• Best Overall
    bonsai icon


    • Bonsai tax is an add-in feature that helps you keep track of your freelance income and categorize your business expenses.
  • Versatile
    TaxAct logo


    • TaxAct is a company offering do-it-yourself (DIY) tax filing software for individuals, businesses, and professional tax preparers.
  • Top Performance
    TurboTax icon


    • TurboTax is designed to help you prepare and file your US tax returns. It caters to both individual filers and professionals.

Tax season – a phrase that sends shivers down the spine of many. But for tax preparers, it's a marathon, not a sprint. Are you struggling to keep up with complex regulations and searching for a way to streamline your workflow? You're not alone.

The good news? Best tax software for tax preparers can save you time, minimize errors, and maximize client satisfaction.

But with many options available, choosing the right one can feel overwhelming.

This in-depth review dives into the top contenders, ranking them based on features, ease of use, and value for busy tax professionals. Dive in and discover the tax software that's your perfect match!

Top 13 Best Taxation Software

Choosing the perfect invoicing software is like finding your business's financial power suit. It should be sleek, functional, and perfectly tailored to your needs.

But with a vast array of options boasting an alphabet soup of features, where do you even begin? Let's take a look at the 13 best taxation software.

1. Bonsai

Bonsai is one of the best tax software for tax preparers in the market. Bonsai Tax will help you manage your complicated tax situation, especially if you’re a freelancer. 

Bonsai best tax software for tax prerparers

This app will help you know the estimation of your tax payments, send you tax file reminders, and scan bank statements to discover possible tax write-offs. 


bonsai logo
  • Invoicing
  • Accounting & taxes
  • Project management
  • Expense tracking

Novice tax preparers will have access to various training and research resources. You may learn from a knowledge base, a corporate blog, videos, and tutorials. Bonsai will also help you streamline your business's invoicing.

The firm is also active on social media, where consumers can get helpful information and prepare for tax season.


  • Bonsai Tax is built for freelancers, with features like expense tracking, income reports
  • It integrates with other Bonsai features
  • Estimated tax calculations specifically for 1099 workers
  • User-friendly interface


  • May not be robust enough for complex tax situations

Bonsai is a very accurate professional tax software with substantial features that both novices and highly skilled professionals can use. 

Keep in mind that you cannot purchase Bonsai tax separately. You need to purchase one premium plan and then choose the tax feature as a premium add-on.

Bonsai Pricing Plan

  • Strater: $21/month

  • Professional: $32/month

  • Business: $66/month

  • Tax add-on: $10/month

It's a simple method of submitting your taxes without having to jump through a lot of hoops. Thanks to the clean interface, you won’t face any navigational problems. 

Why use Bonsai?
  • Bonsai Tax can be a helpful tool for freelancers and solopreneurs who want to simplify their tax filing process. It can help you file your taxes smoothly without any roadblocks.

Last but not least, the customer support team is also highly responsive. You can contact them via live chat or email, and they are quick to resolve your queries. 

2. TaxAct

If you run a small accounting firm, look no further than TaxAct. This best tax software for tax preparers is known for its dedicated support and superb features. 


In addition to accounting firms, TaxAct can benefit individuals who calculate taxes independently. Its robust features will undoubtedly capture your attention. 


Taxact logo
  • 100% guaranteed accuracy
  • Deductions and credits
  • Reliable customer care
  • Unlimited free support

This tax software also comes with a fully functional mobile application. This way, you can do your taxation and e-filing wherever you want. 


  • TaxAct is generally cheaper than other popular tax software options
  • TaxAct allows you to file multiple business returns
  • It helps categorize and track business expenses efficiently
  • TaxAct offers access to tax professionals


  • TaxAct might not be robust enough for very complex business tax situations

The mobile application is super easy to use. Even people without too much taxation knowledge can use it easily. Thanks to the simple interface, you can save a lot of time. 

