Quick Overview
- 1#1: Lacerte - Advanced professional tax preparation software with superior diagnostics, error-proofing, and e-filing for complex individual and business returns.
- 2#2: UltraTax CS - Comprehensive tax compliance solution featuring integrated write-up, trial balance, and workflow automation for mid-to-large accounting firms.
- 3#3: CCH Axcess Tax - Cloud-native tax preparation platform with built-in research, document management, and collaboration tools for enterprise-scale practices.
- 4#4: Drake Tax - Cost-effective, full-featured tax software supporting all federal and state forms with unlimited e-filing and exceptional customer support.
- 5#5: ProSeries - Efficient professional tax software optimized for small to medium firms with smart data entry and QuickBooks integration.
- 6#6: TaxSlayer Pro - High-speed, affordable tax prep software with real-time support, fast e-filing, and direct deposit options for professionals.
- 7#7: GoSystem Tax RS - Web-based tax return system providing scalable preparation, review workflows, and secure client portals.
- 8#8: TaxWise - User-friendly online tax software with extensive form coverage and bank product integrations for tax preparers.
- 9#9: ProConnect Tax Online - Fully cloud-based tax solution offering anytime access, automatic updates, and seamless firm-wide collaboration.
- 10#10: TaxAct Professional - Dependable, value-driven professional tax software with accurate computations and support for federal, state, and local returns.
Tools were selected based on a blend of robust features—including diagnostics, automation, and integration capabilities—along with user experience and overall value to practitioners.
Comparison Table
Tax accounting software streamlines filing and compliance, with options from industry leaders to specialized tools. This comparison table evaluates key features, usability, and performance of solutions like Lacerte, UltraTax CS, CCH Axcess Tax, Drake Tax, ProSeries, and more, guiding readers to select the right fit for their practice.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Lacerte Advanced professional tax preparation software with superior diagnostics, error-proofing, and e-filing for complex individual and business returns. | specialized | 9.4/10 | 9.8/10 | 8.2/10 | 8.7/10 |
| 2 | UltraTax CS Comprehensive tax compliance solution featuring integrated write-up, trial balance, and workflow automation for mid-to-large accounting firms. | enterprise | 9.2/10 | 9.6/10 | 7.9/10 | 8.5/10 |
| 3 | CCH Axcess Tax Cloud-native tax preparation platform with built-in research, document management, and collaboration tools for enterprise-scale practices. | enterprise | 9.2/10 | 9.6/10 | 8.1/10 | 8.4/10 |
| 4 | Drake Tax Cost-effective, full-featured tax software supporting all federal and state forms with unlimited e-filing and exceptional customer support. | specialized | 8.7/10 | 8.8/10 | 7.9/10 | 9.5/10 |
| 5 | ProSeries Efficient professional tax software optimized for small to medium firms with smart data entry and QuickBooks integration. | specialized | 8.6/10 | 9.1/10 | 7.9/10 | 8.3/10 |
| 6 | TaxSlayer Pro High-speed, affordable tax prep software with real-time support, fast e-filing, and direct deposit options for professionals. | specialized | 8.1/10 | 7.9/10 | 8.4/10 | 9.3/10 |
| 7 | GoSystem Tax RS Web-based tax return system providing scalable preparation, review workflows, and secure client portals. | enterprise | 8.4/10 | 9.1/10 | 7.6/10 | 7.9/10 |
| 8 | TaxWise User-friendly online tax software with extensive form coverage and bank product integrations for tax preparers. | specialized | 8.4/10 | 9.1/10 | 7.6/10 | 8.0/10 |
| 9 | ProConnect Tax Online Fully cloud-based tax solution offering anytime access, automatic updates, and seamless firm-wide collaboration. | specialized | 8.4/10 | 9.2/10 | 7.6/10 | 7.1/10 |
| 10 | TaxAct Professional Dependable, value-driven professional tax software with accurate computations and support for federal, state, and local returns. | specialized | 7.9/10 | 8.2/10 | 7.5/10 | 9.1/10 |
Advanced professional tax preparation software with superior diagnostics, error-proofing, and e-filing for complex individual and business returns.
Comprehensive tax compliance solution featuring integrated write-up, trial balance, and workflow automation for mid-to-large accounting firms.
Cloud-native tax preparation platform with built-in research, document management, and collaboration tools for enterprise-scale practices.
