Quick Overview
- 1#1: Drake Tax - Full-featured, affordable tax preparation software with extensive forms support and fast e-filing for tax professionals.
- 2#2: Lacerte - Advanced tax software for handling complex individual, business, and fiduciary returns with robust diagnostics and workflow tools.
- 3#3: UltraTax CS - Enterprise-grade tax preparation platform with integrated practice management and multi-state compliance for accounting firms.
- 4#4: CCH Axcess Tax - Cloud-based tax workflow solution offering comprehensive preparation, review, and compliance for large practices.
- 5#5: ProSeries Professional - Reliable desktop tax software for professional preparers focusing on individual and small business returns.
- 6#6: TaxSlayer Pro - Cost-effective, web-based tax prep software with strong support for e-filing and multi-state returns.
- 7#7: TaxWise - User-friendly tax preparation software with integrated e-filing and bank product integration for small to mid-sized firms.
- 8#8: TaxAct Professional - Efficient tax software for professionals with competitive pricing and support for a wide range of forms.
- 9#9: GoSystem Tax RS - Scalable, browser-based tax preparation system for high-volume firms with advanced collaboration features.
- 10#10: TaxWorks - Professional tax software providing form-driven preparation and e-filing capabilities for individual practitioners.
Tools were chosen based on a balanced assessment of features (including forms support, e-filing capabilities, and multi-state compliance), quality (robust workflow and diagnostic tools), ease of use (intuitive interfaces), and value (cost-effectiveness), ensuring they deliver exceptional performance across use cases.
Comparison Table
This comparison table examines a variety of tax professional software tools, featuring Drake Tax, Lacerte, UltraTax CS, CCH Axcess Tax, ProSeries Professional, and more, to help users understand key differences. By outlining essential capabilities, it provides a clear framework for identifying software that aligns with practice needs, workflow, and accuracy requirements.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Drake Tax Full-featured, affordable tax preparation software with extensive forms support and fast e-filing for tax professionals. | specialized | 9.4/10 | 9.6/10 | 8.8/10 | 9.8/10 |
| 2 | Lacerte Advanced tax software for handling complex individual, business, and fiduciary returns with robust diagnostics and workflow tools. | enterprise | 9.1/10 | 9.5/10 | 8.2/10 | 8.0/10 |
| 3 | UltraTax CS Enterprise-grade tax preparation platform with integrated practice management and multi-state compliance for accounting firms. | enterprise | 8.6/10 | 9.4/10 | 7.7/10 | 8.1/10 |
| 4 | CCH Axcess Tax Cloud-based tax workflow solution offering comprehensive preparation, review, and compliance for large practices. | enterprise | 8.7/10 | 9.2/10 | 7.9/10 | 8.1/10 |
| 5 | ProSeries Professional Reliable desktop tax software for professional preparers focusing on individual and small business returns. | specialized | 8.7/10 | 9.2/10 | 8.0/10 | 8.3/10 |
| 6 | TaxSlayer Pro Cost-effective, web-based tax prep software with strong support for e-filing and multi-state returns. | specialized | 8.1/10 | 7.8/10 | 8.3/10 | 9.2/10 |
| 7 | TaxWise User-friendly tax preparation software with integrated e-filing and bank product integration for small to mid-sized firms. | specialized | 8.1/10 | 8.4/10 | 7.9/10 | 7.6/10 |
| 8 | TaxAct Professional Efficient tax software for professionals with competitive pricing and support for a wide range of forms. | specialized | 7.8/10 | 7.5/10 | 8.2/10 | 9.0/10 |
| 9 | GoSystem Tax RS Scalable, browser-based tax preparation system for high-volume firms with advanced collaboration features. | enterprise | 8.1/10 | 9.2/10 | 7.3/10 | 7.6/10 |
| 10 | TaxWorks Professional tax software providing form-driven preparation and e-filing capabilities for individual practitioners. | specialized | 7.8/10 | 8.4/10 | 7.1/10 | 7.5/10 |
Full-featured, affordable tax preparation software with extensive forms support and fast e-filing for tax professionals.
Advanced tax software for handling complex individual, business, and fiduciary returns with robust diagnostics and workflow tools.
Enterprise-grade tax preparation platform with integrated practice management and multi-state compliance for accounting firms.
Cloud-based tax workflow solution offering comprehensive preparation, review, and compliance for large practices.
