Tax Practice Management

ComplyIQ powered by IGEN is one platform to run tax compliance for excise, sales, and use taxes in heavily regulated industries.

Read more about ComplyIQ

Users also considered

Bright Return

(0)

Cloud-based tool to automate accounting practice management.

Bright Return is a cloud-based accounting practice management solution that helps businesses handle client databases, online billing, digital signatures, and more. The platform provides various features including workflow automation, a client portal, time tracking, help desk, document management, and HRMS. It helps accounting firms streamline client collaboration through a centralized portal where clients can access documents and share information.

Read more about Bright Return

Users also considered

ATOM

(0)

Tax practice and office management solution

ATOM is a practice and office management solution designed for tax practitioners, advocates, and cost accountants. It offers a range of features and modules to streamline and automate various tasks and processes within organizations. ATOM includes a task dashboard for task management, recurring task automation, and approvals for task workflows. It also provides form solutions, digital signature tracking through a DSC register, and client portal access for communication.

Read more about ATOM

Users also considered

TaxTank

(0)

Cloud-based tax practice management solution

TaxTank is an all-in-one tax and personal finance software designed for individuals to take charge of their finances. With live bank feeds, users can effortlessly track incomes, expenses, properties, shares, and cryptocurrencies in an organized digital hub. This simplifies tax management and enables informed financial decisions without hassle.

Read more about TaxTank

Users also considered

TaxProof

(0)

Platform for national and international tax accounting

TaxProof is a cloud-based software for managing corporate tax administration. The system is suitable for both national and multinational companies. The software provides a user-friendly interface and includes built-in extensive help documentation. An audit trail logs all operations.

Read more about TaxProof

Users also considered

Pacesetter Tax

(0)

Cloud-based tax practice management software.

Pacesetter Tax offers a cloud-based tax practice management solution that helps businesses streamline the tax preparation process. The platform integrates with existing tax software and helps optimize project management, online invoicing, and appointment setting. Pacesetter Tax also provides a dashboard that lets users track revenue goals, client conversations, and task completion stages. It also provides various functions such as client database, payment alerts, digital invoicing, and more.

Read more about Pacesetter Tax

Users also considered

Bright Return

(0)

Cloud-based tool to automate accounting practice management.

Bright Return is a cloud-based accounting practice management solution that helps businesses handle client databases, online billing, digital signatures, and more. The platform provides various features including workflow automation, a client portal, time tracking, help desk, document management, and HRMS. It helps accounting firms streamline client collaboration through a centralized portal where clients can access documents and share information.

Read more about Bright Return

Users also considered

ATOM

(0)

Tax practice and office management solution

ATOM is a practice and office management solution designed for tax practitioners, advocates, and cost accountants. It offers a range of features and modules to streamline and automate various tasks and processes within organizations. ATOM includes a task dashboard for task management, recurring task automation, and approvals for task workflows. It also provides form solutions, digital signature tracking through a DSC register, and client portal access for communication.

Read more about ATOM

Users also considered

PracticePro 365

(0)

The Best All-in-One Practice Management Software

PracticePro 365 is a unitized cloud practice management software with nine core features that run your firm, an all-in-one platform topped off with real-time visual dashboards.

Read more about PracticePro 365

Users also considered

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