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Tax software automates the process of preparing a tax return by using a step-by-step guide to ensure all relevant information is collected and the correct tax forms are filled out. However, finding the right solution for you can be challenging. After reviewing and assessing dozens of solutions, here are the results.

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We’ve been testing and reviewing tax software since 2023. As financial operators ourselves, we know how critical and difficult it is to make the right decision when selecting software.

We invest in deep research to help our audience make better software purchasing decisions. We’ve tested more than 2,000 tools for different finance use cases and written over 1,000 comprehensive software reviews. Learn how we stay transparent & our tax software review methodology.

Best Tax Software Summary

Tools Price
Bloomberg Tax Pricing upon request
Lacerte Tax From $479/year (billed annually) for the Lacerte REP (Fast Path only) plan
Trolley From $49/month
Thomson Reuters GoSystem Tax RS Pricing upon request
Avalara From $19/month
TaxWise Online From $1,565/year
Certinia Pricing upon request
Longview Tax Pricing upon request
TaxAct Business From $139/month
Drake Tax From $349.99/month
Preview Image - <h2 class="c-block__title b-summary-table__title c-listicle__title h3" > Compare Software Specs Side by Side</h2>

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Use our comparison chart to review and evaluate software specs side-by-side.

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How To Choose Tax Software

As you work through your own unique software selection process, keep the following points in mind:

  • User-Friendliness: Tax software should simplify the tax preparation process, not complicate it. Look for a solution that offers an intuitive interface and step-by-step guidance. 
  • Comprehensive Features: Always ensure the software meets all your filing needs. The software should cover various tax situations, from simple to complex, to avoid the need for additional tools or services.
  • Accuracy and Compliance: The software you select must be up-to-date with the latest tax laws to ensure compliance and accuracy. This is crucial for businesses that operate in multiple states or countries, where tax regulations can vary significantly. 
  • Security: Make sure to choose a software with steadfast security measures, such as encryption and multi-factor authentication. This consideration is especially important for accountants handling client data, as a breach could have severe professional and legal repercussions.
  • Support and Resources: Easy access to customer support and tax resources can be a lifeline during tax season. Whether you're a first-time user or a seasoned tax filer, having expert assistance available can help resolve issues quickly. 

Best Tax Software Reviews

Check out my in-depth evaluations and summaries of the top tax software. Each review will guide you through the advantages, drawbacks, functionalities, and ideal scenarios for use.

Best for tax issue analysis

  • Free demo available
  • Pricing upon request

Bloomberg Tax provides detailed tax management and planning software. It’s best for analyzing complex tax issues due to its robust and detailed tax issue analysis capabilities.

Why I picked Bloomberg Tax: Bloomberg Tax has a reputation for delivering in-depth tax insights and ability to handle complex tax scenarios. Its software solutions are designed to offer control, accuracy, and visibility into every aspect of corporate income tax management and planning. 

I believe Bloomberg Tax is best for tax issue analysis because it automates and manages intricate, multiyear corporate income tax attributes, which is essential for thorough tax issue analysis.

Standout features & integrations:

Features include real-time tax law updates, detailed analysis and commentary from tax professionals, extensive tax research tools, primary source materials, practical guidance, customizable practice tools, integration capabilities with various financial software, automatic calculation for complex tax scenarios, and robust reporting features.

Integrations include Microsoft Excel, SAP, Workday, and more.

Pros and cons

Pros:

  • Powerful ASC 740 calculation engine for accurate tax provision calculations
  • Automation of complex, multiyear corporate income tax attributes
  • Comprehensive tax management and planning capabilities

Cons:

  • Limited customization options compared to other software
  • Less intuitive user interface

Best for complex tax scenarios

  • Free demo available
  • From $479/year (billed annually) for the Lacerte REP (Fast Path only) plan

Lacerte Tax simplifies the handling of complex tax scenarios for professionals. It’s best for complex tax scenarios because it provides a detailed form library, sophisticated calculations, and extensive diagnostics, ensuring accuracy and compliance for challenging tax cases.

Why I picked Lacerte Tax: Lacerte Tax’s extensive form coverage and precise diagnostics differentiate it from other tax software, making it highly effective for intricate tax work. It boasts fast processing speeds, detailed form coverage, and sophisticated diagnostics that identify potential errors and omissions, ensuring accuracy and compliance. 

I judge Lacerte Tax to be best for complex tax scenarios because of its thorough error-checking mechanisms and support for multiple users, which is crucial for firms dealing with a high volume of complex tax filings.

