Alternatives to OIC Tax Planner
Compare OIC Tax Planner alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to OIC Tax Planner in 2026. Compare features, ratings, user reviews, pricing, and more from OIC Tax Planner competitors and alternatives in order to make an informed decision for your business.
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1
AlsoThere
AlsoThere
AlsoThere is a turnkey transactional infrastructure that unbundles commercial capabilities from legal incorporation. Built for B2B SaaS and ISVs, we act as your localized operational backbone, enabling parallel GTM deployment across 43 countries (US, EU, LATAM) in under 48 hours. Rapid Deployment: Achieve legal commercial presence in 48h, converting expansion from high-risk CAPEX to an agile OPEX model.Native capability to issue tax-compliant local invoices and execute multi-currency consolidations for enterprise nodes. Compliance-as-a-Service: We comply with local tax, legal, and regulatory frameworks entirely. AlsoThere seamlessly integrates into your channel strategies. We act as your specialized transactional infrastructure allowing you to bypass legacy generalist resellers and maintain 100% customer control. Powered by eSource Capital Group (20 years cross-border expertise) with over US$250M+ successfully processed for third-party enterprise clients. -
2
Corvee Tax Planning
Corvee
Corvee provides tax, accounting and financial advising firms with the ability to make smarter tax decisions for their clients while growing and optimizing their firm. The company’s flagship product, Corvee Tax Planning software, quickly and efficiently provides firms a sophisticated but simple tool to formulate a tax savings calculation, develop a proactive and strategic tax plan and streamline client collaboration. Corvee has been the recipient of numerous honors this year, including being named one of Accounting Today's Top New Products of 2021; being chosen as a Finalist in the 2021 CPA Practice Advisor's Technology Innovation Awards; and, most recently, making it onto the 2021 Inc. 5000 list of the fastest growing companies in America. -
3
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. -
4
Karbon
Karbon
Built with collaboration at its core, Karbon is a practice management platform for accounting firms ready to embrace a more connected future. Seamless communication and workflows let teams know who's doing what, when, why, and how. Karbon is cloud-native, frequently updated, highly configurable and a delight to use. Firms running on Karbon are better equipped to drive the success of their business and the prosperity of their clients. Visibility & Control Enjoy peace of mind knowing where every job stands, who’s working on what, and what’s being said to clients. No blind spots, and nothing falls through the cracks. Automation & Efficiency Get more out of every team member by automating tasks, standardizing common processes, scheduling data collection and scaling onboarding. Collaboration & Connectivity Unite the firm with one place to collaborate on email, clients, jobs and tasks. Get more work done together, whether people are remote or in the office.Starting Price: $59/month/user -
5
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. -
6
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 -
7
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 -
8
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 -
9
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 -
10
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. -
11
IRS Solutions Software
IRS Solutions
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.Starting Price: $159 per month -
12
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. -
13
Tax Planner Pro
Tax Planner Pro
Until now, tax planning has been nearly impossible for the small business owner. Complicated IRS codes, difficult projections models, and no professional help. Tax Planner Pro changes all that, with a simple interface, easy to understand guides, and professionals to walk you through every strategy and tax saving tip. Once you connect your financial information to Tax Planner Pro, our tax strategy engine called IVAN will analyze your current financial position and prepare a customized tax plan for you and your business. We will show you how to reduce your tax bill to just $1.00 dollar guaranteed. It may take 5 planning ideas, it may take 30 of them, but we will get your taxes down! Tax Planner Pro automatically stays up to date every week with automatic syncs to QuickBooks Online and Xero. Setup is easy and only takes a few minutes.Starting Price: $499 per year -
14
Thomson Reuters Planner CS
Thomson Reuters
Tax legislation changes quickly and it’s easy for your clients to fall behind. Intelligently devise strategies to help them get ahead of the next few years’ tax filings. Updated throughout the year with new regulations, Thomson Reuters Planner CS tax planning software makes it easy for you to provide thorough insights to your clients. Run analyses that take into account multiple scenarios, such as comparing joint vs. married filing separately, and compile your projections into sleek, easy-to-read presentations. See how Planner CS provides powerful tools to help you save time, ensure accuracy, and present a professional tax analysis that will help your clients make the right tax planning decisions. Develop strategies to reduce your clients' tax liabilities, track carry-forward items for future years, calculate payments, and more. Simple navigation and timesaving templates let you quickly and easily analyze complex tax planning needs for your clients. -
15
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 -
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Bloomberg Income Tax Planner
Bloomberg Tax & Accounting
