Quick Overview
- 1#1: Lacerte - Advanced desktop tax preparation software for accounting professionals handling complex, high-volume returns with superior diagnostics and support.
- 2#2: Drake Tax - Feature-rich, affordable tax software offering unlimited clients, e-filing, and payroll integration for tax pros.
- 3#3: CCH Axcess Tax - Cloud-based tax prep platform with workflow automation, compliance tools, and scalability for large firms.
- 4#4: UltraTax CS - Professional tax software renowned for exceptional diagnostics, accuracy, and support across all states and returns.
- 5#5: ProSeries - Reliable tax preparation solution for small to mid-sized firms with integrated e-filing and bank products.
- 6#6: TaxSlayer Pro - Cost-effective, intuitive tax software enabling fast preparation and e-filing for independent professionals.
- 7#7: ProConnect Tax Online - Secure cloud-hosted tax platform providing anytime access, collaboration, and automatic updates for pros.
- 8#8: GoSystem Tax RS - Enterprise-grade cloud tax solution with advanced security, multi-office support, and real-time collaboration.
- 9#9: TaxWise - User-friendly tax preparation software with strong e-filing and suitable for small firms and independents.
- 10#10: ATX - Comprehensive desktop tax software offering extensive state support and integration for professional preparers.
Tools were selected and ranked by evaluating key factors including advanced features (e.g., diagnostics, scalability), operational quality (e.g., integration, security), user-friendliness, and long-term value, ensuring alignment with the demands of modern tax professionals.
Comparison Table
This comparison table helps tax professionals evaluate professional tax prep software, including tools like Lacerte, Drake Tax, CCH Axcess Tax, UltraTax CS, ProSeries, and more. It outlines key features, usability, and suitability to assist readers in finding the best fit for their practice needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Lacerte Advanced desktop tax preparation software for accounting professionals handling complex, high-volume returns with superior diagnostics and support. | enterprise | 9.4/10 | 9.8/10 | 8.6/10 | 8.9/10 |
| 2 | Drake Tax Feature-rich, affordable tax software offering unlimited clients, e-filing, and payroll integration for tax pros. | enterprise | 9.1/10 | 9.4/10 | 8.7/10 | 9.6/10 |
| 3 | CCH Axcess Tax Cloud-based tax prep platform with workflow automation, compliance tools, and scalability for large firms. | enterprise | 8.7/10 | 9.4/10 | 7.6/10 | 8.1/10 |
| 4 | UltraTax CS Professional tax software renowned for exceptional diagnostics, accuracy, and support across all states and returns. | enterprise | 9.2/10 | 9.8/10 | 7.8/10 | 8.5/10 |
| 5 | ProSeries Reliable tax preparation solution for small to mid-sized firms with integrated e-filing and bank products. | specialized | 8.5/10 | 9.2/10 | 8.0/10 | 7.8/10 |
| 6 | TaxSlayer Pro Cost-effective, intuitive tax software enabling fast preparation and e-filing for independent professionals. | specialized | 7.8/10 | 8.0/10 | 7.5/10 | 8.5/10 |
| 7 | ProConnect Tax Online Secure cloud-hosted tax platform providing anytime access, collaboration, and automatic updates for pros. | enterprise | 8.1/10 | 8.5/10 | 7.7/10 | 7.4/10 |
| 8 | GoSystem Tax RS Enterprise-grade cloud tax solution with advanced security, multi-office support, and real-time collaboration. | enterprise | 8.2/10 | 9.1/10 | 7.4/10 | 7.8/10 |
| 9 | TaxWise User-friendly tax preparation software with strong e-filing and suitable for small firms and independents. | specialized | 8.1/10 | 8.7/10 | 7.4/10 | 7.8/10 |
| 10 | ATX Comprehensive desktop tax software offering extensive state support and integration for professional preparers. | specialized | 7.8/10 | 8.3/10 | 7.2/10 | 7.5/10 |
Advanced desktop tax preparation software for accounting professionals handling complex, high-volume returns with superior diagnostics and support.
Feature-rich, affordable tax software offering unlimited clients, e-filing, and payroll integration for tax pros.
Cloud-based tax prep platform with workflow automation, compliance tools, and scalability for large firms.
