Quick Overview
- 1#1: Lacerte - Professional-grade tax preparation software offering advanced diagnostics, e-filing, and support for complex returns used by CPAs and tax firms.
- 2#2: UltraTax CS - Enterprise tax software with integrated workflow management, compliance tools, and multi-state support for high-volume preparers.
- 3#3: CCH Axcess Tax - Cloud-based tax preparation platform with robust calculations, document management, and collaboration features for large practices.
- 4#4: Drake Tax - Cost-effective tax software with extensive form libraries, rapid e-filing, and bank products integration for professional preparers.
- 5#5: ProSeries Tax - Desktop tax preparation software providing precise calculations, error checks, and federal/state e-filing for small to mid-sized firms.
- 6#6: ProConnect Tax Online - Cloud-hosted tax solution with real-time collaboration, automatic updates, and seamless integration with Intuit ecosystem.
- 7#7: TaxSlayer Pro - User-friendly professional tax software emphasizing speed, affordability, and unlimited e-filing for independent preparers.
- 8#8: TaxAct Professional - Affordable tax prep tool with maximum refund guarantees, free e-filing, and support for individual and business returns.
- 9#9: TaxWise - Streamlined tax preparation software with strong data import capabilities and quality reviews for volume-based practices.
- 10#10: H&R Block Tax Pro - Professional tax software backed by H&R Block expertise, offering guided prep, accuracy guarantees, and client management tools.
Tools were ranked based on advanced features, reliability, user-friendliness, and overall value, ensuring alignment with the varied needs of tax preparers, from small firms to large practices.
Comparison Table
Selecting the right income tax preparer software is essential for accuracy and efficiency, and this comparison table outlines top tools like Lacerte, UltraTax CS, CCH Axcess Tax, Drake Tax, ProSeries Tax, and more. Readers will gain insights into key features, usability, and practical differences to identify software that suits their workflow and needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Lacerte Professional-grade tax preparation software offering advanced diagnostics, e-filing, and support for complex returns used by CPAs and tax firms. | enterprise | 9.6/10 | 9.8/10 | 8.7/10 | 9.2/10 |
| 2 | UltraTax CS Enterprise tax software with integrated workflow management, compliance tools, and multi-state support for high-volume preparers. | enterprise | 8.7/10 | 9.4/10 | 7.6/10 | 8.2/10 |
| 3 | CCH Axcess Tax Cloud-based tax preparation platform with robust calculations, document management, and collaboration features for large practices. | enterprise | 9.1/10 | 9.6/10 | 8.2/10 | 8.4/10 |
| 4 | Drake Tax Cost-effective tax software with extensive form libraries, rapid e-filing, and bank products integration for professional preparers. | specialized | 8.7/10 | 9.2/10 | 7.8/10 | 9.5/10 |
| 5 | ProSeries Tax Desktop tax preparation software providing precise calculations, error checks, and federal/state e-filing for small to mid-sized firms. | specialized | 8.7/10 | 9.2/10 | 7.8/10 | 8.1/10 |
| 6 | ProConnect Tax Online Cloud-hosted tax solution with real-time collaboration, automatic updates, and seamless integration with Intuit ecosystem. | specialized | 8.7/10 | 9.2/10 | 8.0/10 | 8.3/10 |
| 7 | TaxSlayer Pro User-friendly professional tax software emphasizing speed, affordability, and unlimited e-filing for independent preparers. | specialized | 8.2/10 | 7.9/10 | 8.4/10 | 9.1/10 |
| 8 | TaxAct Professional Affordable tax prep tool with maximum refund guarantees, free e-filing, and support for individual and business returns. | specialized | 7.8/10 | 8.0/10 | 8.2/10 | 9.2/10 |
| 9 | TaxWise Streamlined tax preparation software with strong data import capabilities and quality reviews for volume-based practices. | specialized | 8.2/10 | 8.7/10 | 7.6/10 | 7.4/10 |
| 10 | H&R Block Tax Pro Professional tax software backed by H&R Block expertise, offering guided prep, accuracy guarantees, and client management tools. | specialized | 7.8/10 | 7.6/10 | 8.4/10 | 7.2/10 |
Professional-grade tax preparation software offering advanced diagnostics, e-filing, and support for complex returns used by CPAs and tax firms.
Enterprise tax software with integrated workflow management, compliance tools, and multi-state support for high-volume preparers.
