Quick Overview
- 1#1: ExpressTaxExempt - Provides a user-friendly online platform for preparing, signing, and e-filing IRS Form 990, 990-EZ, 990-PF, and 990-N returns.
- 2#2: Tax990 - Offers step-by-step guided preparation and direct IRS e-filing for Form 990 series returns tailored to non-profits.
- 3#3: 990eFile - Simplifies the creation and electronic submission of Form 990 returns with built-in validation and IRS transmission.
- 4#4: eFile4Biz - Enables quick online preparation and e-filing of Form 990 alongside other exempt organization tax forms.
- 5#5: Drake Software - Delivers affordable professional tax prep software with comprehensive Form 990 support and e-filing capabilities.
- 6#6: Lacerte - Powers professional tax workflows with advanced diagnostics and full Form 990 preparation for complex non-profits.
- 7#7: UltraTax CS - Offers integrated professional tax software with robust Form 990 modules, diagnostics, and multi-state support.
- 8#8: CCH Axcess Tax - Provides cloud-based enterprise tax preparation including detailed Form 990 compliance and workflow automation.
- 9#9: GoSystem Tax RS - Supports web-based collaborative tax prep with Form 990 handling and secure client portals.
- 10#10: Veritax - Supplies efficient professional tax software for Form 990 preparation and electronic filing.
We ranked these tools based on robust Form 990 support, intuitive design, rigorous validation features, and overall value, balancing simplicity for small non-profits with advanced capabilities for complex organizations.
Comparison Table
Explore a comparison of top 990 tax preparation tools, including ExpressTaxExempt, Tax990, 990eFile, eFile4Biz, and Drake Software, designed to highlight key features and suitability for various user needs. This table equips readers with insights to make informed choices for efficient, compliant filing of 990 forms.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | ExpressTaxExempt Provides a user-friendly online platform for preparing, signing, and e-filing IRS Form 990, 990-EZ, 990-PF, and 990-N returns. | specialized | 9.8/10 | 9.6/10 | 9.7/10 | 9.9/10 |
| 2 | Tax990 Offers step-by-step guided preparation and direct IRS e-filing for Form 990 series returns tailored to non-profits. | specialized | 9.1/10 | 9.3/10 | 8.9/10 | 9.0/10 |
| 3 | 990eFile Simplifies the creation and electronic submission of Form 990 returns with built-in validation and IRS transmission. | specialized | 8.5/10 | 8.4/10 | 9.0/10 | 8.7/10 |
| 4 | eFile4Biz Enables quick online preparation and e-filing of Form 990 alongside other exempt organization tax forms. | specialized | 8.2/10 | 8.0/10 | 8.5/10 | 8.7/10 |
| 5 | Drake Software Delivers affordable professional tax prep software with comprehensive Form 990 support and e-filing capabilities. | enterprise | 8.1/10 | 8.2/10 | 7.8/10 | 9.0/10 |
| 6 | Lacerte Powers professional tax workflows with advanced diagnostics and full Form 990 preparation for complex non-profits. | enterprise | 8.2/10 | 8.8/10 | 7.5/10 | 7.6/10 |
| 7 | UltraTax CS Offers integrated professional tax software with robust Form 990 modules, diagnostics, and multi-state support. | enterprise | 8.6/10 | 9.2/10 | 7.8/10 | 8.0/10 |
| 8 | CCH Axcess Tax Provides cloud-based enterprise tax preparation including detailed Form 990 compliance and workflow automation. | enterprise | 8.2/10 | 9.1/10 | 7.8/10 | 7.5/10 |
| 9 | GoSystem Tax RS Supports web-based collaborative tax prep with Form 990 handling and secure client portals. | enterprise | 8.2/10 | 9.1/10 | 6.8/10 | 7.4/10 |
| 10 | Veritax Supplies efficient professional tax software for Form 990 preparation and electronic filing. | enterprise | 7.2/10 | 7.5/10 | 7.0/10 | 6.8/10 |
Provides a user-friendly online platform for preparing, signing, and e-filing IRS Form 990, 990-EZ, 990-PF, and 990-N returns.
Offers step-by-step guided preparation and direct IRS e-filing for Form 990 series returns tailored to non-profits.
Simplifies the creation and electronic submission of Form 990 returns with built-in validation and IRS transmission.
Enables quick online preparation and e-filing of Form 990 alongside other exempt organization tax forms.
Delivers affordable professional tax prep software with comprehensive Form 990 support and e-filing capabilities.