Standout features & integrations:

Features include an intuitive interface detailed diagnostics, swift data entry, extensive form and schedule support, direct integration with QuickBooks, e-file capabilities across multiple states, batch processing, advanced error checking, customized client letters, a comprehensive tax planner, and robust support for complex tax scenarios such as multi-state returns and specialty forms.

Integrations include Microsoft Excel, Microsoft Outlook, QuickBooks Desktop (including versions like Enterprise, Premier, and Pro), Adobe Acrobat (Pro, Standard, and Reader), and other tools.



Pros and cons

Pros:

  • Integrates with QuickBooks and other key software
  • Over 25,000 diagnostic checks to spot errors
  • Extensive form library with over 5,700 forms

Cons:

  • Lack of flexibility and customization
  • Higher cost relative to some other tax software

Best for global payment tax compliance

  • A free plan and demo are also available
  • From $49/month

Trolley is positioned as the best tax preparation software for multi-jurisdiction tax compliance. It simplifies tax compliance for businesses operating in multiple jurisdictions, ensuring compliance and reducing manual effort.

Why I picked Trolley: Trolley helps teams successfully manage and maintain global payment tax compliance. Its standout feature is the ability to automate federal tax return information collection and validation, manage withholdings, and simplify year-end reporting. This makes it an ideal solution for businesses operating across multiple jurisdictions, particularly in the US and EU. 

I believe Trolley is best for global payment tax compliance because it streamlines the complex process of adhering to various tax laws, ensuring businesses remain compliant while expanding internationally.

Standout features & integrations:

Features include automated tax credit calculation, real-time compliance updates, multi-state tax filing capabilities, integration with major accounting software, customizable tax reports, support for multiple currencies, detailed audit trails, cloud-based accessibility, user-friendly interface, and dedicated customer support.

Integrations include Expensify, Google Sheets, Harvest, Slack, SendGrid, Salesforce, Klipfolio, Twilio, Zapier, Zendesk, Refersion, and more.

Pros and cons

Pros:

  • Supports a wide range of industries with global payment needs
  • Manages withholdings and simplifies year-end reporting
  • Automates tax information collection and validation

Cons:

  • Limited customization options for specific business models or tax scenarios
  • Moderately steep learning curve, requiring additional time

Best for corporate tax filing

  • Pricing upon request

Thomson Reuters GoSystem Tax RS is a professional tax software designed for handling complex tax scenarios for corporations. It’s recognized as the best for corporate tax filing due to its ability to manage intricate and multi-tiered consolidated corporate returns, life insurance returns, and tax equalization returns.

Why I picked Thomson Reuters GoSystem Tax RS: Thomson Reuters GoSystem Tax RS’s scalability and comprehensive return processing capabilities make it a strong software choice for large corporations. Its cloud-based platform allows for real-time collaboration and access to a full line of federal, state, and local tax programs. 

I believe it stands out for its ability to tackle the most complex tax returns, which is essential for corporate tax filing.

Standout features & integrations:

Features include multi user access, ironclad security, and import/export capabilities. It also provides quick and easy reviews with tools like the SubView module and the Allocation and Apportionment module.

Integrations include Accounting CS, NetClient CS, Workpapers CS, AdvanceFlow, PPC Deskbooks and Planning Guides, GoFileRoom, and more. 

Pros and cons

Pros:

  • Integrates with other Thomson Reuters applications and third-party software
  • Cloud-based platform for real-time collaboration
  • Handles complex corporate tax returns efficiently

Cons:

  • Requires internet connectivity for full functionality
  • Not ideal for firms primarily preparing individual or simple returns

Best for sales tax automation

  • Free demo available
  • From $19/month

Avalara is a cloud-based tax compliance solution that automates the process of sales tax calculation, filing, and remittance. It’s recognized as the best option for businesses seeking to streamline their sales tax processes.

Why I picked Avalara: Avalara is best suited for businesses looking for automated tax compliance solutions, particularly in handling sales and use tax, VAT, and other transactional taxes. It excels in reducing the complexity of tax calculations and compliance across multiple jurisdictions, thanks to its real-time processing capabilities and extensive database of tax rules. 

I believe Avalara is best for sales tax automation because it offers a cloud-native platform that provides accurate, real-time tax calculations across a vast number of jurisdictions, which is essential for businesses operating in multiple states or countries.

Standout features & integrations:

Features include automated tax calculations based on geolocation and product classification, exemption certificate management, and returns preparation and filing. 