Cloud-based tax preparation platform with robust calculations, document management, and collaboration features for large practices.
Cost-effective tax software with extensive form libraries, rapid e-filing, and bank products integration for professional preparers.
Desktop tax preparation software providing precise calculations, error checks, and federal/state e-filing for small to mid-sized firms.
Cloud-hosted tax solution with real-time collaboration, automatic updates, and seamless integration with Intuit ecosystem.
User-friendly professional tax software emphasizing speed, affordability, and unlimited e-filing for independent preparers.
Affordable tax prep tool with maximum refund guarantees, free e-filing, and support for individual and business returns.
Streamlined tax preparation software with strong data import capabilities and quality reviews for volume-based practices.
Professional tax software backed by H&R Block expertise, offering guided prep, accuracy guarantees, and client management tools.
Lacerte
enterpriseProfessional-grade tax preparation software offering advanced diagnostics, e-filing, and support for complex returns used by CPAs and tax firms.
IntelliForm automated data entry and superior handling of intricate calculations like depreciation, AMT, and multi-state apportionment
Lacerte is a premier professional tax preparation software from Intuit, designed specifically for CPAs, enrolled agents, and tax firms handling complex returns. It supports federal, state, and local tax forms for individuals, businesses, partnerships, and estates with automated calculations, diagnostics, and direct e-filing. Integrated with Intuit's ecosystem including ProConnect and payroll tools, it streamlines end-to-end tax workflows while ensuring compliance with evolving IRS regulations.
Pros
- Vast library of over 7,000 forms and schedules with automatic updates
- Advanced error-checking diagnostics and quality review tools
- Seamless e-filing, bank products, and multi-state support
Cons
- High subscription costs with per-return fees
- Steep learning curve for beginners
- Occasional slowdowns with very large client volumes
Best For
Mid-to-large tax firms and CPAs specializing in complex individual, business, and fiduciary returns requiring maximum accuracy and compliance.
Pricing
Annual subscriptions start at ~$1,649 for base individual returns, with tiers up to $3,000+ for unlimited bundles; additional per-return (~$1-2) and state fees apply.
UltraTax CS
enterpriseEnterprise tax software with integrated workflow management, compliance tools, and multi-state support for high-volume preparers.
Real-time diagnostic engine that proactively identifies errors, overrides, and compliance issues across the entire return
UltraTax CS is a comprehensive professional tax preparation software from Thomson Reuters, tailored for CPAs and accounting firms handling complex federal, state, and local tax returns for individuals, businesses, partnerships, and estates. It streamlines workflows with input/review/print cycles, real-time diagnostics, and electronic filing capabilities across all 50 states. The software integrates seamlessly with other Thomson Reuters products like Practice CS for practice management.
Pros
- Exceptional handling of complex returns with multi-state support and advanced calculations
- Robust diagnostics and error-checking to ensure compliance
- Seamless e-filing and integration with Thomson Reuters ecosystem
Cons
- Steep learning curve and dated interface requiring significant training
- High subscription costs that may deter smaller firms
- Occasional performance lags with very large client volumes
Best For
Mid-to-large accounting firms and CPAs managing high volumes of intricate business and individual tax returns.
Pricing
Custom subscription pricing based on firm size and modules, typically $3,000–$10,000+ annually per preparer.
CCH Axcess Tax
enterpriseCloud-based tax preparation platform with robust calculations, document management, and collaboration features for large practices.
Advanced ProReview diagnostics engine that automatically flags errors, ensures compliance, and streamlines approvals
CCH Axcess Tax is a comprehensive, cloud-based tax preparation software designed for professional tax firms, enabling efficient preparation, review, and e-filing of individual, business, and fiduciary returns. It integrates advanced diagnostics, workflow management, and compliance tools to handle complex tax scenarios with high accuracy. The platform supports large-scale operations with real-time collaboration and seamless integration with other CCH products like practice management software.
Pros
- Extensive support for all tax forms and complex returns with superior diagnostics
- Fully cloud-based with scalable workflow and multi-user collaboration
- Strong compliance tools and reliable e-filing with bank product integrations
Cons
- High cost makes it less accessible for solo practitioners or small firms
- Steep learning curve due to its enterprise-level complexity
- Custom pricing lacks transparency and can vary widely
Best For
Mid-to-large tax firms handling high-volume, complex returns that require robust workflow and compliance features.
