Alternatives to Reconcile
Compare Reconcile alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Reconcile in 2026. Compare features, ratings, user reviews, pricing, and more from Reconcile competitors and alternatives in order to make an informed decision for your business.
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1
Soraban
Soraban
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. -
2
Corvee Tax Planning
Corvee
Corvee provides tax, accounting and financial advising firms with the ability to make smarter tax decisions for their clients while growing and optimizing their firm. The company’s flagship product, Corvee Tax Planning software, quickly and efficiently provides firms a sophisticated but simple tool to formulate a tax savings calculation, develop a proactive and strategic tax plan and streamline client collaboration. Corvee has been the recipient of numerous honors this year, including being named one of Accounting Today's Top New Products of 2021; being chosen as a Finalist in the 2021 CPA Practice Advisor's Technology Innovation Awards; and, most recently, making it onto the 2021 Inc. 5000 list of the fastest growing companies in America. -
3
FlyFin
FlyFin
For freelancers, self-employed, and business owners, CPAs file your taxes from start to finish, 5x cheaper. A.I. scans for all possible tax deductions. Simply connect all your expense accounts & FlyFin eliminates 95% of your work. FlyFin is a consumer startup focused on automating the financial lives of US consumers. AI can answer your tax filing questions, our tax team members are experts in all aspects of US & international taxes. They ensure 100% accurate tax review and preparation. A dedicated CPA will review every deduction and suggest tax-saving strategies for you. Find every tax deduction in minutes. Accept or reject deductions, or ask a CPA. Quarterly tax estimator based on your deductions & income. An expert CPA reviews everything & files your taxes. Ask unlimited tax questions to a CPA anytime and automatically track your finances. You can export the tax summary for IRS form 1040 in Excel format if you wish. -
4
Deferred.com
Deferred.com
Our free AI 1031 expert is trained on 8,000+ US tax documents and can answer anything related to 1031 exchanges. Understand the amount of capital gains you can defer and what you can afford in your exchange. Tell us about your exchange and we'll instantly match you with the right 1031 professional to support your needs. Real estate investors can use a 1031 exchange to avoid paying capital gains taxes on the sale of a property. In a 1031 exchange, the amount of capital gains that are deferred or taxable is based on the specifics of the transaction. To understand how much of your capital gains can be deferred when exchanging real estate, enter the details for all of the properties you’re selling and buying. Fully researched answers to your most complex tax questions. The best way to manage a 1031 exchange.Starting Price: Free -
5
AiTax
AiTax
Tax preparation has never been easier, using AI technology, AiTax is capable of preparing your taxes using the same tax planning opportunities as a tax attorney. AI guarantees you will pay the lowest amount of tax legally possible. AI eliminates the risk of human error and missed opportunities. The fee structure guarantees results or the filing is free. -
6
TaxGPT
TaxGPT
Your AI-powered tax assistant is accurate, saves time, and is dedicated to maximizing deductions. Navigating taxes just got easier. Whether you're an individual, a business owner, or a tax professional, our AI Chatbot is designed for everyone. Say goodbye to limitations and hello to unlimited tax support, pinpoint accuracy, and effortless filing. Increase the productivity and revenue of your tax firm 10x with TaxGPT AI copilot. TaxGPT research, memo writing, and client management tools are built with AI. No more stress over paperwork. Let TaxGPT take care of your tax filing process from start to finish, making it smooth, error-free, and completed with unmatched efficiency. Get personalized answers to your tax questions 24/7/365. File taxes for only $50 with a maximum refund and accuracy guarantee. No hidden fee or extra charge. Simply type in your tax question into the chat interface. You can ask about deductions, income, investments, filing status, or any other tax-related topic.Starting Price: $50 one-time payment -
7
Boast
Boast
Boast is the only R&D tax credit solution that combines technical and R&D tax expertise with AI to simplify claim preparation and maximize returns. Boast helps you easily identify and claim more innovation capital with our secure, AI-driven platform and in-house R&D tax expertise. From project identification and strategy to evidence collection, we don’t miss a thing. That’s why thousands of innovative companies use Boast every year to get higher claims, with less effort, and peace of mind. More than 98% of Boast claims are delivered without an audit. When our customers do hear from the CRA or IRS, we recover up to 95% of the estimated claim. We represent you at every step during the audit so it’s not a burden to you or your team. Boast’s AI-driven platform continuously identifies eligible R&D work and investments throughout your product development. Our in-house technical team also checks in proactively to ensure we don’t miss any eligible R&D tax credit claim opportunities. -
8
ZeroTax.ai
ZeroTax.ai