Reliable desktop tax software for professional preparers focusing on individual and small business returns.
Cost-effective, web-based tax prep software with strong support for e-filing and multi-state returns.
User-friendly tax preparation software with integrated e-filing and bank product integration for small to mid-sized firms.
Efficient tax software for professionals with competitive pricing and support for a wide range of forms.
Scalable, browser-based tax preparation system for high-volume firms with advanced collaboration features.
Professional tax software providing form-driven preparation and e-filing capabilities for individual practitioners.
Drake Tax
specializedFull-featured, affordable tax preparation software with extensive forms support and fast e-filing for tax professionals.
Advanced diagnostics engine that proactively identifies errors, omissions, and optimization opportunities across returns
Drake Tax is a leading professional tax preparation software solution from Drake Software, designed specifically for CPAs, enrolled agents, and tax professionals handling individual, business, and fiduciary returns. It supports over 7,500 federal and state forms with automatic updates, robust e-filing, direct deposit options, and advanced diagnostics to ensure compliance and accuracy. Known for its reliability and cost-effectiveness, Drake Tax streamlines workflows with features like data import from prior years, bank product integration, and customizable preparer settings.
Pros
- Exceptional value with flat-rate unlimited return pricing
- Comprehensive form support and automatic updates for all 50 states
- Outstanding customer support with live chat, phone, and extensive training resources
Cons
- User interface appears dated compared to modern competitors
- Steeper learning curve for new users despite intuitive navigation
- Limited native mobile app functionality, relying on desktop primarily
Best For
Small to mid-sized tax firms and independent professionals seeking robust, affordable software with unlimited e-filing and top-tier support.
Pricing
Annual subscriptions start at ~$1,700 for unlimited federal returns + 1 state, with add-ons for additional states (~$300-500 each); per-return pricing available for lower volume users.
Lacerte
enterpriseAdvanced tax software for handling complex individual, business, and fiduciary returns with robust diagnostics and workflow tools.
Advanced Diagnostics and Quality Review tools that automatically flag errors, omissions, and optimization opportunities across returns.
Lacerte by Intuit is a professional-grade tax preparation software tailored for tax professionals handling complex individual, business, partnership, fiduciary, and estate returns. It provides comprehensive support for federal and all 50 state forms, automated calculations, diagnostics, and seamless e-filing with IRS and states. Integrated with Intuit's ecosystem like QuickBooks and ProConnect, it optimizes workflows for high-volume practices while ensuring accuracy and compliance.
Pros
- Extensive library of federal and state forms with automatic updates
- Powerful diagnostics engine for error detection and compliance
- Seamless integration with Intuit tools like QuickBooks and ProSeries
Cons
- High subscription costs that scale with return volume
- Steep learning curve for beginners due to advanced interface
- Occasional performance lags with very large datasets
Best For
Ideal for experienced tax professionals and mid-to-large firms managing high-volume, complex returns requiring robust diagnostics and multi-state support.
Pricing
Subscription-based starting at ~$2,000/year for basic plans, scaling to $5,000+ with unlimited returns and premium features; pay-per-return options available.
UltraTax CS
enterpriseEnterprise-grade tax preparation platform with integrated practice management and multi-state compliance for accounting firms.
SmartDiag diagnostics system that proactively identifies errors, omissions, and optimization opportunities across returns
UltraTax CS is a professional-grade tax preparation software from Thomson Reuters, designed for CPAs, accounting firms, and tax professionals handling complex returns. It offers comprehensive support for federal, state, and local tax forms across individuals, businesses, partnerships, corporations, estates, and trusts. The software excels in automation, diagnostics, and integration within the CS Professional Suite, streamlining high-volume workflows.
Pros
- Extensive coverage of all federal and 50-state tax forms with automatic updates
- Powerful diagnostics, error-checking, and e-filing reliability
- Seamless integration with Practice CS, Trial Balance CS, and other Thomson Reuters tools
Cons
- Steep learning curve and dated interface for beginners
- High cost, especially for smaller firms
- Resource-heavy, requiring robust hardware for optimal performance
Best For
Mid-sized to large tax firms and CPAs managing high-volume, complex business and multi-state returns.
Pricing
Quote-based subscription starting at $5,000+ annually per preparer, scaling with modules, users, and firm size.
CCH Axcess Tax
enterpriseCloud-based tax workflow solution offering comprehensive preparation, review, and compliance for large practices.
