Alternatives to UltimateTax
Compare UltimateTax alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to UltimateTax in 2026. Compare features, ratings, user reviews, pricing, and more from UltimateTax competitors and alternatives in order to make an informed decision for your business.
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Summ
Summ
Summ (formerly Crypto Tax Calculator) is an advanced crypto & equities tax platform that simplifies tracking and reporting across all your brokers, exchanges, wallets, and DeFi activity. With support for over 3,500 integrations, Summ imports your full transaction history and automatically generates audit-ready reports built to align with IRS tax guidelines. Users can review trades, identify tax-saving opportunities, and download accountant-approved forms including 8949, 1040, capital gains summaries, and more. Summ's portfolio tracker provides real-time PnL, tax liability insights, and accurate pricing for over 300,000 cryptocurrencies & shares. With a 4.6/5 Trustpilot rating and seamless TurboTax integration, Summ makes crypto tax filing stress-free for both casual traders and professionals. Designed for speed, accuracy, and compliance, Summ gives users total confidence at tax time. -
2
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. -
3
TaxTron
TaxTron
TaxTron is a tax preparation software company that is 100% Canadian owned and operated, dedicated to providing the best tax software in Canada. We offer versions tailored for individuals, professionals, and corporations. Our commitment extends beyond software; we have a team of friendly support professionals ready to assist with any questions you may have regarding our tax preparation software. We firmly believe that the quality of software is only as good as the people behind it. At TaxTron, our goal is to assist as many Canadians as possible with their income tax returns by offering flexible Canadian tax software. Our tax preparation software is available in both English and French languages, catering to a diverse user base. Furthermore, TaxTron software is compatible with both Windows and Macintosh operating systems, and online cloud-based TaxTron is also available. Join us in simplifying your tax preparation process with TaxTron – where excellence meets convenience.Starting Price: $19.00 -
4
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. -
5
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 -
6
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 -
7
Sprintax
Sprintax
Sprintax is an all-in-one tax software platform tailored for nonresidents in the U.S., offering comprehensive solutions for tax determination, withholding, filing, and dividend withholding tax reclaim. For individuals, Sprintax Returns assists in filing U.S. nonresident tax returns (Forms 1040-NR, 1040X, 8843) and claiming FICA tax refunds. It also facilitates the preparation of pre-employment tax forms such as W-4, 8233, W-8BEN, W-7, W-9, and SS-5. Additionally, Sprintax Dividends enables users to reclaim overpaid DWT on overseas investments. For organizations, Sprintax Calculus serves as a tax compliance and withholding software for payroll departments managing international employees, ensuring accurate tax determination and compliance. Sprintax Returns Partners supports U.S. organizations in preparing nonresident tax returns, while Dividends Partners aids in reclaiming cross-border DWT for employees and investors. -
8
UpTax
UpTax
AI tax preparation software for US CPA, EA, and accounting firms — UpTax is an AI-powered tax preparation platform built for U.S. CPA, EA, accounting, and tax firms. It helps automate tax preparation workflows for individual and business returns, including 1040, 1120, 1120-S, and 1065 returns, while keeping tax professionals in control of review and final filing.Starting Price: $25/month -
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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 -
10
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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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 -
12
AirFP
Air Financial Partners
Follow along and see how AirFP assists with creating a healthy or maintaining an existing tax practice. Discover how to take your tax prep business to new heights! Offer bank product settlement options today. We include unlimited free e-file with every professional tax software license, saving you hundreds! To set up an e-services account, to submit ERO file applications, we train you on how to run as efficiently a tax office as possible allowing you to focus on making money. Air Financial Partners (AirFP) will not only provide you with the service & support needed to retain customers. Our innovative team of tax pros will support your growth well into the future. Our turn-key tax business marketing program is proven to help attract new tax prep clients year after year that will help spread news of your great services. With both desktop and online solutions available for multi-site tax preparation businesses, AirPTS 1040 Professional Tax Software works with your organizational model. -
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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. -
14
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. -
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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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ProConnect Tax
Intuit
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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UFileT2
UFile
With UFileT2 corporate tax software, you can prepare and file tax returns for Canadian corporations. Free EFILE for Corporation Internet filing. Step-by-step interview were developed for incorporated businesses to prepare their Canadian corporate tax return. Like UFile for personal tax returns, UFileT2 makes filing a Canadian Corporate tax return quick and easy. As with UFile ONLINE, UFileT2 requires no download and no installation. Updates are automatic and fully in-tune with federal and provincial budget changes. Automatically transfer both your permanent information and tax carryforwards each tax year. UFileT2 allows you to prepare your own incorporated tax return, for your business. Electronically file your corporation’s tax return using T2 Corporation Internet Filing. If your company meets the criteria of being an incorporated business, you can file with UFileT2. Don’t file your tax return by hand, UFile it with UFileT2! -
