Quick Overview
- 1#1: Lacerte - Advanced professional tax preparation software offering comprehensive forms support, diagnostics, and seamless e-filing for CPAs and tax firms.
- 2#2: UltraTax CS - Enterprise-grade tax software with multi-state support, workflow management, and integration for large accounting firms.
- 3#3: CCH Axcess Tax - Cloud-based tax preparation platform with robust compliance tools, custom workflows, and real-time collaboration for professionals.
- 4#4: Drake Tax - Cost-effective professional tax software featuring all federal and state forms, error checking, and unlimited e-filing.
- 5#5: ProSeries Professional - Desktop tax preparation tool with expert support for complex returns, data import, and integration with QuickBooks.
- 6#6: ProConnect Tax Online - Cloud-hosted tax prep solution mirroring Lacerte features with automatic updates and secure client portals.
- 7#7: TaxSlayer Pro - Affordable, user-friendly professional tax software with strong support for small firms and high-volume preparers.
- 8#8: TaxAct Professional - Value-driven tax preparation software offering extensive form coverage, MFS support, and integrated practice management.
- 9#9: TaxWise - Reliable tax software for small to mid-sized firms with quick data entry, error prevention, and e-file capabilities.
- 10#10: GoSystem Tax RS - High-end, scalable tax platform for large enterprises with advanced review tools and global compliance features.
Tools were ranked based on key factors like comprehensive form support, technical robustness, user-friendliness, and overall value, ensuring they meet the diverse demands of small firms to large enterprises.
Comparison Table
Professional income tax preparation software varies widely in functionality and suitability for different workflows, making a clear comparison essential for informed choices. This table highlights leading tools like Lacerte, UltraTax CS, CCH Axcess Tax, Drake Tax, and ProSeries Professional, outlining key features to help users identify their ideal match.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Lacerte Advanced professional tax preparation software offering comprehensive forms support, diagnostics, and seamless e-filing for CPAs and tax firms. | enterprise | 9.6/10 | 9.8/10 | 8.7/10 | 9.2/10 |
| 2 | UltraTax CS Enterprise-grade tax software with multi-state support, workflow management, and integration for large accounting firms. | enterprise | 9.3/10 | 9.6/10 | 8.4/10 | 8.7/10 |
| 3 | CCH Axcess Tax Cloud-based tax preparation platform with robust compliance tools, custom workflows, and real-time collaboration for professionals. | enterprise | 8.8/10 | 9.4/10 | 7.6/10 | 8.2/10 |
| 4 | Drake Tax Cost-effective professional tax software featuring all federal and state forms, error checking, and unlimited e-filing. | specialized | 8.6/10 | 9.2/10 | 7.4/10 | 9.5/10 |
| 5 | ProSeries Professional Desktop tax preparation tool with expert support for complex returns, data import, and integration with QuickBooks. | specialized | 8.3/10 | 9.1/10 | 7.8/10 | 7.6/10 |
| 6 | ProConnect Tax Online Cloud-hosted tax prep solution mirroring Lacerte features with automatic updates and secure client portals. | specialized | 8.8/10 | 9.2/10 | 8.5/10 | 8.3/10 |
| 7 | TaxSlayer Pro Affordable, user-friendly professional tax software with strong support for small firms and high-volume preparers. | specialized | 8.2/10 | 8.0/10 | 8.8/10 | 9.2/10 |
| 8 | TaxAct Professional Value-driven tax preparation software offering extensive form coverage, MFS support, and integrated practice management. | specialized | 8.1/10 | 8.0/10 | 8.4/10 | 9.2/10 |
| 9 | TaxWise Reliable tax software for small to mid-sized firms with quick data entry, error prevention, and e-file capabilities. | specialized | 8.2/10 | 8.5/10 | 7.7/10 | 7.9/10 |
| 10 | GoSystem Tax RS High-end, scalable tax platform for large enterprises with advanced review tools and global compliance features. | enterprise | 8.5/10 | 9.2/10 | 7.8/10 | 7.9/10 |
Advanced professional tax preparation software offering comprehensive forms support, diagnostics, and seamless e-filing for CPAs and tax firms.
Enterprise-grade tax software with multi-state support, workflow management, and integration for large accounting firms.
Cloud-based tax preparation platform with robust compliance tools, custom workflows, and real-time collaboration for professionals.
Cost-effective professional tax software featuring all federal and state forms, error checking, and unlimited e-filing.
Desktop tax preparation tool with expert support for complex returns, data import, and integration with QuickBooks.