Tired of spending hours figuring out your taxes? We'll save you time here. Our cutting edge tax help service, aka TaxGPT, uses advanced artificial intelligence and a team of tax experts to give fast, accurate answers to any tax-related question here in our chatbot. Our easy to use chatbot or call-in line gets you the help you need in just a few minutes. And our advanced AI makes sure that the answers you need are as accurate as possible. Our lightning-fast tax help service is backed by a team of tax professionals who can review all answers for accuracy and completeness. We're so confident in the quality of our service, we offer you a 100% no-questions asked satisfaction guarantee.Starting Price: Free -
9
TaxTrex
TaxTrex
TaxTrex is a powerful, specialized, AI-driven platform built specifically for R&D tax credits, leveraging advanced machine learning models trained on decades of intricate tax law and IRS guidelines. This technology fundamentally changes how companies identify, substantiate, and claim their valuable research credits. It streamlines the entire claims process by providing a clear, step-by-step guided approach, allowing businesses to prepare and self-claim complex credits in as little as 90 minutes, drastically reducing the time commitment and high costs associated with traditional tax consultancy. This efficiency is driven by an automated survey system that consistently collects and time-stamps project information and detailed data from R&D staff throughout the year, guaranteeing the documentation is contemporaneous and highly accurate. It provides the necessary speed, maximum accuracy, and full regulatory compliance without the historical complexity or burden of manual tracking. -
10
Juno
Juno.tax
Juno is a modern AI-powered sidekick designed specifically for tax professionals who are overwhelmed by long hours and manual tax preparation. It automates tax research, data entry, calculations, and document management, helping accountants save time and reduce errors. With modules for preparation, review, and advisory, Juno streamlines every step of the tax process, from flagging inconsistencies to generating full workpapers in seconds. The platform not only ensures higher accuracy but also enables CPAs to focus on client relationships and strategic planning rather than tedious tasks. Built by a CPA, Juno has gained trust among hundreds of firms who rely on it during peak tax season. Testimonials highlight its ability to double productivity and make tax season more manageable for professionals.Starting Price: $4,000 -
11
TaxTim
TaxTim
TaxTim is a digital tax assistant designed to simplify the process of filing tax returns in South Africa. By engaging users in a conversational interface, TaxTim collects information about income, expenses, and deductions, then accurately completes and submits tax returns to SARS. It is suitable for a wide range of taxpayers, including salaried individuals, provisional taxpayers, independent contractors, and small business owners. TaxTim connects directly to SARS eFiling, allowing users to import IRP5s and other tax documents, submit returns, and receive assessments seamlessly. It performs thorough checks to identify potential deductions and errors, aiming to maximize refunds and ensure compliance. Users have access to a wealth of resources, including calculators, tax guides, and a helpdesk staffed by qualified tax practitioners.Starting Price: $17.62 per month -
12
Lazo
Lazo
Lazo is a platform designed to help startups navigate key stages like incorporation, tax filings, and fundraising with the assistance of AI-powered accounting agents. These AI agents automate essential tasks such as bookkeeping, financial insights, and compliance management, making it easier for entrepreneurs to focus on growth. Lazo also provides tools for creating and managing important documents, including investor relations materials and secure data rooms. By streamlining financial and legal operations, Lazo ensures that founders can keep their businesses running smoothly without getting bogged down in administrative work.Starting Price: $138/month -
13
Blue dot
Blue dot
Blue dot patented technology provides a 360° view into all employee-driven transactions, ensuring tax compliance and reducing tax vulnerabilities for consumer-style spending across the enterprise. Harness the power of AI, including deep learning and natural language processing, while leveraging external data sources and historical data to create an end-to-end story of each employee-driven transaction. Multiple data sources, and domain knowledge combined with an advanced AI engine. Identifies and calculates any eligible and qualified VAT spend based on the respective countries’ tax regulations, court decisions, any companies’ tax rulings, and specific business requirements. Detects and analyses consumer-style spending that is subject to TEB (and required wage tax payment from the company or the employee) and impacts the wage tax report. Checks, controls, and calculates consumer-style spending that is subject to CIT. -
14
Black Ore Tax Autopilot
Black Ore
Black Ore's Tax Autopilot is the first AI tax preparation platform for CPAs. Automated 1040 tax prep allows you to focus on growing your accounting firm. Ease employee hours and stress with automation. Enable faster, more accurate tax preparation with AI assistance. Serve more clients and preserve time for advisory and marketing. Black Ore's Tax Autopilot transforms tax compliance into a more strategic and profitable growth area for CPAs. Autonomous data classification, organization, and binder creation. AI/ML-powered insights and data processing directly into your tax software. Leading tax software integrations and enterprise-level security standards and certifications. Accounting firms of all sizes eliminate capacity constraints with Black Ore's Tax Autopilot. Expand profit margins with an enterprise-ready solution. Increase productivity and reduce review time for managers. Leverage technology that scales with hyper-growth customers. -