Integrations include Shopify, Microsoft, NetSuite, SAP, QuickBooks, Sage, Adobe Commerce, BigCommerce, WooCommerce, Salesforce, and Oracle.

Pros and cons

Pros:

  • Offers solutions for both domestic and international sales tax compliance
  • Integrates with over 1,200 business applications
  • Detailed tax compliance features for various tax types

Cons:

  • Complex and potentially time-consuming setup and integration
  • Cost may vary significantly based on business size and transaction volume

Best for remote tax professionals

  • Free demo available
  • From $1,565/year

TaxWise Online is a tax preparation solution designed for tax professionals. It simplifies the tax preparation process, enabling remote work with a user-friendly interface. TaxWise Online is best for remote tax professionals because it offers a flexible, web-based platform that allows tax preparers to work from any location with internet access, enhancing productivity and client service.

Why I picked TaxWise Online: TaxWise Online’s commitment to simplifying the tax preparation process for professionals who need to work remotely makes it a unique tax software option. Its web-based nature allows for greater flexibility and accessibility compared to traditional desktop software. 

I believe TaxWise Online is best for remote tax professionals because it provides a secure and mobile solution that meets the demands of modern tax preparation, where professionals are increasingly working outside of traditional office settings.

Standout features & integrations:

Features include a commitment-free trial, a new user-friendly interface, and the ability to prepare tax returns with greater accuracy. The platform's web-based approach ensures that tax professionals can work from anywhere, providing a high level of convenience and efficiency.

Integrations include Vault Document Storage, eSignature, Client Portal, TaxWise Mobile, Textellent, CCH® AnswerConnect, Central Office Manager, and various refund transfer products.

Pros and cons

Pros:

  • Multi-lingual support, including Spanish
  • User-friendly interface simplifies the tax preparation process
  • Flexible web-based platform suitable for remote work

Cons:

  • Steep learning curve due to extensive features and capabilities
  • Limited browser support, recommending Internet Explorer 8+ or Google Chrome

Best for Salesforce ERP integration

  • Free demo available
  • Pricing upon request

Certinia is a cloud ERP and PSA software that streamlines and automates business operations. It’s designed to improve cash flow, project profitability, and employee utilization.

It stands out as the best for Salesforce ERP integration because it is built on the Salesforce platform, offering a unified approach to managing business operations. This integration allows for real-time collaboration across various business functions, leveraging Salesforce's robust analytics and customer insights.

Why I picked Certinia: Certinia’s deep integration with Salesforce provides a seamless experience for managing enterprise resources and professional services. Its native Salesforce environment means that users can enjoy a consistent user experience and access industry-leading analytics. 

I believe Certinia is best for Salesforce ERP integration due to its ability to connect all aspects of service operations, from estimation and delivery to financial planning and accounting, all within the Salesforce ecosystem.

Standout features & integrations:

Features include Services CPQ for competitive and profitable estimates, Services Automation to improve project profitability, and Resource Management for optimizing the deployment of personnel. Additionally, it offers Services Billing to handle complex billing issues and Revenue Management to centralize revenue streams and ensure compliance with standards like ASC 606 and IFRS 15.

Integrations include Salesforce, AccessPay, ADP, Asperato, ChikPea, B2BGateway, CompleteEDI, SAP Concur, Conga, Docusign, Expensify, and more.

Pros and cons

Pros:

  • Focus on improving cash flow, project profitability, and employee utilization
  • Comprehensive feature set for managing all aspects of service operations
  • Deep integration with Salesforce for a unified business management experience

Cons:

  • Limited customization options for specific business processes and reporting needs
  • Requires a minimum number of users, which may not be suitable for very small businesses

Best for large-scale tax data management

  • Free demo available
  • Pricing upon request

Longview Tax is designed to automate tax data collection and processing for strategic enterprise management. It stands out for its ability to handle complex tax operations at an enterprise scale.

Why I picked Longview Tax: Longview Tax is most effective for large-scale tax data management. Its wide suite of tools is specifically designed to automate and streamline the tax data collection and processing for organizations, which is critical for enterprises dealing with vast amounts of tax-related data. 

I believe Longview Tax is best for large-scale tax data management due to its ability to address common challenges such as manual spreadsheet work and lack of integration with finance systems, which are often encountered by enterprise tax teams.

Standout features & integrations:

Features include automated data collection and processing, tax planning, provisioning and reporting, global tax transparency, centralized tax management, and tax analytics. 

