Quick Overview
- 1#1: Lacerte - Advanced professional tax preparation software for handling complex returns, e-filing, and client management in tax firms.
- 2#2: Drake Software - Cost-effective tax prep software with robust features for e-filing, diagnostics, and support for tax professionals.
- 3#3: UltraTax CS - Enterprise tax preparation solution with integrated practice management, compliance, and multi-state support.
- 4#4: CCH Axcess Tax - Cloud-based tax preparation platform offering workflow automation, collaboration, and real-time updates for firms.
- 5#5: ProSeries - Desktop tax software tailored for small to mid-sized tax businesses with easy data entry and e-filing.
- 6#6: TaxSlayer Pro - Affordable, intuitive tax preparation tool with unlimited e-filing and strong customer support for preparers.
- 7#7: TaxAct Professional - User-friendly professional tax software with advanced calculations, forms support, and competitive pricing.
- 8#8: GoSystem Tax RS - Web-based tax prep system for large firms with secure sharing, diagnostics, and integration capabilities.
- 9#9: ProConnect Tax Online - Cloud-hosted tax preparation software enabling anytime access, bank integration, and firm collaboration.
- 10#10: TaxWise - Reliable tax software for professional preparers featuring quick entry, error checks, and e-file options.
We ranked these tools by evaluating key factors like feature strength, ease of use, reliability, and value, ensuring a comprehensive list that caters to diverse firm sizes and operational needs.
Comparison Table
Choosing the right tax preparation software is key for streamlining business tax processes, with options ranging from established desktop tools to modern cloud-based platforms. This comparison table examines top contenders like Lacerte, Drake Software, UltraTax CS, CCH Axcess Tax, ProSeries, and more, guiding readers to find the best fit for their specific workflow and needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Lacerte Advanced professional tax preparation software for handling complex returns, e-filing, and client management in tax firms. | enterprise | 9.6/10 | 9.8/10 | 8.4/10 | 9.1/10 |
| 2 | Drake Software Cost-effective tax prep software with robust features for e-filing, diagnostics, and support for tax professionals. | specialized | 9.3/10 | 9.6/10 | 8.2/10 | 9.8/10 |
| 3 | UltraTax CS Enterprise tax preparation solution with integrated practice management, compliance, and multi-state support. | enterprise | 9.1/10 | 9.6/10 | 7.9/10 | 8.4/10 |
| 4 | CCH Axcess Tax Cloud-based tax preparation platform offering workflow automation, collaboration, and real-time updates for firms. | enterprise | 8.7/10 | 9.3/10 | 7.9/10 | 8.1/10 |
| 5 | ProSeries Desktop tax software tailored for small to mid-sized tax businesses with easy data entry and e-filing. | specialized | 8.4/10 | 9.2/10 | 7.6/10 | 7.9/10 |
| 6 | TaxSlayer Pro Affordable, intuitive tax preparation tool with unlimited e-filing and strong customer support for preparers. | specialized | 8.2/10 | 8.0/10 | 8.4/10 | 9.1/10 |
| 7 | TaxAct Professional User-friendly professional tax software with advanced calculations, forms support, and competitive pricing. | specialized | 8.3/10 | 8.5/10 | 7.9/10 | 9.2/10 |
| 8 | GoSystem Tax RS Web-based tax prep system for large firms with secure sharing, diagnostics, and integration capabilities. | enterprise | 8.3/10 | 9.1/10 | 7.6/10 | 8.0/10 |
| 9 | ProConnect Tax Online Cloud-hosted tax preparation software enabling anytime access, bank integration, and firm collaboration. | specialized | 8.4/10 | 9.2/10 | 7.8/10 | 8.0/10 |
| 10 | TaxWise Reliable tax software for professional preparers featuring quick entry, error checks, and e-file options. | specialized | 7.9/10 | 8.4/10 | 7.2/10 | 7.5/10 |
Advanced professional tax preparation software for handling complex returns, e-filing, and client management in tax firms.
Cost-effective tax prep software with robust features for e-filing, diagnostics, and support for tax professionals.
Enterprise tax preparation solution with integrated practice management, compliance, and multi-state support.
Cloud-based tax preparation platform offering workflow automation, collaboration, and real-time updates for firms.
