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Tax Preparation Software: Options for the Tax Professional

Tax preparation software modules can provide your accounting or tax firm with a cost effective, convenient, and secure method for developing and filing state and federal client tax returns. Tax preparation modules can help you improve office productivity, save time, increase profits, and offer improved client service. Find out about the tax preparation software options available to you and how they can benefit your business in this article.

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Find out why thousands of businesses trust Find Accounting Software to help narrow down thousands of options to a managable list of top recommendations. There’s no pressure, no obligation, and no cost. Sound good? Let’s get started!

The companies and representatives you sent our way were prompt and thorough… I definitely would recommend your company as a means to exploring options with qualified providers. — Bruce Conley
Your service saved me some very valuable time and hooked me up with some excellent resources. Thanks for providing this top-notch service. — Linda Vittori
Thanks! Having a service like this to help navigate the ocean of accounting software and help identify potential good-fits without having to delve through numerous bad-fits is of tremendous value! — Mark Carpenter

What can tax preparation software do for you?

Tax preparation software helps you calculate and file annual business tax returns for your clients. Using a tax preparation application can save you considerable amounts of time and increase your accuracy when completing tax forms, as compared to manually preparing your clients’ returns. Your addition and transposition errors are minimized, since figures from one form automatically carry over to subsequent forms. This application also allows you to quickly perform “what-if” analysis and identify potential tax breaks for clients. You can also print preparation reports to help you efficiently complete last year’s clients’ documentation for this year’s return.

Support for tax forms with tax preparation software

One of the most important aspects of selecting the correct tax preparation software is finding a solution that supports the forms you require. There are many comprehensive solutions, but also others that provide targeted tax preparation for different types of state and federal returns. Common forms included with tax preparation software include: 1040 (individual), 1065 (partnership), 1120 (corporate), 1120S (s-corporate), 1041 (fiduciary), 706 (estate), 709 (gift), 990, exempt (990), and 5500 (benefit plan), among many others.

Tax preparation software and electronic filing

Tax preparation packages also include workflow tools to help make the process of filing client returns as efficient as possible. Some solutions even include document scanning technologies to better manage and input data. The ability to electronically file tax returns is critical for tax professionals. Electronically filing forms provides savings in both time and money.

Popular Tax Preparation Software Products

Looking for great tax preparation software options? Below you can check out a list of the products most commonly considered by others searching for tax preparation software. The list on this page is based on many years of real software matches. But everyone’s needs are different. Browse for fits with your specific requirements or let us help you identify your top options.

Which software is right for you? Get quick and accurate recommendations.

What if you could simply tell someone about your software needs and they’d find your best choices? Look no further. We’ll listen to your needs and find your top software matches. That’s it. There’s no pressure, no cost.

The companies and representatives you sent our way were prompt and thorough… I definitely would recommend your company as a means to exploring options with qualified providers. — Bruce Conley
Your service saved me some very valuable time and hooked me up with some excellent resources. Thanks for providing this top-notch service. — Linda Vittori
Thanks! Having a service like this to help navigate the ocean of accounting software and help identify potential good-fits without having to delve through numerous bad-fits is of tremendous value! — Mark Carpenter
  • Lacerte by Intuit

    For more than twenty years, Lacerte has provided professional tax programs for the desktop computer. Today, Lacerte is one of the most popular tax software packages available with thousands of satisfied users processing millions of tax returns...

  • GoSystem Tax by Thomson Reuters

    GoSystem Tax RS is your complete tax reporting solution. This web-based subscription service, standardizes your tax preparation processes in a secure online environment. Since GoSystem Tax RS is a web-based solution, you will be able to easily...

  • UltraTax CS by Thomson Reuters

    Over the past five years, more than 7,000 firms have switched to UltraTax, the fastest growing tax software. UltraTax, now in its fifth year of production, will help you prepare more returns in less time and maximize your profitability. 1040, 1120...

  • Vertex Sales Tax Q Series by Vertex

    Vertex Sales Tax Q Series blends the most accurate and timely state and local tax research in the industry with advanced open systems and Windows® technology to take you to a whole new level of tax compliance confidence. Its architecture...

  • AvaTax ST by Avalara

    AvaTax ST has three significant capabilities: address validation (for correct identification of tax jurisdiction); accurate sales and use tax calculation which considers each invoice line item, product taxabilities, and customer exceptions, local...

  • Tax Compliance Software Products by 1099 Pro

    1099 Pro, Inc. provides software for filing tax forms 1099, 1098, 5498, W-2, 1042-S and others. 1099 Pro carries of complete line of tax supplies including: 1099 forms, W-2 forms, 1042-S forms and envelopes. Technical Support is always...

  • BNA Corporate Tax Analyzer by Bloomberg BNA

    BNA Corporate Tax Audit Analyzer is more than just an audit solution. This feature-rich program is a flexible, easy-to-use tax planning and analysis tool. It computes federal domestic income taxes and foreign tax credit, automatically calculates...

  • ProSeries Basic by Intuit

    ProSeries Basic is tailored for small to medium tax practices, to help them provide high quality tax return services. Available in both Professional and Basic editions, you can be assured that there is a ProSeries system perfect for your company....