Integrations include Oracle, JD Edwards, Microsoft, SAP, NetSuite, Deltek, Epicor, Infor, and Sage.

Pros and cons

Pros:

  • Offers seamless integration with finance solutions and Excel for improved tax management
  • Reduces manual errors with standardized data and processes
  • Automates tax data collection and processing, freeing up time for strategic initiatives

Cons:

  • Limited automation features, resulting in more manual input and oversight
  • Some users find the interface to be clunky and not the most user-friendly

Best for DIY business tax preparation

  • From $139/month

TaxAct Business is a tax software designed for self-preparation of business taxes. It’s best for DIY business tax preparation due to its user-friendly interface and comprehensive features.

Why I picked TaxAct Business: TaxAct offers a straightforward approach to business tax filing, which is ideal for those who prefer to handle their income tax returns without professional assistance. Its emphasis on simplicity and support tools makes it a standout option for DIY tax preparation. 

I believe TaxAct is best for DIY business tax year preparation because it provides the necessary resources and guidance for business owners to confidently prepare and file their taxes on their own.

Standout features & integrations:

Features include step-by-step guidance, a maximum refund guarantee, and an accuracy guarantee. Users can benefit from the Deduction Maximizer, which helps identify additional tax advantages and deductions. 

Integrations include the TaxAct suite and several payroll solutions, such as QuickBooks, Sage Online, Xero, TaxDome, and Wave.

Pros and cons

Pros:

  • Deduction Maximizer to identify additional deductions
  • Maximum refund and accuracy guarantees
  • User-friendly interface for DIY tax preparation

Cons:

  • Less initiative user interface compared to competitors
  • Limited state return options

Best for comprehensive tax preparers

  • Free trial available
  • From $349.99/month

Drake Tax is a professional tax software best for tax professionals who require a robust solution for handling various tax scenarios.

Why I picked Drake Tax: Drake Tax offers robust tools for fast data entry, thorough error-checking mechanisms, and a broad array of forms and schedules, ensuring compliance and accuracy in filings. It’s known for its exceptional support services, providing users with access to knowledgeable customer service representatives and extensive educational resources.

I believe Drake Tax is best for comprehensive tax preparers because it offers a complete, all-in-one solution that supports full-service tax businesses, from individual tax returns to complex corporate filings.

Standout features & integrations:

Features include automatic data flow between related forms, comprehensive error-checking, support for all states with income tax, electronic filing for federal and state returns, multi-state return capability, quick data entry tools, integrated tax planner, extensive reporting options, direct import from QuickBooks, and robust client management tools.

Integrations include Drake Accounting, Drake Portals (SecureFilePro), Drake Pay, GruntWorx Tax Automation, TheTaxBook WebLibrary Plus, Audit Assistance and ID Theft Restoration, SmartVault, TaxDome, Verito Technologies, Sagenext, Cloudwalks, LukkaTax, and more.

Pros and cons

Pros:

  • Offers secure file exchange and payment option solutions
  • Available on both desktop and cloud platforms
  • Manages all types of tax returns

Cons:

  • Outdated and less user-friendly interface
  • Cloud hosting requires an additional monthly fee

Other Tax Software

Below is a list of additional tax software that I shortlisted. While they didn’t make the top 10, they’re still valuable and worth further research.

Related Tax Software Reviews

Tax Software Selection Criteria

Selecting tax software requires a careful analysis of functionality and how it aligns with the specific needs of users. The right tax software should address common pain points such as ease of use, comprehensive feature sets, and reliable customer support. It should also cater to the tasks it is primarily used for, like tax preparation, filing, and planning. 

When evaluating tax software, I consider how well it meets these needs and how it stands out from other options in the market. As an expert who has personally tried and researched these tools, here are the requirements I use when evaluating tax software.

