Alternatives to Tax Series Software

Compare Tax Series Software alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Tax Series Software in 2026. Compare features, ratings, user reviews, pricing, and more from Tax Series Software competitors and alternatives in order to make an informed decision for your business.

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    CSS IMPACT

    CSS IMPACT

    CSS, Inc

    CSS IMPACT is a leading provider of Next-Gen Financial Ecosystems & Omnichannel Engagement cloud platforms. Featuring HD 2.0 | Ai - an Agent-less “Ai” (Artificial Intelligence) Digital Consumer or Debtor Engagement bot for credit, billing, collections & revenue cycle management. This “Digital & Voice First Ai" servicing technology can answer common questions, accept payments, & negotiate accounts with a frictionless positive experience without changing the consumer's behavior by using new IoT channels of communications, such as Google Assistant, Google Ai Voice (phone), Text, Chat, Email, Online smart portals, as well as traditional call center technologies - Dialers, Click-to-dial, IVR & Telephones.
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    Ledgible

    Ledgible

    Ledgible

    The Ledgible Platform provides cryptocurrency tax and accounting software for accountants, tax professionals, consumers, businesses, enterprises, and institutions. Our tax product, Ledgible Crypto Tax Pro, services tax and accounting professionals seeking to manage and file their client's crypto taxes. Our accounting product, Ledgible Accounting, is utilized by enterprises and institutions to manage and account for crypto data. Ledgible is fully SOC 1 & 2 Type 2 Audited and was designed from the ground up for professional and institutional use. We have established partnerships with some of the largest tax & accounting software companies on the market to ensure crypto data can be managed in traditional systems. In short, Ledgible makes crypto, legible.
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    Koinly

    Koinly

    Koinly

    Make tax reporting easy, reliable and accurate with Koinly. Simply connect your exchange accounts / public addresses and let Koinly calculate your capital gains, then generate a tax report for next year. Your final report is accepted by your tax agency and easy to print & file. Koinly is an accounting and tax reporting software for cryptocurrency investors, hobbyists and accountants. With over 700 integrations, Koinly supports over 400 Exchanges, 100 Wallets and over 170 Blockchains. This makes it easier for you to get the most out of your crypto capital gains. Easily track your crypto assets & taxes View your total holdings and portfolio growth over time - across all your wallets and accounts - along with your tax liabilities. Reliable cryptocurrency tax reports Preview your capital gains and taxes for free. Generate tax documents when you are ready. Easily find and fix issues with your transactions Say goodbye to absurd gains and inaccurate tax reports.
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    Vertex

    Vertex

    Vertex Inc.

    Vertex software enables tax determination, compliance, and reporting, tax data management, and document management with powerful pre-built integrations to core business applications. Vertex brings together the tax process acumen, technology innovation, and trusted industry partnerships to create an end-to-end global indirect tax solution, reducing audit exposure and freeing up tax departments to bring more value to their company.
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    GoSystem Tax RS

    GoSystem Tax RS

    Thomson Reuters

    Used by the top 100 CPA firms, Thomson Reuters GoSystem Tax RS is the market leader for corporate tax departments. Highly scalable, it can handle your workflow no matter the size of your firm. The software serves clients filing all return types, including multitiered consolidated corporate returns, life insurance returns (including mixed group filings), and tax equalization returns. Because all work is handled online, you’ll pay less in maintenance costs, face fewer storage issues, and rest easy with assured business continuance. Tackle the most complex tax returns, such as multitiered consolidated return processing for corporations and partnerships. Deploy your team simultaneously across a single return so that each specialist can take on their role at the same time. Protect your data with multiple layers of security, including network security, virus protection, encryption schemes, and more.
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    Thomson Reuters ONESOURCE
    Streamline your accounting, tax filing and reporting process to mitigate the risks of audits and penalties with the industry's most powerful portfolio of tax and accounting software for corporations. Thomson Reuters ONESOURCE tax software helps you stay up to date with corporate tax and trade compliance amid regularly changing state, federal and international tax laws and regulations. Boost collaboration with departments and partners and ensure seamless corporate tax and trade compliance, no matter where your company does business. ONESOURCE drives tax compliance and accounting decision-making around the world. Our solutions are: • Easily accessible across multiple locations, so that your team can collaborate and share information quickly across locations • Scalable to grow as your company does, giving you a solution that is with you for the long-term • Built on trusted research and global coverage
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    UltraTax CS