Accurately project estimated tax payments, capital gains, and taxes for resident and nonresident states. Plan for tax implications all year resulting from marriage, Roth conversions, stock sales, and other events using Income Tax Planner. We have a proven track record of being first-to-market – you can rest assured that the latest tax law has been incorporated. Accurately and efficiently show clients what their tax situation looks like with in-depth analysis and comparison of side-by-side scenarios. Create accurate, professional, and effective plans that help your clients reduce tax liabilities and make wise decisions. Easily model and navigate complex tax scenarios. Use Bloomberg Tax & Accounting’s renowned tax expertise, up-to-date calculations, in-depth analytics, projections, and more to plan the best course of action for your clients’ tax, investment, and retirement planning. -
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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 -
18
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. -
19
Pascal Workflow
Pascal Workflow
Get organized and working together with all the tools you need to scale your practice. Organize and track conversations, emails, notes, and interactions with clients and others. See everything related to your client on one screen. Deliver winning proposals to your clients and prospects. Automate engagement letters and achieve absolute clarity. Your team will work faster with a workflow that is beautifully designed and easy to understand. Never let a client work slip through the cracks again. Our new agenda dashboard informs each team member of their daily work. A complete tax return delivery solution, not just form 8879. Give clients detailed instruction on every client form, including payment vouchers and estimated payment vouchers. Collect signatures on 8879 and any other custom documents. Works for both US and Non-US based firms. KBA is available making this an IRS-compliant solution. This module allows you to upload virtually any document to obtain signatures as well.Starting Price: $45 per month -
20
Bonsai
Bonsai
What if you could run your entire business in one place? Bonsai is the only business management tool that combines CRM, invoicing, accounting & banking. No more "Managing my projects, contracts, and invoices is a time-consuming hassle." Generate custom contracts by picking from 1000+ templates in Bonsai’s library, and get paid faster by creating professional invoices in seconds with global payments and automatic reminders. No more "Tracking my expenses stresses me out." Track your income and automatically categorize your expenses to maximize write-offs. Say goodbye to spreadsheets & tax stress and hello to a bigger tax return. No more "Managing my clients’ expectations is hard." Use Bonsai's simple CRM to manage your clients and projects, and keep track of what matters. Turn new leads into clients, and clients into recurring business. Grow your business in no time while Bonsai takes care of the rest.Starting Price: $17 per month -
21
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 -
22
Tax System 5
EPSILON NET
The most successful application on taxation and document management in the Greek market. It has unlimited capabilities and incomparable design quality. Under the guarantee of the Scientific Department of Epsilon Net. The most complete and accurate clearance of personal income tax, with direct adjustment of calculations with the latest coding of Income Tax Code. Supply of multiple informative printouts for the calculation of installments of income tax payout, calculation of proofs and receipts, printout with comparative sizes on incomes, expenses and proofs in comparison to the previous fiscal year and complete paycheck with the analytical reflection of all the amounts included in the calculation. Supply all taxation documents to every accountant and accounting office. Data extraction from the registrations, automatic calculation and filling out of VAT-VIES, Intrastat and Personal Income Tax Forms. -
23
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 -
24
TaxPlanIQ
TaxPlanIQ
The problem is you are overworked, under-valued, and stuck in a daily grind that leaves you feeling trapped. Clients need a strategic financial partner they can count on. TaxPlanIQ exists to simplify your world and showcase the tremendous value you offer. Our founder–Jackie Meyer–overcame the challenges frustrating most firm owners. The result? A thriving business that returned hard-earned money to her clients. She now uses those business-building best practices to coach thousands of accountants just like you–transforming their firms in the process. We’ll walk through your first tax plan together so you and your clients can see the ROI. This is the platform designed to elevate your value and give you control back over your business. Every accounting firm owner deserves to have the right tools in place to make work smooth and clearly demonstrate their value to each and every client.Starting Price: $300 per month -
25
FP Alpha
FP Alpha
FP Alpha is an AI-driven advanced-planning platform that enables financial advisors to scale full-spectrum planning by uploading clients’ tax returns, wills, trusts, insurance policies and other key documents, after which the system automatically reads and extracts critical data, identifies actionable insights across estate, tax, insurance and other planning disciplines, and quantifies the value of advice via visual reports and white-label deliverables. The platform supports over 16 planning domains, provides modules such as Estate Snapshot and Estate Planning Lab (which convert complex legal documents into digestible summaries and flowcharts, model alternate strategies and quantify savings), and offers a Tax Snapshot and Tax Projector to project multiple years of federal and state tax implications, compare scenarios like Roth conversions or charitable giving, and integrate findings into existing advisory workflows.Starting Price: $1,125 per month -
26
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 -
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Holistiplan
