Quick Overview
- 1#1: Lacerte - Advanced professional tax preparation software designed for complex returns with deep integrations and diagnostics.
- 2#2: UltraTax CS - Enterprise-grade tax software with workflow automation, error-checking, and multi-state support for large firms.
- 3#3: Drake Software - High-value tax prep solution offering fast e-filing, comprehensive forms, and exceptional support for professionals.
- 4#4: CCH Axcess Tax - Cloud-native tax preparation platform enabling collaboration, automation, and real-time compliance updates.
- 5#5: ProSeries Professional - Dependable desktop tax software for small to mid-sized practices with strong e-file capabilities and QuickBooks sync.
- 6#6: GoSystem Tax RS - Web-based tax system providing diagnostics, assembly, and review tools for efficient professional workflows.
- 7#7: TaxSlayer Pro - Affordable, user-friendly professional tax software supporting unlimited returns and quick e-filing.
- 8#8: TaxAct Professional - Cost-effective tax preparation tool with all federal and state forms for efficient professional filing.
- 9#9: TaxWise - Streamlined tax software for volume preparers featuring simple navigation and built-in quality reviews.
- 10#10: TaxWorks - High-volume tax preparation software optimized for speed and accuracy in busy professional environments.
Tools were selected and ranked based on key attributes including feature robustness (e.g., complex return handling, automation), performance (accuracy, processing speed), usability, and overall value, ensuring they serve small, mid-sized, and enterprise practices effectively.
Comparison Table
Choosing the right professional tax preparer software requires careful evaluation, and this comparison table streamlines the process by featuring top tools like Lacerte, UltraTax CS, Drake Software, CCH Axcess Tax, and ProSeries Professional. Readers will gain insights into key capabilities, usability, and compatibility to identify the option that best fits their practice requirements, making informed decisions easier.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Lacerte Advanced professional tax preparation software designed for complex returns with deep integrations and diagnostics. | specialized | 9.4/10 | 9.8/10 | 8.2/10 | 8.0/10 |
| 2 | UltraTax CS Enterprise-grade tax software with workflow automation, error-checking, and multi-state support for large firms. | specialized | 9.2/10 | 9.6/10 | 7.9/10 | 8.4/10 |
| 3 | Drake Software High-value tax prep solution offering fast e-filing, comprehensive forms, and exceptional support for professionals. | specialized | 8.5/10 | 8.8/10 | 8.1/10 | 9.3/10 |
| 4 | CCH Axcess Tax Cloud-native tax preparation platform enabling collaboration, automation, and real-time compliance updates. | specialized | 8.6/10 | 9.4/10 | 7.8/10 | 8.0/10 |
| 5 | ProSeries Professional Dependable desktop tax software for small to mid-sized practices with strong e-file capabilities and QuickBooks sync. | specialized | 8.4/10 | 9.1/10 | 7.8/10 | 7.6/10 |
| 6 | GoSystem Tax RS Web-based tax system providing diagnostics, assembly, and review tools for efficient professional workflows. | specialized | 8.4/10 | 9.3/10 | 7.2/10 | 7.9/10 |
| 7 | TaxSlayer Pro Affordable, user-friendly professional tax software supporting unlimited returns and quick e-filing. | specialized | 7.8/10 | 7.5/10 | 8.4/10 | 9.1/10 |
| 8 | TaxAct Professional Cost-effective tax preparation tool with all federal and state forms for efficient professional filing. | specialized | 7.8/10 | 7.5/10 | 8.0/10 | 9.2/10 |
| 9 | TaxWise Streamlined tax software for volume preparers featuring simple navigation and built-in quality reviews. | specialized | 8.1/10 | 8.7/10 | 7.6/10 | 7.4/10 |
| 10 | TaxWorks High-volume tax preparation software optimized for speed and accuracy in busy professional environments. | specialized | 8.2/10 | 8.7/10 | 7.4/10 | 7.9/10 |
Advanced professional tax preparation software designed for complex returns with deep integrations and diagnostics.
Enterprise-grade tax software with workflow automation, error-checking, and multi-state support for large firms.
High-value tax prep solution offering fast e-filing, comprehensive forms, and exceptional support for professionals.
Cloud-native tax preparation platform enabling collaboration, automation, and real-time compliance updates.
Dependable desktop tax software for small to mid-sized practices with strong e-file capabilities and QuickBooks sync.