    UltraTax CS

    Thomson Reuters

    Automate your entire business or professional tax preparation using the powerful, timesaving tools included with Thomson Reuters UltraTax CS professional tax software. You'll access a full line of federal, state, and local tax programs including 1040 individual, 1120 corporate, 1065 partnership, 1041 estates and trusts, and multi-state returns. UltraTax CS seamlessly integrates with other Thomson Reuters solutions, including CS Professional Suite and Onvio cloud software, so you never lose any billable hours to manual processing. Meet all of your tax workflow needs with a customized, end-to-end solution built on cloud computing, advanced data sharing, and paperless processing. View input, forms, prior year input, diagnostics, and more on up to 4 separate monitors — all at once. Start each year with a checklist that instantly pulls in a list of fields with your client’s data from last year’s return.Automatically link returns using Tax ID numbers.
    Starting Price: $2500 per year
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    TaxCycle

    TaxCycle

    TaxCycle

    Professional tax software for accountants and bookkeepers. Get the Canadian tax software that simplifies tax compliance. TaxCycle has grown its offering into a full suite of tax compliance modules that meet the needs of firms of all sizes. TaxCycle includes forms, calculations, and tools to prepare tax returns for personal, corporate, trust, partnership, and information slips. It serves the professional preparers in all jurisdictions across Canada, including Québec. Messages immediately alert you about potential issues. Quick Fix solutions help you resolve them in one click. Disable review messages you don’t need. Manage multiple reviewers with review marks and memos. Form a search that works like your favorite search engine. Search by keyword, line number, amount, account number, name, business, and more. On a form, search the words on the page to jump quickly to the field you need.
    Starting Price: $2,390 one-time payment
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    BTCSoftware
    Tax, Accounts Production and Practice Management Software plus much more. Unite our software with tools you use most. Accountancy practice software for a more efficient and profitable practice, helping you streamline your client work. Effortless tax and accounts production that’s affordable and simple to use for businesses. Simple and intuitive to use, it enables accountancy and legal practices to support their clients efficiently and profitably and represents excellent value for money. It is also used by accounting and finance professionals in businesses to ensure tax compliance and accounts production runs smoothly and effortlessly in their business. Our accountancy software combines a suite of products for accounting professionals in practice and business, including Practice Management, Accounts Production, Self-Assessment, and Corporation Tax. Powerful integrations make life easy for our customers, and features like automatic iXBRL tagging and direct submission to HMRC.
    Starting Price: $425 per year
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    Lacerte

    Lacerte

    Intuit

    Tackle even your most complex returns, with complete confidence and efficiency. Serve the widest range of clients with support for multistate, K-1s, consolidated corporations, and more. Form modules include 1040, 1041, 1065, 1120, 1120S, 706, 709, 990, and 5500. Increase accuracy and efficiency with automated calculations for depreciation, amortization, debt forgiveness, and more. Get relevant guidance at any point that you need it with just a click, in context, without interrupting your workflow. Speed through data entry with direct access to all forms and a flat worksheet-based design. Easily keep track of any missing client data and send requests online with a click, and save 23 minutes, on average. Automatically import partnership, S-Corp, and fiduciary tax data into individual returns or between business returns, and save an average of 29 minutes. Lean on advanced diagnostics that automatically catch errors or omissions to bring you more peace of mind.
    Starting Price: $400 per year
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    StanfordTax

    StanfordTax

    StanfordTax

    StanfordTax uses AI to automate and streamline tax information collection and organization for accounting firms. It integrates with major tax software (including CCH Axcess, ProSystem fx, UltraTax, Lacerte, ProSeries, Drake, and ProConnect) and imports thousands of clients’ prior-year data quickly. It then generates personalized questionnaires for each client that include prior year numbers, document checklists, and only ask the relevant questions, skipping irrelevant ones. Once clients submit their info and documents, StanfordTax produces a PDF workpaper; documents are automatically categorized, bookmarked, ordered, and client responses are neatly organized. It supports over 30 document types (such as W-2, various 1099s, 1098, etc.). We use the Advanced Encryption Standard (AES 256) to encrypt data at rest and 256-bit SSL encryption to encrypt data in transit.
    Starting Price: $18 per month
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    Truss