18
Gen Income Tax Software
SAG Infotech Pvt Ltd
Gen Income Tax Return Filing is one of the best compliance software which calculates income tax, advance and self-assessment tax, and interest under sections 234B, 234A, and 234C. It is an easy-to-use software that permits you to prepare and e-file your online ITR with accuracy and convenience. The software has all the required features that help with tax returns, automatic selection of return forms, generation of XML/JSON files, import/export master data, calculation of arrear relief, E-payment etc.Starting Price: ₹7000 per year -
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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 -
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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.Starting Price: $495 per year -
21
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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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 -
23
FreeTaxUSA
TaxHawk
FreeTaxUSA is an online tax preparation website owned by TaxHawk, Inc. Founded by a CPA and a team of professional software developers, FreeTaxUSA is one of the fastest growing tax websites online today. FreeTaxUSA is an original member of the IRS Free File Alliance and an authorized IRS e-file provider. We have securely filed millions of federal tax returns with the IRS. FreeTaxUSA is 100% made in America. All employees (including all customer service representatives) live and work in the United States. When you file your taxes with FreeTaxUSA, you're supporting American families and creating American jobs. Security is a top priority at FreeTaxUSA. Information entered on our website is encrypted and transmitted securely using SSL encryption. Data is then stored in secure data centers and transmitted directly to the IRS when e-filed. To ensure customer data is private and secure, FreeTaxUSA uses the services of Truste, DigiCert, and Security Metrics. -
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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. -
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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 -
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CCH Axcess Tax
Wolters Kluwer
An intelligent tax preparation, compliance and workflow solution specifically built for the cloud. At the heart of a streamlined digital tax process is CCH Axcess Tax, delivering a cloud-based, award-winning tax preparation and compliance solution. CCH Axcess Tax creates a more accurate and efficient tax workflow to fuel extreme productivity and profitability. With CCH Axcess Tax, you'll spend less time organizing, managing and searching for documents, leaving more time for billable activity and providing a healthier work-life balance for you and your staff. CCH Axcess Tax provides ease of tax preparation and compliance with thousands of automatically calculating forms and schedules for federal, state, county and city entities; robust diagnostics; and a state-of-the-art electronic filing system. To get the most out of CCH Axcess Tax, it’s important to prepare everyone on your team so that they can use it to its full potential, thereby maximizing your benefits and ROI. -
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Intuit ProSeries Tax
Intuit
Prepare returns quickly and confidently with the software known for its ease of use and error-spotting diagnostics. See why no other professional tax software has been #1 for as long as ProSeries, and why over 60,000 pros like you choose it year after year. Get more time back on every return with timesavers built into your workflow. Simply describe what you're looking for to quickly find the right forms or data entry fields. Save 23 minutes per return with the ability to quickly spot any fields that need data, and then send an email request to the client with a click. Rest assured that your returns are done right with comprehensive diagnostics that instantly pinpoint errors and show you exactly where to go to fix them with a click. Customize a solution that’s the right fit for your practice and pay for only what you need. Choose packaged bundles for significant savings on every individual return.Starting Price: $340 per year -
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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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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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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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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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Reachfast
Reachfast
A B2B contact database that provides direct phone numbers and emails of LinkedIn professionals using just their profile URL. Our data-driven platform seamlessly integrates with CRM systems and sales tech stacks, optimizing lead management and customer outreach. With unparalleled data accuracy and 10-40% more phone numbers than competitors, ReachFast revolutionizes B2B contact databases and marketing automation.Starting Price: $35.33 per month -
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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 preparationStarting Price: $13.00/month/user -
34
MilTax
Military OneSource
Account for the complexities of MilLife with free tax software and one-on-one help from military tax experts. Backed by the Defense Department and made exclusively for the military community with MilTax you can complete your tax return with specialized software that accounts for the complexities of military life. Connect with a tax pro and file federal and up to three state returns. MilTax e-filing software is free for service members, eligible family members, survivors, and recent veterans up to 365 days from their separation or retirement date. Learn who is eligible to use MilTax services. If you have questions, enlist free one-on-one help from MilTax experts, and tax pros with special training in military-specific tax situations. Call or chat anytime 24/7 to schedule a consultation or get in-person support at an installation-based volunteer income tax assistance office near you.Starting Price: Free -
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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 -
36
Melso
Melso, Inc.