Web-based tax system providing diagnostics, assembly, and review tools for efficient professional workflows.
Affordable, user-friendly professional tax software supporting unlimited returns and quick e-filing.
Cost-effective tax preparation tool with all federal and state forms for efficient professional filing.
Streamlined tax software for volume preparers featuring simple navigation and built-in quality reviews.
High-volume tax preparation software optimized for speed and accuracy in busy professional environments.
Lacerte
specializedAdvanced professional tax preparation software designed for complex returns with deep integrations and diagnostics.
Advanced diagnostics engine that proactively flags errors, optimizes refunds, and ensures IRS compliance in real-time.
Lacerte Tax by Intuit is a premium professional tax preparation software tailored for CPAs, tax firms, and accountants handling complex federal and state returns. It supports individual, business, fiduciary, partnership, S-corp, C-corp, and nonprofit filings with advanced e-filing, diagnostics, and compliance tools. The software features customizable workflows, paperless processing, and seamless integrations with QuickBooks and ProConnect, enabling efficient high-volume tax prep.
Pros
- Exceptional handling of complex tax scenarios and forms
- Robust diagnostics and error-checking for accuracy
- Strong integrations and reliable e-filing with 24/7 support
Cons
- Steep learning curve and interface complexity
- High pricing with per-return fees adding up quickly
- Occasional performance lags with very large client volumes
Best For
High-volume CPA firms and tax professionals specializing in intricate business and fiduciary returns.
Pricing
Annual subscriptions start at ~$1,500 for base packages (e.g., Platinum), plus $1-$8 per return based on type and volume; discounts for high-volume users.
UltraTax CS
specializedEnterprise-grade tax software with workflow automation, error-checking, and multi-state support for large firms.
SmartDiag diagnostics engine that proactively identifies and resolves compliance issues across thousands of forms
UltraTax CS is a comprehensive desktop-based tax preparation software from Thomson Reuters, designed for professional tax preparers handling complex individual, business, partnership, corporate, and fiduciary returns across all 50 states. It features automated calculations, extensive diagnostics, error-checking tools, and seamless e-filing capabilities to ensure compliance and accuracy. The software integrates with other CS Professional Suite tools for streamlined practice management and client data handling.
Pros
- Unparalleled coverage of federal and state tax forms with automated updates
- Powerful diagnostics and compliance tools that minimize errors
- Seamless integration with Thomson Reuters' accounting and practice management software
Cons
- Steep learning curve for new users due to its depth
- High subscription costs, especially for multi-module setups
- Desktop-only deployment lacks cloud flexibility of competitors
Best For
Mid-to-large tax firms and CPAs managing high-volume, complex multi-state returns.
Pricing
Module-based subscriptions starting at $1,500-$3,000/year for core 1040 package, scaling to $5,000-$15,000+ for full business suites with states and users.
Drake Software
specializedHigh-value tax prep solution offering fast e-filing, comprehensive forms, and exceptional support for professionals.
Drake Support, providing unlimited live phone, chat, and email assistance year-round with specialized tax expert teams during filing season
Drake Software is a robust professional tax preparation platform tailored for CPAs, EAs, and tax firms, enabling efficient preparation and e-filing of federal, state, and local returns for individuals, businesses, partnerships, and estates. It includes advanced features like automated quality checks, bank product integration for refund advances, and comprehensive audit defense tools. Known for its reliability during peak tax season, Drake supports unlimited e-filing and offers tools to streamline workflows for high-volume preparers.
Pros
- Exceptional value with low per-return costs and no limits on e-filing
- Outstanding customer support including 24/7 access during tax season
- Full support for all 50 states plus D.C. with minimal add-on fees
Cons
- User interface appears somewhat dated compared to modern competitors
- Limited third-party integrations for practice management tools
- Initial learning curve for complex business returns
Best For
Small to mid-sized tax firms prioritizing affordability and reliable state coverage over cutting-edge UI.
Pricing
Starts at $1,495 for single-user base package; multi-user from $2,395; includes federal returns with $5-10 per state return fees.
CCH Axcess Tax
specializedCloud-native tax preparation platform enabling collaboration, automation, and real-time compliance updates.