Cost-effective, full-featured tax software supporting all federal and state forms with unlimited e-filing and exceptional customer support.
Efficient professional tax software optimized for small to medium firms with smart data entry and QuickBooks integration.
High-speed, affordable tax prep software with real-time support, fast e-filing, and direct deposit options for professionals.
Web-based tax return system providing scalable preparation, review workflows, and secure client portals.
User-friendly online tax software with extensive form coverage and bank product integrations for tax preparers.
Fully cloud-based tax solution offering anytime access, automatic updates, and seamless firm-wide collaboration.
Dependable, value-driven professional tax software with accurate computations and support for federal, state, and local returns.
Lacerte
specializedAdvanced professional tax preparation software with superior diagnostics, error-proofing, and e-filing for complex individual and business returns.
Max diagnostics engine that proactively identifies errors, optimizes refunds, and ensures 100% accuracy with guaranteed calculations
Lacerte Tax, offered through ProConnect by Intuit, is a premium professional tax preparation software tailored for accountants and CPAs handling high-volume, complex tax returns for individuals, businesses, partnerships, and estates. It provides extensive support for federal and state forms, automated calculations, error diagnostics, and direct e-filing to minimize compliance risks. The software excels in workflow automation, integrations with QuickBooks, and tools for quality review, making it a powerhouse for tax pros seeking efficiency and accuracy.
Pros
- Comprehensive library of over 4,000 federal and state forms with automatic updates
- Powerful diagnostics, error-checking, and e-file rejection resolution tools
- Deep integrations with QuickBooks, Microsoft Office, and CRM systems for streamlined workflows
Cons
- Steep learning curve for beginners due to its advanced complexity
- High pricing that may strain smaller firms or solo practitioners
- Occasional performance lags with very large return volumes
Best For
Established tax professionals and mid-to-large accounting firms managing complex, high-volume returns.
Pricing
Subscription-based tiers start at ~$4,500/year for 100 returns, scaling to $15,000+ for unlimited; pay-per-return options from $139-$419 per return.
UltraTax CS
enterpriseComprehensive tax compliance solution featuring integrated write-up, trial balance, and workflow automation for mid-to-large accounting firms.
UltraTax Diagnostics, an AI-driven engine that proactively scans returns for errors, omissions, and compliance risks
UltraTax CS is a professional tax preparation software from Thomson Reuters designed for CPAs and accounting firms, supporting the creation, review, and e-filing of federal, state, and local tax returns for individuals, businesses, partnerships, corporations, estates, and trusts. It offers advanced calculation engines, automated diagnostics, and import/export capabilities from accounting software like QuickBooks and Trial Balance CS. The platform integrates seamlessly with other CS Suite tools for comprehensive practice management and ensures compliance with evolving tax laws through regular updates.
Pros
- Comprehensive support for all federal and 50-state returns with complex scenarios
- Powerful diagnostics and error-checking tools for accuracy
- Exceptional customer support and frequent regulatory updates
Cons
- Steep learning curve and dated interface
- High cost, especially for smaller firms
- Limited flexibility for custom workflows
Best For
Mid-to-large accounting firms handling high-volume, complex multi-state tax returns.
Pricing
Quote-based annual subscriptions starting at around $5,000-$10,000 per preparer, scaling with modules, users, and firm size.
CCH Axcess Tax
enterpriseCloud-native tax preparation platform with built-in research, document management, and collaboration tools for enterprise-scale practices.
SmartChart workflow organizer for visual tracking and automation of multi-return production processes
CCH Axcess Tax is a robust, cloud-based tax preparation software from Wolters Kluwer, tailored for professional accountants and tax firms. It streamlines the creation of federal, state, and local tax returns for individuals, businesses, partnerships, estates, and trusts, with advanced automation and compliance tools. The platform integrates seamlessly with other CCH products for practice management, research, and trial balance, enabling efficient workflows for high-volume preparers.
Pros
- Exceptional handling of complex, multi-jurisdictional returns with built-in diagnostics
- Cloud-based accessibility for remote collaboration and real-time updates
- Seamless integration with CCH Axcess suite for end-to-end firm management
Cons
- Steep learning curve for users new to enterprise-level tax software
- Premium pricing that may not suit solo practitioners or small firms
- Occasional performance lags with very large datasets
Best For
Mid-sized to large tax firms and CPAs managing high volumes of complex business and multi-state returns.