The pricing structure of TaxAct is super confusing. They have different pricing plans for individual tax filing and enterprise tax filing. Thus, make sure you visit their website for more information.

TaxAct Pricing Plan

  • Partnerships: $139.99

  • S Corporations: $159.99

  • C Corporations: $159.99

  • Estates & Trusts: $154

The technical assistance is also really helpful. If you want personal tax assistance, contact the staff by email or telephone. 

If you do not wish to speak with them, there is a vast knowledge base and a page where you may troubleshoot your difficulties.

Why use TaxAct?
  • If you're comfortable navigating tax forms and understand business deductions, TaxAct's user-friendly interface might be appealing. However, if you need more hand-holding, a different software with more in-depth support might be better.

TaxAct also has automation features. It will help you give professional tax preparation suggestions to your clients. It will also give suggestions you and your clients can follow while filing taxes. 

3. TurboTax

Investors would find TurboTax highly convenient. This is one of the best tax software for tax preparers who want multiple features within one platform.


Some of the best features of TurboTax include reliable cloud services, audit tracking, deduction finder, etc. 


Turbotax logo
  • Secured cloud services
  • Deductions finder
  • Maximized refund
  • Tracking audit risks

TurboTax is straightforward with less complexities. You can also import the investment documents without any problem. 


  • A good option for individuals with limited tax knowledge
  • TurboTax offers different versions with varying levels of support and features
  • TurboTax allows you to import tax documents from various sources
  • TurboTax offers optional audit support


  • Features and support significantly increase in price for more complex situations

TurboTax is your software if you’re not concerned about itemizing deductions and don't receive Social Security or W-2 income.

TurboTax Pricing Plan

  • TurboTax: $0-$129

  • Live Assisted: $89-$219

  • Live Full Service: Starts at $129

People on active military service will enjoy certain perks, including free access to premium plans. To access these plans, you must visit their site and input your rank.

Why use TurboTax?
  • TurboTax offers different versions at various price points. Based on your tax situation, you can choose the features and support level you need. There's a free version for very simple tax returns and paid versions with more features and access to tax professionals.

Overall, the product may be rather pricey. But, for tax preparers who manage investment spending alongside their tax returns, this tool may be beneficial.

4. E-File

If you’re looking for tax prep software options that are both economical and efficient, you’re in for a treat. Make sure you consider trying E-file. 

E file

This is another best tax software for tax preparers. E-file allows you to file taxes in less than 15 minutes, saving time and money. 


E file logo
  • Online filling support
  • Free federal e-filling
  • IRS audit assistance
  • Deduct mortgage interest

E-file is essentially a DIY tax program. It links you to numerous financial institutions and allows you to review your taxes thoroughly. 

E file dashboard

E-file can provide you with helpful tools if you want to edit or submit taxes. These tools will help you file taxes properly while allowing you to maintain control.


  • Offers free federal tax returns for those who qualify for their Basic Software
  • 50% less expensive than other software
  • Takes less than 15 minutes to file electronically
  • Gets your tax refund faster than traditional paper forms


  • Free software may not be appropriate for everyone, depending on their tax situation

The UI is simple and easy to navigate. When you first access it, you will face no complications. So, if you're a newbie, you'll have no trouble exploring it. 

E-file Pricing Plan

  • Federal Basic Software: Free

  • Deluxe Plus E-file: $27.99

  • Premium Plus E-file: $49.99

Remember that E-file frequently introduces different types of coupons and offers. In fact, when I was searching for the price, I saw that they are offering a 25% discount.

Why use E-file?
  • E-file.com offers a user-friendly online platform to file federal and state income taxes. Their software is designed to be faster, easier, and more accurate than traditional paper forms.

Furthermore, E-file covers nearly every tax circumstance of the most popular alternatives. The names include Bonsai and TurboTax. 

5. H&R Block

Coming next in my list of best tax software for tax preparers is H&R Block. If you want something that has similar features to TurboTax, choose H&R Block. 