Advanced diagnostics with AI-driven issue resolution suggestions
CCH Axcess Tax is a cloud-based professional tax preparation software from Wolters Kluwer, designed for CPAs and accounting firms handling complex individual, business, and fiduciary returns. It features an extensive library of federal, state, and local forms with advanced calculation engines, real-time diagnostics, and seamless e-filing capabilities. The platform integrates with the broader Axcess suite for workflow automation, document management, and practice-wide efficiency.
Pros
- Comprehensive coverage of over 12,000 forms and schedules with automatic updates
- Powerful diagnostics engine that flags errors and compliance issues proactively
- Full cloud integration for remote access and collaboration across teams
Cons
- Steep learning curve for new users due to dense interface
- High subscription costs that scale with preparers and return volume
- Occasional performance lags during peak tax season processing
Best For
Mid-sized to large tax firms managing high volumes of complex returns and needing enterprise-level integrations.
Pricing
Subscription-based starting at $4,000-$6,000 per preparer annually, with tiers scaling by return volume, users, and add-ons (exact pricing requires quote).
ProSeries Professional
specializedDependable desktop tax software for small to mid-sized practices with strong e-file capabilities and QuickBooks sync.
Advanced Smart Diagnostics engine that proactively identifies errors, missing data, and compliance issues across returns
ProSeries Professional is a desktop-based tax preparation software from Intuit, designed for professional tax preparers handling individual, business, partnership, S-corp, and fiduciary returns. It provides comprehensive federal and state form support, automated calculations, error-checking diagnostics, and reliable e-filing through Intuit's network. The software includes client organizers, practice management tools, and integration with QuickBooks to streamline workflows for tax pros.
Pros
- Extensive library of over 27,000 federal and state forms with automatic updates
- Robust diagnostics and error-checking to ensure compliance and accuracy
- Strong e-filing success rate and integration with Intuit bank products for refunds
Cons
- Desktop-only installation with no native cloud access, requiring local setup
- Pricing can be steep for small firms or low-volume preparers
- Interface feels dated compared to modern cloud-based competitors
Best For
Mid-sized tax firms and preparers who handle complex returns and prefer a reliable, feature-rich desktop solution integrated with QuickBooks.
Pricing
Annual subscription per preparer starts at $449 for basic individual returns, scaling to $1,299+ for business/unlimited tiers; volume discounts available.
GoSystem Tax RS
specializedWeb-based tax system providing diagnostics, assembly, and review tools for efficient professional workflows.
Relational database technology that dynamically links data across worksheets for effortless updates and consolidations
GoSystem Tax RS from Wolters Kluwer is a professional-grade tax preparation software tailored for CPAs and tax firms managing complex returns, including individuals, corporations, partnerships, and fiduciaries. It leverages a proprietary relational database system that interconnects worksheets and data entries, enabling seamless amendments, consolidations, and multi-state compliance. The platform offers advanced diagnostics, e-filing capabilities, and robust reporting tools to ensure accuracy and efficiency in high-volume environments.
Pros
- Powerful relational database for handling complex, multi-entity returns and amendments
- Comprehensive diagnostics and error-checking for compliance
- Strong support for multi-state filings and large client volumes
Cons
- Steep learning curve due to relational spreadsheet-style interface
- Higher cost compared to entry-level professional software
- User interface feels dated compared to modern cloud-native competitors
Best For
Large tax firms and CPAs specializing in complex business and multi-state returns requiring relational data management.
Pricing
Custom enterprise pricing via sales quote; typically $5,000–$15,000+ annually per preparer based on firm size and volume.
TaxSlayer Pro
specializedAffordable, user-friendly professional tax software supporting unlimited returns and quick e-filing.
Industry-leading low cost-per-return pricing, often under $10 per federal return even for high volumes
TaxSlayer Pro is a web-based professional tax preparation software tailored for CPAs, accountants, and tax preparers handling individual, business, and fiduciary returns. It supports federal and multi-state e-filing, complex forms like Schedule C, partnerships, and corporations, along with client organizer tools and document management. The platform emphasizes affordability and ease of access from any device, making it suitable for firms of varying sizes.
Pros
- Highly affordable pricing with low per-return costs
- Intuitive, web-based interface accessible anywhere
- Reliable e-filing and strong multi-state support
Cons
- Limited advanced features and customization compared to premium competitors
- Fewer third-party integrations and add-ons
- Customer support can be slower during tax season peaks
Best For
Small to mid-sized tax firms and independent preparers prioritizing cost savings without sacrificing core functionality.