    Truss

    Truss

    Truss is a tax workflow automation platform aimed at tax professionals. It helps streamline the entire document lifecycle: securely requesting, organizing, annotating, delivering, and storing client documents. It uses AI-powered client-specific checklists (drawing from your tax prep software) so each client is only asked for what they need; it auto-sorts and intelligently renames files uploaded by clients; converts image files (jpg, png, HEIC, etc.) to tax-prep-friendly PDFs; supports e-signatures; offers automatic reminders to clients; and allows login-free uploads so clients don’t have to create accounts just to send files. It integrates with tax prep tools like Axcess, Ultratax, Drake, ProSystemFX, ProConnect, ProSeries, Lacerte, and ATX. Security is a strong focus; Truss is SOC 2 certified, uses AES-256 and Bcrypt encryption, follows OWASP-style standards, and ensures client data is never used to train large language models.
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    Taxware

    Taxware

    Taxware Systems

    Taxware Systems offers a full line of tax software designed for tax preparers by tax preparers. Throughout the entire electronic filing process, you get real-time status of your returns. A variety of intuitive filters make searching for the information you need, quick and efficient. Our program is able to compare your current year clients with your prior year clients to build a database of the tax payers you haven’t yet worked with in the current year. With this database you can send form 4868 extensions for all of these clients at once! Save time and eliminate the need to scan signature documents! Compatible with e-signature solutions available from third-party providers as well as complete integration with the Topaz Signature pads, you are ready to digitally sign PDFs. Taxware provides integration with EPS, Refund Advantage and TPG-Tax Products Group to give our clients a variety of options in both product and services to grow their business. Taxware does not charge any hidden fees.
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    National Tax Office

    National Tax Office

    National Tax Office

    National Tax Office provides a professional tax preparation platform and business tools designed to help tax preparers start, manage, and grow a tax preparation business through a centralized digital platform. It functions as an all-in-one environment that includes tax preparation tools, training resources, support services, and integrated financial products required to operate a tax office. It is available as both a web-based and desktop system, allowing preparers to prepare and electronically file federal and state tax returns for individuals and businesses while maintaining access to current and prior-year forms in one place. It supports unlimited electronic filing and enables tax professionals to work from any location while maintaining control and visibility over their business operations. It includes multiple workflow modes, such as step-by-step interview guidance or direct form-based input.
    Starting Price: $199 per month
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    TaxWise

    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.
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    ProConnect Tax
    Tap into the strength and security of Intuit with professional tax software that's ready to use on your web browser. Find out why Intuit ProConnect Tax is the #1 professional tax software on the cloud. Take advantage of proven productivity tools and powerful diagnostics honed for the last 40 years and elevated to the cloud for ultimate convenience. Get software that fits into your current process, connects to QuickBooks, and supports you even as your practice grows. Enjoy peace of mind that your data is still here just the way you left it, safeguarded by Intuit's team of security experts, advanced security tools, and monitoring. Access more than 5,700 forms for 1040, 1041, 1065, 1120, 1120S, 709, and 990 tax returns. Handle the most complex tax scenarios with more than 20,000 automated calculations. Prevent e-file rejections and missed deductions with more than 21,000 critical diagnostics and suggestions.
    Starting Price: $47.18 per return
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    Dr. Tax

    Dr. Tax

    Ringler Informatik

    Over 4,000 Swiss trustees and tax advisors - from the small one-man business to the "Big 4" - with a total of over 12,000 professional users rely on Dr. Tax Professional. With an estimated over a million tax returns per year, Dr. Tax as the de facto standard in Swiss taxation. We are proud of that. Because Dr. Tax Professional meets even the highest demands of tax professionals and leaves only a few wishes unfulfilled - and we are currently working on this. With the Dr. Tax professional software, you can create and manage tax returns more precisely, faster and more competently. The powerful tax solution has an almost complete set of forms for all 26 cantons. Thanks to the user-friendly and intuitive user interface, you can use Dr. Use Tax productively immediately. Important additional evaluations support you in the consultation process.
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    TaxCalc