HR Block

H&R Block is an excellent competitor of TurboTax because of its affordability. Moreover, with H&R Block, you will get multiple types of income access, a reliable tax pool system, full documentation access, and more. 

H&R Block

h r block
  • Free online filling
  • Full access to documents
  • Multiple income types
  • Simple importing

H&R Block is an excellent alternative for new professional tax preparers. The file application is simple to use and may help you complete tasks promptly and orderly.

H&R Block specifically targets those with an open Health Savings Account. It also advises customers on how to optimize credits and deductions while filing. 


  • You can get your taxes done by a tax professional
  • H&R Block offers different options to suit your needs
  • H&R Block is a well-established brand with a long history of tax preparation services
  • H&R Block offers optional audit support


  • Hiring a tax professional at H&R Block can be expensive

This tax software offers free federal and state income tax returns. Additionally, it supports a variety of forms that you may require during the tax preparation process.

H&R Block Pricing Plan

  • Basic: $35

  • Deluxe+State: $59

  • Premium: $85

  • Premium & Business: $99

The assistance center is very prompt and efficient in providing factual information, making H&R Block a suitable choice for first-time filers. 

Why use H&R Block?
  • H&R Block offers in-person consultations with tax professionals. These tax experts can answer your questions, ensure your return is accurate, and potentially identify deductions you might miss on your own.

It's simple and economical, making it an excellent choice for small and medium-sized businesses.

6. TaxSlayer

As the name suggests, TaxSlayer will help you slay taxes. This tax software comes in professional and commercial products, covering all aspects of your business. 

Best tax software for tax preparers taxslayer

TaxSlayer has numerous beneficial features that help it stand apart from the crowd. For starters, it will give you detailed reports for more transparency. 


taxslayer icon
  • Tax return
  • Return reviewing
  • Unlimited e-filing
  • Depreciation module

Tax Slayer offers unlimited business returns, so you may file as many tax returns as needed. As you won’t face any limitations, you can use this software to file as many client’s taxes as you want. 


  • TaxSlayer is generally cheaper than other popular tax software options
  • TaxSlayer offers different versions with varying features to suit the complexity of your tax situation
  • TaxSlayer allows you to import tax documents
  • It streamlines the filing process and reduces data entry errors.


  • TaxSlayer offers less in-depth support and guidance

The tax preparation software is cloud-based and compatible with iOS. It can be connected to various devices as long as you have a secure Wi-Fi connection.

TaxSlayer Pricing Plan

  • Simply Free: $0

  • Classic: $37.95

  • Premium: $57.95

  • Self-Employed: $67.95

TaxSlayer also has a mobile application. Thus, you can calculate taxes without a computer. This helps you assist your client anywhere, regardless of location. 

Why use TaxSlayer?
  • Compared to some competitors like TurboTax or H&R Block, TaxSlayer is generally a more budget-friendly option. They offer different tiers with varying features, allowing you to choose a plan that suits your tax situation without overspending.

Keep in mind that TaxSlayer is dedicated to tax professionals. While you can use it to file your own taxes as a tax professional, it’s not worth filing taxes only for one person. 

7. Drake Tax

Coming next is Drake Tax. Professionals looking for an affordable solution with superb features will find Drake Tax highly beneficial. 


As Drake Tax has been in the business industry since 1977, they have extensive experience in managing taxation. Compared to other tax software, Drake Tax is more user-friendly. You will also find multiple useful features. 


Drake Software logo
  • Hardware add-ons
  • SecureFilePro
  • E-filing
  • Look-back feature

Perhaps the most notable feature of Drake Tax is its automated data input. This feature will automate numerous aspects of tax filing, saving time and effort. 

Drake Tax also offers excellent e-filing options through SecureFilePro. This specialized paperless function allows you to receive the necessary documentation for tax preparation. 


