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Finance Financial ServicesTop 10 Best Cpa Firm Tax Software of 2026
Ranking of top cpa firm tax software options with criteria and tradeoffs, including Drake Software, CCH Axcess Tax, and UltraTax CS.
How we ranked these tools
Vendors set the topic, but our editors set the inclusion criteria and the evaluation framework before research starts.
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Framework: Features 40% · Ease 30% · Value 30%
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Drake Software is the best fit if you want controlled worksheet entry, fast batch throughput, and reviewer sign-off for CPA tax teams without heavyweight enterprise tooling, whereas UltraTax CS suits firms that need deeper support for K-1 and fixed-asset intake with structured reviewer workflows.
Editor’s top 3 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
Drake Software
Return locking with preparer hierarchy workflow controls edits after reviewer sign-off within a batch.
Best for: Fits when tax teams want controlled worksheet entry, batch throughput, and review sign-off without heavy enterprise tooling.
CCH Axcess Tax
Editor pickReviewer sign-off and preparer notes are integrated into the return workflow, keeping governance artifacts attached to each return.
Best for: Fits when firms need tight review workflow control and repeatable batch processing across teams.
UltraTax CS
Editor pickReturn locking tied to reviewer sign-off keeps changes traceable during multi-preparer processing.
Best for: Fits when firms need controlled reviewer workflows and faster K-1 and fixed asset data intake.
Comparison Table
Drake Software
vertical specialistProfessional tax preparation software for accounting firms and sole practitioners.
Return locking with preparer hierarchy workflow controls edits after reviewer sign-off within a batch.
Drake Software fits CPA practices that prefer a guided data-entry model with field-level control and fast return batching for busy seasons. The system supports organizer import and client data entry reuse patterns that reduce rework for recurring returns. It also provides a return status dashboard for tracking batch progress and handling e-file acknowledgement workflows when clients must confirm filings.
A tradeoff appears in deeper practice-management integration and enterprise governance controls compared with tools designed around multi-firm consolidation. A common usage situation is a mid-size tax shop that has multiple preparers and reviewers working in parallel, needs assignment and sign-off controls, and wants return locking to prevent late changes after review.
- +Worksheet-driven return workflow gives field-level control during data entry
- +Return assignment, reviewer sign-off, and return locking support controlled review cycles
- +Organizer import and recurring data handling reduce repeated manual work
- +Batch processing and return status reporting help track transmission progress
- –Practice-management sync and multi-entity consolidation controls are thinner than enterprise tax suites
- –Some advanced workflows require add-on components or extra configuration steps
- –State module behavior can vary by filing type, adding process checks
Tax practice workflow managers
Reviewer sign-off on batched returns
Fewer late-stage corrections
Staff accountants preparing recurring clients
Organizer import for yearly updates
Lower rework per client
Show 2 more scenarios
E-file coordinators
Tracking acknowledgment through batch status
Faster reject resolution
Return status reporting helps monitor transmission outcomes and route rejects back to the right preparer.
Partners overseeing quality control
Controlled edit windows after review
More consistent review results
Return locking restricts changes after reviewer approval so quality checks remain valid through submission.
Best for: Fits when tax teams want controlled worksheet entry, batch throughput, and review sign-off without heavy enterprise tooling.
CCH Axcess Tax
vertical specialistCloud-based professional tax preparation and compliance software.
Reviewer sign-off and preparer notes are integrated into the return workflow, keeping governance artifacts attached to each return.
CCH Axcess Tax supports core tax return production tasks through managed return data flows, including organizer import and return status tracking. CCH-style review workflows include preparer assignment, reviewer sign-off, and preparer notes that keep audit trails tied to the return lifecycle. E-file preparation uses rejection-code feedback loops to reduce rework when transmissions fail.
A key tradeoff is that firms usually need disciplined configuration around workflow roles, assignment rules, and e-file routing before large batches run smoothly. The product fits firms processing many returns per preparer and reviewer group where consistent review gates and batch print needs matter for throughput.