Dynamic diagnostics engine that proactively flags errors, omissions, and optimization opportunities across the entire return
CCH Axcess Tax is a robust, cloud-based tax preparation software from Wolters Kluwer, tailored for professional tax firms and CPAs handling complex individual, business, and fiduciary returns. It provides comprehensive support for federal, state, and local forms with advanced calculations, diagnostics, and e-filing capabilities. The platform integrates with the broader Axcess suite for practice management, document storage, and client collaboration, enabling efficient workflows for mid-to-large firms.
Pros
- Extensive library of over 45,000 forms and schedules with accurate, up-to-date calculations
- Seamless integration with CCH Axcess suite for trial balance, planner, and document management
- Strong security features including bank-grade encryption and role-based access controls
Cons
- Steep learning curve for users new to the platform
- High subscription costs that may strain smaller firms
- Occasional performance lags during peak tax season despite cloud infrastructure
Best For
Mid-sized to large tax firms requiring scalable, enterprise-grade tax prep with full workflow integration.
Pricing
Subscription-based pricing starts at around $5,000-$10,000 annually per user/preparer, scaling with firm size, return volume, and add-on modules; custom quotes required.
ProSeries Professional
specializedReliable desktop tax software for professional preparers focusing on individual and small business returns.
Intelligent Diagnostics engine that proactively identifies errors, missing data, and compliance issues to reduce e-file rejections.
ProSeries Professional is a robust tax preparation software from Intuit designed specifically for professional tax preparers, CPAs, and accountants. It handles federal and state returns for individuals, businesses, partnerships, S-corps, C-corps, trusts, and estates with support for over 4,500 forms. Key features include e-filing, QuickBooks integration, automated calculations, and diagnostics to ensure accuracy and compliance.
Pros
- Comprehensive form library covering complex business returns
- Seamless integration with QuickBooks and Lacerte
- Reliable e-filing with high acceptance rates and strong Intuit support
Cons
- Steep learning curve for beginners due to keyboard-driven interface
- Higher pricing compared to some competitors
- Desktop-only with limited cloud or mobile functionality
Best For
Established tax professionals and firms handling high volumes of complex individual and business returns who prioritize accuracy and Intuit ecosystem integration.
Pricing
Annual subscription tiers start at $449 for Basic (individual returns) up to $1,999 for Premium (unlimited business, fiduciary, and state returns).
TaxSlayer Pro
specializedCost-effective, web-based tax prep software with strong support for e-filing and multi-state returns.
Unlimited federal e-files included in annual plans, maximizing value without per-return fees
TaxSlayer Pro is professional-grade tax preparation software tailored for CPAs, enrolled agents, and tax preparers to handle federal and state returns for clients efficiently. It supports a wide range of forms, from individual 1040s to business entities like S-Corps and partnerships, with tools for e-filing, client management, and electronic signatures. Available in both desktop (Pro Series) and cloud-based (ProWeb) versions, it emphasizes affordability and reliability for professional workflows.
Pros
- Highly affordable pricing compared to top competitors
- Reliable e-filing with high acceptance rates
- Intuitive interface suitable for smaller firms
Cons
- Lacks some advanced diagnostics and planning tools of premium software
- Limited integrations with practice management systems
- Occasional state-specific form delays
Best For
Solo practitioners and small to mid-sized tax firms prioritizing cost savings and core preparation functionality.
Pricing
Annual bundles start at $1,062 for Pro Basic (500 returns) up to $2,373 for Pro Premier (unlimited); pay-per-return options from $3.95/federal return.
TaxWise
specializedUser-friendly tax preparation software with integrated e-filing and bank product integration for small to mid-sized firms.
Wise Diagnostics for proactive error detection and compliance checks across complex returns
TaxWise, from Wolters Kluwer, is professional-grade tax preparation software tailored for tax pros handling individual, business, and state returns. It provides extensive federal and state form libraries, e-filing, bank product integrations, and diagnostic tools to ensure accuracy and efficiency. The software includes client management features and supports high-volume preparers with reliable performance during peak season.
Pros
- Vast library of federal and state forms with automatic updates
- Robust e-filing and bank products integration for faster refunds
- Strong diagnostic engine reduces errors and rejections
Cons
- User interface feels dated compared to modern competitors
- Steep pricing for small or solo practitioners
- Limited customization and mobile app support
Best For
Mid-sized tax firms and high-volume preparers needing reliable state compliance and e-filing.