    TaxCalc

    TaxCalc

    Award-winning tax and accountancy software. Simple, practical and innovative solutions for practices and individuals. Now you can manage clients, tasks, workflow, time and compliance services throughout your practice and across the entire TaxCalc ecosystem. Want complete visibility of all work as it progresses through your practice? Need instant access to comprehensive client information? Want to reduce admin, maximise chargeable time and bill more accurately? In other words, do you simply want to be more organised and more effective in everything you do? Our powerful PM toolkit is scalable, highly affordable and puts you in control, freeing you up to spend more time growing your business. Whether you’re a start-up with ambitions or a larger firm looking for greater efficiency and productivity, there’s only one name you need to trust to help you do more, for less. Change the game. Choose TaxCalc practice management.
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    ATX

    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.
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    H&R Block Business
    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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    Basil

    Basil

    CoralTree

    Basil is an all-in-one practice management platform for accountants, bookkeepers, and CPAs that streamlines client management, automates tasks, and tracks workflows through a secure client portal, integrated email, calendar, and CRM. It features intuitive task and workflow tools with automatic client reminders, unlimited eSignatures with KBA support, built-in time tracking and reporting, customizable client dashboards, and encrypted client data management. Users can edit Word, Excel, and PowerPoint documents in-browser with real-time collaboration and version control; chat with team members and clients; and leverage native mobile apps for file uploads, signatures, and notifications on the go. Advanced capabilities include visual charts for billable hours and staff performance, AI-driven collaboration tools, hybrid cloud virtual drive syncing, and custom branding. Hosted on AWS with 256-bit encryption, Basil integrates tasks, billing, and communication.
    Starting Price: $30 per month
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    SIGMA 1040-TW

    SIGMA 1040-TW

    Sigma Tax Pro

    Sigma 1040-TW is Sigma Tax Pro’s most customizable service package. Sigma 1040-TW includes everything you need to make your tax preparation business successful this tax season. Our 1040-TW product comes in desktop and web based versions, if you need to file business returns such as Forms 1120 or 1065 you will need the desktop version. Sigma clients have their own dedicated account manager who will work with them throughout tax season to assist with tax preparation and software support. Sigma also offers a full range of bank products that can be used to ensure a best in class customer experience. Clients can receive their refunds quicker and easier choosing from direct deposit, in office check printing, as well as prepaid VISA/MasterCard options. Sigma 1040-TW service package also includes a premium software solution. It offers multiple formats such as ProFiling, Executive, Power, Executive Accounting and Power Accounting. You pick the Sigma 1040-TW format that suits your needs.
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    Drake Tax

    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.
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    eurodata

    eurodata

    eurodata

    You demand the highest quality for your deliverables and expect utmost efficiency from your employees? Asking for high quality and productivity within your company? If so, eurodata's cloud solutions for tax advisors and accounting services perfectly match your requirements. Leverage the services running on eurodata's own high security data center and focus on your professional expertise instead. Already, more than 1,400 offices are thrilled by our cloud solutions. Cloud technology makes it possible, with edcloud, you can offer your clients complete networked operations, for the personnel department and payroll accounting, and for financial accounting inclusive of the annual statement of account and taxes. Using the secure cloud solution provided by eurodata AG, we manage everything concerning a safe, modern and timely payroll accounting. Additionally, we provide consulting on labour cost optimization and can advise you on labour and social law issues.
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    EOS.Web

    EOS.Web

    EOS International

    EOS.Web Cataloging provides simplified yet powerful functionality to manage a library’s bibliographic, authority, and item records. The EOS.Web Serials module enables you to control receipt of journals, series, and supplements, no matter what their publishing schedule is or location. The EOS.Web Circulation module is a customizable, automated circulation system with provisions for checkout, check-in, renewals, holds, accounting of fines and fees and interlibrary loans. All acquisition information within the EOS.Web system is located in one convenient place, simplifying library management and increasing staff productivity. EOS.Web OPAC is a revolutionary solution that allows corporate, legal, medical, government, academic, digital, and special libraries to customize the capability as well as the look and feel of their OPAC.
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    Workpapers CS

    Workpapers CS

    Thomson Reuters

    Thomson Reuters Workpapers CS streamlines processes, offering instantaneous collaboration and the ability to manage documents and data from a variety of sources. Integrated research and tools combine with powerful reporting capabilities to deliver one solution for both guidance and engagement for your clients. Collaborate in real-time with your team through a single-interface, single-database structure without having to sync, import, or export information. Available as either a cloud-based or local installation, Workpapers CS puts the information you need at your fingertips, empowering you to make a positive impact on your clients’ businesses. A sophisticated binder system, extensive configurability, and power efficiency features make your work fast and easy. Import data from a spreadsheet, quickly and easily verify client balances and transfer to tax returns. Give all team members simultaneous access to tax work papers and the trial balance, with role-specific dashboards.
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    MyTAXPrepOffice