15
ezTaxReturn
ezTaxReturn
Simple step-by-step guidance. If you were a tax expert, you wouldn't need a tax program. So we make doing your taxes as easy and stress-free as possible. We provide clear instructions every step of the way and prompt you if you miss something. File a simple federal return, FREE. Doing your taxes doesn't have to cost an arm and a leg. Hard-working Americans with a simple tax return can file a federal return, FREE. Everyone else pays one low price Biggest possible refund, guaranteed. We make it easy to take advantage of the latest money-saving credits and deductions, so you get the biggest possible refund, guaranteed. FREE customer support. Get the answer you need when you need it. Just click the "Support" button, choose to ask a question using our secure portal or request a call-back from a U.S.-based Customer Service Representative. You'll get fast, professional and caring customer support -
16
CPA Pilot
CPA Pilot
CPA Pilot is an AI tax planning assistant built exclusively for accounting professionals. More than just software, it acts like a digital tax advisor —helping CPAs, Enrolled Agents, and tax firms automate research, streamline workflows, and deliver higher-value client services. With CPA Pilot, firms can: - Save hours every week by automating 1040 research and tax planning tasks. - Improve accuracy & compliance with AI-driven deduction discovery and IRS/state rule integration. - Enhance client relationships through automated client-ready emails, insights, and proactive tax strategies. - Scale their practice by onboarding new staff faster and reducing tax season stress. Whether you’re a solo CPA, part of a growing tax practice, or managing complex client portfolios, CPA Pilot makes tax preparation faster, smarter, and stress-free—so you can focus on advisory, not paperwork.Starting Price: $19 -
17
TaxTank
TaxTank
TaxTank is a comprehensive Australian tax and personal finance software that helps individuals, investors, and sole traders easily manage their financial activities and optimize tax filings. It provides live bank feeds, allowing users to track income, expenses, properties, investments, and budgeting in one centralized platform. The software includes features for managing property portfolios, crypto and share trading, and work-related expenses, with automated tax calculations to ensure all possible deductions are claimed. TaxTank also enables users to store documents securely, track business activities for sole traders, and generate real-time tax reports. It allows seamless collaboration by inviting accountants, financial advisors, and property groups for joint decision-making. Designed for Australian tax laws, it simplifies tax preparation, offers full transparency across financial portfolios, and minimizes the stress associated with managing personal finances and tax compliance.Starting Price: $6 per month -
18
TurboTax
Intuit
We’ll guide you step-by-step and guarantee our calculations will be 100% accurate. Each year we help more people file their taxes than all other online tax prep providers combined. We’re 100% committed to getting you every dollar you deserve. In fact, we guarantee it. However simple or complex your tax situation is, we’ll find every deduction and credit you qualify for so you get every dollar you deserve. Add last year’s tax return to auto-fill your info, avoid human error, and skip ahead to the next part. Upload, import, or take a picture of your W-2 or 1099-NEC and we’ll put your info in the right places. CompleteCheck™ scans your return so you can be confident it’s 100% accurate. You won’t pay for TurboTax until it’s time to file and you’re fully satisfied. Get advice from tax experts who can help you finish your taxes error-free and review your return at the end.Starting Price: $69 -
19
EY TaxChat
EY
EY TaxChat™ connects you with an EY Tax professional who prepares your return and files for you on your schedule, eliminating the hassle of appointments, paper documents and complicated software. Put our wealth of experience to work. Being self-employed is a major achievement, but it comes with additional responsibilities. If you’re a business owner, partner, contractor or gig worker, you may have to pay self-employment tax. We can prepare and file the necessary returns for you, including federal Schedules C, E and SE to report your business income and expenses, and ultimately calculate your self-employment tax. We stay current on tax laws to identify the deductions and credits applicable to you. -
20
Glacier Tax Prep
Glacier Tax Prep
Glacier Tax Prep is a web-based tax preparation software designed specifically for nonresident aliens in the U.S., such as international students, scholars, and researchers. It assists users in determining their tax residency status, evaluating eligibility for tax treaty benefits, and identifying applicable deductions and credits. GTP guides users through the preparation of essential federal tax documents, including Forms 1040-NR, 8843, and W-7 for ITIN applications. It offers a user-friendly interface, allowing individuals to complete their federal tax return in approximately 20 minutes. Additional support features include live Q&A sessions with tax professionals, tutorial videos, and an extensive FAQ section. GTP is accessible online 24/7 from anywhere in the world, ensuring that users can manage their tax obligations conveniently. After completing the process, users are required to print, sign, and mail their tax documents to the IRS.Starting Price: $49 one-time payment -