Cloud-hosted tax prep solution mirroring Lacerte features with automatic updates and secure client portals.
Affordable, user-friendly professional tax software with strong support for small firms and high-volume preparers.
Value-driven tax preparation software offering extensive form coverage, MFS support, and integrated practice management.
Reliable tax software for small to mid-sized firms with quick data entry, error prevention, and e-file capabilities.
High-end, scalable tax platform for large enterprises with advanced review tools and global compliance features.
Lacerte
enterpriseAdvanced professional tax preparation software offering comprehensive forms support, diagnostics, and seamless e-filing for CPAs and tax firms.
Advanced Paperless Office suite for fully electronic client onboarding, document management, and secure e-signatures
Lacerte, developed by Intuit, is a premier professional tax preparation software tailored for CPAs, tax firms, and accountants handling complex individual, business, partnership, S-corp, and fiduciary returns. It excels in accurate calculations, e-filing for federal and all 50 states, and automated diagnostics to minimize errors. The software integrates seamlessly with QuickBooks and ProSeries, supporting high-volume practices with efficient workflows and robust reporting tools.
Pros
- Handles the most complex tax scenarios with precision and speed
- Superior e-filing capabilities and compliance tools for all states
- Outstanding customer support with dedicated specialists and extensive training resources
Cons
- High cost, especially for smaller practices with per-return fees
- Steep learning curve due to extensive features and customization
- Occasional performance lags during peak tax season updates
Best For
Established CPA firms and high-volume tax professionals preparing intricate returns for businesses and high-net-worth individuals.
Pricing
Base pricing starts at ~$1,849 for 100 returns, with per-return fees (~$1.50-$3) or unlimited plans up to $5,000+ annually depending on modules and volume.
UltraTax CS
enterpriseEnterprise-grade tax software with multi-state support, workflow management, and integration for large accounting firms.
SmartDiag diagnostics engine that intelligently flags errors, suggests fixes, and ensures 100% compliance across jurisdictions
UltraTax CS is a robust professional tax preparation software from Thomson Reuters designed for CPAs, accounting firms, and tax professionals handling complex returns. It supports electronic filing of federal, state, and local tax returns for individuals, corporations, partnerships, S-corps, trusts, and estates with automated calculations and compliance checks. The platform integrates seamlessly with other Thomson Reuters tools for streamlined workflows and data management.
Pros
- Extensive form library covering all federal, state, and local returns with automated updates
- Advanced SmartDiag diagnostics for error detection and compliance assurance
- Seamless integration with Checkpoint, CS Professional Suite, and accounting software
Cons
- Steep learning curve due to keyboard-driven interface and depth of features
- High subscription costs that may deter smaller practices
- Dated graphical user interface compared to modern cloud-based competitors
Best For
Ideal for mid-to-large tax firms and CPAs managing high volumes of complex business and multi-state returns.
Pricing
Subscription-based pricing starts at around $5,000-$15,000 annually per preparer, scaling with firm size, return volume, and selected modules.
CCH Axcess Tax
enterpriseCloud-based tax preparation platform with robust compliance tools, custom workflows, and real-time collaboration for professionals.
Intelligent Diagnostics engine that scans returns in real-time, flags potential issues, and suggests fixes to ensure IRS compliance and minimize amendments
CCH Axcess Tax is a cloud-based professional tax preparation software from Wolters Kluwer, tailored for CPAs, accounting firms, and tax professionals handling complex individual, business, partnership, and fiduciary returns. It offers robust diagnostics, automated calculations, multi-state support, and seamless e-filing capabilities. The platform integrates with the broader CCH Axcess suite for practice management, document management, and research tools, enabling efficient workflows for high-volume preparers.
Pros
- Exceptional diagnostic engine with proactive error-checking and compliance alerts
- Cloud-native design supports real-time collaboration and remote access
- Deep integration with CCH ecosystem for research, planning, and firm management
Cons
- Steep learning curve for new users due to extensive features
- High pricing that may not suit solo practitioners or small firms
- Interface feels somewhat dated compared to more modern competitors
Best For
Mid-sized to large tax firms and CPAs managing high volumes of complex, multi-state returns who prioritize accuracy and workflow integration.
Pricing
Quote-based subscription starting at around $5,000-$10,000 annually per preparer, scaling with return volume, modules, and firm size.
Drake Tax
specializedCost-effective professional tax software featuring all federal and state forms, error checking, and unlimited e-filing.