  • Drake Tax is generally considered one of the most affordable professional tax preparation software
  • Drake Tax is designed for professional tax preparers and accountants
  • Known for its exceptional customer support
  • Integrates with other Drake software products


  • Drake Tax comes with a steep learning curve

It lets you obtain client forms, use tax research programs, and create simple electronic e-signature components.

Drake Tax's tax planner is likewise quite efficient. You can compare your data from the prior tax year to get a better picture of your future tax years.

Drake Tax Pricing Plan

  • Pro: $2,095

  • 1040-New: $1,695

  • Pay-Per-Return: $355

Drake Tax is particularly popular among small and medium-sized CPA firms because it includes all the forms required by a tax practitioner. It handles basic and difficult filers, making tax preparation more straightforward.

Why use DrakeTax?
  • If you're a tax preparer, accountant, or someone who files taxes for multiple people, DrakeTax is known for being a budget-friendly professional tax software solution. They offer tiered pricing plans or even a pay-per-return option, allowing you to manage costs effectively.

Drake Tax allows you to choose between two platforms. You may use the desktop version if you have a personal computer and often use it for tax preparation.

8. Intuit ProSeries Professional

Intuit ProSeries Professional is another addition to my list of best tax software for tax preparers. This software is made specifically for experienced tax preparers and professionals. 

Intuit proseries professional

It distinguishes itself from other tax software packages owing to its wide features. Professionals may use this software to manage many parts of tax preparation in an effective manner, streamlining and increasing productivity.

Intuit ProSeries

  • E-filing
  • Data import/export
  • Client management
  • Intuit link client portal

Users may file both federal and state returns online. This will result in shorter processing times and remove the need for manual submission.


  • ProSeries Professional can handle complex tax situations
  • The software is designed to be accurate and minimize errors
  • ProSeries Professional includes tools to manage client information
  • Offers continuing education opportunities for ProSeries users


  • Can be expensive compared to some consumer tax software options

Tax preparers frequently rely on Intuit ProSeries Professional due to its capacity to manage difficult circumstances. This software also offers sophisticated computations and detailed form assistance, assuring reliable results even in complex tax scenarios. 

ProSeries Pricing Plan

Furthermore, it provides specialist tools such as depreciation calculators and multi-state return capabilities, which make it easier to prepare complex returns.

Why use ProSeries Professional?
  • Tax season can be stressful. ProSeries Professional is designed to minimize errors and maximize efficiency. Its features help ensure accurate calculations and streamline the filing process, saving you valuable time and reducing the risk of mistakes that could impact your clients.

One of the most notable benefits of Intuit ProSeries tax software is its user-friendly interface. This interface provides an easy navigation to improve user experience. You can also locate your desired features quickly. 

9. Jackson Hewitt Online

Next, Jackson Hewitt is another best tax software for tax preparers. It offers a range of features that can streamline your tax filing process. 

Jackson hewitt

The software has an easy-to-use interface for quick navigation and data entry. It's simple to use even if you're not technologically skilled.

Jackson Hewitt

Jackson hewitt logo icon
  • Guaranteed biggest refund
  • 100% certainty
  • Local tax professionals
  • Secured data storage

Jackson Hewitt Online allows users to import data from various sources, including W-2s, 1099s, and other financial records. This functionality saves time and reduces mistakes.


  • Their online software is known for being easy to navigate
  • Offers different service options to suit your needs and comfort level
  • Jackson Hewitt allows you to file multiple state returns
  • More cost-effective


  • Might not be robust enough for very intricate tax situations

The program offers built-in error-checking algorithms that assist in identifying errors or missing information prior to sending returns. This assures accuracy and adherence to tax requirements.

Jackson Hewitt Pricing Plan

  • Fee: $25

Jackson Hewitt Online performs computations in real-time as you enter data. This tool gives fast feedback on refunds and obligations, allowing for swift modifications if necessary.