    MyTAXPrepOffice

    Advanced Tax Solutions

    MyTAXPrepOffice saves you time during the busy tax season with simple workflows. The client information sheet flows directly to both federal and state returns. Work line by line or choose the form you need for quick e-file transmission. Expert customer support is available via online chat, email, or phone. Live webinars, integrated training videos, and remote access make getting help easy. With 24/7 live chat during tax season and short hold times, our support far exceeds the competition. Work from anywhere, anytime, on any device including PC, Mac, tablet, and phone. Work and answer client questions at the office, on the go, or at home. Offline mode allows you to continue working even if your internet connection is lost. Packed with productivity tools, MyTAXPrepOffice makes tax preparation fast, accurate, and easy. We provide excellent customer support and an easy to use, professional product for an unbeatable price.
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    SafeSend

    SafeSend

    SafeSend

    SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive accounting firms and tax professionals rely on our unique and robust solutions to make their lives easier and their work more enjoyable. SafeSend offers several foundational technology solutions for the tax and accounting profession. Our flagship offering, SafeSend Returns® is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture e-signatures from clients for completed tax return packages. Additional tools we offer include, TicTie Calculate®, an Adobe® Acrobat® plug-in for accounting professionals, and SafeSend Exchange™, the secure, bi-directional file exchange system.
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    Quicko

    Quicko

    Quicko Infosoft

    Simple on-boarding, easy Form 16 upload, covers all deductions, claim TDS & e-file online. Automatically selects correct ITR for you. Simple user experience for DIY filers. Quicko lets you import trade P&L, recommends optimal tax regime, discovers tax savings opportunities and helps you calculate & pay taxes on time. Import dealer details simply by entering GSTIN. We prefill dealer data directly from GSTN using APIs so your purchase & sales credits are reported accurately. Prepare, review & share GST ready invoices via Web, Mobile or API. Embed payment links & collect payments from anywhere. Claim input tax credit (ITC) to set off output tax liability. We import cash & credit ledger data directly from GSTN using APIs, so you can utilize ITC optimally. Upload GSTR to GST with a click of a button. We submit your data directly to GSTN using APIs, so you have to never miss a deadline.
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    IRS Solutions Software
    IRS Solutions® is Tax Resolution Software with IRS Transcript Monitoring and Analysis that helps CPAs, attorneys, and enrolled agents earn more in fewer hours at their desks. With IRS Solutions on your team, you can automatically calculate and recommend solutions, submit autofilled forms and reports, communicate with clients, invoice for your services, and process payments all within one easy-to-use, intuitive system. Become more efficient with an automated software solution to manage IRS collection cases, prepare and submit OICs and Installment Agreements, and respond to notices. Project an air of confidence in front of clients with up-to-date IRS collections and audit forms and notices at your fingertips.
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    Taxfiler

    Taxfiler

    Taxfiler

    Award-winning accountancy and tax software, designed for accountants and built in the cloud. Taxfiler is a cloud solution for preparing and filing accounts, tax and MTD VAT returns. A single monthly subscription enables accountants to submit statutory accounts and tax returns for companies, partnerships, individuals and trusts. Taxfiler is a powerful cloud suite used by thousands of accountancy practices. Delivering the compliance functionality that firms need, at a price they can afford. Whichever pricing plan you choose, you will have all these features included. This is just one reason why more and more practices are moving to Taxfiler and joining the cloud revolution. Quickly and easily prepare final accounts from trial balance stage, using simple manual entry or importing figures from bookkeeping software. Transfer the profit and loss account and balance sheet directly from Taxfiler accounts preparation
    Starting Price: $13.00/month/user
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    CCH ProSystem fx

