Quick Overview
- 1#1: Lacerte - Comprehensive cloud-enabled tax preparation software for professional accountants with advanced diagnostics, e-filing, and client management.
- 2#2: CCH Axcess Tax - Fully cloud-based tax compliance and preparation platform designed for mid-to-large firms with workflow automation and real-time collaboration.
- 3#3: UltraTax CS - Professional tax software with robust calculations, state support, and seamless integration into practice management systems.
- 4#4: Drake Tax - Affordable, feature-rich tax preparation software supporting all federal and state returns with fast e-filing and bank products.
- 5#5: ProSeries - Reliable professional tax software for small to mid-sized firms offering data import, error checks, and unlimited e-filing.
- 6#6: TaxSlayer Pro - Cost-effective online tax preparation tool for professionals with strong support for complex returns and live chat assistance.
- 7#7: GoSystem Tax RS - Cloud-based tax preparation solution with multi-user access, document management, and advanced reporting for firms.
- 8#8: TaxWise - User-friendly professional tax software with quick data entry, error prevention, and integration with practice management.
- 9#9: TaxAct Professional - Budget-friendly tax prep software for professionals featuring maximum refunds, e-filing, and state return support.
- 10#10: STS Tax - Simple and economical tax preparation software for independent preparers with all forms and direct deposit options.
Tools were chosen based on a blend of robust features, performance quality, ease of use, and overall value, ensuring they deliver reliable solutions tailored to professional tax preparation demands.
Comparison Table
Online professional tax software varies widely in features and suitability, making this comparison table essential for tax professionals. It includes tools like Lacerte, CCH Axcess Tax, UltraTax CS, Drake Tax, ProSeries, and more, providing a detailed breakdown of key functionalities and usability. Readers will learn to identify software that aligns with their specific workflows to simplify tax preparation.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Lacerte Comprehensive cloud-enabled tax preparation software for professional accountants with advanced diagnostics, e-filing, and client management. | enterprise | 9.4/10 | 9.8/10 | 8.5/10 | 8.7/10 |
| 2 | CCH Axcess Tax Fully cloud-based tax compliance and preparation platform designed for mid-to-large firms with workflow automation and real-time collaboration. | enterprise | 9.2/10 | 9.6/10 | 8.4/10 | 8.7/10 |
| 3 | UltraTax CS Professional tax software with robust calculations, state support, and seamless integration into practice management systems. | enterprise | 8.7/10 | 9.5/10 | 7.8/10 | 8.0/10 |
| 4 | Drake Tax Affordable, feature-rich tax preparation software supporting all federal and state returns with fast e-filing and bank products. | specialized | 8.7/10 | 9.2/10 | 8.4/10 | 9.5/10 |
| 5 | ProSeries Reliable professional tax software for small to mid-sized firms offering data import, error checks, and unlimited e-filing. | specialized | 8.6/10 | 9.1/10 | 8.0/10 | 7.9/10 |
| 6 | TaxSlayer Pro Cost-effective online tax preparation tool for professionals with strong support for complex returns and live chat assistance. | specialized | 8.1/10 | 7.9/10 | 8.5/10 | 8.8/10 |
| 7 | GoSystem Tax RS Cloud-based tax preparation solution with multi-user access, document management, and advanced reporting for firms. | enterprise | 8.1/10 | 9.2/10 | 7.5/10 | 7.8/10 |
| 8 | TaxWise User-friendly professional tax software with quick data entry, error prevention, and integration with practice management. | specialized | 8.0/10 | 8.7/10 | 7.2/10 | 7.5/10 |
| 9 | TaxAct Professional Budget-friendly tax prep software for professionals featuring maximum refunds, e-filing, and state return support. | specialized | 8.1/10 | 7.9/10 | 8.4/10 | 9.2/10 |
| 10 | STS Tax Simple and economical tax preparation software for independent preparers with all forms and direct deposit options. | other | 7.4/10 | 7.6/10 | 7.3/10 | 8.1/10 |
Comprehensive cloud-enabled tax preparation software for professional accountants with advanced diagnostics, e-filing, and client management.
Fully cloud-based tax compliance and preparation platform designed for mid-to-large firms with workflow automation and real-time collaboration.
Professional tax software with robust calculations, state support, and seamless integration into practice management systems.