Powers professional tax workflows with advanced diagnostics and full Form 990 preparation for complex non-profits.
Offers integrated professional tax software with robust Form 990 modules, diagnostics, and multi-state support.
Provides cloud-based enterprise tax preparation including detailed Form 990 compliance and workflow automation.
Supports web-based collaborative tax prep with Form 990 handling and secure client portals.
Supplies efficient professional tax software for Form 990 preparation and electronic filing.
ExpressTaxExempt
specializedProvides a user-friendly online platform for preparing, signing, and e-filing IRS Form 990, 990-EZ, 990-PF, and 990-N returns.
Unlimited 990 returns for a single flat fee, eliminating per-return costs for organizations with multiple filings.
ExpressTaxExempt is a dedicated cloud-based software solution designed specifically for preparing and e-filing IRS Form 990 series returns, including 990, 990-EZ, 990-N, 990-PF, 990-T, and schedules. It offers seamless data import from prior-year returns, QuickBooks, and Excel, along with automated calculations, compliance checks, and direct transmission to the IRS. The platform emphasizes affordability and efficiency, making it a top choice for nonprofits of all sizes handling annual tax-exempt filings.
Pros
- Unlimited returns option at a flat annual fee for high-volume users
- Direct IRS e-filing with real-time status tracking and 100% acceptance rate guarantee
- Robust import tools and error-checking for quick, accurate preparation
Cons
- Lacks advanced financial analytics or forecasting tools
- No native mobile app, primarily web-based
- Customer support hours limited to business days
Best For
Small to large nonprofits and tax professionals needing reliable, cost-effective 990 preparation and e-filing without per-return fees.
Pricing
Starts at $99 for 990-N, $199 for single 990 returns, with unlimited returns plans from $299 per tax year and volume discounts available.
Tax990
specializedOffers step-by-step guided preparation and direct IRS e-filing for Form 990 series returns tailored to non-profits.
Unlimited free amendments and extensions on all returns, reducing costs for corrections post-filing
Tax990 is a cloud-based platform specializing in the preparation and e-filing of IRS Form 990 series returns, including 990, 990-EZ, 990-N, 990-PF, and related schedules for tax-exempt organizations. It features a step-by-step guided interview process, automatic calculations, data import from prior years or spreadsheets, and built-in error checks to ensure IRS compliance. The software supports unlimited amendments and extensions, making it reliable for nonprofits handling annual reporting requirements.
Pros
- Comprehensive support for all 990 forms with guided navigation and error validation
- Affordable pay-per-return and unlimited subscription options
- Secure direct e-filing to IRS with real-time status updates
Cons
- Limited integrations with accounting software like QuickBooks
- Steeper learning curve for highly complex Schedule setups
- Customer support primarily via email and tickets, not 24/7 phone
Best For
Small to mid-sized nonprofits and tax preparers needing a straightforward, compliant solution for 990 e-filing without enterprise-level costs.
Pricing
Pay-per-return plans start at $199 for Form 990-N up to $349 for full 990; annual unlimited subscriptions from $499.
990eFile
specializedSimplifies the creation and electronic submission of Form 990 returns with built-in validation and IRS transmission.
One-click e-filing to IRS and states with instant acceptance notifications and 100% accuracy guarantee.
990eFile is a web-based platform specializing in electronic filing for IRS Form 990 series returns, including 990, 990-EZ, 990-N, 990-PF, and 990-T, along with supporting schedules. It allows users to import data from prior returns or spreadsheets, perform validations, and submit directly to the IRS and select states. Designed for tax-exempt organizations, it emphasizes compliance, security, and simplicity in the e-filing process.
Pros
- Affordable per-return pricing model suitable for occasional filers
- Comprehensive support for all 990 forms with built-in validation and error-checking
- Quick and reliable e-filing with real-time IRS status updates
Cons
- Limited advanced tax preparation tools compared to full-service software
- No native integrations with major accounting platforms like QuickBooks
- Additional fees for state e-filings can add up for multi-state organizations
Best For
Small to mid-sized nonprofits and tax preparers focused on efficient e-filing rather than complex return preparation.
Pricing
Starts at $14.95 for 990-N, $49.95 for 990-EZ, up to $199.95 for full 990; state filings extra at $25-$75 each.
eFile4Biz
specializedEnables quick online preparation and e-filing of Form 990 alongside other exempt organization tax forms.