- +Review workflow supports reviewer sign-off tied to return lifecycle
- +Batch print and batch return handling reduce manual sorting work
- +Organizer import supports consistent client input across cycles
- +E-file rejection handling supports faster iteration after failed transmissions
- –Workflow role configuration can be complex for multi-team practices
- –Some data imports require more prep to match internal return fields
- –Navigation across preparation and review views can slow new users
- –Advanced automation often depends on CCH integration points and add-ons
Tax managers and senior reviewers
Sign off returns with tracked notes
Fewer review handoff issues
Large tax departments
Process batch filings with locking
Lower rework rates
Show 2 more scenarios
Client services coordinators
Ingest organizers for consistent data
More consistent starting data
Coordinators import organizers to standardize inputs before preparers start calculations and diagnostics.
E-file operations staff
Triage rejections during transmission runs
Faster e-file turnaround
Operations staff interpret rejection outcomes and iterate returns for successful transmission batches.
Best for: Fits when firms need tight review workflow control and repeatable batch processing across teams.
UltraTax CS
enterpriseProfessional tax preparation software for accounting firms with deep support for federal, state, and entity returns.
Return locking tied to reviewer sign-off keeps changes traceable during multi-preparer processing.
UltraTax CS is built for multi-preparer practices that need clear responsibility boundaries during preparation, diagnostics, and final review. The workflow supports preparer assignment and reviewer sign-off patterns that map to internal QA steps. Data intake commonly flows through organizer import and K-1 import so staff spend more time on tax positions than on copying source numbers.
A tradeoff appears with breadth of workflow features that can add configuration and training overhead for smaller teams. UltraTax CS fits best when a firm already standardizes client intake and internal review steps, because return locking and notes help keep the audit trail consistent across preparers and reviewers.
- +Strong preparer hierarchy with return locking for review control
- +K-1 import and depreciation schedule import reduce manual setup
- +Organizer import and client portal workflows cut rekeying
- +Batch-friendly return status visibility for multi-client runs
- –Heavier onboarding due to workflow configuration and role setup
- –Automation depth varies by engagement setup and required modules
- –Cross-app handoffs can create data reconciliation steps
- –Some diagnostics require consistent preparer documentation
Tax managers
QA sign-off across multiple preparers
Fewer last-minute return changes
Tax preparers
Reduce work for partnership-heavy clients
Less data re-entry
Show 2 more scenarios
Practice admins
Standardize client intake for teams
More consistent preparation inputs
Organizer import and client portal intake align how source documents arrive across staff.
Fixed asset specialists
Import depreciation details at scale
Shorter depreciation setup cycles
Depreciation schedule import supports bulk carryover of fixed asset detail into returns.
Best for: Fits when firms need controlled reviewer workflows and faster K-1 and fixed asset data intake.
TaxAct Professional
SMBProfessional tax preparation software for small to mid-sized accounting firms.
Reviewer sign-off workflow with preparer assignment controls for coordinated production and controlled revisions.
TaxAct Professional targets CPA firm return prep and review workflows with batch-driven production features and structured reviewer feedback. The software supports common tax compliance tasks like organizer-style intake, K-1 handling, and state filing preparation with e-file readiness checks.
- +Preparer hierarchy workflow supports assignment and reviewer sign-off
- +Batch production tools help manage high-volume Form 1040 preparation runs
- +K-1 import reduces manual transcription for common pass-through reporting
- +Return status dashboard clarifies where each return sits in production
- –Limited extensibility compared with firms that require deep custom API workflows
- –State e-file modules add complexity when firms run many state schedules
- –Return locking rules can slow iterative revisions during review cycles
- –Bank product and practice-management integrations are not as broad as category leaders
Best for: Fits when CPA firms need batch-driven return prep with clear preparer reviews and manageable governance.
TaxDome Proposals
practice managementProposal and engagement workflow software used by tax and accounting firms as part of client onboarding.
Template-driven proposal documents with multi-step internal approval stages that feed directly into client-facing delivery.
TaxDome Proposals generates and manages tax proposals and related workflow artifacts inside a client-ready proposal and document flow. It supports template-based document creation, structured approval steps, and client delivery through its client portal experience.
- +Proposal templates reduce manual document reformatting across clients
- +Approval steps and sign-off stages create clear internal handoffs
- +Client portal delivery keeps proposal versions in one place
- +Integrates proposal workflow with internal assignments for continuity
- –Tax production modules like e-file transmission are not the proposal focus
- –Workflow automation depends on disciplined role setup across teams
- –Limited coverage for tax organizer style imports compared with tax suites
- –Bulk proposal and batch document exports are not a production-grade batch engine
Best for: Fits when firms need proposal, approval, and client delivery workflows tied to engagement handoffs.
