Top 24 tools for tax professionals
Ranked by role fit + community rating. 12 categories covered.
Generative AI & Automation
3 toolsCRM & Client Management
1 toolDocument Management
2 toolsAudit Data Analytics
1 toolTax Compliance
7 toolsDrake Tax
starterAffordable professional tax software for all entity types
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4.5
Intuit ProSeries
professionalProfessional tax software for small-to-medium CPA firms
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4.3
Intuit Lacerte
professionalAdvanced tax software for complex returns and high-volume firms
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4.3
Avalara
starterCloud-based sales tax automation and compliance software
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4.3
Vertex
enterpriseEnterprise tax technology for indirect tax, VAT, and global compliance
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4.3
Thomson Reuters UltraTax CS
professionalProfessional tax preparation software for accounting firms (1040, 1120, 1065, 1041)
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4.2
Tax Provision & Research
4 toolsThomson Reuters Checkpoint
professionalComprehensive tax research platform with primary sources and analysis
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4.3
Bloomberg Tax
professionalPremium tax research and workflow platform with global coverage
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4.3
Thomson Reuters ONESOURCE
enterpriseEnterprise tax provision, compliance, and determination software
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4.3
Corptax (Wolters Kluwer)
enterpriseCorporate tax provision and compliance software for large enterprises
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4.0
AI Sales & Outreach Automation
1 toolHR & Talent Management
1 toolAccounting & Finance
1 toolAI Coding & Developer Tools
1 toolCloud Infrastructure & DevOps
1 toolAI Writing & Content Generation
1 toolOther roles
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