    CCH ProSystem fx

    Wolters Kluwer

    CCH® ProSystem fx® suite, get integrated tax, accounting and audit, and workflow software tools in one award-winning solution. Maximize productivity and profits with integrated tax and accounting tools. Designed by the leaders in tax and accounting research, CCH® ProSystem fx® is used by the majority of the nation’s top accounting firms and business. An integrated tax, accounting, and workflow solution, CCH® ProSystem fx® enables you to increase accuracy, efficiency, and security, enhance client relationships. Build opportunities for additional revenue.CCH® ProSystem fx® Tax handles all types of federal and state returns, offers extensive electronic filing services, and automates computation and report generation. Improve workflow with a suite of integrated solutions including document management, firm management, knowledge management, and client collaboration. Help Mid-Large sized firms increase efficiency through the standardization of processes and workflows across their firm.
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    TaxFlow

    TaxFlow

    TaxFlow

    As tax accountants we've struggled with the lack of useful software tools for us to do our jobs successfully. For tax season it always seemed like we had to choose between a full CRM system to control every aspect of our practice, or a spreadsheet. The former being too much and the latter not quite enough. Create multiple entities per client and multiple returns per entity. Keep all of your client’s information from year to year in one place. Easily find the statuses of all of a client’s returns in one glance. You can import your client’s from any software that exports to a .csv, then add their associated entities. Create custom checklist templates for the different types of returns your firm will file. Start adding and tracking tax returns for your clients and their various entities.
    Starting Price: $20 per user per month
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    HPE FlexNetwork MSR95x Router Series

    HPE FlexNetwork MSR95x Router Series

    Hewlett Packard Enterprise

    The HPE MSR95x Router Series delivers high-performance, small-branch routing in a single, cost-optimized form factor. Featuring integrated routing, switching, wireless, security, and voice with no additional licensing, boost your service delivery while simplifying the management of the corporate-wide area network (WAN). This series is flexible to deploy, with Zero Touch Provisioning and WAN options with LTE connectivity. With Comware v7 and fiber connections, the MSR95x also brings the performance and advanced services available on modular routers, such as IPS and high encryption, to a fixed port form factor. Converged high-performance fiber routing, switching, security, and 3 Mpps performance. Integrated 1/10GbE, WAN and LAN, fiber (SFP). Integrated 4G LTE, 3G as well as IEEE 802.11b/g/n WLAN in one box. Embedded encryption, stateful firewall, NAT, ADVPN security features. Inified Comware v7 OS, Comware v7 OS zero-touch solution, and single-pane-of-glass management.
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    QCT QuantaEdge
    The QCT QuantaEdge series encompasses a dynamic range of edge server solutions designed for diverse deployment scenarios, from on-premises edge to regional edge, and from Open RAN-based telecommunications infrastructure to enterprise private networks. QuantaEdge servers are built as Commercial Off-The-Shelf (COTS) products, featuring high flexibility and expandability to accommodate varying network requirements. These servers are designed with an emphasis on minimized power consumption and a compact hardware footprint, making them ideal for network function disaggregation and virtualization. A key advantage of the QuantaEdge series is its ability to enable zero-touch provisioning, streamlining the deployment and management of network resources, and enhancing operational efficiency​.
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    Infor SmartSeries
    Infor SmartSeries is a fully integrated software suite that combines innovative, easy-to-use restaurant point of sale (POS) tools with enterprise solutions. SmartSeries features advanced computerized systems that can automate production and streamline inventory management, helping to control costs and improve customer service. SmartSeries' unified tools also facilitate the movement of information within a restaurant, corporate headquarters, or franchisee office. Systems can be configured to meet specific operating requirements allowing each store to maximize efficiency based on restaurant type, kitchen layout, drive-through orders, special menu requests, and customer expectations. High-volume table service or quick-service restaurants can effectively manage staff and better serve customers with powerful back-of-house capabilities that combine with front-of-house POS tools.
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    TaxAdda

    TaxAdda

    TaxAdda

    Check status of all clients with one single click with TaxAdda. Keep GSTIN and status saved in your database. No username or password required, only GSTIN is required. TaxAdda is the tool which allows you to login in GST & income tax portals without typing or pasting username and password information. Create GST invoices with easy to use online applications. Filing correct income tax return is very important to safe yourself from unwanted tax notice. Our CA team make will sure your return is filed flawlessly. Our CA team will file your GST application within 24 hours. Get GSTIN in 3-4 days. We have open and reasonable pricing plans. We also have our in-house team of professionals, which will provide you with a summary sheet of all your returns. We are developing tools for CAs to manage their practice. Right now we have more than 5 tools to help you manage your practices.
    Starting Price: $50.57 per quarter
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    TaxSlayer Pro