Affordable, feature-rich tax preparation software supporting all federal and state returns with fast e-filing and bank products.
Reliable professional tax software for small to mid-sized firms offering data import, error checks, and unlimited e-filing.
Cost-effective online tax preparation tool for professionals with strong support for complex returns and live chat assistance.
Cloud-based tax preparation solution with multi-user access, document management, and advanced reporting for firms.
User-friendly professional tax software with quick data entry, error prevention, and integration with practice management.
Budget-friendly tax prep software for professionals featuring maximum refunds, e-filing, and state return support.
Simple and economical tax preparation software for independent preparers with all forms and direct deposit options.
Lacerte
enterpriseComprehensive cloud-enabled tax preparation software for professional accountants with advanced diagnostics, e-filing, and client management.
Advanced Diagnostics Engine that intelligently flags potential errors, omissions, and optimization opportunities across returns
Lacerte, hosted on Intuit's ProConnect platform, is a premier cloud-based tax preparation software tailored for professional accountants and CPAs handling complex individual, business, partnership, and fiduciary returns. It streamlines e-filing, data import from QuickBooks, and compliance with IRS regulations through an extensive library of over 10,000 forms and schedules. The software's robust diagnostics and automation tools significantly reduce preparation time and errors for high-volume firms.
Pros
- Comprehensive support for federal, state, and local forms with automatic updates
- Powerful diagnostics engine that catches errors before filing
- Seamless integration with QuickBooks and other Intuit tools for efficient workflows
Cons
- Steep learning curve for new users due to dense interface
- High subscription costs that may deter smaller practices
- Occasional performance lags during peak tax season
Best For
Established tax professionals and firms managing high volumes of complex returns who prioritize accuracy and compliance.
Pricing
Annual subscriptions start at around $1,649 for up to 100 returns, with tiers scaling to $4,000+ for unlimited returns; includes e-filing and support.
CCH Axcess Tax
enterpriseFully cloud-based tax compliance and preparation platform designed for mid-to-large firms with workflow automation and real-time collaboration.
Intelligent Diagnostics engine that proactively scans for errors, optimizes deductions, and ensures compliance across complex returns.
CCH Axcess Tax is a robust, cloud-based professional tax preparation software from Wolters Kluwer, designed for CPAs, accounting firms, and tax professionals handling complex individual, business, partnership, and estate returns. It provides comprehensive federal, state, and local form support with automated calculations, real-time diagnostics, and secure e-filing capabilities. The platform integrates seamlessly with the broader CCH Axcess suite for practice management, client portals, and workflow automation, enabling efficient handling of high-volume tax seasons.
Pros
- Extensive form library with automatic updates for compliance
- Cloud accessibility for remote collaboration and multi-user workflows
- Powerful diagnostics and error-checking to reduce e-file rejects
Cons
- High cost, especially for smaller firms
- Steep learning curve for less experienced users
- Customization options limited compared to some competitors
Best For
Mid-to-large tax firms and CPAs needing scalable, enterprise-level tax prep with integrated practice management.
Pricing
Custom subscription tiers based on firm size and return volume; starts around $5,000-$10,000 annually for small firms, with pay-per-return options adding $10-$50 per return.
UltraTax CS
enterpriseProfessional tax software with robust calculations, state support, and seamless integration into practice management systems.
Intelligent Diagnostics system that proactively scans for errors, optimizations, and compliance issues across entire returns
UltraTax CS by Thomson Reuters is a comprehensive professional tax preparation software designed for CPAs, tax firms, and accountants handling complex individual, business, partnership, and fiduciary returns. It supports thousands of federal, state, and local forms with automated calculations, e-filing, direct deposit, and bank products. The platform excels in diagnostics, workflow automation, and integration with practice management tools, available via desktop installation or hosted cloud options for remote access.
Pros
- Extensive library covering over 11,000 forms and 50+ states with precise calculations
- Advanced diagnostics and error-checking engine reduces compliance risks
- Seamless integration with Thomson Reuters practice management and research tools
Cons
- Steep learning curve due to highly customizable and feature-dense interface
- High cost may deter solo practitioners or small firms
- Desktop-heavy with cloud hosting as an add-on, not fully native online
Best For
Mid-sized to large tax firms and CPAs managing high-volume, complex multi-state returns.
