Review

June 11, 2019 

Lacerte Tax Intuit https://proconnect.intuit.com/lacerte/ From the 2019 reviews of professional tax preparation systems. Lacerte Tax from Intuit is well-suited for accounting firms of all sizes that offer both individual and business tax preparation services to their clients. Lacerte handles a variety of return types and offers exclusive integration with QuickBooks Accountant. The latest version of...…

Mary Girsch-Bock

June 11, 2019 

UltraTax CS from Thomson Reuters, is part of the CS Professional Suite of applications. UltraTax CS is well-suited for larger accounting firms that process both individual and complex business returns. UltraTax CS can be used as a stand-alone tax ...

Mary Girsch-Bock

June 11, 2019 

MyTAXPrepOffice from Advanced Tax Solutions is a good fit for high-volume tax preparers that typically handle straight-forward returns. MyTAXPrepOffice offers unlimited federal and state filing capability, with unlimited e-filing included in all ...

Mary Girsch-Bock

June 11, 2019 

ProSeries Tax Intuit https://proconnect.intuit.com/proseries/ From the 2019 reviews of professional tax preparation systems. ProSeries Tax from Intuit is well-suited for small to mid-sized accounting firms that prepare both individual and business returns for clients. ProSeries currently offers two plans; ProSeries Basic for firms handling 1040 forms exclusively, and ProSeries Professional, for firms that regularly handle...…

Mary Girsch-Bock

June 11, 2019 

TaxSlayer Pro has been offering tax preparation software to accounting professionals for more than two decades. TaxSlayer Pro is best suited for firms that prepare a high number of returns. The product is scalable, with three editions available...

Mary Girsch-Bock

June 11, 2019 

ProConnect Tax Online is best suited for smaller firms that process less than 300 tax forms per year. ProConnect Tax Online supports both individual and business returns through an online platform that can be accessed from PCs, Macs, and smart phones ...

Mary Girsch-Bock

June 11, 2019 

TaxAct Professional Edition TaxAct www.taxact.com/professional From the 2019 reviews of professional tax preparation systems. TaxAct Professional Edition is best suited for small to mid-sized firms that process a high number of tax forms for clients. TaxAct originally introduced DIY products for individual tax preparation for tax year 1998; TaxAct Professional, for CPA and accounting firms,...…

Mary Girsch-Bock

June 11, 2019 

TaxWise from Wolters Kluwer, is a scalable tax compliance application well-suited for small to mid-sized firms that process a variety of client returns. TaxWise Desktop is designed to be installed on-site on a local workstation or network.

Mary Girsch-Bock

June 11, 2019 

Bloomberg Tax Estate and Gift Tax 706 Preparer automates IRS Form 706 preparation, including amended returns. IRS forms and schedules supported in the application include IRS Form 706, Form 8971, and Forms 706-CE, 56, 712, 2848, 4768, 8275, 8275-R, ...

Mary Girsch-Bock

June 11, 2019 

Estate and Gift Tax 709 Preparer from Bloomberg Tax automates the preparation of IRS Form 709, while also supporting IRS forms including Form 56, 712, 2350, 4868, 8821, 8822, 8275, 8275-R, and 8892.

Mary Girsch-Bock

June 11, 2019 

Canopy Tax www.canopytax.com From the 2019 reviews of professional tax preparation systems. Canopy offers a completely integrated tax and practice management platform designed for accounting firms of any size. Modules currently available from Canopy include Practice Management, Tax Resolution, and the new Notices module. The Notices module allows accountants to quickly answer questions regarding any...…

Mary Girsch-Bock

June 11, 2019 

Taxfyle is designed for both consumers and accounting firms; connecting consumers with tax professionals who will prepare and file their taxes on demand. Taxfyle is an excellent alternative to do-it-yourself tax applications that put the ...

Mary Girsch-Bock