Full coverage of the 990 series (including schedules) with seamless IRS Modernized e-File (MeF) transmission and instant rejection diagnostics.
eFile4Biz is a web-based e-filing platform designed for IRS business and non-profit tax forms, with strong support for the entire Form 990 series including 990, 990-EZ, 990-PF, and 990-N. It enables users to import data, validate forms in real-time, and transmit returns directly to the IRS without software installation. As an IRS-authorized provider, it ensures compliance and provides instant acknowledgments, making it efficient for electronic submissions.
Pros
- Comprehensive support for all 990 variants with real-time validation
- Pay-per-return pricing with no subscription required
- Direct IRS e-filing with immediate acknowledgments and error checking
Cons
- Limited built-in preparation tools; best for those with pre-prepared data
- No mobile app or offline access
- Customer support mainly via email and tickets, not 24/7 phone
Best For
Small to mid-sized non-profits and tax preparers focused on simple, affordable e-filing of 990 returns without needing advanced preparation software.
Pricing
Per-return fees from $14.50 (990-N) to $124.50 (990-PF), with volume discounts for 10+ returns; no annual subscription.
Drake Software
enterpriseDelivers affordable professional tax prep software with comprehensive Form 990 support and e-filing capabilities.
125% Drake Guarantee, compensating preparers up to 125% of fees if software errors cause IRS penalties.
Drake Software is a professional-grade tax preparation platform that supports the full range of IRS Form 990 series returns, including 990, 990-EZ, 990-N, and 990-PF for nonprofit organizations. It offers automated calculations, error-checking diagnostics, and secure e-filing capabilities to streamline compliance for tax-exempt entities. The software integrates data import from accounting tools and provides practice management features for efficient workflow handling.
Pros
- Highly affordable pricing with flexible per-return or unlimited options
- Reliable e-filing with high acceptance rates and accuracy guarantees
- Responsive customer support via phone, chat, and email
Cons
- User interface feels dated compared to modern competitors
- Steeper learning curve for intricate 990 schedules and worksheets
- Limited advanced nonprofit analytics or donor management integrations
Best For
Small to mid-sized tax firms preparing a mix of individual, business, and nonprofit 990 returns on a budget.
Pricing
Annual plans start at ~$1,495 per preparer for base features, with 990 e-filing at $10-25 per return or included in unlimited packages.
Lacerte
enterprisePowers professional tax workflows with advanced diagnostics and full Form 990 preparation for complex non-profits.
Advanced diagnostics and error-checking engine tailored for complex 990 schedules and non-profit specifics
Lacerte, offered through ProConnect by Intuit, is a professional tax preparation software suite that supports the full range of Form 990 series returns (990, 990-EZ, 990-PF, and related schedules) for non-profit organizations. It provides automated calculations, e-filing capabilities, and comprehensive diagnostics to minimize errors and ensure compliance with IRS requirements. Ideal for CPAs handling complex non-profit tax prep alongside other return types, it integrates with Intuit tools like QuickBooks for streamlined workflows.
Pros
- Robust support for all 990 forms and schedules with automatic updates
- Reliable e-filing and IRS-compliant diagnostics
- Seamless integration with Intuit ecosystem for client data import
Cons
- Steep learning curve for new users
- High subscription costs that scale with usage
- Interface feels dated compared to more modern competitors
Best For
CPAs and tax firms preparing 990s as part of a broader portfolio of individual, business, and non-profit returns.
Pricing
Annual subscription starts at ~$1,800 for basic access, with tiers up to $5,000+ based on return volume and add-ons; per-return pricing also available.
UltraTax CS
enterpriseOffers integrated professional tax software with robust Form 990 modules, diagnostics, and multi-state support.
Advanced diagnostic engine that proactively flags 990-specific compliance issues and suggests corrections
UltraTax CS is a professional tax preparation software from Thomson Reuters, widely used by CPAs for handling complex federal and state tax returns, including the full suite of Form 990 series for nonprofits. It provides organized input screens that mirror official forms, automated calculations, and comprehensive diagnostics to ensure accuracy and compliance. The software supports electronic filing, carryover management, and integration with other Thomson Reuters tools for streamlined workflows.
Pros
- Comprehensive support for all 990 forms, schedules, and state variations with automatic updates
- Powerful diagnostics and error-checking engine to minimize compliance risks
- Seamless integration with practice management and trial balance tools
Cons
- Steep learning curve and complex interface for new users
- High subscription costs that scale with firm size and modules
- Resource-intensive, requiring robust hardware for optimal performance
Best For
Mid-to-large tax firms and CPAs handling high volumes of complex 990 returns for nonprofits.