  • Greenshades by Greenshades Software

    Payroll Tax Service An All-In-One E-Filing and E-Payment solution for submitting electronic returns and payments Year-End Forms Online distribution and print services for a variety of forms including W-2s, 1099s, 1095-Cs and T4s Employee...

  • BNA Income Tax Planning Solutions by Bloomberg BNA

    The #1 choice of CPAs, BNA Income Tax Planning Solutions are so widely acknowledged as the undisputed industry leaders that the major tax preparation packages (CCH, Intuit, Creative Solutions, LaCerte, Prosystems FX, and Gosystems, to name a...

  • Drake Tax Solution by Drake Software

    The Tax Software includes: * Electronic Filing… Electronic filing with Drake Software is fast, easy, and free. There are no per-return transmission fees, no third-party e-filers, and no hassles. We know how important safety and reliability...

  • TaxWise ‑ Solutions for the Tax Professional by Wolters Kluwer, CCH

    TaxWise offers convenient and cost effective solutions for tax professionals. From simple to complex returns, TaxWise helps you complete Federal and State returns quickly and with ease. TaxWise has been a leader in the tax preparation and...

  • International Tax Navigator by Windstar Technologies

    The International Tax Navigator™determines appropriate taxes and tax rates, provides case-by-case analyses of tax treaty benefits and limitations and provides the completed withholding certificates and reporting forms. Information can be...

  • TaxStream by KPB Associates

    TaxStream provides a simple and effective approach to global tax planning and FAS 109 compliance. The system pulls together all U.S., state and foreign tax information into a single database which supports a suite of analytical tools. With...

  • ACCUCert Tax Credit Compliance Software by ACCUCert, LLC

    The ACCUCert Tax Credit Software is part of your successful compliance workflow. Besides keeping the compliance workflow organized and on-track, all of the calculations are done for you. * All third party verification forms are generated from...

  • Abacus Tax Software by Abacus Tax Software

    Abacus Tax Software is an affordable tax and electronic filing option. The 1040 Tax Software Pack provides you with a completely integrated tax software program, electronic filing and RAL and PERC Check system. The software includes over 250...

  • BNA Estate & Gift Tax Suite by Bloomberg BNA

    Grow your practice and work more efficiently with the most powerful estate and gift tax planning and preparation tools available - The BNA Estate & Gift Tax Suite. Incorporating the most recent state and federal tax law changes. BNA Software...

  • Income Tax Reporter by Progressive System Solutions

    Allows user to set up groupings for General Ledger Accounts tied to 1120 or 1120S. Report then prints showing you financial data in the order it should be entered on your tax return. Great time saver at tax time. Benefits The Income Tax...

  • Tax Management Software Systems by QS/1 Governmental Solutions

    Tax Management Handle tax billing and property appraisals in-house with integrated systems for auditor, treasurer, delinquent tax collector and assessor. Each system accesses a comprehensive database supporting appraisals, assessments,...

  • Acumatica ERP by Acumatica

    Acumatica Cloud ERP provides all of the features of traditional accounting, financial, and ERP software, but is web-based so it is less expensive to maintain, centrally managed, and accessible from anywhere. Customers can purchase a license and...

  • W2 Mate‑W2 1099 Software by Real Business Solutions

    W2/1099 Software for filing W2 Forms & 1099 Forms for $39 only!

    W2 Mate Software eliminates the need for buying Forms W2 Copy A and W3 by printing government-approved laser substitutes for these forms on plain white paper (this is an...

  • Orange Tax Suite Pro by Orange Door

    Orange Tax Suite Pro is tax software evolved. Its simple, hosted platform allows you to work and connect with your clients from anywhere you have an internet connection. You won't have to be tied down to a single computer, server, or location, and...

  • Taxsimple by TAXSIMPLE

    Since 1983, TAX$IMPLE has consistently served the financial industry with state-of-the-art, powerfully integrated tax software. Our package includes federal, state, and local tax software for Individual Corporations, S-corporations,...

  • InSource ‑ Income Tax by Thomson Reuters

    InSource CS is a complete tax management system. This software has the ability to report federal, state, local and international taxes. This software is perfect for your multinational corporation, insurance company or partnership. Navigation...

  • TaxWise ‑ Accounting Software for Accounting & Tax Professionals by Wolters Kluwer, CCH

    TaxWise provides various accounting software applications from which to choose. These products are tailored to help you grow your accounting practice. Training is available both online and onsite so you can quickly become proficient to ensure a...

  • Stansoft Linux by Standard Software

    Stansoft Linux financial accounting software offers a complete accounting solution for every business. It utilizes an IBM Informix database, a relational database management system giving you a system that is simple, flexible, and productive. Having...

  • franchiseIQ by FranchiseIQ

    ## Designed for franchise operations franchiseIQ addresses the specific needs of a multi-entity environment of a franchise operation. It provides full accounting and business software for both franchisor and franchisees. Online and accessible...

  • Clear Biz by Clear Biz

    Clear Biz helps Accounting Professionals take control of their practice. The program was specifically designed to effectively manage clients, tasks/deadlines, personal and corporate taxes, billing and much more. The software includes built-in...