Why use Jackson Hewitt?
  • Their online tax filing software is known for being user-friendly. This is a good fit for people who are comfortable filing their own taxes but might appreciate some guidance while navigating the process.

Jackson Hewitt will also protect your client’s sensitive information. The platform uses advanced encryption protocols to protect the data from online threats. 

10. Credit Karma

Credit Karma is one of the most popular tax software programs for tax preparers. Unlike some other options on my list, It is known for its reliability and convenience. 

Credit Karma

With Credit Karma, you can leverage the benefits of free tax filing options. Whether you have one or multiple clients, Credit Karma will help you save significant money. 

Credit Karma

Credit Karma logo
  • Maximum refund guaranteed
  • Easy tax filing
  • Expert help
  • Seamless refund

It helps users file state and federal taxes without any additional expenses. This will benefit both the clients and the tax professionals in the end. 


  • Credit Karma Tax offers completely free filing for both federal and state tax returns
  • Boasts a user-friendly interface
  • Import tax documents from employers and financial institutions
  • Credit Karma Tax offers a mobile app for added convenience


  • Less guidance throughout the filing process

This tax software supports different schedules and forms, including those related to common deductions like student loan interest or capital gains. 

Credit Karma Pricing Plan

  • Free

Credit Karma Tax offers some basic audit assistance resources, including information and tools to help you prepare for an IRS audit. While not a substitute for professional help, it can provide some guidance in case of an audit.

Why use Credit Karma?
  • If you have a straightforward tax situation and want to save money on filing fees, Credit Karma Tax offers a completely free solution for both federal and state tax returns. This can be a significant advantage compared to paid tax software options, especially for those on a tight budget.

If you already use Credit Karma for credit monitoring, your tax information can be pre-populated with some basic details like your Social Security number and address, saving you some time during setup.

11. Awaken Tax

Awaken Tax distinguishes out for its AI-like software, which essentially automates tax returns and cryptocurrency tracking at your command. 

Awaken tax

The tax software supports over 10,000 NFT and DeFi protocols and several cryptocurrency exchanges, including Binance, Coinbase, and Solana. 

Awaken Tax

awaken tax logo
  • Exchange integration
  • Multiple De-Fi protocols
  • NFT tracking
  • Automated tax calculations

Awaken Tax does not charge for uploading wallets or reading tax summaries. You are only charged for downloading the tax reports. 


  • Import transaction data directly from various cryptocurrency exchanges
  • Handles calculations for DeFi activities like staking, lending, and liquidity pools
  • Applies IRS regulations to automatically compute your crypto tax liabilities
  • Tracks the cost basis of your crypto holdings


  • Not suitable for handling traditional investments or income sources

With built-in automation and compatibility for numerous exchanges, Awaken Tax makes it easier to file taxes on cryptocurrency. 

Awaken Tax Pricing Plan

  • Up to 25 non-spam transactions: $0

  • Up to 150 non-spam transactions: $99

  • Up to 1,000 non-spam transactions: $199

  • Up to 3,000 non-spam transactions: $399

  • Up to 5,000 non-spam transactions: $599

  • Unlimited transactions: $799

Awaken Tax is simple to use and excels in tax reporting, making it an ideal tool for assisting you in complying with tax rules. 

Why use Awaken Tax?
  • Awaken Tax integrates with various cryptocurrency exchanges, allowing you to import your transaction history directly into the platform. This eliminates the need for manual data entry, saving you significant time and reducing errors during tax preparation.

You can also manage your tax information on the go with the Awaken Tax mobile app. However, keep in mind that the availability will vary by region.

12. ProConnect Tax Online

If you're a frequent QuickBooks Online user, you'll undoubtedly enjoy ProConnect Tax Online. This software is mainly built to provide tax preparation functions for organizations. 

ProConnect tax

The applications interact seamlessly and may be handled from a single dashboard within QuickBooks Online Accountant.