21
TaxSlayer
TaxSlayer
Committed to giving you the right tools at the right price. Get your fastest possible refund when you combine e-file (that’s electronic filing, and it’s what we do) with direct deposit. Mark taxes off your to-do list anytime, from anywhere. File your return on the go with your phone, tablet, laptop, or desktop. Our deduction and credit finder will guide you through every tax break you deserve. It’s your refund – get every dollar back. We take security seriously. Protecting your tax information when you’re filing and when you’re finished is our top priority, always. Get the help you need when you need it with unlimited phone and email support. Need more? From Ask a TaxPro to Audit Defense, we have you covered. Let us do the math. We update our software anytime the tax laws change, so your return is guaranteed accurate for the year you’re filing. We guarantee you will receive the maximum refund you are entitled, or we will refund you the applicable TaxSlayer purchase price paid.Starting Price: $9.95/month -
22
AlphaTax
AlphaTax
AlphaTax is an AI-powered tax optimization software that categorizes transactions and identifies deductible expenses. The system analyzes financial statements, maintaining accuracy through smart deduplication for effective tax planning. The platform provides real-time income and expense tracking, automatically categorizing expenses. The AI tax strategy engine offers personalized approaches to reduce tax liability by offering scenario modeling of over 25 different strategies, while displaying real-time impact analysis. AlphaTax includes a 24/7 AI assistant named Alex that has contextual intelligence to help users understand their tax profile, income, expenses, strategies and can reference IRS code. The software features other tools such as mileage and vehicle tracking, budget planner, savings growth planner, retirement planning and comparison tools, and options for self-filing or CPA-ready exports. Financial intelligence meets tax mastery with AlphaTax.Starting Price: $14/month -
23
TurboTax Business
Intuit
Partnerships, S Corp, C Corp, multi-member LLC, trusts and estates. Save time and get a head start on your income taxes by transferring last year's information into your TurboTax return. We'll automatically import your QuickBooks Desktop income and expense accounts and classify them for you. Get the guidance you need to easily enter your business expenses, no matter how you track them. We'll walk you through all your deductible business expenses (vehicle and supplies to advertising and travel). Get personalized guidance and support on S Corp, partnership, C Corp, and multi-member LLC or trust tax forms. We'll show you the startup tax deductions for new businesses so you can get the maximum tax savings you deserve.Starting Price: $169.99 one-time fee -
24
TaxNav
TaxNav
Making Tax Digital for Income Tax Self-Assessment Simplified for Self-Employment and Landlords. TaxNav is HMRC-recognised software that makes this easy, affordable, and fully compliant, helping you save time, reduce your tax bill, and navigate your income tax with ease. TaxNav is HMRC-recognised, MTD-compliant software, designed to: - Simplify digital record-keeping and submissions - Improve data safety with encryption and authentication Our software will help you reduce confusion and save time, reduce errors and avoid penalties, provide guidance to maximise deductions, and navigate self-assessment obligations with ease. TaxNav software is Excel spreadsheet-friendly and is purpose-built for the self-employed and landlords to manage their own records.Starting Price: £100 -
25
Lettuce
Lettuce
Lettuce is a full-service financial system built for businesses of one that automates bookkeeping, tax strategy, and entity formation so you don’t have to manage multiple platforms or spreadsheets. It handles setting up your business (LLC and S-Corp election), provides you with a dedicated business bank account and debit card, and, as payments come in, it automatically distributes income into payroll, expenses, tax withholding, and profits in real time. The system links directly with your bank and credit inputs to categorize transactions and give you a live dashboard of what you’re keeping, while a built-in AI and support team provide expert guidance and tax-savings insights year-round. On a quarterly and annual basis, Lettuce estimates and pays your business taxes, files your S-Corp returns, and recommends deductions and retirement options tailored to your solo business structure.Starting Price: $99 per month -
26
TaxAct
TaxAct
You know your business. TaxAct knows taxes. Easy, fast, affordable. Try online for free, pay when you’re ready to file. Accuracy guaranteed.Start now to find out why TaxAct is the best deal in tax. Answer simple, plain-English questions and TaxAct automatically calculates and enters your data into the appropriate tax forms. TaxAct walks you through a broad range of business expenses to help you accurately report and maximize your deductions. E-file for free and get notification via email and/or text as soon as your return has been processed by the IRS. Save time and minimize data entry errors by importing key data from last year's TaxAct return. Plus, enter data directly into forms or use quick entry methods for M-3, 4562, K-1, and Schedule L information. Never get stumped by a tax question. Search for the fastest answers in the Answer Center, or contact us for free account & technical support when you need it. -
27
IOOGO
IOOGO