Professional tax software renowned for exceptional diagnostics, accuracy, and support across all states and returns.
Reliable tax preparation solution for small to mid-sized firms with integrated e-filing and bank products.
Cost-effective, intuitive tax software enabling fast preparation and e-filing for independent professionals.
Secure cloud-hosted tax platform providing anytime access, collaboration, and automatic updates for pros.
Enterprise-grade cloud tax solution with advanced security, multi-office support, and real-time collaboration.
User-friendly tax preparation software with strong e-filing and suitable for small firms and independents.
Comprehensive desktop tax software offering extensive state support and integration for professional preparers.
Lacerte
enterpriseAdvanced desktop tax preparation software for accounting professionals handling complex, high-volume returns with superior diagnostics and support.
Advanced Diagnostics that proactively scans for errors, missing info, and optimization opportunities across the entire return
Lacerte, developed by Intuit, is a premier professional tax preparation software tailored for CPAs, tax firms, and accountants handling complex returns. It supports over 9,000 forms and schedules for individual, business, partnership, S-corp, fiduciary, and estate tax returns, with automated calculations and multi-state compliance. Key capabilities include e-filing, direct deposit refunds, client organizers, and seamless integration with QuickBooks and ProSeries.
Pros
- Comprehensive support for complex tax scenarios and 50+ states
- Powerful diagnostics engine that flags errors and optimizes returns
- Strong integrations with QuickBooks, payroll, and planner tools
Cons
- High pricing can be prohibitive for solo practitioners
- Steep learning curve for beginners despite intuitive interface
- Resource-intensive, requiring robust hardware for peak season
Best For
Established tax professionals and high-volume firms preparing complex individual, business, and fiduciary returns.
Pricing
Annual subscriptions start at ~$1,500 for basic individual returns, scaling to $3,000+ for unlimited/multi-user with per-return fees (~$1.50-$5/return); custom enterprise pricing available.
Drake Tax
enterpriseFeature-rich, affordable tax software offering unlimited clients, e-filing, and payroll integration for tax pros.
Inclusion of all 50 states in base pricing with minimal extras, maximizing value for multi-state preparers
Drake Tax is a robust professional tax preparation software tailored for CPAs, enrolled agents, and tax firms, enabling efficient preparation and e-filing of federal and state returns. It supports complex scenarios like multi-state filings, partnerships, and trusts with automated calculations and data import capabilities. The software also includes bank product integration, audit support, and client management tools to streamline high-volume workflows.
Pros
- Exceptional value with comprehensive features at competitive pricing
- Strong support for all 50 states and complex returns without add-ons
- Reliable e-filing speeds and excellent customer support
Cons
- Interface feels dated compared to modern cloud-based competitors
- Steeper learning curve for beginners
- Limited native integrations with practice management tools
Best For
Mid-sized tax firms and seasoned professionals prioritizing affordability and reliability over flashy UI.
Pricing
Starts at $1,495 for 100 returns (Tax2172), scaling to $2,545 for unlimited (UW), with pay-per-return options and volume discounts.
CCH Axcess Tax
enterpriseCloud-based tax prep platform with workflow automation, compliance tools, and scalability for large firms.
AI-powered Smart Diagnostics that proactively identifies errors, risks, and optimization opportunities across returns
CCH Axcess Tax is a robust, cloud-based professional tax preparation software from Wolters Kluwer, tailored for CPAs, tax firms, and accountants handling complex federal, state, and local returns. It supports individual, business, partnership, S-corp, and fiduciary filings with extensive diagnostics, e-filing, and compliance tools. The platform integrates seamlessly with CCH's ecosystem for research, workflow management, and client portals, enabling efficient high-volume processing.
Pros
- Comprehensive form library covering 99% of tax scenarios with real-time updates
- Cloud-based collaboration and mobile access for remote teams
- Advanced diagnostics and error-checking for superior accuracy
Cons
- Steep learning curve for new users
- High pricing that may not suit solo practitioners
- Occasional performance lags during peak tax season
Best For
Mid-to-large tax firms and CPAs managing high volumes of complex business and individual returns.
Pricing
Custom subscription pricing based on firm size and preparer count, typically $5,000–$20,000+ annually per firm with per-return fees.
