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Top Rated Tax Practice Management Software with Non profits - Page 2

Last updated: September 2026

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62 software options

Tax1099.com logo

Data protection solution through 256-bit encryption

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Tax1099 provides secure and reliable data protection through 256-bit encryption and automated error checking. Integrated with various accounting software options and an API available for integration with other software, Tax1099 offers flexibility and convenience for users.

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InfoFlo logo

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.

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GoSimpleTax logo

Self Assessment Tax Return Software

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GoSimpleTax is a simple tax software designed to help freelancers calculate & submit their self-assessment tax returns online via any internet-enabled device, including desktops, laptops, mobiles, & tablets. GoSimpleTax also supports native Android & iOS mobile apps.

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Vertex logo

Proven tax technology to simplify the complex.

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Vertex's tax software and services help simplify and automate tax processes for companies of every size.

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TaxSlayer Pro logo

Tax preparation and filing solution

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TaxSlayer Pro is the professional tax package for tax preparers across the United States. From individual and business filings to payroll and HR, it includes everything you need to help your clients succeed. With anytime access and the most accurate calculations, TaxSlayer Pro tax software delivers the best experience in tax preparation.

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TeamSystem Enterprise logo

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.

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IRIS Elements logo

Cloud accounting software for modern accountancy practices

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IRIS Elements is a cloud-native platform combining tax, accounts production, AML, onboarding and practice management. Firms benefit from connected workflows, a shared client database and secure access from anywhere.

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Agenda logo

Tool for increasing efficiency in company HR departments.

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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.

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CCH ProSystem fx logo

Practice management software

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CCH ProSystem fx is a practice management software that provides businesses with dashboards to manage firm, project, employee, and client-related tasks. It includes billing and accounts receivable modules, which let administrators create and edit invoices, billing worksheets, enter payments, analyze finance charges, and manage cash flows.

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H&R Block logo

Tax practice management solution for small businesses

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H&R Block is a tax practice management solution designed to help small businesses streamline taxation benefits, mortgage interest, and real estate tax deductions management operations. The platform enables businesses to file corporate taxes, create job application forms, assess audit risks, and more.

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OfficeTools logo

Run your tax and accounting practice from a single solution

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OfficeTools provides everything you need to run your tax and accounting practice from a single solution.

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MYOB Business logo

Online accounting & payroll for every business

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Cloud accounting software for Australian and New Zealand small businesses with invoicing, payroll, GST/BAS compliance and AI-powered admin.

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ComplyIQ logo
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Risk Reined In

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IGEN delivers the most comprehensive platform for managing complex, multi-jurisdictional excise tax obligations. Built by industry experts, IGEN’s Tax Compliance Platform and ComplyIQ Compliance Intelligence helps companies reduce risk, avoid costly penalties, and stay compliant.

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TaxProof logo
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Platform for national and international tax accounting

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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.

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Partnertax AI logo
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AI-powered tax research with cited sources

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PartnertaxAI is a tax intelligence workspace designed for tax professionals and businesses. AI tax assistant built for complex questions — state nexus, ownership changes, alternative investments, cross-border, entity elections, and withholding — answered from the law, with citations.

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Bright Return logo
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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.

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Transaction Cloud logo
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Tax Compliance, Subscription, and Payment Platform

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Transaction Cloud is a platform for payments, sales tax / VAT /GST compliance (automated collection, filing), subscription management, recurring billing, and fraud protection for SaaS.

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ATOM logo
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Tax practice and office management solution

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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.

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KoinX logo
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Cloud-based tax practice management tool for investors.

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KoinX is a cloud-based tax practice management solution, which helps small to large businesses calculate and handle crypto taxes. The platform provides various features such as portfolio management, reporting, data import/export, APIs, and investment tracking. It also facilitates third-party integration with various cryptocurrency applications such as Alpaca, BitForex, Coinbase, Fantom, and more.

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Bizora logo
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AI tax and audit research tool with citation-backed answers

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Bizora AI is an AI-powered tax and audit research platform for complex federal, state, and international questions. Citation-backed answers draw from the IRC, Treasury Regulations, IRS rulings, case law, GASB, PCAOB, and Yellow Book. Features includes Deep Research mode, Vault, and Canvas.

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PracticePro 365 logo
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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.

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Spectrum Cloud For CA logo
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Cloud tax compliance suite for CA firms in India

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Cloud-based GST, ITR, and TDS compliance platform for CA firms and tax consultants in India, with a unified dashboard and automated.

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Canopy logo
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SaaS human resources software serving all business types

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Canopy consolidates all HR data and apps into a centralized platform, allowing firms to reduce costs, improve employee experience, and increase operational efficiency. Key attributes include employee profiles & database, payroll & time-off management, reporting, onboarding, and applicant tracking.

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CCH Integrator logo
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Tax compliance and reporting software

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CCH Integrator is a tax compliance and reporting platform designed to cater to the needs of individuals and multinational teams. A cloud-based solution, it offers a streamlined approach to managing the complexities of tax compliance and reporting across various entities and jurisdictions. With CCH Integrator, you can have increased control over your tax processes while reducing the associated risks. This platform enables you to focus on higher-value tasks and strategic initiatives.

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DT Practice logo
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Cloud-based accounting practice management platform.

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DT Practice is a cloud-based accounting practice management platform, which helps small to large businesses handle client payments, electronic bills, staff databases, and more. The solution provides various features such as workflow management, expense tracking, accounts receivable processing, project management, data sharing, reporting, task management, interaction tracking, and time tracking.

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