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Tax Practice Management
Customizable templates

Top Rated Tax Practice Management Software with Customizable templates - Page 2

Last updated: June 2026

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Lacerte Tax

Zapier

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39 software options

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Exactera Transfer Pricing

4.3

(19)

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

Cloud-based solution for tax practice management.

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Exactera Transfer Pricing is a cloud-based tax practice management solution that helps businesses streamline global transfer pricing compliance. The software produces reports that automatically comply with current tax legislation in jurisdictions around the world. It offers localized documentation features that ensure master and local files adhere to country-specific regulations, including mandated information and formats.

Read more about Exactera Transfer Pricing

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AuditDashboard

4.4

(32)

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

Manage engagements, exchange files & stay organized.

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AuditDashboard helps accounting firms and their clients standardize the process for exchanging information during complex tax, audit, review, or consolidation engagements.

AFAS Software

4.2

(9)

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

Human resources, payroll, and finance management

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AFAS Software is a suite of tools that automates processes for human resources, payroll, & finance management, providing personalized access to the platform for both employees & managers. AFAS features include automated invoice reconciliation, leave and absence registration, payroll analysis & more.

InfoFlo

4.5

(98)

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

HIPAA compaliant case management software

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HIPAA compliant Case Management software made simple so you can focus on your running your organization all at an affordable price!

Seamlessly manage all your client goals, referrals, documentation, events, classes, and activities within a single platform—eliminating the need for multiple tools.

IRIS Elements

3.9

(15)

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

All-in-one cloud-native accounting solution

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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.

TeamSystem Enterprise

3.5

(15)

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

ERP platform for small to midsize businesses

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TeamSystem Enterprise is an enterprise resource planning (ERP) platform that optimizes and helps small to midsize businesses streamline workflows through guided configuration, centralized updates, and data security.

ComplyIQ

(0)

Tax Practice Management

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

Bright Return

(0)

Cloud-based tool to automate accounting practice management.

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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.

PracticePro 365

(0)

The Best All-in-One Practice Management Software

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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.

CPA Buddy

(0)

AI-driven management for accounting practices

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Software that helps accounting firms manage client work, tax operations, collaboration, and compliance in one place.

Income Tax Planner

(0)

Tax planning software with QuickStart templates

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Income Tax Planner is a web-based tax planning software designed to help businesses simplify complex tax planning scenarios, present advantageous strategies to clients, and reduce liabilities whilst maintaining compliance with the latest state and federal tax laws.

Corvee Tax Planning

(0)

Tax Plans in minutes, not weeks.

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Corvee Tax Planning software gives your firm the ability to create professional tax plans for your clients in minutes.

Pacesetter Tax

(0)

Cloud-based tax practice management software.

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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.

Acounta

(0)

Work Incredibly

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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.