Pricing
Custom annual subscriptions starting at around $3,500-$6,000 for core modules, increasing based on users, forms, and add-ons.
CCH Axcess Tax
enterpriseProvides cloud-based enterprise tax preparation including detailed Form 990 compliance and workflow automation.
Integrated Axcess suite diagnostics that proactively flag 990-specific compliance issues and suggest corrections
CCH Axcess Tax is a cloud-based professional tax preparation software from Wolters Kluwer, providing comprehensive support for Form 990 series returns including 990, 990-EZ, 990-N, and all associated schedules for non-profits. It features advanced diagnostics, automated calculations, e-filing, and integration with practice management tools for efficient workflows. The software ensures IRS compliance with real-time updates and robust error-checking capabilities tailored for complex non-profit tax scenarios.
Pros
- Extensive support for all 990 variants and schedules with precise calculations
- Cloud-based access enabling remote collaboration and real-time IRS updates
- Strong diagnostics and compliance tools reducing preparation errors
Cons
- Steep learning curve for new users due to complex interface
- High subscription costs unsuitable for small practices
- Limited customization options compared to some competitors
Best For
Mid-to-large accounting firms managing high volumes of complex non-profit 990 returns.
Pricing
Subscription-based with custom pricing starting at around $5,000-$10,000 annually per user, depending on firm size and modules selected.
GoSystem Tax RS
enterpriseSupports web-based collaborative tax prep with Form 990 handling and secure client portals.
Centralized relational database enabling real-time, paperless collaboration across multiple preparers and offices
GoSystem Tax RS from Thomson Reuters is an enterprise-grade tax preparation platform optimized for complex returns, including Form 990 series for nonprofits, offering robust e-filing, diagnostics, and worksheet-driven data entry. It leverages a centralized relational database for firm-wide collaboration, real-time updates, and multi-entity management. Ideal for high-volume preparers, it integrates seamlessly with other Thomson Reuters tools like AdvanceFlow for workflow management.
Pros
- Comprehensive 990 support with advanced diagnostics and error-checking
- Scalable relational database for unlimited clients and multi-office collaboration
- Strong integration with state returns and Thomson Reuters ecosystem
Cons
- Steep learning curve and complex interface requiring extensive training
- High cost unsuitable for small firms or low-volume users
- Occasional performance issues with very large datasets
Best For
Large CPA firms and tax departments handling high volumes of complex nonprofit 990 returns.
Pricing
Custom enterprise pricing starting at $5,000+ annually per user, plus per-return fees; contact Thomson Reuters for quotes.
Veritax
enterpriseSupplies efficient professional tax software for Form 990 preparation and electronic filing.
Advanced diagnostic engine that proactively identifies compliance issues and required schedules.
Veritax is a cloud-based e-filing solution specialized for Form 990 series returns, including 990, 990-EZ, 990-N, 990-PF, and 990-T for non-profit organizations. It provides tools for data entry, import from prior returns or accounting software, diagnostics, and electronic filing with the IRS. The platform emphasizes compliance checks and supports related schedules and state returns.
Pros
- Highly specialized for 990 series with strong e-filing reliability
- Built-in diagnostics and error-checking for IRS compliance
- Cloud-based access with no installation required
Cons
- Limited to 990 forms only, no support for other tax types
- Per-return pricing model can be costly for high volume
- User interface appears dated and less intuitive than modern competitors
Best For
Small to mid-sized non-profits focused solely on 990 preparation and e-filing without needing broader tax software.
Pricing
Per-return fees from $99 (990-N) to $299 (full 990); volume discounts for 10+ returns, no subscription option.
Conclusion
The reviewed 990 tax preparation software tools, including the top 10, vary in features but collectively aim to simplify filing. ExpressTaxExempt stands as the top choice, offering a user-friendly online platform for preparing, signing, and e-filing key forms, while Tax990 and 990eFile provide strong alternatives—with Tax990’s guided preparation and 990eFile’s simplified creation and validation. Choosing depends on specific needs, but these tools collectively enhance efficiency for non-profits.
Experience the ease of ExpressTaxExempt for yourself—its intuitive design and seamless e-filing make it a standout option for streamlining 990 return preparation.
Tools Reviewed
All tools were independently evaluated for this comparison