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Top Rated Tax Practice Management Software with Non profits

Last updated: November 2026

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64 software options

Canopy logo

Practice management software for accounting firms

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Award-winning, all-in-one accounting practice management platform. Canopy replaces disconnected tools by unifying your CRM, workflows, document storage, and billing. Maximize firm capacity under one login with purpose-built AI tools like Canopy Coworker and Notetaker.

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Mango Practice Management logo

Everything accountants need, all in one place.

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Mango Practice is a cloud-based practice management solution designed to help accounting firms, tax professionals, bookkeepers, and CPA practices manage their workflows, documents, client communication, billing, time tracking, and payments more effectively.

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Basil logo

Cloud-based accounting practice management software

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Basil is an all-in-one practice management software solution designed specifically for accounting and CPA firms. With a simple user interface, Basil streamlines daily operations and client interactions to help firms work more efficiently.

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IRS Solutions Software logo

Tax resolution and IRS transcript monitoring for tax pros.

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IRS Solutions Software is tax resolution software for tax practice management, combining IRS transcript monitoring and analysis, case management, resolution calculators, automated forms, portfolio reporting, client onboarding, invoicing, and workflow tools in one platform.

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TaxDome logo

Tax practice management software for bookkeepers and CPAs

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Trusted by 15,000+ tax, bookkeeping, and accounting firms, TaxDome is the #1-rated practice management platform for CPAs and EAs — combining workflow automation, CRM, document management, client portal, and billing in one connected hub.

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Anchor logo

Streamlines billing for effortless payments

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Streamline your billing with smart agreements that hold all information you need for efficient billing, including payment details, payment terms and billing permissions from your client.

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Karbon logo

Accounting practice management software for leading firms

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Karbon is the #1-ranked premium accounting practice management platform, helping firms of all sizes increase productivity and scale efficiently.

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Jetpack Workflow logo

Task and practice management for CPAs and accountants

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Jetpack Workflow is a practice, client, and workflow management solution for accountants with tools for job management, time tracking, document storage and more.

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Ignition logo

Sell, bill and get paid in one platform.

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Ignition automates proposals, billing, payments and workflows in a single AI-powered platform, empowering service-based businesses to sell, bill and get paid faster.

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made.simplr logo

R&D tax credit software for accountants

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made.simplr is a cloud-based R&D tax credit software that simplifies the R&D claim process, removes the burden of preparing a claim. The software is fully integrated with Xero.

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Spectrum Cloud logo

Spectrum Cloud is a cloud-based operating system for CA firm

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Spectrum Cloud is a cloud-based operating system for CA firms and tax practices, connecting GST, ITR and TDS with practice workflows, revenue, teams, clients and intelligence in one platform, with on-the-go access.

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GSTrobo logo

GST automation platforms for large organizations

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GSTrobo is a suite of enterprise-grade GST automation platforms for large organizations. Covering return filing, e-invoicing, e-way bills, e-TDS, litigation, and AP automation, it integrates with ERPs to deliver accuracy, scalability, security, and audit-ready governance across tax and finance.

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Athena Workflow logo

Accounting practice management software.

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

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Donation Organizer Pro logo

Windows-based donation management solution

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Donation Organizer Pro is a windows-based donation management solution that lets users manage donors, print receipts, and track contributions from a unified platform. It lets users access a centralized donor database that includes information such as contact details, addresses, donations, relations with other donors, and more.

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Genius Software logo

Tax return filing software for professionals

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Genius software enables chartered accountants, company secretaries, and tax professionals to file unlimited income tax and TDS returns. The solution includes six modules covering income tax, TDS, balance sheet preparation, CMA data, form management, and AIR/SFT filing.

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Eze Investor Accounting logo

Small business accounting software for fund managers

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Eze Investor Accounting is a fixed asset accounting software designed to help finance and accounting professionals manage back-office fund accounting. The platform enables managers to automate allocation scenarios, manage multi-tier fee structures, and generate reports.

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TurboComply logo

Cloud-based compliance management tool for auditors

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Turbocomply is an AI-based practice management tool for CPAs, CAs to automate their entire workflow.

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Keeyns logo

Tax management platform for multi-entity companies.

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Keeyns is a tax management platform for multi-entity companies. Run, record and evidence every tax process across your entities, so you can prove exactly what was done, whenever you're asked.

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MyTAXPrepOffice logo

Professional Tax preparation software

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MyTAXPrepOffice is a professional tax preparation software that helps businesses prepare and file tax returns on a cloud-based platform. Enjoy mobility, accuracy, ease of use, and affordability.

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Blue J Tax logo

Tax research and planning software

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Blue J Tax is an AI-powered solution designed to help accountants, tax lawyers, and public bodies build better insights faster, with faster diagramming, research, analysis, and planning tools.

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Jamku logo

Practice management software for CA and CS firms

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Chartered accountant and company secretary firms use Jamku to track clients, assign tasks, manage to-dos, check attendance, create reports and charge billable hours. Key features include digital signature, bulk email, client management, and time tracking.

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BigTime logo

AI-powered scoping, project, time, and billing software

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BigTime is the AI-powered platform empowering professional services firms to scope, quote, and manage projects—from staffing and time tracking to billing and reporting. With deep integrations and enterprise-grade security, BigTime helps teams move faster and scale with confidence.

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Exactera R&D Tax Credit logo

R&D tax credits management

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Exactera R&D Tax Credits is a technology-driven service that helps businesses maximize their R&D tax credit returns. The service combines specialized software with a team of knowledgeable experts to streamline the application process and calculate federal and state credits. Exactera offers robust reporting, organized data storage, transparent pricing, and customized services to ensure businesses can confidently claim the R&D tax credit they've earned.

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Taxx Savage logo

Let us help you help yourself.

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

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CCH iFirm logo

Integrated cloud-based software for accounting firms

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CCH iFirm is a cloud-native suite of integrated software to help run an efficient and profitable accounting practice.

With integrated tools for better practice management, compliance and client collaboration, our software is used by accounting firms across Canada, United Kingdom, India, Australia,

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