Pricing
Custom subscription pricing based on firm size and modules; typically $5,000+ annually per preparer.
Drake Tax
specializedCost-effective tax software with extensive form libraries, rapid e-filing, and bank products integration for professional preparers.
Unlimited 24/7 expert phone and chat support at no extra cost
Drake Tax is a professional-grade income tax preparation software tailored for CPAs, accountants, and tax preparers handling complex individual, business, fiduciary, and nonprofit returns. It supports e-filing for federal and all 50 states, direct deposit refunds, and integration with bank products for faster client payments. With robust diagnostic tools and unlimited customer support, it streamlines high-volume tax seasons while ensuring accuracy and compliance.
Pros
- Exceptional value with unlimited federal returns for a flat fee
- Comprehensive support for all states and complex return types
- Outstanding 24/7 customer support with quick response times
Cons
- Dated Windows-only interface with a learning curve for beginners
- Additional per-state fees can add up for multi-state preparers
- Limited mobile or cloud-based options compared to competitors
Best For
Small to mid-sized tax firms seeking affordable, powerful software for high-volume professional tax preparation.
Pricing
Base package around $1,695-$2,000 annually for unlimited federal returns; state packages $285-$365 each, plus e-filing fees.
ProSeries Tax
specializedDesktop tax preparation software providing precise calculations, error checks, and federal/state e-filing for small to mid-sized firms.
Patented ProSeries Diagnostics engine that proactively identifies errors, omissions, and optimization opportunities before filing
ProSeries Tax by Intuit is a desktop-based professional tax preparation software tailored for income tax preparers handling federal and state returns for individuals, businesses, and estates. It offers comprehensive form support, automated calculations, diagnostics, and e-filing capabilities to streamline complex tax scenarios. With tools like organizers, planners, and practitioner management, it helps professionals maximize accuracy and efficiency during tax season.
Pros
- Extensive coverage of federal and state forms for complex returns
- Powerful diagnostics and error-checking tools reduce compliance risks
- Reliable e-filing and integration with Intuit bank products
Cons
- Desktop-only installation lacks full cloud flexibility
- Steep learning curve for new users
- Higher pricing with additional per-state fees
Best For
Mid-sized tax firms and CPAs preparing a high volume of individual and small business returns with complex scenarios.
Pricing
Annual subscriptions start at $449 for Basic (1040 returns), up to $1,299 for Premium, plus $35-$75 per state program and optional add-ons.
ProConnect Tax Online
specializedCloud-hosted tax solution with real-time collaboration, automatic updates, and seamless integration with Intuit ecosystem.
Real-time diagnostics engine that scans returns proactively for errors, optimizations, and compliance issues
ProConnect Tax Online is a cloud-based professional tax preparation software from Intuit, designed for CPAs and tax firms handling complex individual, business, partnership, and fiduciary returns. It provides comprehensive federal and state form support, automated calculations, diagnostics, and unlimited e-filing. The platform emphasizes workflow efficiency with integrations to practice management tools and real-time collaboration features.
Pros
- Extensive library of over 12,000 forms and schedules with automatic updates
- Cloud accessibility for anytime, anywhere work with strong security
- Powerful diagnostics and error-checking tools to minimize rejections
Cons
- Steep learning curve for users new to the interface
- Premium pricing that may not suit solo practitioners
- Occasional performance lags during peak tax season
Best For
Mid-to-large tax firms preparing high volumes of complex returns who value reliability and cloud flexibility.
Pricing
Annual subscriptions start at ~$2,500 for basic unlimited individual returns, scaling to $5,000+ for full business/fiduciary bundles; volume-based and custom pricing available.
TaxSlayer Pro
specializedUser-friendly professional tax software emphasizing speed, affordability, and unlimited e-filing for independent preparers.
Flexible pay-per-return model with no long-term contracts, ideal for fluctuating seasonal workloads
TaxSlayer Pro is professional-grade income tax preparation software tailored for tax preparers, CPAs, and small to mid-sized firms. It supports comprehensive federal and state return preparation, including complex forms like Schedule C, 1120S, and multi-state filings. Key features include e-filing with high acceptance rates, built-in diagnostics, client organizers, and basic practice management tools for efficient workflow.