Leave old tax preparation methods behind when you trust your tax filing with IOOGO. Our DIY online tax filing option is made easy with our innovative and speedy software. File your tax return on the go with our mobile app, available on the App Store. Don't want to DIY your tax return filing? IOOGO Tax Pro's elite tax professionals are ready to help with fast, reliable, and accurate tax filing services. Just scan your documents and a pro will do the rest. Your tax return is ready to review and sign in 24 hours or less! Whether you DIY or go Pro, IOOGO ensures you maximize your deductions so that you can file your tax return with peace of mind.Starting Price: $34.99 one-time payment -
28
TaxWise
Wolters Kluwer
TaxWise streamlines your E-filing and fee collection process from start to finish. Manage your clients’ documents digitally, and offer largest variety of low-priced bank products. Process returns quickly and easily for beginners and experts alike. Save time with error diagnostic tools built into the interface. Navigate e-filing errors with links to forms needing correction. Test a variety of tax scenarios for your clients with the “What if?” mode. Save test scenarios for future reference. Advise your clients on deductions or capital expenditures with planning and advisory tools. Diversify your staff and clientele with TaxWise’s comprehensive Spanish features. Leverage over 60 forms and schedules in Spanish, on-screen and in print. Get bilingual product support to ensure your team always has the help it needs. -
29
Caseware Corporation Tax
CaseWare UK
Produce, tag, analyse, calculate and submit CT600s online all in one location. Incorporate all the latest taxonomies and revised CT600 forms, our software gives you the ability to complete and submit an unlimited quantity of tax returns directly to HMRC online. Quickly populate your capital allowances additions worksheet by copying data straight from your excel fixed asset spreadsheet. Claim or surrender current year or brought forward losses using our dedicated group relief and loss allocation worksheets. Make your claims for R&D tax relief, whether under the SME scheme with enhanced deductions or surrendered losses, the large company RDEC, or both. Split your profit and loss account into multiple trade and investment activities and break out adjustments, allowances and claims for each separately on your computation. -
30
DOBS AI
DOBS AI
Dobs is an end-to-end AI platform for financial due diligence, built with AI agents that turn messy data rooms into production-ready workbooks in minutes instead of weeks. It helps transaction teams analyze proof of cash, payroll, EBITDA, and other diligence workflows with 99%+ accuracy, reducing manual spreadsheet work and accelerating review cycles. Dobs is designed to parse inconsistent financial documents, extract structured data, map accounts, reconcile information, and generate analysis-ready outputs that teams can use for diligence, reporting, and decision-making. Its agents support use cases across financial due diligence, construction, real estate, and property management, helping users review T12s, benchmark performance, recover hidden costs, eliminate covenant risk, and capture change orders. For real estate investment decisions, Dobs provides AI-powered parsing, automatic account mapping, live benchmarking, and an interactive deal chat. -
31
Drake Tax
Drake Software
Drake Tax is loaded with features to help you quickly and efficiently prepare and process your customers’ returns. So you can stay focused on the important stuff — working with clients and building your business. Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. Calculation results and full return view just a click away. Mark items in any text box, check box, or amount on a tax form as verified, flagged for review, or noted for review. If information for a verified item changes, DoubleCheck will automatically flag the item it for review. Shortcut keys and macros simplify data entry and reduce keystrokes. Automatic data flow from federal return to state and city returns, with override options. State and city returns generated as needed. Automatic credit for taxes paid to other jurisdictions. Drake Tax also auto-fills from ZIP Code and EIN entries.Starting Price: $330.00 -
32
SavvyWise
SavvyWise
SavvyWise is an intelligent AI assistant designed specifically for Australian public practice accountants. It streamlines research across key regulatory areas, including: Federal Tax: Income Tax, CGT, GST, FBT, and Superannuation State Taxes: Payroll Tax, Transfer Duty, and Land Tax Additional Compliance: Fair Work and Auditing Standards More than just a search engine, SavvyWise includes specialised workflows tailored for public practice, such as a Remission Request Generator to simplify complex administrative tasks. Beyond research, SavvyWise also functions as a general-purpose AI assistant, helping with everyday work such as drafting advice and emails, preparing ideas for meetings, and generating Excel formulas or macros.Starting Price: $1,200 -
33
Loop AI
Loop AI
Loop AI is a fully automated delivery intelligence platform that uses artificial intelligence to help modern restaurants and digital food brands streamline complex operational and financial tasks associated with third-party delivery services like Uber Eats, DoorDash, and Grubhub by automatically handling delivery revenue reconciliation, financial reporting, operational measurement, and error reduction, so teams spend less time on manual bookkeeping and more on growth. It acts as an “agentic co-worker” for restaurant back offices, integrating with accounting systems to automate creation of journal entries, reconcile chargebacks, and provide transparency into delivery performance while helping operators uncover hidden revenue opportunities, protect margins, and make data-driven decisions. Loop AI also offers delivery analytics, trend insights, and automation of repetitive workflows so restaurant staff can minimize errors. -