Avalara
enterpriseCloud-based sales tax compliance and automation software.
API-driven tax determination that outputs jurisdiction-specific results for downstream tax calculation and reporting.
Avalara is primarily a tax content, compliance, and automation ecosystem rather than a CPA-firm return preparation workflow tool. It is distinct for its approach to transaction and tax determination services that feed downstream tax calculation and filing processes, which can reduce manual tax logic work across client accounts.
- +API-first tax determination to integrate into existing CPA workflows
- +Configuration for jurisdiction-based tax logic that reduces manual research
- +Audit-friendly data outputs designed for tax compliance processes
- +Clear pathways for connecting tax results into filing and reporting
- –Limited fit for preparer tools like Lacerte-style diagnostic review workflows
- –Coverage varies by tax type, which can create gaps across client portfolios
Best for: Fits when firms need jurisdiction-grade sales and use tax calculation automation tied into filing workflows.
Vertex
enterpriseEnterprise indirect tax compliance software.
Reviewer checkpointing tied to return locking that enforces workflow integrity during preparer hierarchy handoffs.
Vertex provides CPA tax production tools with a focus on workflow governance for preparing and reviewing returns. The software centers on organizer and import workflows, diagnostic-style review support, and e-file transmission with acknowledgement handling.
- +Clear return workflow controls that support preparer hierarchy and reviewer sign-off
- +Organizer and import paths reduce manual re-keying across common return inputs
- +Batch return handling improves throughput for high-volume filing cycles
- +Return locking helps prevent accidental edits after review checkpoints
- –Less transparent automation depth for bank product integrations than major peers
- –Diagnostic review coverage can require extra configuration to match local standards
- –State e-file module workflows add complexity for mixed-state practices
- –Some integrations depend on upstream data formatting consistency
Best for: Fits when mid-size CPA firms need structured preparer review workflow controls and batch processing for recurring tax seasons.
TaxSlayer Pro
SMBWeb-based professional tax preparation software.
Bank product integration for importing and validating client data before return finalization.
TaxSlayer Pro targets CPA firms that want a preparer-driven workflow for individual and small-business tax returns, with a focus on productivity tools like organizers and return status tracking. The software supports bank product integration for importing and validating client data, which reduces re-keying for common fields.
- +Bank product integration reduces manual client data entry
- +Return status tracking improves follow-up on filing progress
- +Batch print supports higher-throughput document production
- +Built-in e-file workflow reduces handoffs between steps
- –Limited multi-entity consolidation depth for complex groups
- –Reviewer controls can feel thinner than enterprise firm platforms
- –Import breadth is uneven across specialized schedules
- –Diagnostic review depth does not match Lacerte-style workflows
Best for: Fits when firms need fast individual and small-business return processing with clear operational status tracking.
Intuit ProSeries Tax
SMBDesktop tax software for accounting professionals that prepare individual and business returns.
Reviewer sign-off and 8879 e-signature routing stay tied to preparer hierarchy inside the return workflow.
Intuit ProSeries Tax prepares and files individual and business tax returns through an Intuit-hosted workflow that supports common CPA firm tasks like return review, e-file submission, and client data intake. The software includes return automation features such as organizer-style workflows and routine import paths for items like prior-year carryforwards and depreciation data.
- +Preparer and reviewer workflows support assignment and sign-off sequencing
- +Organizer and import flows reduce manual re-entry for recurring return work
- +E-file transmission workflow includes acknowledgement handling for return status
- +State filing includes state e-file module support within the return process
- –Multi-entity consolidation and diagnostic depth are less comprehensive than top-tier rivals
- –Workflow automation depends heavily on correct imports and organizer completion
- –Extensibility and API-driven integrations are limited compared with larger CPA suite ecosystems
- –Batch print and batch document operations can require more operator steps for exception cases
Best for: Fits when firms need structured review workflows and organizer plus import-driven preparation for recurring return volume.
CrossLink Professional Tax Software
SMBProfessional tax preparation software focused on high-volume preparers and small tax offices.