Melso is an online accounting and tax service for freelancers and self-employed people in Spain, combining an AI agent, web-based tax tools and human tax professionals. It helps users organize invoices and expenses, review income and costs, follow a tax calendar, and get answers about Spanish tax procedures through the app or WhatsApp. Users can connect email and Google Drive to find records, and authorize compatible AI clients through OAuth and Model Context Protocol (MCP) to access business records and prepare work. Melso’s professionals prepare and review returns included for each customer’s activity and tax profile. Customers approve the exact draft in the app before the professionals file it with Spain’s tax agency; covered forms and services depend on the agreed scope. The AI agent can draft invoices and issue them after customer authorization, subject to account permissions and service prerequisites.Starting Price: €49/month -
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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 -
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E-File Magic
E-File Magic
E-File Magic is a premier online tool designed to make year-end reporting simple, secure, and fast. With a little magic, it helps users e-file, e-deliver, generate PDF forms, print and mail forms, and verify recipient TIN/name information with IRS records. Whether filing a single form or thousands, E-File Magic saves time by letting users import data from Microsoft Excel templates, QuickBooks Desktop or Online, or Xero, then prepare forms with minimal friction and maximum accuracy. It supports a broad range of forms, including major form series such as 1098, 1099, 1099-NEC, 1099-MISC, 3921, 3922, 1042-S, 1097, 5498, W-2G, and W-9, helping users avoid juggling multiple solutions for different reporting needs. E-filing includes participation in the combined federal/state filing program, which, for most states, satisfies both state and federal filing requirements.Starting Price: $6 per form -
39
TaxInterest
TimeValue Software
TaxInterest IRS/State interest and penalty software gives you interest and penalty expertise. Easily and quickly calculate interest and penalties for an IRS transcript, an amended return or a return for a late or non-filer, or doing FIN 48 UTP interest accruals . TaxInterest software is the professional standard that helps you calculate the correct amounts – easily, reliably, and with no guesswork. Simplify calculation of interest on both federal and state tax underpayments and overpayments. • A user-friendly interface for tax and payment details • Audit the calculations and totals on transcripts and notices • Calculate interest and penalties for amended returns, and late or non-filers • Relied on by the IRS, CPA firms, and corporations for over 30 years • Output reports that are widely recognized by taxing authorities for accuracy and detail Used by most of the top 100 accounting firms in U.S. and by the IRS. TimeValue Software offers a one year, money back guarantee.Starting Price: $99 per year, per user -
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Wolters Kluwer Digital Tax Workflow
Wolters Kluwer
Firms that don’t fully commit to an integrated digital tax workflow solution can find themselves wasting time and leaving clients less than satisfied. It’s inefficient to have some steps that are automated and others that still require shuffling papers. If every part of your tax prep process doesn’t work together, technology can be working against you, not for you. Automated tax prep workflow software creates faster, trackable, end-to-end processes, which save your staff time while also satisfying busy clients. Every step, from obtaining client source documents to reviews and approvals is faster, including the final step—you getting paid! In digital tax preparation, client data is digitally imported, reviews are handled on- screen and returns are signed and filed electronically. By eliminating tedious data entry and other inefficient manual processes, tax workflow automation allows your firm to do more work with less resources. -
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KEEYNS
KEEYNS
KEEYNS is the tax collaboration platform built to revolutionize the way your in-house tax and finance department works. Let our one-of-a-kind tax collaboration platform optimize, simplify, and automate your tax preparations and tasks. Including specific tax returns, audits, projects, and governance-related topics. Work smart and sleep well. Keeyns offers a centralized tax data warehouse that facilitates collaboration among internal staff, external advisors, and key stakeholders like banks and tax authorities. Working with designated roles and permissions significantly saves both time for the internal team and money on external consultancy fees and potential fines. Collaborating with internal and external stakeholders across jurisdictions, we address challenges in designing clear, local tax-compliant filing processes to enhance efficiency. Our validated workflows streamline all these tax preparation tasks. Next to that, you can create your own custom workflows. -
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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. -