Core Functionality: 25% of total weighting score

  • Accurate tax calculation
  • Support for multiple tax forms and schedules
  • E-filing capabilities
  • Deduction and credit maximization
  • Compliance with the latest tax laws and regulations

Additional Standout Features: 25% of total weighting score

  • Innovative data import options
  • Real-time error checking and diagnostics
  • Scenario analysis for tax planning
  • Integration with accounting or financial software
  • Mobile app availability for on-the-go management

Usability: 10% of total weighting score

  • Intuitive navigation and workflow
  • Clear and concise data entry fields
  • Visual cues for completion and accuracy
  • Responsive design for various screen sizes
  • Simplified tax jargon for user comprehension

Onboarding: 10% of total weighting score

  • Step-by-step setup guides
  • Access to a knowledge base or FAQ section
  • Direct support through live chat or phone during setup
  • Availability of training materials such as videos or webinars

Customer Support: 10% of total weighting score

  • 24/7 availability for urgent inquiries
  • Multiple channels of support (email, chat, phone)
  • Proactive outreach for common issues during peak times
  • Detailed documentation for troubleshooting

Value For Money: 10% of total weighting score

  • Transparent pricing without hidden fees
  • Tiered plans to suit different user needs
  • Free trial or money-back guarantee
  • Comparison with similar offerings in the market

Customer Reviews: 10% of total weighting score

  • Consistency in positive feedback across various categories
  • User testimonials highlighting specific benefits
  • Frequency of updates and improvements based on user feedback
  • Resolution of common complaints in subsequent software updates

These criteria are designed to ensure that tax software is evaluated comprehensively, considering both the essential functions and the additional benefits that can make a significant difference for users.

You can expect the tax software to continue to evolve, driven by technological advancements and changing regulatory environments. Here are the latest trends I noticed while researching and reviewing the top tax software:

  • Integration with Accounting Platforms: Tax software is enhancing its compatibility with accounting platforms, enabling real-time tax reporting and streamlined compliance. This development simplifies financial management for businesses by synchronizing tax and accounting data seamlessly.
  • AI-Powered Tax Predictions: Artificial intelligence is being used to predict tax liabilities and analyze financial data to forecast future payments. This trend is interesting as it aids in financial planning and risk management.
  • Enhanced Data Security Measures: Tax software is prioritizing advanced security measures, including encryption and multi-factor authentication, to protect sensitive tax-related data. This heightened focus is essential given the confidential nature of financial information.
  • User-Friendly Mobile Applications: Mobile applications for tax software are becoming more user-friendly, offering a form of convenience for users to manage taxes on-the-go. This trend is significant as it reflects the increasing mobile usage in business operations.
  • Cloud-Based Tax Solutions: Cloud-based tax solutions are on the rise as they offer scalability and remote access to tax data. This is important for businesses seeking flexibility and efficiency in tax management.

These changes are set to make tax preparation more accurate and secure, while cloud-based solutions are democratizing access, enabling more firms and individuals to manage taxes efficiently. Not only are they reshaping how tax professionals work, but they are also empowering businesses and individuals with smarter, more proactive tax management tools.

What Is Tax Software?

Tax software is a digital solution designed to assist individuals and businesses in preparing and filing their tax returns. It’s used by taxpayers to comply with legal requirements, calculate tax obligations, and submit the necessary documentation to tax authorities.

Features of Tax Software

When selecting tax software for personal or business use, it's crucial to consider the features that will best meet your needs. While typically, tax software includes features for data entry, calculations, error checking, and electronic filing there are many other important features that often go overlooked. The right software can simplify the tax preparation process, ensuring accuracy and compliance with tax laws. Here are some of the most important features to look for:

  • User-Friendly Interface: A user-friendly interface is vital as it allows individuals to complete their taxes without confusion, reducing the likelihood of errors.
  • Accuracy Guarantee: The importance of an accuracy guarantee lies in its ability to provide peace of mind that your tax liabilities are calculated correctly, potentially saving you from costly mistakes.
  • E-filing Capability: E-filing capability is essential for efficient and faster processing of tax returns, leading to quicker refunds via direct deposit.
  • Deduction Discovery: This feature is important because it ensures that taxpayers do not miss out on any deductions, which can maximize their savings.
  • Audit Support: Audit support is crucial as it provides guidance and support, helping taxpayers navigate through the audit process if it occurs.
  • Multi-State Filing: For those who need to file taxes in multiple states, this feature simplifies the process by accommodating various state-specific tax laws.
  • Data Security: Strong data security measures are important to safeguard personal and financial information from unauthorized access.
  • Integration with Accounting Software: Integration with accounting software is important for businesses as it saves time and reduces the risk of data entry errors.
  • Help and Support Resources: Having reliable help and support resources is important for answering any questions that may arise during the tax preparation process.
  • Mobile Accessibility: Mobile accessibility is important for those who prefer to handle their financial matters directly from their smartphones or tablets, offering convenience and flexibility.

Choosing the right tax software is a critical decision that can affect the ease and success of your tax preparation. Each feature plays a role in ensuring that the process is as smooth and accurate as possible. By prioritizing these features, you can find a tax software solution that meets your needs and helps you navigate tax season with confidence.