Pricing
Subscription-based starting at ~$1,500/year for basic individual returns, scaling to $5,000+ with business modules and unlimited e-filing based on volume.
TaxAct Professional
specializedEfficient tax software for professionals with competitive pricing and support for a wide range of forms.
ProMover tool for seamless data migration from competitors like TurboTax or H&R Block
TaxAct Professional is a robust tax preparation software tailored for tax professionals, supporting Form 1040 individual returns, business forms like 1065 and 1120, and fiduciary filings with federal and state e-filing capabilities. It includes tools for client management, data import from prior years or other software, electronic signatures, and audit defense features to streamline professional workflows. The platform emphasizes accuracy through built-in diagnostics and review tools, making it suitable for firms handling moderate volumes.
Pros
- Exceptional value with affordable pricing for unlimited returns
- Reliable e-filing with high acceptance rates
- Intuitive interface and quick data import tools
Cons
- Fewer advanced reporting and customization options than premium competitors
- Limited integrations with accounting software
- Customer support relies heavily on self-help resources
Best For
Small to mid-sized tax firms seeking cost-effective, reliable software for standard professional tax prep without needing enterprise-level complexity.
Pricing
Modules start at $169 for federal 1040, with full professional bundles from $1,295 to $1,749 for unlimited federal/state returns; per-return pricing also available.
GoSystem Tax RS
enterpriseScalable, browser-based tax preparation system for high-volume firms with advanced collaboration features.
Intelligent worksheet engine mimicking Excel with embedded tax rules, diagnostics, and relational data linking
GoSystem Tax RS from Thomson Reuters is a professional-grade tax preparation software tailored for complex returns, including business, fiduciary, and high-net-worth individual filings. It features a worksheet-driven interface that excels in diagnostics, error-checking, and compliance, allowing tax pros to handle intricate calculations efficiently. Integrated with Thomson Reuters' CS Professional Suite, it supports large firms with scalability and remote access capabilities.
Pros
- Powerful diagnostics and review tools for error-free complex returns
- Seamless integration with Thomson Reuters practice management and research tools
- Scalable for enterprise-level firms with high-volume processing
Cons
- Steep learning curve due to worksheet-based interface
- High cost prohibitive for small practices
- Occasional performance lags with large datasets
Best For
Large CPA firms and tax professionals managing complex business, estate, and partnership returns.
Pricing
Quote-based subscription starting at $5,000+ annually, scaled by firm size, users, and return volume.
TaxWorks
specializedProfessional tax software providing form-driven preparation and e-filing capabilities for individual practitioners.
Advanced diagnostics engine that proactively identifies errors, omissions, and optimization opportunities across all return types
TaxWorks by Wolters Kluwer is a professional-grade tax preparation software tailored for tax professionals handling individual, business, partnership, and fiduciary returns. It provides comprehensive support for federal and state forms, e-filing capabilities, diagnostics, and integration with practice management tools. The software emphasizes accuracy, speed, and compliance with IRS guidelines, making it suitable for firms with moderate to high volume.
Pros
- Extensive library of over 10,000 federal and state forms
- Reliable e-filing with high acceptance rates and integrated bank products
- Strong diagnostics and error-checking tools for compliance
Cons
- Dated user interface compared to modern competitors
- Steeper learning curve for beginners
- Pricing structure can add up with per-return fees
Best For
Mid-sized tax firms processing a high volume of complex returns who prioritize form accuracy and reliability over sleek design.
Pricing
Annual subscription per preparer starts around $2,500-$5,000 plus per-return fees of $5-$20 depending on complexity and volume discounts.
Conclusion
Drake Tax claims the top spot, offering full features at an affordable price with robust e-filing and extensive form support, making it a top choice for many tax professionals. Lacerte and UltraTax CS follow as strong alternatives: Lacerte excels with complex individual, business, and fiduciary returns, and UltraTax CS provides enterprise-grade tools with integrated practice management and multi-state compliance. These three tools, each tailored to specific professional needs, represent the pinnacle of reliable tax software.
Don't wait—start streamlining your tax preparation with the top-ranked Drake Tax, and experience the efficiency and value it brings to your practice.
Tools Reviewed
All tools were independently evaluated for this comparison