    TaxSlayer Pro

    TaxSlayer Pro

    Professional tax software built by and for tax preparers. Prepare 1040 federal, state, and local tax returns. Less than 60 second in-season wait time. No additional fees. Get your clients their refund faster and get paid sooner. We partner with the most banks in the industry to make it easy to sign up in seconds. Our reliable software, talented support team, and integrated bank products are just some of the reasons our customers keep coming back year after year. Access TaxSlayer Pro Web on any device with an internet connection so you can prepare returns from wherever your business takes you. TaxSlayer Pro Classic includes everything you need to prepare, file, and transmit your clients' tax returns. Our mobile app allows you to receive tax information from your clients wherever you are. Eliminate the need for them to wait in line at your office. Save time and retain more clients with TaxesToGo®.
    Starting Price: $1,495 one-time payment
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    Spectrum Cloud

    Spectrum Cloud

    KDK Softwares

    Spectrum Cloud by KDK Software is a powerful cloud-based platform designed for tax practitioners to manage GST, Income Tax, and TDS compliance from a single dashboard. It enables remote access, multi-user collaboration, and secure data management, making it ideal for CAs and tax consultants handling multiple clients. For GST compliance, the software supportsauto-import of GSTR data, easy reconciliation of 2A/2B, and error-free filing of GSTR-1, 3B, and 9, 9C. ITR filing with the software allows smart pre-fill using PAN and Form 26AS and AIS, and integrates with the Income Tax portal for direct filing. For TDS, it handles the preparation and e-filing of forms like 24Q and 26Q, along with PAN validation and bulk Form 16/16A generation. With cloud access, error checks, deadline tracking, and secure storage, Spectrum Cloud simplifies tax compliance, saves time, and boosts productivity for modern tax professionals.
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    FileInTime

    FileInTime

    TimeValue Software

    File In Time due date tracking and task management software is the easy way to track all your filing due dates and projects. Make sure that you never miss another filing date and help your firm run more smoothly. No matter how many returns you file in your tax practice or department, or how many clients you have, you will always be on top of your workload. Instantly roll-forward completed tasks to create your due date list for the next period/year. Keep a record of the progress on each task (track up to 40 status fields) automatically. Assign services with built-in dates for nearly 200 federal and state income tax returns or easily create your own custom services. Generate tasks for all the jobs you have in your office. Each task is identified by the client, relevant dates, and the service being provided, from a tax filing to an office meeting.
    Starting Price: $199 per month
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    Mindmarker

    Mindmarker

    Mindmarker

    Learning technology that makes training stick Reinforce. Measure. Adapt. Mindmarker is a cloud platform that makes corporate training measurable and effective. Our technology engages learners with a series of microlearning messages that reinforce and assess training outside the classroom. Learners receive a two-way dialogue of content and questions that automatically adapts messages based on their responses. Corporate training teams gain the insight and tools needed to bridge knowledge gaps and increase training adoption. Mindmarker makes corporate training 4x more effective in driving behavior change that increases revenue and productivity. Reinforce. Mindmarker’s advanced technology sends a series of micro-learning messages that help learners retain and apply their new skills and knowledge back on the job. Measure. Assess knowledge retention and mastery of subject matter to identify learning gaps and measure employee application of new skills.
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    Senta

    Senta

    IRIS

    Senta is a cloud-based, dynamic practice management platform that was founded to make accountancy practices more profitable, more scalable and to help them deliver great customer service. With an easy-to-configure CRM, powerful workflow, integrations and our best client portal yet, Senta practice management lets you power up your accountancy or bookkeeping practice. We'll help you grow your firm and give great service to your clients every time. Whether you're looking to operate efficiently at scale or growing a unique practice culture dedicated to service, Senta will help you automate your work and give you all the information you need.
    Starting Price: $29 per user, per month
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    PracticePro 365

    PracticePro 365

    PracticePro 365

    PracticePro 365 is a unique software platform that was designed to keep your business at the peak of its performance. Experience a powerful platform dedicated to boosting enterprise business efficiency and providing an array of unified features that provides your team with the essential tools to succeed. PracticePro 365 is here for you now and in the future with the power of cloud scalability. As the future drives businesses away from traditional office approaches, PracticePro 365 allows users to remain updated on daily projects, human resources, customers and the operations of their company. No matter where you go or how you travel, keep the pulse of your business at your fingertips when current information is needed most.
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    TaxSys

