UltraTax CS vs. Workpapers CS Comparison Chart

Soraban is the tool to get more 1040s out the door and so much more. An Intelligent Tax Workflow Solution built specifically for accounting and tax firms, designed to automate client data intake, document collection, and workflow coordination. Stop chasing clients for documents and let Soraban handle it with dynamic, customizable questionnaires that auto-remind clients via SMS, email, or voicemail. Integrated with legacy tax software, Soraban automatically enters data, applies e-signatures for IRS forms, and coordinates tax return delivery with minimal human intervention. Handling repetitive administrative duties frees professionals to focus on advisory work while improving efficiency, reducing errors, and enhancing the client experience through mobile-friendly, seamless interactions.

Summ (formerly Crypto Tax Calculator) is an advanced crypto & equities tax platform that simplifies tracking and reporting across all your brokers, exchanges, wallets, and DeFi activity. With support for over 3,500 integrations, Summ imports your full transaction history and automatically generates audit-ready reports built to align with IRS tax guidelines. Users can review trades, identify tax-saving opportunities, and download accountant-approved forms including 8949, 1040, capital gains summaries, and more. Summ's portfolio tracker provides real-time PnL, tax liability insights, and accurate pricing for over 300,000 cryptocurrencies & shares. With a 4.6/5 Trustpilot rating and seamless TurboTax integration, Summ makes crypto tax filing stress-free for both casual traders and professionals. Designed for speed, accuracy, and compliance, Summ gives users total confidence at tax time.

For over four decades, Sovos has helped organizations of every size meet their tax and regulatory obligations with confidence. Our cloud-native compliance platform handles the full spectrum of requirements — from indirect tax and e-invoicing to information reporting and unclaimed property — across more than 19,000 jurisdictions worldwide. Half of the Fortune 500 rely on Sovos. With three billion transactions processed annually, a 400-member partner ecosystem, and a presence spanning the Americas and Europe, we deliver the scale and expertise that complex compliance demands. Beyond our enterprise offering, the Sovos family of eCommerce brands makes professional-grade compliance accessible to smaller organizations: TINCheck validates taxpayer identification numbers in real time against IRS, OFAC, and Death Master File data. Monthly plans begin at $19.95 with prepaid and high-volume options available. eFileMyForms handles eFiling for 1099, W-2, ACA, 1042-S, and CA 592-B forms on a pay-per-form basis — no subscriptions required. Per-form rates drop as low as $1.19 for high-volume orders. ReportMyUP automates unclaimed property reporting across all 50+ states with NAUPA-compliant outputs and direct eFile capability. Annual plans begin at $299, with a 7-day trial included. 1099Pro is a full-featured cloud platform for 1099, W-2, 1098, and 1042 filing, supporting 15+ form types with built-in TIN validation and corrections. Annual plans start at $449 with no setup fees. Aatrix delivers W-2 and 1099 eFiling through direct integrations with Sage, NetSuite, Acumatica, and 30+ other platforms. Pricing is per filing with no annual commitment. All products are backed by Sovos Compliance, LLC.

AlsoThere is a turnkey transactional infrastructure that unbundles commercial capabilities from legal incorporation. Built for B2B SaaS and ISVs, we act as your localized operational backbone, enabling parallel GTM deployment across 43 countries (US, EU, LATAM) in under 48 hours. Rapid Deployment: Achieve legal commercial presence in 48h, converting expansion from high-risk CAPEX to an agile OPEX model.Native capability to issue tax-compliant local invoices and execute multi-currency consolidations for enterprise nodes. Compliance-as-a-Service: We comply with local tax, legal, and regulatory frameworks entirely. AlsoThere seamlessly integrates into your channel strategies. We act as your specialized transactional infrastructure allowing you to bypass legacy generalist resellers and maintain 100% customer control. Powered by eSource Capital Group (20 years cross-border expertise) with over US$250M+ successfully processed for third-party enterprise clients.

Canopy is award-winning, all-in-one accounting practice management software designed to help tax, bookkeeping, and CPA firms build an autonomous firm. Operating as a firm-wide operating system, Canopy eliminates the friction and security risks of running a practice across disconnected software tools by centralizing client management (CRM), document management, workflow automation, time and billing, proposals, engagements, and tax resolution into a single cloud-native platform under one login. By providing one unified workspace, Canopy enables accounting professionals and firm leaders of all sizes to manage their entire practice with total visibility, clear operational structure, and predictable profitability. Key capabilities include: Canopy Coworker & Everywhere AI: Utilize built-in AI assistant tools to draft client communications, summarize complex documents, and surface actionable insights across your practice to reduce daily administrative load. Canopy Notetaker: Automate meeting documentation. This dedicated assistant records, transcribes, and extracts action items from client calls, syncing every detail directly to the client record. Client Management & Portal: Provide a modern digital front door for your firm. The secure client portal enables real-time collaboration, document sharing, eSignatures, and intake forms backed by a robust CRM. Workflow Automation: Build a self-running firm with customizable templates and automated recurring work steps while tracking team capacity and project progress in real time. Document Storage & Management: Centralize client files securely. Clients upload documents directly through their portal, removing email risks and reducing back-and-forth messaging. Engagements & Proposals: Deliver professional, branded engagement agreements with custom pricing, recurring billing structures, and clear terms of service to eliminate scope creep. Time & Billing: Automate your revenue cycle with integrated time tracking, automated invoicing, and faster online payment options. Tax Resolution & IRS Transcripts: Manage tax-specific services by accessing IRS transcripts, notices, and resolution forms directly inside your practice management workspace. Unite your practice into one firm-wide operating system and increase capacity without adding software complexity. Learn more at getcanopy.com.