Desktop tax software tailored for small to mid-sized tax businesses with easy data entry and e-filing.
Affordable, intuitive tax preparation tool with unlimited e-filing and strong customer support for preparers.
User-friendly professional tax software with advanced calculations, forms support, and competitive pricing.
Web-based tax prep system for large firms with secure sharing, diagnostics, and integration capabilities.
Cloud-hosted tax preparation software enabling anytime access, bank integration, and firm collaboration.
Reliable tax software for professional preparers featuring quick entry, error checks, and e-file options.
Lacerte
enterpriseAdvanced professional tax preparation software for handling complex returns, e-filing, and client management in tax firms.
Advanced Paperless Office for electronic signatures, client organizers, and secure document delivery
Lacerte, from Intuit's ProConnect suite, is a premium tax preparation software tailored for professional CPAs and tax firms handling complex returns. It supports federal, state, and local tax forms for individuals, businesses, partnerships, estates, trusts, and nonprofits, with robust tools for data import, calculations, diagnostics, and e-filing. Integrated with QuickBooks and other Intuit products, it streamlines high-volume workflows while ensuring compliance with IRS standards.
Pros
- Exceptional handling of complex, multi-state returns with advanced calculations
- Comprehensive diagnostics and error-checking to minimize rejections
- Seamless integration with QuickBooks and reliable e-filing acceptance rates
Cons
- Steep learning curve for beginners due to its professional-grade interface
- High subscription costs that may deter solo practitioners
- Occasional performance lags during peak tax season updates
Best For
Mid-to-large tax firms and CPAs managing high volumes of intricate business and individual returns.
Pricing
Annual subscriptions start at ~$1,749 for the first year (100 returns), scaling to $3,000+ for unlimited returns with add-ons for extras like state modules.
Drake Software
specializedCost-effective tax prep software with robust features for e-filing, diagnostics, and support for tax professionals.
Unlimited federal and state returns with all 50 states + D.C. bundled into one affordable price
Drake Software is a robust, desktop-based tax preparation solution tailored for professional tax preparers, CPAs, and firms handling individual, business, and state returns. It offers an extensive library of over 25,000 forms covering all 50 states and D.C., with built-in e-filing, direct deposit, and bank product integrations for efficient refund processing. The platform emphasizes reliability, compliance, and workflow tools like data sharing and diagnostics to streamline high-volume tax seasons.
Pros
- All 50 states and D.C. included at no extra cost per state
- Extensive forms library with automatic updates and diagnostics
- Outstanding customer support with live chat and phone assistance
Cons
- Dated Windows-only interface lacks modern web or mobile access
- Steeper learning curve for new users compared to cloud-based alternatives
- Limited integrations with third-party practice management tools
Best For
Mid-sized tax firms and independent preparers prioritizing comprehensive state coverage and cost savings over a sleek, intuitive UI.
Pricing
Perpetual licenses start at $545 for basic individual returns, scaling to $2,395 for full professional suites; includes annual updates, e-filing, and all states.
UltraTax CS
enterpriseEnterprise tax preparation solution with integrated practice management, compliance, and multi-state support.
Powerful diagnostic engine that proactively identifies errors, ensuring near-perfect e-file acceptance rates
UltraTax CS is a comprehensive professional tax preparation software from Thomson Reuters designed for CPAs, accounting firms, and tax professionals handling high-volume, complex returns. It supports federal, state, and local tax forms for individuals, businesses, partnerships, corporations, estates, and trusts, with automated calculations, diagnostics, and e-filing capabilities. The software integrates with the broader CS Professional Suite for practice management, trial balance import, and workflow automation, ensuring compliance and efficiency in tax workflows.
Pros
- Extensive form library covering all major tax types and jurisdictions
- Advanced diagnostics and error-checking for high accuracy and low rejection rates
- Seamless integration with CS Suite for end-to-end firm management
Cons
- Steep learning curve for new users due to depth of features
- Dated user interface compared to modern cloud-based competitors
- High subscription costs that scale with firm size and modules
Best For
Mid-to-large tax firms and CPAs managing complex, high-volume returns across multiple states.
Pricing
Custom subscription pricing based on firm size, users, and modules; typically $5,000–$25,000+ annually.
CCH Axcess Tax
enterpriseCloud-based tax preparation platform offering workflow automation, collaboration, and real-time updates for firms.