Reviewer sign-off workflow with return status tracking tied to batch processing cadence.
CrossLink Professional Tax Software fits CPA firms that need a guided tax workflow with firm-level control over preparation and review steps. The product supports core individual and business return production, including organizer and client data intake, return generation, and e-file transmission workflows.
- +Firm-controlled preparer and reviewer steps support consistent sign-off workflows
- +Return status dashboard helps track batches across large client schedules
- +Organizer import streamlines client intake into return-ready input areas
- +Batch print and WebCAFE transmission support high-volume seasonal processing
- –K-1 import and prior-year carryforward support can require careful year mapping
- –Practice management sync depth is limited compared with major CPA suite ecosystems
- –Extensibility and API surface for custom integrations are not a primary strength
- –Some workflow automation depends on setup discipline across users and entities
Best for: Fits when midsize CPA firms need structured reviewer sign-off and batch visibility more than deep API integrations.
Conclusion
After evaluating 10 cpa firm tax software, Drake Software stands out as our overall top pick — it scored highest across our combined criteria of features, ease of use, and value, which is why it sits at #1 in the rankings above.
Use the comparison table and detailed reviews above to validate the fit against your own requirements before committing to a tool.
How to Choose the Right Cpa Firm Tax Software
CPA firm tax software is the workbench for building returns with controlled preparer and reviewer steps, batch handling, and traceable change management. This guide focuses on tools used by firms that run high return volume, coordinate sign-off workflows, and manage intake through organizers, imports, and supporting schedules.
Coverage in this guide spans Drake Software, CCH Axcess Tax, and UltraTax CS, alongside TaxAct Professional, TaxDome Proposals, Avalara, Vertex, TaxSlayer Pro, Intuit ProSeries Tax, and CrossLink Professional Tax Software.
CPA Firm Tax Software for return production workflows, review control, and client intake
CPA firm tax software helps tax teams produce returns through structured return preparation workflows that connect preparer assignment, reviewer sign-off, and return locking so work inside a batch stays governed. Drake Software is built around worksheet-driven return workflow controls plus return locking tied to reviewer sign-off within a batch, which supports controlled edits after sign-off.
CCH Axcess Tax ties reviewer sign-off and preparer notes directly into the return workflow so governance artifacts stay attached to each return across batch processing. UltraTax CS uses return locking connected to reviewer sign-off to keep changes traceable during multi-preparer processing. These platforms also differ on how they handle intake, with several tools emphasizing organizer import and schedule imports that reduce manual re-keying during seasonal turnaround.
CPA Firm Tax Software capabilities that control review, intake, and batch throughput
Return production succeeds when preparer and reviewer steps stay connected to the exact return being worked, not floating across separate task systems. Tools like Drake Software, CCH Axcess Tax, UltraTax CS, and TaxAct Professional place reviewer sign-off and preparer hierarchy inside the return workflow so changes and approvals remain traceable per batch.
Batch operations matter because firms process dozens to hundreds of returns per cycle. Drake Software prioritizes return locking with preparer hierarchy and reviewer sign-off within a batch. CCH Axcess Tax adds batch print and batch return handling to reduce manual sorting, while CrossLink Professional Tax Software emphasizes a return status dashboard tied to batch processing cadence.
Return workflow governance with return locking and reviewer sign-off
Drake Software locks returns after reviewer sign-off to prevent controlled edits inside the same batch. UltraTax CS also ties return locking to reviewer sign-off to keep changes traceable during multi-preparer processing.
Governance artifacts attached to the return during review cycles
CCH Axcess Tax integrates reviewer sign-off and preparer notes directly into the return workflow so each return keeps its governance trail across batch processing. TaxAct Professional pairs reviewer sign-off workflow with preparer assignment controls to keep coordinated production aligned with review.
Intake acceleration through organizer and import driven preparation
UltraTax CS supports K-1 import and depreciation schedule import to reduce manual setup for common data inputs. Vertex adds organizer and import paths that reduce manual re-keying across recurring return inputs, which helps teams maintain throughput during busy seasons.
Batch operations visibility and production pacing tools
CCH Axcess Tax uses batch print and batch return handling to reduce manual sorting work during high-volume weeks. CrossLink Professional Tax Software provides a return status dashboard tied to batch processing cadence so managers can track progress across large client schedules.