Save 80% for 4 months on Xero's award-winning accounting and online bookkeeping platform for businesses of all sizes and stages of growth. Beautifully simple, Xero covers a wide range of features that help businesses manage their finances effortlessly, including invoicing, inventory, bank connections, payroll, reporting and more. Xero also offers users free online support 24/7. Xero offers a robust ecosystem of connected apps and integrations with banks and financial institutions, enabling small businesses to access a wide range of solutions within Xero's open platform to streamline operations and manage finances. Additionally, accounting and bookkeeping firms benefit from efficient compliance tools, advanced practice management software, and a cloud-based unified accounting ledger for all clients, centralized in one place.

From order intake through delivery, the FrameworkLTC and the SoftWriters suite of fully integrated and scalable solutions automates manual tasks so Long-Term Care (LTC) pharmacies can focus on what matters most: improving patient lives. Expand your business footprint while maximizing margin by replacing manual tasks with powerful automation. Strengthen partner relationships by delivering services designed to meet each facility’s unique needs. Provide concierge-level service by catering to the needs of every unique facility, wing and patient with our facility-centric software. Enable facilities to check their drug prices, print bills, check on order statuses and process returns in accordance to your pre-defined rules. Help your facilities by supplying reports relevant for daily operations and surveys. Don’t touch refill and reorder prescriptions until they hit the production floor by automating order input for refills and reorders.

IUX Markets is a professional trading platform offering access to over 250 financial instruments, including forex, stocks, indices, cryptocurrencies, commodities, and thematic indices. It provides ultra-low spreads starting from 0.0 pips, commission-free trading, and fast order execution with average speeds under 30 milliseconds, supported by institutional-grade liquidity. Traders can access markets through multiple platforms, including the proprietary IUX App Trade and MetaTrader 5, available on desktop and mobile devices. The platform offers transparent pricing, no requotes, and zero trade restrictions to ensure seamless trading experiences. IUX Markets also provides accessible market analytics, an economic calendar, and margin/spread calculators to assist traders in making informed decisions. Regulated by the Financial Services Commission of Mauritius, the platform prioritizes security and compliance, adhering to PCI DSS standards to protect customer funds and data.

For more than 30 years, Procare Solutions has been helping early childhood educators simplify operations and create meaningful connections with families, so they can focus on what matters most – the children in their care. From registration, attendance tracking, staff management and lesson planning to family engagement, tuition collection and reporting, we help ease the challenges faced with running a child care business. Our dedicated team of support professionals also make it easy to get up and running quickly and answer questions along the way. That’s why over 40,000 customers choose Procare. We are proud to be number one in child care management software!

Coevera is an AI-native CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers — companies with a defined sales process, sales managers accountable for pipeline, and deals complex enough that consultation rather than transaction wins them. Formerly Pipeliner CRM, built since 2011 on one idea: a sales process should be visible, teachable and repeatable. Intelligence is the default state of the system, not a premium add-on. The platform is industry-agnostic; our strongest results have come from manufacturing, financial services, insurance, software, professional services, energy and mining. Sales leaders buy Coevera for a forecast they can defend. Sales operations teams buy it because it can be configured, changed and reported on without a dedicated administrator, outside consultants or a multi-year build. Reps use it because the pipeline is visual and the next step is obvious. Voyager AI — predictive deal and pipeline guidance in context, with native MCP so Coevera data is available to the AI tools your team already uses. Visual pipeline management — drag-and-drop pipelines, buying centers and relationship maps, so who is involved in a deal and what stage it is actually in are both visible. Guided selling — your stages, required activities and qualification criteria enforced in the flow of work rather than in a document. Automatizer — no-code workflow automation your own ops team builds and changes. Reporting and forecasting built in — no BI licence required, with BI Feeder exporting to Tableau, Power BI and others when your analysts want the raw data. Three editions at three price points — $85, $115 and $150 per user per month. Implementations run in weeks, not quarters. Served markets: United States, Canada, the United Kingdom, Australia, New Zealand and Europe, with English, German, Spanish and Italian as focus languages.