Every year, accountants and certified financial planners face the complicated task of keeping up with the changes to state and federal tax laws. Whether the update is minor or major, it’s the tax professionals’ responsibility to adapt to it and file their clients’ returns accordingly. Regardless of how organized a tax specialist may be, the pressure to grasp all the alterations and prepare the returns efficiently and accurately can be overwhelming. That’s where the beauty of the best tax software for tax preparers comes in. Developed to automate the tax preparation process by offering easy access to all tax law changes, updated forms, and in-depth preparation assistance, these software solutions can also include practice management capabilities, client portals, and e-signature support. Keep reading to learn all about the top-rated professional tax software solutions available for this tax season.
1. Intuit ProSeries Tax
GOOD
EXCELLENT
EXCELLENT
- On-premise and cloud access
- QuickBooks integration
- Seven different packages
2. Drake Tax
GOOD
EXCELLENT
GOOD
- All 50 states included
- Comprehensive filing capabilities
- Discounts available
3. TaxAct Professional
GOOD
EXCELLENT
GOOD
- Extensive support options
- Optional cloud storage
- Online data backup
4. TaxSlayer Pro
EXCELLENT
GOOD
EXCELLENT
- Easy-to-use mobile app
- Integrated bank products
- Depreciation module
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Methodology for Evaluating the Best Tax Software for Professionals
Even if you have been in the business for a long time, you may not be prepared to identify good tax preparation services. To make this process easier, we decided to share our criteria for evaluating the best tax software providers. They can help you familiarize yourself with the essential features to look for when shopping for the most important tool for preparing and filing your clients’ business and personal returns.
Pricing
The main thing to aim for is affordable tax preparation. No matter how useful, a product that makes you raise your service fees to remain profitable and, in turn, loses your clients is not the right choice. Most tax software pricing packages are adjusted according to company size, so you should have no trouble finding one suited to yours.
Providers usually formulate prices based on the number and type of tax forms and documents the software package can file, additional features such as accuracy and organizational capabilities, as well as the level of human support included.
Features
The best tax service for professionals is one that lets you prepare and file state and federal returns for a variety of client needs: Individuals, business owners, freelancers, or contractors should all be well-taken-care-of. Moreover, a good tax solution should make your job easier through e-filing capabilities, client management tools, electronic file sharing, electronic signatures, refund estimators, and third-party integrations with relevant applications, such as data-import and accounting products.
User Experience
Platform efficiency was also at the top of our list of criteria while preparing our professional tax software reviews. We focused on scalable, customizable, and easy-to-use solutions. Most companies provide downloadable software for Windows and Mac computers, cloud-based products, and even mobile apps for faster filing.
The products we listed also contain step-by-step guidance and tax explanations to help you to complete your tax returns. We made a point to choose companies that offer trial periods, demo versions, and money-back guarantees on their products. Finally, we made sure to test their customer service channels, help pages, and any educational resources each provider included.
The Best Tax Software for Professionals in 2022
- Intuit ProSeries Tax
- Drake Tax
- TaxAct Professional
- TaxSlayer Pro

4 of the Best Tax Software Solutions for Professionals
Intuit ProSeries Tax
GOOD
EXCELLENT
EXCELLENT
- ⦿ 30-day money-back guarantee
- ⦿ Multi-user access
- ⦿ Excellent onboarding process
Drake Tax
GOOD
EXCELLENT
GOOD
- ⦿ Excellent support resources
- ⦿ Refund estimator
- ⦿ Accounting software bundle
TaxAct Professional
GOOD
EXCELLENT
GOOD
- ⦿ 30-day money-back guarantee
- ⦿ Unlimited e-filing capability
- ⦿ Quick and easy installation process
TaxSlayer Pro
EXCELLENT
GOOD
EXCELLENT
- ⦿ Demo version available with all plans
- ⦿ Unlimited state and federal returns
- ⦿ Desktop-based and cloud-based solutions
Tax preparation is the process of filing and importing federal and state tax forms and sending them to the IRS. Each individual, business, or organization is required to file tax returns. This can be done online with professional tax preparer software, with or without a tax specialist’s assistance.
There isn’t a simple answer to this question. The best professional tax preparing software for an accounting firm should support all tax forms the company’s clients may require, offers e-filing capabilities, provides additional organizational and accuracy features, and doesn’t break the bank.
Our reviews focused on affordable software that should meet different accounting firms’ and other tax professionals’ business needs. Unlike commercial tax software solutions that offer free versions for a limited number of tax forms, professional options often come with high starting prices. However, the best tax software options for preparers come with trial periods and money-back guarantees. In other words, you won’t need to take a leap of faith while looking for a solution that suits your company’s budget.
We evaluated software products from reputable companies that not only offer money-back guarantees but also make sure to employ all the industry-standard safety and security measures. If you choose a company from our list, rest assured you’re in safe hands. Your client’s details are protected via SSL protocols and other security features with the best tax software for tax preparers.