Integrated Workflow Manager that automates task assignment, tracking, and deadlines across the entire firm
CCH Axcess Tax is a comprehensive cloud-based tax preparation software from Wolters Kluwer, designed for professional tax firms to handle individual, business, partnership, corporate, and fiduciary returns. It features advanced calculations, state and federal compliance tools, electronic filing, and seamless integration with other CCH Axcess suite products like practice management and research tools. The platform emphasizes workflow automation, real-time collaboration, and daily tax law updates to ensure accuracy during peak seasons.
Pros
- Extensive support for complex returns with over 4 million diagnostics and error-checking tools
- Cloud-native design enables real-time multi-user collaboration and remote access
- Automatic daily updates for tax law changes and strong federal/state compliance
Cons
- Steep learning curve for new users due to dense interface
- High subscription costs that may not suit small firms
- Occasional performance lags during tax season peak times
Best For
Mid-to-large tax firms managing high volumes of complex returns that require robust workflow and compliance features.
Pricing
Custom quote-based pricing starting at around $5,000-$10,000 annually per preparer, scaling with firm size and return volume; no public tiered plans.
ProSeries
specializedDesktop tax software tailored for small to mid-sized tax businesses with easy data entry and e-filing.
Advanced Error Check wizard with 6,000+ validations ensuring pinpoint accuracy on complex returns
ProSeries by Intuit is professional-grade tax preparation software designed for CPAs, accountants, and tax firms handling complex individual, business, partnership, and fiduciary returns. It provides robust tools for e-filing, error checking, and data import from prior years or QuickBooks, supporting over 50 states and numerous forms. The software emphasizes accuracy and efficiency for high-volume preparers, with options for desktop and limited cloud access.
Pros
- Comprehensive forms library with over 6,000 built-in accuracy checks
- Seamless e-filing and integration with QuickBooks and prior-year data
- Reliable technical support tailored for tax professionals
Cons
- High pricing that scales steeply with return volume
- Steep learning curve for new users due to dense interface
- Desktop-heavy with limited full-featured mobile or cloud options
Best For
Established tax professionals and firms preparing high volumes of complex returns who prioritize accuracy over simplicity.
Pricing
Subscription starts at $449/year for Basic (10 returns), scaling to $3,500+ for unlimited multi-user packages; pay-per-return options available.
TaxSlayer Pro
specializedAffordable, intuitive tax preparation tool with unlimited e-filing and strong customer support for preparers.
Unlimited federal e-filing with no per-return fees, maximizing value for busy tax seasons
TaxSlayer Pro is professional tax preparation software tailored for tax professionals, CPAs, and firms handling individual, business, and fiduciary returns. It offers unlimited federal e-filing, support for all major IRS forms, multi-state capabilities, and tools like client organizers and error checks. The platform emphasizes affordability and efficiency for high-volume filers.
Pros
- Highly affordable pricing with unlimited federal returns and generous state allowances
- Reliable e-filing acceptance rates and fast processing
- Strong customer support including live chat and phone assistance
Cons
- Fewer advanced integrations with accounting software compared to top competitors
- Interface feels dated in some areas despite functional usability
- Limited customization options for larger enterprise firms
Best For
Small to mid-sized tax preparation firms seeking cost-effective software for high-volume returns without sacrificing core functionality.
Pricing
Annual subscriptions start at $1,295 for Pro Series (unlimited federal, 5 states), up to $4,995 for Enterprise (unlimited federal/state, advanced features).
TaxAct Professional
specializedUser-friendly professional tax software with advanced calculations, forms support, and competitive pricing.
Unlimited e-filing and technical support at no extra cost per return
TaxAct Professional is a robust tax preparation software tailored for CPAs, accountants, and tax professionals handling individual, business, and fiduciary returns. It supports over 20,000 federal and state forms, with built-in diagnostics, e-filing, and client organizers to streamline workflows. The platform emphasizes efficiency and compliance, making it suitable for firms processing high volumes of returns.
Pros
- Highly affordable pricing with unlimited e-filing and support
- Comprehensive form library covering most common business and individual returns
- Reliable diagnostics and error-checking tools reduce compliance risks
Cons
- Dated user interface compared to modern competitors
- Limited advanced customization and workflow automation
- State return support requires additional purchases
Best For
Small to mid-sized tax firms seeking cost-effective software for high-volume return preparation without enterprise-level complexity.