ProConnect Tax

intuit proconnect icon
  • IRS transcripts direct access
  • Performance insights
  • Customized client letters
  • Google Drive and Dropbox integration

ProConnect software for accounts was formerly expensive for small businesses, but the Value 100 and Value 200 packages have made it more affordable. 


  • ProConnect Tax is designed to minimize errors and maximize efficiency.
  • ProConnect Tax integrates client management tools
  • Intuit offers continuing education opportunities
  • Integration with other Intuit tools


  • ProConnect Tax comes with a steeper learning curve

It is not the most economical program available, but if you manage your customers through QuickBooks Online tax, the ProConnect Tax premium is well worth it.

ProConnect Tax Pricing Plan

  • 300-499: $30.71/return

  • 200-299: $37.46/return

  • 100-199: $44.21/return

  • 50-99: $68.96/return

  • 10-49: $78.71/return

  • 1-9: $88.46/return

QuickBooks Online ProAdvisors can use ProConnect for free and only pay once the return is submitted. Its robust software can generate returns for Forms 1040, 1120, 1120S, 1065, 1041, 990, and 709. 

Why use ProConnect Tax?
  • ProConnect can handle various tax forms and schedules, making it suitable for businesses of all sizes, self-employed individuals with complex finances, and clients with intricate tax scenarios.

However, it cannot prepare Form 5500 or 706 returns. Its main disadvantage is that the pay-per-return option is costly for businesses that require more than 200 total returns or 50 company returns.

13. Lacerte

Lacerte is Intuit's high-end tax preparation software for the most complex tax returns, including consolidated returns and oil and gas company filings. 


It supports importing balances from QuickBooks Desktop and integrating with Intuit Practice Management. 


Lacerte logo
  • Intuit tax advisor
  • Calculations and diagnostics
  • Audit checkmarks
  • Multi-user performance

Lacerte is expensive, but with sophisticated returns, you should be able to recover the costs through client fees.


  • Lacerte is designed for accountants, tax preparers, and other professionals
  • Lacerte includes advanced research tools
  • Integrates with Workiva, a connected reporting and collaboration platform
  • Lacerte offers additional features like practice management tools


  • Customer service is geared more toward technical issues and less toward individual tax code interpretation

You may prepare all individual and company tax forms, including Forms 1040, 1120, 1120S, 1065, 1041, and 990. 

Lacerte Pricing Plan

  • Lacerte 200: Call sales (833-225-4557)

  • Lacerte Unlimited Modules: Call sales (833-225-4557)

  • Lacerte REP: $469/year

It can also do gift and estate tax filings, forms 709 and 706, and 5500 benefit plan returns.

Why use Lacerte?
  • Lacerte boasts a comprehensive set of features designed to tackle intricate tax scenarios. It can handle various forms and schedules, making it suitable for businesses of all sizes, self-employed individuals with complex finances, and clients.

It has time-saving capabilities, including importing paperwork from financial institutions, importing capital gain/loss transactions from spreadsheets, and connecting with QuickBooks Accountant Desktop.

Ready to use the Best Tax Software for Tax Preparers?

Now that you know the best tax preparation software and their capabilities in detail, you can decide based on your needs. Consider simplicity of use, accuracy, customer support, price options, and interaction with other tools in your tech stack. 

You may expedite your tax preparation process and increase productivity by choosing the top tax software options from our suggested list. 

Frequently Asked Questions

As a tax professional, you will find numerous software in the market. Remember that there's no such thing as the best software. Each comes with distinctive features, characteristics, and drawbacks. So, choose wisely.

No, you need to subscribe to a premium pricing plan.

Drake Tax is a professional tax software program designed specifically for accountants, tax preparers, and other financial professionals. It's not intended for individual filers like consumer tax software options.

Depending on the experience level and the complexity of your taxes, that can charge anywhere between $100-$200 per hour.

A CPA is the best person to handle your taxes.