Flat-rate pricing model that eliminates per-return or per-form fees, enabling unlimited preparation and e-filing
Drake Tax is a comprehensive professional income tax preparation software tailored for CPAs, enrolled agents, and tax firms, supporting federal, state, and local returns for individuals, businesses, partnerships, and more. It includes e-filing, direct deposit bank products, client document management, and practice management tools like billing and engagement tracking. Known for its reliability and extensive form library, it's a staple for preparers prioritizing cost-efficiency and thorough coverage.
Pros
- Exceptional value with flat-rate pricing regardless of return volume
- Outstanding 24/7 customer support via phone and chat
- Complete coverage of all IRS forms and 50+ states with automated calculations
Cons
- Dated, Windows-only interface that feels clunky compared to modern competitors
- Steep learning curve for beginners due to non-intuitive navigation
- Limited cloud or mobile accessibility options
Best For
Small to mid-sized tax practices seeking affordable, high-volume return processing without per-form fees.
Pricing
Starts at $545 for the basic individual package; professional suites range from $1,495 to $2,295 annually, with multi-user and unlimited e-filing included.
ProSeries Professional
specializedDesktop tax preparation tool with expert support for complex returns, data import, and integration with QuickBooks.
Advanced Diagnostics Wizard that proactively identifies errors, missing data, and optimization opportunities before filing
ProSeries Professional is a robust tax preparation software developed by Intuit specifically for professional tax preparers and accountants. It supports an extensive library of federal and state tax forms, enables unlimited e-filing, and includes tools for client management, diagnostics, and reporting. The software automates calculations, error-checking, and data import from sources like QuickBooks to streamline complex return preparation.
Pros
- Comprehensive support for over 45,000 federal and state forms with frequent updates
- Powerful diagnostics engine that minimizes errors and ensures compliance
- Seamless integration with QuickBooks and other Intuit products for efficient workflows
Cons
- Steep learning curve for new users due to its professional-grade interface
- Higher pricing compared to consumer alternatives with add-ons increasing costs
- Occasional performance lags with very large client databases
Best For
Experienced tax professionals and firms handling high volumes of complex individual and business returns.
Pricing
Annual subscription starts at around $449 for basic federal unlimited, plus $200+ per state and add-ons for business returns.
ProConnect Tax Online
specializedCloud-hosted tax prep solution mirroring Lacerte features with automatic updates and secure client portals.
Intuit's Beacon diagnostics engine, providing AI-driven error checking and compliance guidance unmatched in accuracy.
ProConnect Tax Online is a cloud-based professional tax preparation software from Intuit, designed for CPAs, accountants, and tax firms to prepare and e-file federal and state returns for individuals, businesses, partnerships, S-corps, C-corps, and fiduciaries. It features intuitive data entry, robust diagnostics, client portals, and seamless integration with QuickBooks and other Intuit tools. The platform supports unlimited e-filing, bank products, and compliance tools to streamline complex tax workflows.
Pros
- Cloud accessibility from any device with real-time collaboration
- Industry-leading diagnostics engine for error reduction and compliance
- Strong integration with QuickBooks and Intuit Link for client data import
Cons
- Higher subscription costs compared to some rivals
- Learning curve for advanced features and custom workflows
- Occasional performance lags during peak tax season
Best For
Mid-to-large tax firms and CPAs needing reliable cloud-based preparation with deep Intuit ecosystem ties.
Pricing
Annual per-preparer subscriptions from $1,299 (Basic) to $3,499 (Premium), plus optional pay-per-return fees for specialty forms.
TaxSlayer Pro
specializedAffordable, user-friendly professional tax software with strong support for small firms and high-volume preparers.
Flexible pay-per-return pricing that scales with volume, offering the lowest entry cost for seasonal or low-volume preparers
TaxSlayer Pro is professional-grade tax preparation software designed for tax pros to prepare, review, and e-file federal and state returns for clients efficiently. It supports a wide range of tax forms across multiple series (1-6), handling everything from simple 1040s to complex business and fiduciary returns. The platform includes client management tools, data import from prior years, and built-in diagnostics for accuracy.
Pros
- Highly affordable pricing model with pay-per-return options starting at $5 per federal return
- Intuitive interface that's easy for new users to learn quickly
- Reliable e-filing with fast processing times and strong accuracy checks
Cons
- Fewer advanced integrations and customization options compared to top-tier competitors like Lacerte or UltraTax
- Limited support for some niche forms and scenarios without add-ons
- Customer support can be slower during peak tax season
Best For
Small to mid-sized tax firms and independent preparers who prioritize cost savings and simplicity over enterprise-level features.