34
Zeni
Zeni
Unlock real-time financial insights and a full-service finance team with Zeni's intelligent bookkeeping, accounting, and CFO services. Certified Accountants & Zeni's AI deliver 100% accurate books that you and your investors can trust. Zeni offers a Finance Concierge available to you 24x7. Our best in class CFO Services include Financial Projections & Analysis, Scenario Modeling, Actuals vs Budgeting and, board meeting presentations. Zeni handles Federal, State and Local Tax returns, ongoing tax & compliance needs and, R&D Tax Credits for all seed and venture funded companies. Zeni delivers 100% accurate and timely reports for you, your team and investors. Zeni turns your accounting data into intelligent insights using AI and proactively delivers all reports every month. Zeni pays any bill quickly and easily with bank transfers, debit cards or credit cards - even if your vendors only accept checks.Starting Price: $299 per month -
35
Neo.Tax
Neo.Tax
Neo.Tax is building the easiest and most accurate tax and accounting automation software. Our first product simplifies the complex process of applying for Federal and State R&D Tax Credits, putting up to $250K back into startups investing in R&D. In under an hour, you can prepare your R&D tax credit on your own, be guided by our team, or anything in between. Whichever route you choose, all claims are reviewed by our tax experts so you can file your credit with complete confidence. The R&D Tax Credit is best for startups and small businesses investing in R&D who: - made less than $5M to no revenue - been profitable less than 5 years - had R&D work done by US based employees or contractors This is the first step towards turning taxes into a modern advantage for accountants and businesses. Neo.Tax’s approach is reflected in our founding team; a Stanford PhD in Machine Learning automating the brain of a former IRS Agent, productized by a former Intuit product manager.Starting Price: 2% ttl qualifying R&D expenses -
36
K1x
K1x
K1x is the leading data distribution platform for alternative investments. The fintech company's patented, AI-powered SaaS solution digitizes and distributes IRS Schedules K-1, K-3, and 990 data seamlessly–connecting investors, advisors, tax software, portals, accounting firms, IRS and state taxing authorities–simplifying complex processes, accelerating filings, reducing costs, and delivering greater control, transparency, and accessibility. K1x is trusted by more than 8000 organizations including 44 of the 100 largest institutional investors in the US, 15 of the top 25 accounting firms, 11 of the top 100 private foundations, 36 of the top 100 university endowments, and 8 of the top 40 health systems. The only patented, AI-powered platform that streamlines alternative investment data distribution for investors and advisors. The platform is designed to benefit tax directors, CPAs, investors, and CFOs. -
37
CFS TaxTools
CFS Tax Software
CFS TaxTools ™ is the most widely used program of its kind in the tax profession! Worksheets print with the client's name and your firm name in a professional quality format. Include them as attachments to the tax return or present to the client with an invoice, which can also be generated by TaxTools. Hundreds of tax forms included (many not found in tax preparation software), such as SS-4, Power of Attorney and Offer in Compromise. Client information is mapped directly onto the form. Multiple versions of a form may be saved for a client. Forms print exactly as they appear on screen. Most forms can be e-mailed as a PDF. Handy financial calculators, including Mutual Fund Average Cost Basis and several Loan and Investment modules. Flowcharts allow you to answer a series of questions to determine filing status, inherited IRA options, whether the taxpayer falls under the "Kiddie Tax" rules, etc. Update from the internet when forms or laws change. Data backup and restore.Starting Price: $84.50 per year -
38
Dealwise
Dealwise
We help startup founders get acquisition offers from corporate and financial buyers. We'll help you develop a thesis around which companies may be good candidates for M&A, while you upload your P&L, balance, sheet, cap table, and other documents to our virtual data room. We'll work with you to create a list of potential acquirers. We'll also use AI to enrich each candidate and identify more that fit the same thesis. We reach out to strategic candidates and introduce them directly to you. For financial acquirers, we vet them to ensure they have financing and are serious before setting up a call. We run a structured process and push buyers towards making decisions quickly. By the third month, you'll have a clear idea of what your prospects are. If you have multiple offers, we'll help you understand the terms of each and help maximize your outcome without burning bridges. We can refer you to lawyers and tax advisors who can shepherd you through the rest of the process.Starting Price: $999 per month -
39
Mesh
Mesh
Mesh is an AI-powered finance co-worker designed to help busy teams stay on top of expenses, runway, and revenue, without spreadsheets or guesswork. It integrates seamlessly with existing accounting and financial tools, eliminating the need for double entry and extra work. Mesh offers real-time insights, providing instant answers on cash flow, expenses, and revenue, akin to having a CFO on speed dial. Its continuous reconciliation feature ensures that transactions are reconciled in real-time, keeping books always up-to-date and error-free. By staying in sync across financial platforms, Mesh eliminates manual data mapping, allowing users to focus on growth rather than bookkeeping. The AI analyst within Mesh can answer questions, which provides increased visibility into finances, smarter spending decisions, and a reduction in unnecessary costs. -