Pricing
Base packages start at $1,295 for 1040 returns, up to $2,495 for full business suite; per-state add-ons $200-$400 each, unlimited clients and e-filing included.
GoSystem Tax RS
enterpriseWeb-based tax prep system for large firms with secure sharing, diagnostics, and integration capabilities.
Relational database architecture enabling flexible, error-minimizing data entry for intricate tax scenarios
GoSystem Tax RS from Thomson Reuters is a professional-grade tax preparation software tailored for mid-to-large tax firms handling complex individual, business, partnership, and fiduciary returns. It features a relational database structure for efficient data entry, advanced diagnostics, and automated workflows to streamline high-volume processing. The platform supports unlimited multi-state filings, integrates seamlessly with Thomson Reuters' practice management tools like GoFileRoom, and provides robust error-checking for compliance accuracy.
Pros
- Exceptional handling of complex, high-volume returns with relational data entry
- Unlimited multi-state support and advanced diagnostics
- Seamless integration with Thomson Reuters ecosystem for workflow efficiency
Cons
- Steep learning curve due to powerful but complex interface
- High cost, especially for smaller firms
- Dated user interface compared to modern competitors
Best For
Mid-to-large tax firms preparing complex, multi-state returns at high volumes.
Pricing
Custom quote-based pricing; typically $4,000-$10,000+ per preparer annually depending on firm size and modules.
ProConnect Tax Online
specializedCloud-hosted tax preparation software enabling anytime access, bank integration, and firm collaboration.
Advanced real-time diagnostics engine that proactively flags errors and compliance issues during preparation
ProConnect Tax Online is a cloud-based professional tax preparation software from Intuit, designed for accountants and tax professionals handling complex individual, business, and fiduciary returns. It provides comprehensive federal and state form support, real-time error diagnostics, e-filing capabilities, and seamless integration with QuickBooks and other Intuit tools. The platform enables remote access, client data import via Intuit Link, and collaborative workflows for tax firms.
Pros
- Extensive form library and state support
- Real-time diagnostics and error checking
- Strong integration with Intuit ecosystem
Cons
- Steep learning curve for beginners
- Higher cost for premium features
- Occasional cloud performance issues
Best For
Mid-to-large tax firms needing robust cloud-based preparation with Intuit integrations.
Pricing
Tiered annual subscriptions from $459 (Basic) to $1,349 (Premium) per preparer, plus per-return and state e-file fees.
TaxWise
specializedReliable tax software for professional preparers featuring quick entry, error checks, and e-file options.
Intelligent Diagnostics system that scans returns for errors, optimizations, and compliance issues in real-time.
TaxWise by Wolters Kluwer is a professional tax preparation software designed for CPAs, tax firms, and preparers handling individual, business, and fiduciary returns. It provides comprehensive support for federal, state, and local tax forms, e-filing, direct deposit services, and refund transfers. Advanced diagnostics and quality review tools help ensure accuracy and compliance, with integrations for practice management.
Pros
- Extensive library of federal, state, and local forms
- Reliable e-filing and bank product integrations
- Powerful diagnostics engine for error detection
Cons
- Dated user interface with steep learning curve
- Complex and potentially high pricing structure
- Limited customization and mobile support
Best For
Mid-sized tax firms and CPAs preparing complex returns who value form accuracy and compliance tools over modern usability.
Pricing
Annual subscriptions start at ~$800 per preparer for basic packages, up to $3,000+ for premium, plus per-return e-file fees (~$2-5 each).
Conclusion
The reviewed tax preparation business software, ranging from advanced enterprise tools to affordable solutions, showcases diverse strengths. Lacerte stands out as the top choice, excelling in handling complex returns, e-filing, and client management for tax firms. Drake Software and UltraTax CS follow as strong alternatives—Drake for cost-effectiveness and robustness, UltraTax for integrated enterprise features and multi-state support, catering to different firm needs.
Start with Lacerte to leverage its professional edge, or explore Drake or UltraTax CS if your firm’s focus lies in specific areas like affordability or comprehensive management—each top tool delivers value.
Tools Reviewed
All tools were independently evaluated for this comparison