  • Epicor Financial Management by Epicor Software

    Delivering manufacturers the tools necessary to monitor financial conditions and improve decision making. Epicor financial management software is designed to automate and streamline your financial processes and create value through timely financial...

  • Dynamics GP by Microsoft

    Microsoft Dynamics GP is an ERP solution designed for small and mid-market businesses. Key capabilities of Dynamics GP include:

    • Financial management and accounting
    • Inventory management and...

    • Intacct by Intacct

      Intacct provides professional-strength, on-demand financial management and accounting applications for small and mid-sized businesses. Get the same power, functionality, reporting and security that traditional legacy on-premise systems provide, but...

    • Dynamics NAV by Microsoft

      Dynamics NAV is an ERP product developed by Microsoft for small and mid-market companies. The solution offers product functionality covering financial management, supply chain management, manufacturing, project management, and service...

    • Sage 300 by Sage

      Traditional enterprise resource planning (ERP) software solutions provide an automation platform that connects the functional areas of your business—accounting, distribution or warehouse, and manufacturing. Modern ERP software solutions have...

    • SAP Business One by SAP

      SAP Business One provides a single, affordable solution for managing your entire business, including financials, sales, customer relationships and operations. Streamline your end-to-end operations, gain instant access to complete information and...

    • NetSuite by NetSuite

      NetSuite enables companies to manage all key business operations in a single, integrated system, which includes customer relationship management; order management and fulfillment; inventory management; finance; ecommerce and Web site management; and...

    • Sage 100 by Sage

      Drive growth with enterprise resource planning (ERP) software that helps you run your business better. Sage 100 is an innovative, flexible solution for growing businesses with a low total cost of ownership which offers modern architecture, robust...

    • TRAVERSE by Open Systems

      TRAVERSE is an ERP system from Open Systems, Inc. offering financial, operations, and sales functionality. Traverse provides comprehensive integration for key business processes, while offering the ability to scale from 5 to 500 users....

    • Adagio Accounting Suite by Softrak Systems

      Adagio Accounting is a multi-ledger, modular accounting system that provides best-in-class audit controls and financial reporting capabilities. It is designed for small and mid-sized businesses that process significant volumes of transactions –...

    • VersAccounts Cloud ERP by VersAccounts

      VersAccounts was created to bring the power of a modern full-function ERP system to even the smallest business that needs it. It is a recognition of the fact that even small businesses with modest budgets have business operations that are every bit...

    • Denali Business+Accounting by Cougar Mountain Software

      Everything you expect from a leading business accounting solution, plus the tools to manage cash flow, monitor profitability, analyze trends, track inventory, and make informed financial decisions based on real-time accounting data. Let us show you...

    • Sage 100 Contractor by Sage

      Sage 100 Contractor is an integrated business management and accounting system for general and engineering contractors and subcontractors of all trades. The software includes estimating, scheduling, project management, equipment management, payroll,...

    • Dynamics SL by Microsoft

      Microsoft Dynamics SL (formerly Microsoft Business Solutions—Solomon) is designed to meet the specific business management needs of project, service, and distribution-driven organizations, including companies in these industries: *...

    • Sage ERP X3 by Sage

      Sage ERP X3 is the most powerful and flexible business management solution offered by Sage. It empowers mid-sized and larger companies within the manufacturing and distribution industries with the ability to grow a competitive business with limited...

    • Multiview Financial Suite by Multiview

      For organizations seeking a solution that easily conforms to their existing operations, Multiview Enterprise .NET n10 offers a flexible, integrated suite of financial solutions. With Multiview Enterprise .NET n10, companies gain superior visibility...

    • Abila MIP Fund Accounting by Abila

      Gain more time to focus on your cause Abila MIP Fund Accounting is a configurable fund accounting solution that allows you to report and track information that is most important to you, your board and your supporters. To help you deliver on...

    • SYSPRO 7 by SYSPRO

      SYSPRO - Software You Can Count On Every day thousands of people on six continents rely on SYSPRO for information, functionality and technology. Formed in 1978, SYSPRO has stood the test of time as a company and as a business solution for...

    • Epicor E10 ERP by Epicor Software

      Guided by the need of today’s users, Epicor ERP is a global enterprise resource planning solution that delivers the choice, flexibility and agility to drive growth and opportunity throughout your business. * Track, measure, and monitor your...

    • Business ByDesign by SAP

      The SAP Business ByDesign cloud-based solution (formerly referred to as code name A1S) is a new addition to the SAP offerings for small businesses and midsize companies. It is targeted to the unmet needs of these enterprises, which have...

    • Sage 500 ERP by Sage

      Maximize your operations, insight and competitive advantage to stay ahead of the pack. Sage 500 ERP solutions (formerly Sage ERP MAS 500) provides customizable enterprise resource planning software designed to run every business function at peak...

    • BillQuick by BQE Software

      Flexible, Award-Winning Billing—Choose from 150+ invoice templates that organize your information beautifully. Automate bills to go out on the schedule of your choice to keep cash flow coming in smoothly. * "The Select Items in reports will...

Your Tax Preparation Software Recommendations

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