Holistiplan
Holistiplan is an award-winning financial planning platform that automates tax analysis and scenario planning for financial professionals. Using advanced OCR technology, it scans and interprets client tax returns in seconds, turning complex data into clear, actionable insights. Advisors can model tax scenarios, identify savings opportunities, and recommend strategies such as Roth conversions, charitable giving, or tax-efficient withdrawals. Beyond tax planning, Holistiplan also supports insurance and upcoming estate planning modules, making it a complete wealth management companion. Designed by CFP® professionals, the software helps advisors scale personalized advice while saving time and improving accuracy. Trusted by over 30,000 users, Holistiplan empowers professionals to deliver deeper financial value and stronger client relationships.Starting Price: $449 per year -
28
Safran Planner
Safran Software
When time is scarce, you need the power of simplicity. With Safran Planner you can create schedules with less effort. Quickly sketch out and share a schedule or project timeline plus create eye-catching charts, whether you’re an occasional or advanced user. Not all Gantt chart software systems are created equally. If your current solution can’t evolve as your project progresses to the execution phase, it’s time for a change. Simple to use without compromising on the essentials, Safran Planner’s lightweight scheduling makes it possible to create eye-catching Gantt charts, clearly visualize project schedules and make scheduling changes with effects shown in real-time. If you rely on spreadsheets to manage projects, rather than a purpose-built project management application, you could already be setting your project up for failure. Safran Planner empowers casual users and professional planners to easily create schedules, timelines and charts. -
29
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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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.Starting Price: ₹6300 -
31
EMS Planner
EMS Planner
Efficient. Flexible. Easy-to-Use. These are the qualities that make us the web's best online scheduler. Whether you're a fire department, EMS squad, ski patrol, or any other volunteer organization, EMS Planner is right for you. Sign up and join countless others who have saved time and resources through the use of EMS Planner. EMS Planner is completely online, so there is no need to install software, and anyone can access it from anywhere in the world. What makes us different is EMS Planner is faster, more flexible, and easier to use than any other method of scheduling. Throw away that old whiteboard and join us today! Each squad is unique in its own way. Therefore we knew how important it was to develop a single solution that can accommodate a wide variety of customers. We believe to have found a solution and our current clients agree. Whether your shifts overlap or you're out of service on Friday nights, our schedule setup tool can do it.Starting Price: $1.00/year -
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Juno
Juno.tax
Juno is a modern AI-powered sidekick designed specifically for tax professionals who are overwhelmed by long hours and manual tax preparation. It automates tax research, data entry, calculations, and document management, helping accountants save time and reduce errors. With modules for preparation, review, and advisory, Juno streamlines every step of the tax process, from flagging inconsistencies to generating full workpapers in seconds. The platform not only ensures higher accuracy but also enables CPAs to focus on client relationships and strategic planning rather than tedious tasks. Built by a CPA, Juno has gained trust among hundreds of firms who rely on it during peak tax season. Testimonials highlight its ability to double productivity and make tax season more manageable for professionals.Starting Price: $4,000 -
33
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. -
34
SeQwens
SeQwens
Experience a fully integrated solution for your office and your clients. Our interface is equipped with tools to manage your clients year-round, automate your process and grow your business. As a Service Bureau, managing your team has become easier. Have a Bird Eye View over your partners, capture lead and manage leads, create task for sub-office during and off season and automate your entire service bureau program. Our tax office portal allows you to build relationships year round with your clients, schedule appointments, and create workflows to streamline your projects from start to finish. Easy onboarding of your client in a secure portal where they have access to checklists, files and effortless exchange of communication and documents. Vertically correspond with your clients and or partners through messages, email campaigns, forms, and invoices—all in real-time. Streamline your daily business process to be more productive, efficient and successful.Starting Price: $69.99 per month -
35
Bloomberg Corporate Tax Auditing & Planning
Bloomberg Tax & Accounting
Achieve new efficiencies by calculating, tracking, and analyzing federal and corporate income tax attributes automatically over multiple years – including net operating losses, carryforwards, and carrybacks. Formulate the best multistate tax strategies using the most accurate state tax analysis software, which automatically unifies and shares tax data, simplifying provision, compliance, planning, and audit. -
36
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 -
37
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. -
38
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 -
39
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. -
40
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. -
41
ATOM
Automated Tax Office Manager