Specialized automation surfaces for jurisdiction logic and tax determination
Avalara focuses on API-driven tax determination that outputs jurisdiction-specific results for downstream tax calculation and reporting. This design differs from primarily return-workbench tools like Intuit ProSeries Tax, which centers on organizer and import-driven preparation plus reviewer sign-off and 8879 e-signature routing.
How to choose CPA Firm Tax Software for governed production and controlled intake
The fastest path to a stable rollout starts with matching the software’s governance model to the firm’s review and editing rules. Drake Software, UltraTax CS, and CCH Axcess Tax each emphasize return locking tied to reviewer sign-off, but they differ in configuration weight and how tightly review artifacts stay attached to each return.
The second decision should match intake workflow to the firm’s actual input mix. UltraTax CS and Vertex emphasize organizer and schedule imports, while TaxSlayer Pro and TaxDome Proposals emphasize different operational centers like bank product data intake and proposal-to-delivery handoffs.
Map the firm’s sign-off and edit rules to each tool’s locking behavior
Choose Drake Software when the production model requires return locking with preparer hierarchy controls that support controlled worksheet edits after reviewer sign-off within a batch. Choose UltraTax CS when traceability during multi-preparer processing is the priority and return locking must remain tied to reviewer sign-off.
Test governance depth for multi-team role configuration and reviewer artifacts
Choose CCH Axcess Tax when reviewer sign-off and preparer notes must stay integrated into the return workflow so governance artifacts are attached per return across batch processing. Choose TaxAct Professional when reviewer sign-off and preparer assignment controls must coordinate production while keeping governance manageable for batch-driven Form 1040 runs.
Choose intake automation based on the firm’s most frequent data sources
Choose UltraTax CS when K-1 import and depreciation schedule import are high-frequency inputs that need less manual setup. Choose Vertex when organizer and import paths reduce manual re-keying for recurring return inputs with structured workflow controls.
Decide whether the firm needs batch visibility or deeper customization surfaces
Choose CrossLink Professional Tax Software when managers need batch visibility through return status tracking tied to batch processing cadence and the firm’s priority is structured reviewer sign-off steps. Choose TaxAct Professional when controlled batch production with preparer reviews is the focus, but be prepared for limited extensibility compared with products built for deeper custom API workflows.
Separate proposal and production tooling from return workbench automation
Choose TaxDome Proposals when the firm’s engagement flow depends on template-driven proposal documents with multi-step internal approval stages that feed directly into client-facing delivery. Choose Drake Software, CCH Axcess Tax, or UltraTax CS when the center of gravity must stay in return production workflow with return locking and reviewer governance inside the tax workbench.
Which firms should evaluate each tool first
Firms that run strict internal review cycles need return locking behaviors and reviewer sign-off workflows that match how assignments and revisions occur in the actual batch queue. Tools like Drake Software, UltraTax CS, and Vertex target this governed workflow model.
Firms that run heavy intake using organizers, imports, and schedule data benefit from tools that reduce manual re-keying. Firms that need jurisdiction-grade automation for sales and use tax calculations should focus on Avalara’s API-driven tax determination approach.
CPA firms running high return volume with controlled sign-off cycles inside batches
Drake Software supports worksheet-driven return workflow control plus return assignment, reviewer sign-off, and return locking within a batch. CCH Axcess Tax adds batch print and batch return handling to reduce manual sorting work across teams.
Firms that prioritize multi-preparer traceability during reviewer handoffs
UltraTax CS ties return locking to reviewer sign-off to keep changes traceable when more than one preparer contributes to a return. Vertex also ties reviewer checkpointing to return locking to enforce workflow integrity during preparer hierarchy handoffs.
Firms that depend on K-1 and fixed asset schedules to reduce manual setup time
UltraTax CS includes K-1 import and depreciation schedule import to reduce manual setup for common inputs. Drake Software emphasizes controlled worksheet entry during data entry, which can complement schedule imports with tighter data entry governance.
Firms that need an intake or enrichment workflow from banking sources or status dashboards
TaxSlayer Pro focuses on bank product integration to import and validate client data before finalization and pairs it with return status tracking. CrossLink Professional Tax Software targets batch visibility through a return status dashboard tied to batch processing cadence.