Benefits of Tax Software

Tax software has revolutionized the way individuals and organizations manage their tax obligations. By automating complex processes and ensuring compliance with tax laws, these tools offer a range of advantages that can significantly improve the efficiency and accuracy of tax preparation and filing.

  • Accuracy and Error Reduction: Tax software minimizes human errors in calculations. By automating the computation process, the software ensures that all entries are accurate, reducing the likelihood of mistakes that can lead to penalties or audits.
  • Time Savings: Users can save considerable time by using tax software, as it automates many of the repetitive tasks involved in tax preparation, allowing for quicker completion of tax returns.
  • Up-to-Date Tax Law Compliance: Tax software is regularly updated to reflect the latest tax codes and regulations, ensuring that users are always compliant with current laws.
  • Ease of Use: With user-friendly interfaces and step-by-step guidance, tax software makes it easier for individuals and businesses to file their taxes without requiring in-depth tax knowledge.
  • Cost-Effectiveness: By using tax software, users can often avoid the higher costs associated with hiring tax professionals, making it a more cost-effective solution for managing tax obligations.

Tax software provides a valuable solution for managing tax-related tasks efficiently. By leveraging these tools, users can enjoy a more streamlined and stress-free tax preparation experience, ensuring that they remain compliant while maximizing their potential tax savings.

Costs & Pricing of Tax Software

When considering tax software for personal or professional use, it's important to understand the various plan options and pricing structures available. Tax software typically comes in several tiers, each designed to cater to different needs, from individuals with straightforward tax situations to businesses with more complex financials. Below is a summary of the plan options and their pricing, along with common features included in each plan.

Plan Comparison Table for Tax Software

Plan TypeAverage PriceCommon Features
Free Option$0Basic filing for simple tax returns, standard deductions, and limited customer support.
Basic$30 - $50Includes all features of the Free option plus additional deductions, credits, and customer support.
Deluxe$50 - $70All features of Basic plus itemized deductions, mortgage interest, and donation deductions.
Premier$70 - $100All Deluxe features plus investment income reporting, rental property income, and refinancing.
Self-Employed$100 - $120Premier features plus business income and expenses, home office deductions, and asset depreciation.
Business$120 - $170Designed for small business owners, includes all Self-Employed features plus employer tax forms.
A breakdown of plan types, costs, and features for tax software.

When selecting a tax software plan, consider the complexity of your tax situation and whether you'll require additional support or services. The right plan should offer the features you need at a price that fits your budget.

Tax Software FAQs

Here are some commonly asked questions I’ve received about tax software:

Can I file my taxes for free using tax software?

Yes, many tax software companies offer free versions for simple tax returns, typically for those with basic tax situations such as single filers with no dependents and a W-2 income. However, if you have a more complex tax situation, such as self-employment income or rental properties, you may need to purchase a more advanced version.

Is online tax software secure?

Reputable online tax software programs prioritize security and use encryption to protect your personal and financial information. It’s important to ensure that you’re using a legitimate and trusted tax software provider. Additionally, always use a secure internet connection when filing your taxes online.

What should I do if I make a mistake on my tax return using software?

If you realize you’ve made a mistake after filing, you can file an amended return using IRS Form 1040-X. Some tax software programs can assist you with this process. It’s important to correct errors to avoid potential penalties or to claim a refund if you overpaid.

Can tax software help me with state tax returns as well?

Most tax software programs can handle both federal and state tax returns. However, there may be an additional fee for filing state returns. Check with the software provider to understand the costs and features related to state tax filing.

Does tax software get updated for the latest tax laws?

Yes, reputable tax software providers update their programs annually to reflect the latest tax laws and changes. This ensures that you are filing your taxes based on the most current regulations.

What kind of support can I expect from tax software providers?

Support varies by provider and may include chat support, email assistance, a searchable knowledge base, or phone support. Some providers offer access to tax professionals or CPAs for an additional fee. Check the support options available before choosing your tax software.

What’s Next?

Choosing tax software can be hard. Remember that if you want to have more information about a specific use case, you can always schedule a demo with the vendor. This will clarify how the tool can solve the particular problems you are trying to solve.

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Simon Litt
By Simon Litt

Simon Litt is the editor of The CFO Club, specializing in covering a range of financial topics. His career has seen him focus on both personal and corporate finance for digital publications, public companies, and digital media brands across the globe.