40
H&R Block
H&R Block
H&R Block’s do-it-yourself tax software lets you do your taxes at your own pace. From simple taxes to business, each comes with five federal e-files and instructions to help you get your max refund. Enjoy the freedom of starting your taxes on your own time. No disc drive required. Tell us more about you and your tax situation, then upload last year’s return. Once you’re done, just file your return and expect your biggest refund possible — guaranteed. Doing taxes always means preparing one federal return. With software, we’ll give you five federal e-files! Need audit support? We’ll provide representation by your side every step of the way. Download your software and get started. Reinstall if you need to. Get a CD if you really want one for just $9.99. You trust us with some of your most important information and documents and we take that responsibility very seriously.Starting Price: $29.95 -
41
Nuvio
Nuvio
Meet the future of financial management. Nuvio handles your income, expenses, and cash flow, letting you focus on what matters, growing your business. It’s your personal CFO, delivering insights and predictions to keep you ahead. Say goodbye to complex calculations and pivot charts. Analyze key metrics with ready-made charts, no formulas, no pivot charts, just clear insights. Let Nuvio AI give you instant answers and insights, like having a real CFO at your side. Ask any financial question and receive instant responses for better business decision-making. View all your bank transactions and balances in one centralized space. No need to jump between banks. Reconcile payments with one click and gain control of your cash flow. Stay ahead of the game by predicting future cash flow. Identify potential financial hurdles and proactively plan for success. Get your own unique finance app, tailored to your needs, not a one-size-fits-all solution.Starting Price: $19 per month -
42
990.tax
Digital Tax LLC
990.tax is an authorized IRS e-file provider offering an easy way to file your nonprofit’s tax return. We built it with small nonprofits in mind, based on personal experience and using best practices in the industry. As parent volunteers on a school PTA board we were faced with a difficult and unintuitive process of filing taxes for our nonprofit organization. Form 990, even if it is 990-EZ, was intimidating, and the tools supposed to help you file both federal and state forms left a lot to be desired. As engineers with a wealth of experience in building world-class products, we decided that we can do better, and put a team together to build a tax filing service for non-profits that will be easy to use and save time for volunteers and money for nonprofits. Using 990.tax is the easiest way to file your nonprofit's tax returns online, including IRS Form 990-N, IRS Form 990-EZ, IRS Form 8868, and state forms, such as CA FTB Form 199, CA DOJ Forms RRF-1 and CT-TR-1.Starting Price: $9 per filing -
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TaxBuddy
TaxBuddy
Income tax is an annual levy or tax on the income earned by a particular person during a financial year. It is charged and collected by the Central Government. Income tax is a direct tax which is charged to and collected from the same person unlike GST (Goods and Services Tax) which is charged on the consumer of goods and services but is collected from the provider or supplier of such goods and services. Sit back and relax. Leave the stress of tax return filing to us. Let our tax experts help you save your time and taxes. We scan all your investments or expenses & use them to save tax. A to Z guidance from the best CAs at each and every step. AI based tax planning application with intuitive and simple interface. Got a Tax Notice? We will assist you to prepare & file response to I-T Dept.Starting Price: $6.69 per year -
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H&R Block Business
H&R Block
Learn all about the world’s leader in tax preparation services. From company info and career opportunities to franchise information and company leadership, here you’ll find everything there is to know about us. Use your tax refund to jumpstart your saving goals or put money away for an emergency fund. Get cash back at thousands of places when you shop, dine or book hotels. What is H&R Block? We’re a company that strives to do the right thing for our clients, our employees, and the community. Your path to H&R Block employment starts here. You’ll find information on job openings, benefits, company culture, and more. Learn about H&R Block corporate jobs and tax office positions here. Get expert tax prep virtually or in person. Gather your documents and your tax pro will do the rest. Do your own taxes any time, anywhere, on any device. Questions? Our on-demand tax experts can help.Starting Price: $89.95 one-time fee -
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Docyt
Docyt