Lost client files are a thing of the past. No longer spend hours hunting down misfiled file folders. All client information is centrally stored to optimize your employee’s time and ultimately improving your company’s bottom line. Customize work-flows to fit your different types of business, such as tax preparation, bookkeeping, IRS resolution, financial planning, etc. Reduce paper and toner costs by storing, tracking and accessing client files electronically. Documents can be quickly accessed by staff or clients with just a few clicks. This isn’t your typical Client Portal. We didn’t stop at just sending and receiving tax documents. With ATOM the client can send messages, schedule appointments, make payments, check tax return status, and much, much more. And did we mention they can do this all on their phone. Securely store documents and digitized notes online for quick access anywhere.Starting Price: $149 per month -
42
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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Financial Cents
Financial Cents
An easy-to-use accounting practice management solution that has everything you need to manage your team, scale your firm and hit your deadlines. Delegate tasks & see your teams’ work at a birds eye view. Budget hours, run reports & invoice clients. Store all your client information in one place for your team. Automate client data collection with auto follow-ups. Securely store your passwords in one place for your team. Integrate with QuickBooks to easily sync your data and clients. Attach and exchange documents with your team & clients. Increase firm profitability by identifying unprofitable clients. Use our best practice workflow templates (or create your own) to streamline your process and maintain work quality as your team grows. -
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TaxDome
TaxDome
A powerful, simple workspace that allows you to manage your clients, jobs, documents, teams and practice. TaxDome is workflow automation software specific to the tax and accounting industry. It allows you to automate processes and have clear visibility of your work. You can either use pre-made templates (bookkeeping and tax returns, payroll, resolution, etc.) or you can create your own repeatable, customizable business processes that can take your company to the next level. Your clients will love the white-labeled portal, regardless of their age or technical skills. It's secure, easy to use and available on mobile or desktop. TaxDome supports 11 languages, so you can now offer a client portal to your non-English speaking customers. You can organize your practice using one platform for both internal management (workflow, CRM, reporting) and client-facing tools (document signatures, invoicing, messages).Starting Price: $58 per month -
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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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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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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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DT Practice
Thomson Reuters
DT Practice offers a unique big-picture perspective that provides valuable insight into your business, guarantees unprecedented client service, and ensures that your firm runs at peak productivity. You can use DT Practice for more than just invoicing software for accountants. To achieve fast accounts receivable turnover, timesaving paperless billing features enable you to bill clients easily, create customized electronic invoices and statements, publish invoices online and accept credit card payments. Quickly and automatically record time and expenses and bill clients using virtually any billing method, such as fixed-fee, progress, retainer, etc. You can also create customized invoices and statements, record and track accounts receivable transactions and create detailed reports and summaries. Now you can quickly and easily create private, secure client portals in DT Practice to improve client service and save time. -
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HubSync
HubSync
HubSync is a Tax Integration Powerhouse. Designed by tax professionals, for tax professionals – HubSync addresses your challenges and your need to focus on advising clients, rather than wasting time wrangling data and dealing with cumbersome tax processes. Collaborate with your team in real-time from virtually any location through the cloud. Gain unlimited insights through reporting and analytics capabilities at your fingertips. Automate and simplify the tracking of key performance indicators and metrics. Simple alert mechanisms to ensure you don’t overlook critical dates. HubSync was designed to collect and harmonize disparate data, eliminating complexity, reducing professional services costs and helping clients maximize their existing investments. HubSync embodies the simplicity of “consumer friendly” applications with the power of enterprise-grade functionality. -
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Aucerna Enersight
Aucerna
Enersight™ is a comprehensive, integrated system for cloud-powered asset development and operational planning. It equips asset planners to rigorously model and evaluate development options to reach asset goals, integrating timing and operational constraints into field development modeling, to deliver accurate and achievable development plans. Enersight was built to help asset-level planners, engineers and economists make the right decisions with accurate data and defensible field development models. Enersight brings together asset-level planners, engineers, and economists with the same accurate data to make informed field development planning decisions. Provide all multidisciplinary teams, including reservoir, marketing, production, and finance, with shared access to development plans, latest estimates, budgets, and roll-up reports based on actual multi-source data, current operations, and scheduling.