Pricing
Starts at $1,295 for base package (125 federal returns), with state returns $5-$7 each and volume discounts for larger firms.
TaxAct Professional
specializedCost-effective tax preparation tool with all federal and state forms for efficient professional filing.
Unbeatable value with unlimited e-filing for federal and multiple states at a fraction of competitors' costs
TaxAct Professional is a robust tax preparation software suite tailored for professional preparers, supporting federal and state returns for individuals (Form 1040), partnerships (1065), corporations (1120/1120S), and estates/trusts (1041). It offers e-filing, direct deposit, and client organizer tools to streamline workflows for tax firms. Known for its affordability, it provides essential features like audit risk assessment and error checks without the premium price tag of higher-end competitors.
Pros
- Exceptionally affordable pricing compared to competitors like Lacerte or Drake
- Reliable e-filing with unlimited federal and state returns in most editions
- Intuitive Q&A-based data entry that speeds up return preparation
Cons
- Fewer advanced customization options for complex multi-state scenarios
- Interface feels dated compared to more modern competitors
- Limited third-party integrations for practice management systems
Best For
Small to mid-sized tax firms seeking cost-effective software for high-volume basic to moderate-complexity returns.
Pricing
Annual subscriptions start at $1,295 for the 1040 edition (5 states included), up to $2,745 for full business bundles; pay-per-return options available from $35-$150 per form.
TaxWise
specializedStreamlined tax software for volume preparers featuring simple navigation and built-in quality reviews.
Intelligent Diagnostics engine that scans returns in real-time to flag errors, optimize refunds, and ensure IRS compliance
TaxWise, developed by Wolters Kluwer, is a comprehensive professional tax preparation software tailored for CPAs, enrolled agents, and tax firms to handle individual, business, and fiduciary returns. It supports electronic filing for federal and all 50 states, includes advanced diagnostics for error-checking, and integrates with practice management tools like CCH Axcess. The platform emphasizes accuracy, compliance, and workflow efficiency for high-volume preparers.
Pros
- Extensive library of federal and state forms with frequent updates
- Robust diagnostics and quality review tools for accuracy
- Reliable e-filing and bank product integrations
Cons
- Interface feels dated and has a steeper learning curve
- Pricing is premium and less ideal for solo preparers
- Occasional software glitches during peak season
Best For
Mid-sized tax firms and high-volume preparers prioritizing compliance and error reduction over simplicity.
Pricing
Annual subscriptions start at around $1,200 for basic single-user plans, scaling to $5,000+ for multi-user or high-volume packages based on returns processed.
TaxWorks
specializedHigh-volume tax preparation software optimized for speed and accuracy in busy professional environments.
Advanced Smart Diagnostics engine that proactively identifies errors, omissions, and optimization opportunities across all return types
TaxWorks by Wolters Kluwer is a robust professional tax preparation software tailored for CPAs and tax firms, supporting federal, state, and local returns for individuals, businesses, partnerships, and fiduciaries. It features e-filing, automated diagnostics, client organizers, and seamless integration with Wolters Kluwer's suite of accounting tools. Designed for high-volume preparers, it emphasizes accuracy, compliance, and efficiency in handling complex tax scenarios.
Pros
- Comprehensive support for complex returns including business and fiduciary forms
- Reliable e-filing with high acceptance rates and strong IRS compliance tools
- Excellent integration with Wolters Kluwer ecosystem for streamlined workflows
Cons
- Dated user interface that requires a learning curve for new users
- High pricing can be prohibitive for solo practitioners or small firms
- Limited customization options compared to newer cloud-based competitors
Best For
Mid-sized tax firms and CPAs managing high volumes of intricate individual and business returns.
Pricing
Annual subscriptions start at approximately $2,500 for basic individual returns, scaling to $5,000+ with state, business modules, and multi-user licenses.
Conclusion
Choosing the right professional tax software hinges on specific needs, and Lacerte emerges as the top pick, excelling with advanced tools for complex returns and robust integrations. UltraTax CS and Drake Software trail closely, offering enterprise scalability and high-value e-filing respectively, ensuring strong alternatives for different practice sizes.
Don’t miss out—start with Lacerte to experience its powerful features firsthand and enhance your tax preparation workflow.
Tools Reviewed
All tools were independently evaluated for this comparison