Top 18 tools for tax professionals
Ranked by role fit + community rating. 6 categories covered.
Audit Data Analytics
1 toolTax Compliance
7 toolsThomson Reuters UltraTax CS
professionalProfessional tax preparation software for accounting firms (1040, 1120, 1065, 1041)
Intuit ProSeries
professionalProfessional tax software for small-to-medium CPA firms
Intuit Lacerte
professionalAdvanced tax software for complex returns and high-volume firms
Drake Tax
starterAffordable professional tax software for all entity types
TaxAct Professional
starterBudget-friendly tax software for solo practitioners and small firms
Avalara
starterCloud-based sales tax automation and compliance software
Tax Provision & Research
4 toolsThomson Reuters ONESOURCE
enterpriseEnterprise tax provision, compliance, and determination software
Corptax (Wolters Kluwer)
enterpriseCorporate tax provision and compliance software for large enterprises
Thomson Reuters Checkpoint
professionalComprehensive tax research platform with primary sources and analysis
Bloomberg Tax
professionalPremium tax research and workflow platform with global coverage
Generative AI & Automation
3 toolsDocument Management
2 toolsCRM & Client Management
1 toolOther roles
💼 CFOs📒 Controllers🧾 Accountants🔍 Auditors📊 FP&A Analysts🏦 Treasurers💻 Developers🛠️ Data Engineers🧠 ML Engineers🔧 DevOps Engineers🔐 Security Engineers🧪 QA Engineers📈 Data Analysts🔬 Data Scientists📈 Sales Leaders🎯 Account Executives📞 SDRs⚙️ RevOps🤝 Customer Success📂 Account Managers📣 Marketers✍️ Content Marketers🚀 Growth Marketers🔎 SEO Specialists💹 Performance Marketers🎪 Demand Gen🎨 Brand Marketers📊 Product Managers🎨 Product Designers🔭 UX Researchers⚙️ Operations📅 Project Managers🛒 Procurement Leaders🫱🏽🫲🏽 HR Leaders🎯 Recruiters🌱 People Ops🎓 L&D Leaders⚖️ Legal Teams📜 Corporate Counsel🛡️ Compliance Officers💬 Support Leaders🚀 Founders👔 CEOs🎩 COOs🧑💻 CTOs