Pros
- Affordable pay-per-return pricing that scales well for seasonal preparers
- Intuitive interface with minimal learning curve for basic to intermediate users
- Reliable e-filing with excellent acceptance rates and fast refunds
Cons
- Limited advanced reporting and analytics compared to top competitors
- Fewer third-party integrations for accounting software
- Customer support lacks live chat; primarily phone and email
Best For
Small to mid-sized tax preparation firms or independent preparers seeking cost-effective software for high-volume basic returns without enterprise complexity.
Pricing
Tiered plans start at $1,295 for up to 100 federal returns (2024 pricing), with additional returns at $6-$12 each; states included at low per-return fees.
TaxAct Professional
specializedAffordable tax prep tool with maximum refund guarantees, free e-filing, and support for individual and business returns.
Flat-fee unlimited federal e-filing model that eliminates per-return costs
TaxAct Professional is a desktop-based tax preparation software tailored for professional preparers, supporting federal and state returns for individuals (Form 1040), partnerships (1065), S-corps (1120S), C-corps (1120), and estates/trusts (1041). It offers e-filing, client organizer tools, data import from prior years, and audit risk assessment to streamline workflows for small to mid-sized firms. Known for its affordability, it provides unlimited federal e-filing within each edition without per-return fees.
Pros
- Highly affordable flat-rate pricing with unlimited returns
- Broad support for federal and all-state forms
- Intuitive interface with quick data entry and import tools
Cons
- Limited advanced analytics and reporting compared to premium competitors
- Customer support primarily email-based with slower response times
- Fewer third-party integrations for practice management
Best For
Small to medium tax firms seeking cost-effective, reliable software for high-volume basic returns without complex enterprise needs.
Pricing
Starts at $1,295 for 1040 edition (unlimited federal e-files), up to $2,495 for multi-entity bundles; state e-filing extra at $35-$45 per state.
TaxWise
specializedStreamlined tax preparation software with strong data import capabilities and quality reviews for volume-based practices.
Quality Review Navigator for automated error detection and compliance assurance
TaxWise, from Wolters Kluwer, is a professional-grade income tax preparation software tailored for CPAs, enrolled agents, and tax firms handling individual, business, partnership, and fiduciary returns. It supports federal and all 50 state filings with robust e-filing, direct deposit, and bank product integrations. The platform includes advanced quality review tools, prior-year data import, and practice management features to streamline high-volume workflows.
Pros
- Comprehensive support for all states and complex return types
- Reliable e-filing with high acceptance rates
- Built-in quality review and error-checking tools
Cons
- Dated user interface compared to modern competitors
- Steep learning curve for beginners
- Higher cost structure with add-on fees
Best For
Mid-to-large tax preparation firms handling high volumes of complex returns that prioritize reliability and compliance over sleek design.
Pricing
Annual subscriptions start at ~$1,500 for 100 returns, scaling to $5,000+ for unlimited with add-ons like states and payroll.
H&R Block Tax Pro
specializedProfessional tax software backed by H&R Block expertise, offering guided prep, accuracy guarantees, and client management tools.
H&R Block's Peace of Mind Extended Service Plan, offering audit representation and maximum refund guarantees
H&R Block Tax Pro is professional-grade tax preparation software tailored for tax preparers, accountants, and small firms to handle complex individual and business returns. It supports federal and state filing, e-filing, client management, and audit assistance with a focus on accuracy and compliance. The platform integrates robust error-checking tools and provides access to H&R Block's extensive form library for efficient workflows.
Pros
- Intuitive interface suitable for users familiar with consumer tax software
- Strong accuracy guarantees backed by H&R Block's reputation
- Reliable e-filing and multi-state support
Cons
- Higher pricing compared to some competitors for small practices
- Limited advanced tax planning and multi-entity consolidation features
- Customer support can be slower during peak tax season
Best For
Small to mid-sized tax preparation firms seeking dependable, straightforward software with brand-backed reliability.
Pricing
Annual subscriptions start at about $1,200 for basic desktop versions, with add-ons for states and unlimited returns around $2,500+; per-return pricing available.
Conclusion
The reviewed tools address diverse tax preparation needs, with Lacerte leading as the top choice, boasting professional-grade diagnostics, e-filing, and support for complex returns. UltraTax CS and CCH Axcess Tax are standout alternatives, offering enterprise workflow tools and cloud collaboration, respectively, to suit varied practice sizes and priorities.
Begin streamlining your tax process with Lacerte—the top-ranked tool—for a seamless, professional experience that handles even the most intricate returns effectively.
Tools Reviewed
All tools were independently evaluated for this comparison