    TaxSys

    Grant Street Group

    TaxSys® is a hosted, web-based tax calculation, billing, collection, cashiering, distribution and revenue management system. Our clients use TaxSys to collect and distribute billions of dollars in revenue each year. Combined with our suite of integrated, special purpose web applications and services, TaxSys allows our clients to realize significant savings in time and money. A dedicated team of full-time professionals including software developers, information systems administrators, business analysts, technical writers, and project managers, help ensure the highest level of client satisfaction.
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    ClientTable

    ClientTable

    ClientTable

    Make it a breeze to collect and share client documents, information and streamline your workflows. Create your virtual office front with an intuitive and professionally designed client portal. Give your clients 24/7 access to their files. Your portal is accessible from anywhere, on any-device, at any time. Bring your brand to the front by adding your logo and a custom subdomain. Your logo is displayed on your login, the portal, and all email communications. Other client portals force you into their own closed file-systems. ClientTable is the only portal with native connectivity to your own cloud storage drive. Access portal documents through your storage web interface, desktop, and mobile application. Files saved from the desktop can be automatically shared with clients through the portal. Any folder or item can be shared, including the ability to share sub-folders or items.
    Starting Price: $14 per user per month
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    TAINA

    TAINA

    TAINA Technology

    Delivering the highest return on investment and fastest and easiest deployment, our industry leading platform is revolutionizing the way businesses perform their tax operations and manage their FATCA and CRS compliance. Looking for a scalable and reliable tax compliance solution that meets your needs now and into the future, that can easily be integrated into your current systems and processes? See how our fully automated FATCA and CRS platform is providing value to businesses of all sizes. Demonstrate compliance whilst reducing your costs and risk with a scalable, fully automated online customer portal and tax operations validation portal that can be easily integrated into your current systems. Grow your user base and deliver a superior investor experience whilst reducing your costs and risk with our online customer and investor portal’s fully automated customer onboarding process.
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    Neo.Tax

    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
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    CrossLink

    CrossLink

    CrossLink Professional Tax Solutions

    At CrossLink (CPTS) we believe in building tax solutions you need. Solutions that help you assist the taxpayers in your community. Solutions that support your success. With both online and desktop-based tax solutions, CrossLink has what you need – whether you are a mobile or remote preparer or a tax professional in a physical office. We believe in building the product you need. Every year, we take hundreds of customer suggestions and work them into our software because you know the needs of your community and your business better than anyone else. With industry-leading tools such as Point-and-Shoot Error Correction™, exclusive TextLink™ integrated text messaging technology, and support for electronic signature pads and hand-held W-2 barcode scanners, CrossLink 1040 software users are able to process tax returns more quickly and accurately.
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    Capium

    Capium

    Capium

    Capium is the pioneer of connected cloud accounting software for owners of small and medium-sized accountancy practices. Our vision was to remove the drudgery of running an accountancy practice and in doing so transform the role of the accountant from number cruncher to provider of strategic financial advice to their clients. We have created a software suite that marries automated accounts production and powerful practice management tools that enable accountants in practice to run a smarter, more efficient and ultimately more profitable business. Manage every aspect of your accountancy practice in this fully cloud Practice Suite software. Bookkeeping, Tax, Payroll, Practice Management, Company Secretarial, AML, Charity Accounts and coming soon is Time and Fees! Capium removes the need for multiple subscriptions, reducing costs and saving you time! They are designed for practices of all sizes who want to join the digital revolution.
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    E3.series
    A comprehensive electrical and fluid planning software environment for advanced requirements. E3.series is a true concurrent electrical engineering environment supporting advanced requirements for electrical documentation, cabinet and wire harness design and manufacturing outputs. E3.series facilitates an efficient and accurate design and manufacturing process for electrical and fluid planning, cable planning, and wire harness and cabinet layout. Its object-oriented architecture provides an integrated and consistent design approach to help eliminate errors, improve quality and reduce design time. Consistency of all design phases through object orientation. Powerful automated operations and electrical checks. Comprehensive outputs for manufacturing and documentation. Native format library and design data management. Circuit diagrams, connection lists, layout plans and reports always up-to-date and synchronized.
    Starting Price: £80/€90/CHF110 per month