Experience AI bookkeeping with Docyt, saving 3,000 hours and $2,000 annually on average. Our AI automation software offers real-time insights into expenses and profitability, eliminating manual data entry and tedious tasks. Docyt learns your business intricacies, automating back-office and bookkeeping duties. It handles time-consuming tasks. Gain instant financial status visibility through real-time reports, ensuring constant financial control. Generate consolidated roll-up and individual financial statements for all business locations effortlessly, aiding in strategic decision-making. Embrace the revolution of AI bookkeeping with Docyt, saving time and gaining real-time insights to boost your business success. Use Docyt on top of your existing Quickboooks Online or Desktop solution to manage expenses, corporate credit cards and real time revenue reconciliation for one or many locations. We integrate with all major POS and PMS systems and provide industry specific reporting.Starting Price: $50 per month -
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Kintsugi
Kintsugi
Kintsugi is an AI-powered sales tax automation tool that helps companies worldwide streamline their sales tax processes. With its cloud-based platform, Kintsugi automates the entire sales tax lifecycle across multiple sales channels, including calculations, nexus tracking, reporting, filing, and remittance. The platform also offers automatic state registration in every jurisdiction and real-time nexus tracking alerts, providing businesses with valuable insights on their nexus locations and economic thresholds. By automating filing and ensuring accurate and prompt tax filing, Kintsugi saves valuable time and effort for businesses, reducing errors, fees, and penalties. The tool offers transparent and competitive pricing based on analyzing SaaS company data, with additional charges per state per month. Kintsugi is compatible with e-commerce platforms, billing systems, and invoicing tools, and offers a user-friendly API for seamless integration.Starting Price: $500 per month -
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Serrala
Serrala Cloud Solutions
Serrala is a global financial automation and B2B payments software company creating more secure payment capabilities worldwide for enterprises of all sizes. We are a leading fintech pushing the boundaries of finance software by integrating finance and treasury into one central ecosystem for corporate payments, the “Universe of Payments”. Significantly improve AR Automation with a compelling cash application experience, automatically processing and reconciling payment data from all formats. Achieve a truly holistic cash visibility and enhance your working capital management with our uniquely comprehensive approach. Benefit from the most comprehensive end-to-end offering for collections, disputes, and deductions with market-proven and best-practice receivables management strategies. Automate processes across your entire credit management lifecycle including third party connectivity for faster and more accurate credit decisions and less manual activities. -
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Drift.ai
Drift.ai
Drift is an AI-powered Excel analysis tool designed to help professionals gain deeper insights from financial models and spreadsheets. The platform enhances traditional Excel workflows by making complex models easier to understand, analyze, and query. Drift allows users to ask questions about their spreadsheets and receive contextual insights that support better decision-making. It can detect issues, highlight key drivers, and summarize insights across large multi-tab financial models. The platform also allows users to integrate external context such as documents, reports, and market data alongside their spreadsheets. Drift can write analytical outputs directly back into Excel, ensuring insights remain actionable within the original model. By transforming static spreadsheets into interactive analysis tools, Drift helps teams work faster and make more informed financial decisions. -
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PayCheck Stub Online
PayCheck Stub Online
Also known as a salary check stub, payroll slip or PayStub, is a document that accompanies an employee’s paycheck. It provides a detailed breakdown of the employee’s earnings and deductions, including their gross pay, taxes, insurance, and other deductions. Pay stubs serve as proof of income and can be used for tax purposes, mortgage applications, and other financial transactions. This is the total amount of money an employee earned before taxes and other deductions were taken out. This section includes federal, state, and local taxes, as well as any other deductions that may have been taken from the employee’s pay, such as insurance or 401(k) contributions. This is the final amount of money an employee receives after all deductions have been taken from their pay. This is the total amount of money you earned before taxes and other deductions were taken out.Starting Price: $7.95 per 1 stub -
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ATX
Wolters Kluwer
The easiest to use, most complete professional tax software for CPAs and Small Firms. With an easy-to-use, forms-based interface and supported by the industry's largest form library, ATX is ideal for individual preparers and small firms alike. Designed to get you and your support staff up and running as quickly as possible. User-friendly design and features to help you quickly process and e-file returns with minimal errors. A huge library of over 6,000* tax compliance forms. Additional integrations to help you easily import tax information, share files with clients, and more. Identify e-filing errors, omissions, overridden entries, and more with Check Return. Track the refund or balance due with every entry with Refund Meter. Navigate between forms easily using Page, Worksheet, and Form tabs. Federal, state and local returns, including 1040, 1120, 1120S, 1065 and 1041 and corresponding schedules.Starting Price: $597