Firms automating jurisdiction-specific sales and use tax outputs
Avalara is built around API-driven tax determination that outputs jurisdiction-specific results for downstream tax calculation and reporting. This model differs from return workbench tools that center on preparer and reviewer workflow control.
Common buying mistakes for CPA Firm Tax Software
The most frequent implementation failures come from selecting software based on one workflow feature while underestimating how much the firm needs to configure roles, imports, and production steps as a system. Tools differ sharply in governance configuration weight, automation depth, and how intake works with the rest of the return workflow.
Another recurring issue is mixing proposal management and tax production requirements without checking module focus. TaxDome Proposals emphasizes proposal templates and internal approvals, while multiple top return-workbench tools focus on locking, reviewer artifacts, and batch handling.
Choosing based on return locking alone and ignoring how reviewer sign-off is configured for multi-team roles
CCH Axcess Tax integrates reviewer sign-off and preparer notes into the return workflow but role configuration can be complex for multi-team practices. UltraTax CS provides return locking tied to reviewer sign-off but onboarding can feel heavier due to workflow configuration and role setup.
Underestimating intake prep work for imports that must map to internal return fields
Even when data import exists, CCH Axcess Tax can require additional prep to match internal return fields. Vertex reduces manual re-keying through organizer and import paths, but diagnostic review coverage can still require extra configuration to match local standards.
Assuming bank product integration covers complex group consolidation needs
TaxSlayer Pro uses bank product integration to reduce manual client data entry, but it has limited multi-entity consolidation depth for complex groups. Drake Software and CCH Axcess Tax have stronger enterprise-oriented control paths for review governance than what TaxSlayer Pro offers for consolidation workflows.
Treating proposal workflow tooling as a substitute for tax production modules
TaxDome Proposals is template-driven for proposals and internal approvals, but tax production modules like e-file transmission are not the proposal focus. Firms that need production workflow locking and batch handling should anchor on Drake Software, CCH Axcess Tax, or UltraTax CS.
Buying jurisdiction automation without confirming the tax determination output fits downstream filing workflows
Avalara provides API-driven tax determination designed for jurisdiction-specific results, but its fit can be limited for Lacerte-style diagnostic review workflows. Firms focused on return workflow controls and reviewer governance should compare against Drake Software, UltraTax CS, and CCH Axcess Tax first.
How We Selected and Ranked These Tools
We evaluated return workflow governance features that tie reviewer sign-off to return locking and preparer hierarchy, with Drake Software scoring highest for controlled worksheet workflow plus return locking within a batch. We weighted features at 40% and ease and value at 30% each to reflect how firms keep production moving while maintaining review control.
We checked automation and configuration depth using intake and import capabilities like UltraTax CS K-1 import and depreciation schedule import, plus CCH Axcess Tax batch print and batch return handling. We prioritized governance control depth and throughput mechanics that set Drake Software apart through worksheet-driven control combined with return assignment, reviewer sign-off, and return locking behavior after sign-off.
Frequently Asked Questions About Cpa Firm Tax Software
How do CPA firms handle return locking and reviewer sign-off across multiple preparers?
Which tools support batch processing with return status dashboards or transmission feedback?
When do firms need MeF-style electronic filing workflow handling and e-file acknowledgement outputs?
What breaks if the data migration plan cannot preserve prior-year carryforward and import mappings?
How do K-1 import and depreciation schedule import paths change the preparation timeline?
Which products provide strong client-facing workflows that feed back into internal tax production?
How do admin controls and RBAC-style workflows affect preparer assignment and change governance?
When an organization needs API-driven tax determination results, which tool fits and what integration surface is required?
What is the tradeoff between worksheet-centric preparation and enterprise workflow continuity across preparation and review?
Tools reviewed
Primary sources checked during evaluation.
Referenced in the comparison table and product reviews above.
Funding and competing interests
This study was co-funded by several of the vendors assessed in it. No single vendor funded it. Funders could propose the market studied.
They had no role in selecting vendors, setting or weighting criteria, analysing data or drawing conclusions, and they received the same factual-accuracy check as every other vendor assessed.
Market definition, inclusion rules and criteria weights were fixed by an editor before research began and did not change afterwards. Editorial process →
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