UltraTax CS
enterpriseProfessional tax software renowned for exceptional diagnostics, accuracy, and support across all states and returns.
Matrix Worksheet view for efficient multi-year and multi-client data input and comparison
UltraTax CS is a comprehensive professional tax preparation software from Thomson Reuters, tailored for CPAs, tax firms, and accountants handling complex federal and state returns. It supports individual, business, partnership, S-corp, and fiduciary tax forms with a single-entry data system and advanced diagnostics. The platform integrates seamlessly with practice management tools and offers robust e-filing, printing, and compliance features for high-volume preparers.
Pros
- Extensive support for all federal and state forms with automatic updates
- Powerful SmartDiag engine for error detection and compliance checks
- Strong integration with Thomson Reuters ecosystem like CS Professional Suite
Cons
- Steep learning curve and dated interface
- High cost prohibitive for solo practitioners
- Customization requires advanced training
Best For
Mid-to-large tax firms and CPAs managing high volumes of complex business and individual returns.
Pricing
Custom subscription pricing starts at $3,500–$5,000 per preparer annually, scaling with modules, users, and firm size.
ProSeries
specializedReliable tax preparation solution for small to mid-sized firms with integrated e-filing and bank products.
Form-style data entry with intelligent data flow that mimics paper forms for intuitive navigation and reduced errors
ProSeries by Intuit is a desktop-based professional tax preparation software tailored for accountants and tax pros handling individual, business, and fiduciary returns. It features an extensive library of federal and state forms with automated calculations, error checks, and efficient data entry via a form-view interface. The software supports high-volume e-filing, direct deposit refunds, and integration with Intuit's ecosystem for streamlined workflows.
Pros
- Comprehensive federal and state form support with automatic updates
- Reliable e-filing and robust error-checking tools
- Strong integration with QuickBooks and Intuit account management
Cons
- Desktop-only installation with no native cloud access
- Higher pricing that may not suit solo practitioners
- Steep learning curve for users new to professional-grade software
Best For
Established tax firms and professionals managing moderate to high volumes of complex returns who value reliability over cloud flexibility.
Pricing
Annual subscription starts at ~$449 for basic federal unlimited returns, plus $200-400 per state package and add-ons for business modules.
TaxSlayer Pro
specializedCost-effective, intuitive tax software enabling fast preparation and e-filing for independent professionals.
Unlimited federal e-filing in base plans, allowing pros to handle high volumes without per-return fees
TaxSlayer Pro is professional-grade tax preparation software tailored for tax professionals, enabling efficient preparation and e-filing of federal and state returns for multiple clients. It offers tools like client organizers, return tracking, and support for complex forms including Schedule C, E, and F. The platform emphasizes affordability and reliability for small to mid-sized firms, with features like batch printing and quality reviews to streamline workflows.
Pros
- Highly affordable pricing compared to competitors like Intuit or Drake
- Unlimited federal e-filing and strong state support
- Reliable customer support via phone and chat
Cons
- User interface feels dated and less intuitive than modern alternatives
- Limited integrations with third-party accounting software
- Fewer advanced diagnostics and automation features for very complex returns
Best For
Small to medium-sized tax firms seeking cost-effective software for high-volume preparation without premium bells and whistles.
Pricing
Tiered subscriptions start at ~$1,095 for ProWeb (unlimited federal returns, states extra); scales to $2,500+ for ProSeries with more advanced features and returns.
ProConnect Tax Online
enterpriseSecure cloud-hosted tax platform providing anytime access, collaboration, and automatic updates for pros.
AI-driven Smart Diagnostics for proactive error detection and compliance
ProConnect Tax Online, from Intuit, is a cloud-based professional tax preparation software tailored for CPAs and tax firms handling complex individual, business, and fiduciary returns. It provides comprehensive tools for data import, automated calculations, error diagnostics, and electronic filing, with real-time tax law updates. The platform integrates seamlessly with QuickBooks and other Intuit products, enabling efficient workflow for high-volume preparers.
Pros
- Cloud-based access for remote work and automatic updates
- Robust diagnostics and error-checking for accuracy
- Strong integration with QuickBooks and Intuit ecosystem
Cons
- Higher pricing compared to some competitors
- Steeper learning curve for new users
- Limited advanced customization options
Best For
Mid-sized tax firms and CPAs integrated with Intuit tools who prioritize cloud accessibility and reliability for complex returns.