Pricing
Custom quote-based pricing starting at $3,000-$5,000 per preparer annually, depending on modules, users, and hosting options.
Drake Tax
specializedAffordable, feature-rich tax preparation software supporting all federal and state returns with fast e-filing and bank products.
Unlimited e-filing and all-state returns included in a single flat price
Drake Tax is a robust professional tax preparation software designed for accountants and tax pros, enabling efficient preparation, e-filing, and management of federal and state returns. It supports complex scenarios like partnerships, corporations, and estates through its desktop application and optional hosted cloud version via Drake Hosted. The software emphasizes speed with features like a powerful calculator, macros, and unlimited e-filing.
Pros
- Exceptional value with unlimited federal and all-state returns in one price
- Powerful built-in calculator and macros for efficient data entry
- Outstanding customer support and frequent free updates
Cons
- Windows-only compatibility limits accessibility
- Steeper learning curve for new users
- Fewer third-party integrations than top competitors
Best For
Small to mid-sized tax firms prioritizing affordability and comprehensive state support without per-return fees.
Pricing
Annual subscriptions start at ~$1,700 per preparer for unlimited returns including all states; hosted cloud version adds ~$300-500 extra.
ProSeries
specializedReliable professional tax software for small to mid-sized firms offering data import, error checks, and unlimited e-filing.
ProSeries' ultra-fast calculation engine and 'Smart Diagnostics' that proactively identify errors and compliance issues
ProSeries, accessible via ProConnect from Intuit, is a robust professional tax preparation software tailored for accountants and tax pros handling individual, business, and fiduciary returns. It offers comprehensive support for federal and state forms, e-filing, and diagnostics to ensure accuracy and compliance. Through the ProConnect platform, users gain cloud-based access, data sharing, and integration with other Intuit tools like QuickBooks.
Pros
- Extensive library of over 22,000 federal and state forms with automatic updates
- Reliable e-filing and bank product integrations for faster refunds
- Strong customer support and training resources from Intuit
Cons
- Higher pricing compared to some competitors
- Steeper learning curve for new users due to its professional depth
- Primarily desktop-focused with limited fully online editing capabilities
Best For
Mid-sized tax firms and CPAs preparing complex individual and business returns who value reliability and Intuit ecosystem integration.
Pricing
Tiered subscriptions starting at around $449/year for basic editions, up to $2,500+ for unlimited returns; ProConnect portal access included with plans.
TaxSlayer Pro
specializedCost-effective online tax preparation tool for professionals with strong support for complex returns and live chat assistance.
Unlimited e-filing for federal and state returns at no per-return fees
TaxSlayer Pro is a cloud-based professional tax software platform designed for tax preparers, supporting preparation and e-filing of individual (Form 1040 series), business (1120, 1065, 1120S), and other returns. It includes client organizer tools, document management, and quality review features to streamline workflows for small to mid-sized firms. The software emphasizes affordability and accessibility via web browsers without needing installations.
Pros
- Affordable pricing with unlimited federal and state e-filing
- Intuitive interface suitable for beginners and experienced users
- Strong client management and organizer tools
Cons
- Limited advanced diagnostics and planning tools compared to premium competitors
- Fewer third-party integrations (e.g., limited QuickBooks support)
- Occasional performance lags during peak tax season
Best For
Small tax firms and independent preparers looking for cost-effective, user-friendly software without sacrificing core e-filing capabilities.
Pricing
Starts at $1,195/year for Pro Basic (1 user, unlimited returns); up to $2,495/year for Pro Premier with advanced features and multi-state support.
GoSystem Tax RS
enterpriseCloud-based tax preparation solution with multi-user access, document management, and advanced reporting for firms.
Advanced Planner diagnostics that proactively scan and optimize returns for accuracy and maximum refunds
GoSystem Tax RS from Wolters Kluwer is a cloud-based professional tax preparation software tailored for accounting firms handling complex returns. It supports federal, state, and local filings for individuals, partnerships, corporations, trusts, and nonprofits, with features like automated diagnostics, e-filing, and organizer tools. The platform integrates seamlessly with other Wolters Kluwer products for streamlined workflows in high-volume environments.