Pricing
Subscription-based with custom quotes; typically $4,000–$10,000+ per preparer annually, depending on firm size and modules.
Drake Tax
specializedCost-effective, full-featured tax software supporting all federal and state forms with unlimited e-filing and exceptional customer support.
Perpetual licensing model with no mandatory annual subscriptions, offering long-term cost savings
Drake Tax is a professional-grade tax preparation software designed for CPAs, EAs, and tax preparers to handle federal and state returns efficiently. It provides extensive e-filing capabilities, form diagnostics, error checks, and integration with bank products for direct deposit and refund transfers. Widely used by small to mid-sized firms, it emphasizes reliability and cost-effectiveness over flashy modern interfaces.
Pros
- Exceptional value with perpetual licensing and low per-return costs
- Outstanding customer support available 24/7 during tax season
- Comprehensive federal and state form support with reliable e-filing
Cons
- Dated, Windows-only interface feels outdated compared to competitors
- Steeper learning curve for new users due to non-intuitive navigation
- Additional fees for multi-state packages and advanced modules add up
Best For
Small to mid-sized tax firms and independent preparers prioritizing affordability and dependable performance over modern UI.
Pricing
Perpetual license starts at ~$1,495 for base Professional edition; state packages $200-$500 each; e-file fees ~$0.50-$2 per return.
ProSeries
specializedEfficient professional tax software optimized for small to medium firms with smart data entry and QuickBooks integration.
Advanced Diagnostics engine that proactively identifies errors and ensures compliance before e-filing
ProSeries by Intuit is a professional-grade desktop tax preparation software tailored for CPAs and tax accountants handling individual, partnership, S-corp, and C-corp returns. It provides comprehensive support for federal and state forms, including e-filing, direct deposit options, and robust error-checking diagnostics. The software integrates seamlessly with QuickBooks for effortless data import, streamlining workflows for accounting firms.
Pros
- Extensive library of over 27,000 federal and state forms
- Reliable e-filing with high acceptance rates and quick refunds
- Strong integration with QuickBooks and prior-year data carryover
Cons
- Desktop-only installation with no native cloud access
- Steeper learning curve for users new to professional tax software
- Pricing can add up for high-volume or multi-state filers
Best For
Established tax professionals and mid-sized firms preparing complex business and individual returns.
Pricing
Annual subscriptions start at $449 for basic individual returns (unlimited federal e-file), with business bundles from $1,449; per-return pricing available from $129.50.
TaxSlayer Pro
specializedHigh-speed, affordable tax prep software with real-time support, fast e-filing, and direct deposit options for professionals.
Ultra-low per-return costs with unlimited e-filing, making it the most budget-friendly option for high-volume tax prep
TaxSlayer Pro is a cloud-based professional tax preparation software tailored for tax professionals, enabling efficient preparation and e-filing of federal and state individual and business tax returns. It supports a wide array of IRS forms, schedules, and extensions, with features like data import, error checks, and direct deposit options. Designed for high-volume filers, it offers reliable performance during peak tax season without requiring software installation.
Pros
- Exceptionally low per-return pricing ideal for high-volume users
- Fast and reliable e-filing with high acceptance rates
- User-friendly interface with strong error-checking tools
Cons
- Limited advanced features for highly complex business returns
- Fewer integrations with accounting software compared to competitors
- Support can be slower during peak season
Best For
Small to mid-sized tax firms and independent preparers focused on individual returns seeking maximum value without sacrificing core functionality.
Pricing
Per-return model starting at $4.95 per federal return (volume discounts to $2.50+); state returns $19.95-$34.95; bundles and subscriptions available for pros.
GoSystem Tax RS
enterpriseWeb-based tax return system providing scalable preparation, review workflows, and secure client portals.
Relational database system for seamless data sharing and consistency across all firm returns
GoSystem Tax RS from Wolters Kluwer is a professional-grade, cloud-based tax preparation software tailored for complex federal, state, and local returns across corporations, partnerships, S-corps, trusts, and estates. It features automated computations, advanced diagnostics, e-filing, and workflow management to handle high-volume tax practices efficiently. The relational database architecture enables firm-wide data sharing and consistency across engagements.
Pros
- Comprehensive support for complex entity types and multi-state filings
- Robust diagnostics, review tools, and error prevention
- Scalable cloud platform with firm-wide data integration
Cons
- Steep learning curve for new users
- High enterprise-level pricing
- Interface feels dated compared to modern competitors
Best For
Mid-to-large tax firms managing high volumes of complex business and high-net-worth individual returns.