Pricing
Pay-per-return from $5/federal and $3/state, or annual subscriptions starting at $1,295 for single-user Series 1-3 up to $4,995+ for multi-user advanced series.
TaxAct Professional
specializedValue-driven tax preparation software offering extensive form coverage, MFS support, and integrated practice management.
Unmatched value with professional-grade e-filing and form support at a fraction of the cost of top competitors
TaxAct Professional is a comprehensive tax preparation software tailored for CPAs, enrolled agents, and tax firms, enabling efficient preparation and e-filing of federal and state returns for individuals, businesses, partnerships, and estates. It offers multi-client management, extensive form support covering over 25,000 forms, and tools like error checks and direct deposit options. The software includes audit risk assessment and customer support resources to streamline professional workflows.
Pros
- Affordable pricing with scalable bundles for different firm sizes
- Intuitive interface and fast data entry for high-volume preparers
- Strong e-filing success rate and broad state form coverage
Cons
- Lacks advanced tax planning and advisory tools found in premium competitors
- Customer support response times can be inconsistent during peak season
- Limited customization options for complex workflows
Best For
Small to mid-sized tax practices and independent preparers prioritizing cost savings without sacrificing core functionality.
Pricing
Starts at $1,149 for 1040 edition (36 returns), with bundles up to $2,495 for multi-entity access and unlimited returns.
TaxWise
specializedReliable tax software for small to mid-sized firms with quick data entry, error prevention, and e-file capabilities.
Smart Diagnostics engine that automatically flags errors, suggests optimizations, and ensures compliance across returns
TaxWise, developed by Wolters Kluwer, is a robust desktop-based professional tax preparation software tailored for CPAs, enrolled agents, and tax firms handling individual, business, and fiduciary returns. It supports e-filing for federal and all 50 states, with built-in diagnostics, prior-year import, and practice management tools. The software excels in high-volume environments, offering reliable performance during peak tax season.
Pros
- Comprehensive federal and state support with rapid e-filing
- Powerful diagnostics and error-checking tools
- Excellent customer support and training resources
Cons
- Dated user interface compared to modern cloud competitors
- High pricing with additional fees for states and volumes
- Steep learning curve for beginners
Best For
Mid-sized tax firms and professionals preparing high volumes of complex returns who value reliability over a sleek interface.
Pricing
Subscription starts at ~$1,500 per preparer/year for basic packages, scaling to $3,000+ with unlimited states and advanced features.
GoSystem Tax RS
enterpriseHigh-end, scalable tax platform for large enterprises with advanced review tools and global compliance features.
Relational database architecture that uniquely handles amendments, consolidations, and complex scenarios without recreating entire returns
GoSystem Tax RS is a robust, web-based tax preparation software from Thomson Reuters tailored for professional CPAs and accounting firms handling complex federal, state, and local tax returns for individuals, businesses, partnerships, and fiduciaries. It excels in supporting high-volume workflows with advanced diagnostics, error-checking, and seamless e-filing capabilities. The platform integrates deeply with other Thomson Reuters products for practice management and planning, making it ideal for enterprise-level operations.
Pros
- Extensive coverage of complex forms and multi-state filings
- Scalable for large firms with strong multi-user collaboration
- Deep integration with Thomson Reuters ecosystem for diagnostics and planning
Cons
- Steep learning curve for new users
- High cost may deter smaller practices
- Interface feels somewhat dated compared to modern competitors
Best For
Large accounting firms managing high volumes of complex corporate and multi-entity tax returns.
Pricing
Enterprise subscription pricing with custom quotes; typically $5,000+ per preparer annually, plus add-ons for states and modules.
Conclusion
Lacerte solidifies its top spot as the leading professional tax preparation software, offering unmatched comprehensive forms support, diagnostics, and e-filing for diverse tax firms. UltraTax CS and CCH Axcess Tax stand as strong alternatives, with UltraTax CS excelling in enterprise-scale multi-state management and CCH Axcess Tax shining in cloud collaboration and real-time tools. Each option balances unique strengths, ensuring professionals find the right fit. Whether leveraging Lacerte’s robust features, UltraTax CS’s workflow precision, or CCH Axcess Tax’s collaborative edge, the top tools simplify complex returns and enhance efficiency.
Start with Lacerte to experience its industry-leading capabilities—try it today and elevate your tax preparation workflow.
Tools Reviewed
All tools were independently evaluated for this comparison