Pros
- Comprehensive library covering complex business and fiduciary returns
- Strong diagnostics and error-checking tools reduce compliance risks
- Cloud accessibility with unlimited storage and multi-user collaboration
Cons
- Steep learning curve for new users requiring extensive training
- Premium pricing may not suit smaller firms
- Interface feels dated compared to more modern competitors
Best For
Mid-to-large accounting firms managing high volumes of complex partnership, corporate, and estate tax returns.
Pricing
Custom subscription pricing based on firm size and returns volume; typically $4,000+ per preparer annually with enterprise discounts.
TaxWise
specializedUser-friendly professional tax software with quick data entry, error prevention, and integration with practice management.
Comprehensive diagnostics engine that proactively flags errors and optimizes returns for maximum refunds
TaxWise, from Wolters Kluwer, is a professional tax preparation software tailored for CPAs, EAs, and tax firms, offering both desktop and cloud-based (TaxWise Online) solutions for preparing federal and state returns. It features an extensive library of over 20,000 forms and schedules, supports e-filing, direct deposit, and client organizer tools. Designed for high-volume preparers, it includes diagnostics, workpapers, and practice management integrations to streamline workflows.
Pros
- Vast forms library covering complex scenarios and all states
- Reliable high-volume e-filing with fast acceptance rates
- Strong integration with practice management and diagnostics tools
Cons
- Dated user interface requiring training for new users
- Pricing can be steep for small firms or low-volume preparers
- Limited customization options compared to newer competitors
Best For
Mid-sized tax firms and professionals handling 100+ complex returns annually who prioritize form accuracy and reliability.
Pricing
Pay-per-return starting at $1.25/return or subscription bundles from $1,495 for 100 returns up to $6,000+ for unlimited; additional fees for states and transmissions.
TaxAct Professional
specializedBudget-friendly tax prep software for professionals featuring maximum refunds, e-filing, and state return support.
Unbeatable per-return pricing with unlimited e-filing, offering top value for volume preparers
TaxAct Professional is an online tax software platform designed for tax preparers, accountants, and professionals handling multiple client returns. It supports preparation and e-filing of federal and state tax returns for individuals, businesses, and other entities, with tools for client management, data import, and compliance checks. The software emphasizes efficiency and affordability, making it suitable for firms with high-volume, straightforward filings.
Pros
- Highly affordable pricing per return or subscription
- Reliable e-filing with fast processing times
- Strong support for common forms and state returns
Cons
- Limited advanced customization and diagnostics compared to premium competitors
- Interface feels dated in some areas
- Customer support can be slower for non-priority users
Best For
Small to mid-sized tax firms or preparers focused on cost savings and high-volume basic returns.
Pricing
Subscriptions start at $1,249 for 1040 returns (unlimited federal/state e-filing), with bundles up to $2,499 for full business/individual coverage; pay-per-return options available.
STS Tax
otherSimple and economical tax preparation software for independent preparers with all forms and direct deposit options.
Integrated ProLink system for seamless multi-state e-filing and bank product integration
STS Tax is a professional tax preparation software designed for tax preparers, enabling efficient preparation, e-filing, and printing of federal and state returns. It offers client management tools, customizable organizers, and support for a wide array of forms including business and individual returns. The software emphasizes reliability and compliance for small to mid-sized practices.
Pros
- Affordable pricing for small firms
- Reliable e-filing with high acceptance rates
- Comprehensive form support for professionals
Cons
- Dated user interface
- Limited third-party integrations
- Primarily desktop-based with minimal mobile access
Best For
Small tax preparation firms and independent preparers seeking cost-effective, reliable core tax filing capabilities.
Pricing
Annual licenses start at $595 for basic packages, with volume discounts and pay-per-return options available.
Conclusion
Across the 10 reviewed tools, the top performers stand out for their unique strengths; Lacerte leads as the winner, offering comprehensive cloud-enabled features and advanced diagnostics for professional accountants. Close behind, CCH Axcess Tax excels with workflow automation for mid-to-large firms, and UltraTax CS impresses with robust calculations and integration into practice management systems, making them strong alternatives depending on specific needs. Together, these tools demonstrate the best in online tax software, balancing functionality and efficiency.
Take the next step in simplifying your tax practice—explore Lacerte to leverage its all-in-one capabilities and enhance your workflow today.
Tools Reviewed
All tools were independently evaluated for this comparison
Referenced in the comparison table and product reviews above.