Pricing
Custom enterprise subscriptions; typically $5,000+ annually per preparer, scaling with firm size and modules.
TaxWise
specializedUser-friendly online tax software with extensive form coverage and bank product integrations for tax preparers.
Advanced Smart Diagnostics engine that proactively flags errors and ensures compliance across thousands of forms
TaxWise, developed by Wolters Kluwer, is a professional-grade tax preparation software tailored for CPAs, tax firms, and preparers handling individual, business, and fiduciary returns. It provides extensive support for federal and state forms, including complex scenarios like partnerships and estates, with built-in e-filing, direct deposit integrations, and bank products for client refunds. The software emphasizes accuracy through smart diagnostics, error-checking tools, and quality review workflows to streamline high-volume tax seasons.
Pros
- Comprehensive federal and multi-state form library with frequent updates
- Reliable e-filing and bank product integrations for faster refunds
- Strong diagnostics and quality review tools to minimize errors
Cons
- Dated user interface that feels clunky compared to modern alternatives
- Steep learning curve for new users without prior professional tax software experience
- High pricing with add-ons for states and advanced modules
Best For
Established tax professionals and mid-to-large firms managing high volumes of complex returns.
Pricing
Starts at around $1,500-$2,500 per preparer per year for basic federal unlimited, plus $200-$500 per state and additional fees for e-filing/bank products.
ProConnect Tax Online
specializedFully cloud-based tax solution offering anytime access, automatic updates, and seamless firm-wide collaboration.
Intelligent diagnostics engine that proactively flags errors and optimizes returns before filing
ProConnect Tax Online is a cloud-based professional tax preparation software from Intuit, designed for accountants handling complex federal and state returns for individuals, businesses, partnerships, and fiduciaries. It provides an extensive library of over 11,000 forms, automated calculations, and e-filing capabilities with real-time IRS updates. The platform integrates deeply with QuickBooks and other Intuit tools, streamlining workflows for tax pros in the Intuit ecosystem.
Pros
- Comprehensive form coverage and automated error-checking diagnostics
- Seamless cloud access and integration with QuickBooks
- Reliable e-filing and unlimited expert support
Cons
- Steep learning curve for new users
- High pricing tiers based on return volume
- Occasional performance lags during peak tax season
Best For
Mid-to-large tax firms already using Intuit products and preparing high volumes of complex returns.
Pricing
Tiered subscriptions starting at ~$1,549/year for 100 returns, scaling up to $4,000+ for unlimited; pay-per-return options available.
TaxAct Professional
specializedDependable, value-driven professional tax software with accurate computations and support for federal, state, and local returns.
Unlimited e-filing and printing suppression for clients, maximizing efficiency without per-return fees
TaxAct Professional is a robust tax preparation software tailored for accountants, CPAs, and tax professionals handling individual, business, partnership, and fiduciary returns. It provides comprehensive support for federal and all 50 state forms, including e-filing, direct deposit, and client data import from prior years. The platform includes practice management tools like client organizers and billing integration, making it suitable for streamlining professional tax workflows at a competitive price point.
Pros
- Affordable pricing compared to competitors
- Extensive form library covering federal and state returns
- Reliable unlimited e-filing for clients
Cons
- User interface feels dated and less intuitive
- Limited advanced analytics and reporting
- Customer support primarily email-based with slower response times
Best For
Small to mid-sized tax firms and solo practitioners seeking cost-effective software for high-volume return preparation.
Pricing
Annual subscriptions start at $1,149 for basic editions (e.g., 1040), up to $2,249 for full bundles including all states and business forms.
Conclusion
The reviewed tools cater to varied needs, with Lacerte claiming the top spot, offering advanced diagnostics, error-proofing, and seamless e-filing for complex returns. UltraTax CS stands as a comprehensive solution for mid-to-large firms, boasting integrated workflow tools, while CCH Axcess Tax leads as a cloud-native platform, perfect for enterprise-scale collaboration. Each option prioritizes accuracy and efficiency, ensuring professionals find the right fit for their practice.
Elevate your tax workflow by starting with Lacerte—the top-ranked tool—experience its superior diagnostics and seamless e-filing to handle complex returns with ease.
Tools Reviewed
All tools were independently evaluated for this comparison