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Danielle is a writer for the Finance division of Fit Small Business. She has owned a bookkeeping and payroll service that specializes in small business, for over twenty years. We present the best six software applications for tax professionals with different-sized businesses and types of clientele.

The needs of tax preparers vary greatly based on their need for bookkeeping integrations, remote access, and budget. For DIY tax software, see our guide to the best small business tax software.

ProSeries Professional is a good fit for accountants looking for desktop software with a forms-based interface that can import account balances from QuickBooks Desktop.

ProSeries offers four pricing tiers with a great option for small firms that prepare less than returns per year or firms that focus almost exclusively on individual returns. ProSeries Professional provides several tools that will suit the needs of small to mid-sized businesses. With the exception of form returns, the software offers a variety of packages and access to a variety of helpful resources, including tax planning suggestions:. ProSeries Professional is reliable tax preparation software from Intuit.

It can process almost any tax return, including Forms , , S, , , , , and However, it cannot prepare Form returns. The price is very reasonable, especially if you specialize in individual returns and purchase the Complete package. Also, ProSeries Professional cannot handle more complex returns, such as consolidated returns and oil and gas returns. For firms with more complex returns, Lacerte would be a better choice, as it can prepare even the most complicated tax returns.

ProConnect Tax Online is designed specifically to serve the tax preparation function for firms centered on QuickBooks Online Accountant. The programs integrate very tightly and can be managed from a single dashboard inside QuickBooks Online Accountant. ProConnect Tax is priced on a pay-per-return basis with no annual fee. Any firm that specializes in QuickBooks Online should give serious consideration to ProConnect Tax, as it provides powerful features such as missing data review and document management.

ProConnect Tax also has a K-1 package and a tax planner with the ability to project multiple case scenarios:. ProConnect Tax is a great companion program for firms specializing in providing client services with QuickBooks Online. The biggest drawback to ProConnect is the lack of a plan for unlimited returns. For high-volume preparers, TaxAct Professional might be a better choice.

TaxAct Professional is one of the best professional tax software options for small accounting firms. There are several add-ons that allow you to customize the software based on your needs, including payment acceptance and practice management features. You can also access digital marketing capabilities and facilitate client returns. TaxAct Professional is a great option for accounting firms on a budget, with an inexpensive price for unlimited returns.

TaxAct Professional also backs its work with a money-back guarantee and access to dedicated technical support:. Yet, Drake provides very capable tax software and has been in business since All state programs are included, and you can prepare multiple state returns for a single business with no additional charge.

Its hardware add-ons and paperless options also streamline the process:. Drake Tax offers great value to firms that want the ability to prepare any type of income tax return. It offers most of the same features as more expensive software, including client organizers, a tax planner, MFJ to MFS comparison, and multistate returns.

Unlike some popular professional software, you cannot purchase Drake Tax bundled with a tax research service. If you do require a tax research service, then you may want to check out CCH Axcess Tax , which we selected as the best cloud-based software to manage a whole accounting firm. CCH Research provides up-to-date tax and accounting information with powerful search functionality, which ultimately saves you time. You can only get pricing information by speaking with a sales representative.

Lacerte Tax only provides pricing information through a sales representative. The company offers three plans:. Lacerte Tax is a powerful tax solution that offers a variety of tools to help streamline your practice. These tools include an expansive form library, a paperless option for organizing and collecting tax information, and a variety of tax analysis and planning tools.

Lacerte is expensive, but with complicated returns, you should be able to recoup the cost through client fees. With Lacerte, you can prepare all individual and business returns, including forms , , S, , , and It can also prepare gift and estate tax returns, forms and as well as Form benefit plan returns. It also lets you choose to enter data through forms or quick-entry sheets and offers an integrated billing clock. You must speak with a sales representative for pricing information.

No pricing or information regarding available packages is available on their website. CCH Axcess Tax is a well-rounded, cloud-based software program for tax professionals.

It integrates with other CCH Axcess modules to provide more features to help you run your practice. Its user interface is easy to navigate, and it allows you to create a tax organizer for your clients. Another outstanding feature is the ability to link to CCH IntelliConnect without leaving the tax preparation program. When evaluating the best tax software for tax preparers, we considered the needs of tax professionals who prepare individual and business tax returns.

The price of the software is a primary concern as are features, such as importing data, integrating with client portals, and sending out returns and invoices for e-signature and e-payment. Based on the needs of bookkeepers, accountants, and tax professionals, the criteria we used to evaluate the best tax software for professionals include:.

You should choose software that provides a pricing option that fits the number and types of tax returns you prepare. However, you must also consider your need to prepare complex returns and the time you could save with bookkeeping software and practice management integrations. Find Timothy On LinkedIn. He then taught tax and accounting to undergraduate and graduate students as an assistant professor at both the University of Nebraska-Omaha and Mississippi State University.

He most recently spent two years as the accountant at a commercial roofing company utilizing QuickBooks Desktop to compile financials, job cost, and run payroll. Find Danielle On LinkedIn. She has owned Check Yourself, a bookkeeping and payroll service that specializes in small business, for over twenty years.

She also regularly writes about travel, food, and books for various lifestyle publications. Sign up to receive more well-researched small business articles and topics in your inbox, personalized for you. Fit Small Business content and reviews are editorially independent. We may make money when you click on links to our partners. Learn More. Published December 2, Intuit - ProSeries. ProConnect Tax Online. TaxAct Professional. Drake Tax. CCH Axcess Tax.

ProSeries Professional. What We Like Offers multiple packages to fit your needs Choose to enter data through forms or quick-entry sheets Integrated billing clock. What's Missing Pay-per-return pricing charges extra for a state return No upfront pricing for some plans Multiuser access is an additional fee for most plans. What's Missing Pay-per-return pricing is expensive for high-volume preparers No options for unlimited returns Cannot customize client letters and invoices.

PricingProConnect Tax Pricing All users must pay per return on a sliding scale based on the total number of returns purchased. What's Missing Additional fee applies for state returns in Professional Federal Edition No tax research applications available No pay-per-return e-filing version.

What We Like Prepare any income tax return: forms , , S, , , , , and Pay per Return package converts to Unlimited after 85 returns All 50 states included. What's Missing No integrated tax research service No integrations with popular bookkeeping software Navigation between screens is not intuitive. What We Like Consolidate subsidiary tax returns Complete complex oil and gas returns High-end software that provides a pay-per-return option.

What's Missing No forms-based data entry No integrated billing clock No upfront pricing. Lacerte Tax Pricing Lacerte Tax only provides pricing information through a sales representative. The company offers three plans: Lacerte Federal Provides individual returns for a fixed price and business returns for a pay-per-return fee Lacerte Unlimited: Provides unlimited individual and business returns for a fixed price Lacerte REP: Provides pay-per-return pricing for individual and business returns, but also requires an annual license fee.

What's Missing No pricing available without speaking to a sales representative Many features require add-ons for an additional cost Cannot import data from QuickBooks files. Was this article helpful? Yes No. Feedback Yes No. Human Resources. Real Estate Agents.

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