Pricing
Subscription starts at around $1,499/year for 100 returns, scaling up for unlimited with add-ons for states and practitioners.
GoSystem Tax RS
enterpriseEnterprise-grade cloud tax solution with advanced security, multi-office support, and real-time collaboration.
Relational database system that interconnects data across returns and clients for seamless updates and diagnostics
GoSystem Tax RS from Thomson Reuters is a robust, web-based tax preparation software tailored for professional firms handling complex individual, business, and fiduciary returns. It leverages a unique relational database architecture to link data across multiple engagements, supporting paperless workflows, multi-state compliance, and advanced diagnostics. The platform scales efficiently for mid-to-large practices and integrates with Thomson Reuters' ecosystem for practice management and planning.
Pros
- Powerful relational database for handling interconnected complex returns
- Excellent diagnostics, error-checking, and multi-state support
- Scalable cloud-based platform with strong integrations
Cons
- Steep learning curve for new users
- Higher cost compared to simpler alternatives
- Interface feels dated and less intuitive
Best For
Mid-to-large tax firms managing high volumes of complex, multi-entity returns requiring robust data linking and enterprise scalability.
Pricing
Custom subscription pricing based on firm size, users, and returns processed; typically $5,000+ annually for small firms, scaling up significantly.
TaxWise
specializedUser-friendly tax preparation software with strong e-filing and suitable for small firms and independents.
Integrated TaxWise Diagnostics engine that performs over 1,000 real-time checks to flag errors and optimize returns before filing
TaxWise by Wolters Kluwer is a robust professional tax preparation software tailored for CPAs, tax firms, and preparers handling complex individual, business, partnership, and fiduciary returns. It offers comprehensive federal and state form support, electronic filing with major IRS e-file networks, and integrated diagnostics for accuracy and compliance. The software includes workflow tools, bank product integrations, and access to Wolters Kluwer's research library to enhance efficiency for high-volume practices.
Pros
- Extensive library of over 10,000 federal and state forms with automatic updates
- Seamless e-filing and refund processing integrations
- Robust diagnostics and quality review tools for compliance
Cons
- Steep learning curve for new users due to dense interface
- High cost may deter solo practitioners or small firms
- Limited customization options compared to some competitors
Best For
Mid-sized to large tax firms and CPAs managing high volumes of complex returns who prioritize compliance and integration with research tools.
Pricing
Subscription-based, typically $2,500–$6,000 per preparer annually depending on modules and firm size, with add-ons for states and advanced features.
ATX
specializedComprehensive desktop tax software offering extensive state support and integration for professional preparers.
Advanced diagnostics engine that proactively identifies errors and compliance issues across thousands of forms
ATX from Wolters Kluwer is a robust professional tax preparation software designed for accountants and tax firms handling individual, business, partnership, and fiduciary returns. It supports electronic filing for federal and all 50 states, with built-in diagnostics, error-checking, and automated updates to ensure compliance. The platform integrates with other Wolters Kluwer tools like research databases and practice management systems, streamlining workflows for high-volume preparers.
Pros
- Comprehensive support for complex returns and all states
- Reliable e-filing with high acceptance rates
- Strong integration with Wolters Kluwer ecosystem for research and management
Cons
- Dated user interface that feels clunky compared to modern competitors
- Steep learning curve for new users
- Higher pricing with costly add-ons for advanced features
Best For
Small to mid-sized tax firms prioritizing compliance, state coverage, and reliable performance over intuitive design.
Pricing
Subscription tiers start at around $2,000 per preparer annually for basic unlimited returns, scaling up to $5,000+ with add-ons for planners and multi-user support.
Conclusion
The review highlights top tools that cater to diverse needs, with Lacerte leading as the top choice for managing complex, high-volume returns through advanced diagnostics and robust support. Drake Tax follows as a strong alternative, offering affordability, unlimited clients, and payroll integration, while CCH Axcess Tax stands out with its cloud-based automation and scalability for larger firms.
Don’t miss out on streamlining your tax prep—explore Lacerte, the top-ranked solution, to unlock its powerful features and enhance your workflow efficiency.
Tools Reviewed
All tools were independently evaluated for this comparison