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GenTDS
SAG Infotech Pvt Ltd
Gen TDS software is a desktop-based TDS and TCS return filing software for any business and tax professionals facing difficulties with tax filing processes. With this software, users can manage their TDS compliance work more efficiently and accurately, without making too much effort. The application creates TDS certificate forms and TDS returns on a timely basis, without any hassle in the return process. The software has a user-friendly interface and comes with multiple reporting features that allow you to easily integrate with different kinds of accounting systems. With GenTDS software, you can make your TDS workflows and certify tax compliance without having to worry about complex technical details.Starting Price: ₹6000 per year -
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BoomTax
BoomTax
BoomTax is IRS-authorized 1099 software and ACA software for e-filing 1099, W-2, 1095-B, and 1095-C forms from one platform. It streamlines the filing process by letting teams drag and drop tax data from Excel spreadsheets, QuickBooks, Xero, FreshBooks, Zoho, fillable PDFs, payroll systems, HCM providers, or other sources, then automatically validating the data, checking for errors, and performing TIN matching against IRS records before filing. Built-in compliance features help validate recipient Tax Identification Numbers, verify Employer Identification Numbers, detect address issues, catch amount discrepancies, and flag form data problems before submission. BoomTax supports sending recipient copies by mail or e-delivery, handling printing, postage, and IRS-compliant consent for 1099, W-2, and 1095 forms. Teams can e-file directly with the IRS and SSA, track filing status in real time, and receive notifications when filings are accepted.Starting Price: $2.49 per form -
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Infraon NMS
Infraon
It’s unreliable to use multiple network management tools. But, finding a service provider with a dedicated network lifecycle expertise is hard. Low employee productivity due to constantly switching tools. Multiple EMS/NMS tools with poor visibility of topology. Outsourcing woes caused by poor SLAs and reporting. Extra training for staff that could take up to 10-40 hours every year. Inability to identify and resolve problems and incidents. Event noise that results in network health misinformation. Faster identification of network issues. Reduced downtime whenever faults occur, and custom data visualization. Infraon ITSM is an AI-based software that supercharges team communication and collaboration with prebuilt automated workflows. You can create a fully modernized workspace with quick resolutions, proactive monitoring, intelligent alerts, and more. Integrated fault management and self-healing capabilities to fix outages. -
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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 -
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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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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 -
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Taxumo
Taxumo
Taxumo is an accredited online tax filing tool in the Philippines, assisting freelancers, self-employed professionals, small business owners, and corporations in filing and paying their taxes efficiently from anywhere at any time. The platform offers automated and accurate computation for all tax forms, including Income Tax Returns (ITRs), Percentage Tax Returns (PTRs), and Value Added Tax (VAT) Returns. Users can file taxes and submit necessary attachments such as the Summary List of Sales and Purchases (SLSP), Quarterly Alphalist of Payees (QAP), and Summary Alphalist of Withholding Taxes (SAWT) directly through the platform. Taxumo provides various payment methods, including bank transfers and e-wallets, to remit tax dues conveniently. The platform also allows users to automatically generate reports required for books of accounts, safely store all tax documents for easy access, and manage business cash flow by tracking income and expenses.Starting Price: $399 per month -
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Infraon ITSM
Infraon
Many repetitive high-volume ITSM tasks demand 100% accuracy, making life hard for multiple teams. Insufficient service desk features that lead to ineffective modernization. Delayed approvals and resolutions because of multi-team dependencies. Unproductive agents and business users, resulting in unmet SLAs. Extra training for staff that could take up to 10-40 hours every year. Remote workspace pressures leave no room for in-person meetings. Lack of the ability to identify patterns and predict potential service issues. Infraon ITSM is an AI-based software that supercharges team communication and collaboration with prebuilt automated workflows. You can create a fully modernized workspace with quick resolutions, proactive monitoring, intelligent alerts, and more. Unified dashboard to track and manage all service desk tasks in real-time. Collaborative tools to sync up IT users, as well as business teams and vendors.
