Tax Practice Management Software

Best Tax Practice Management Software include:

Karbon, Drake Tax, OfficeTools by CARET, Canopy Practice Management, Access Handisoft, Avii Workspace, Lexis Tax and TaxDome.

All Products

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1
Canopy Practice Management

Canopy Practice Management is designed to help accounting firms keep all parties on the same page. It includes essential tools for enabling communication between clients and your team.

2
OfficeTools by CARET

OfficeTools Cloud is cloud-based accounting practice management software designed to enable firms to track client work and collaborate with their team anytime, anywhere, from any browser. OfficeTools is an CARET brand.

3
Access Handisoft

Access Handisoft is a suite of solutions for accountants and advisors who want to optimise their practice. It is based on technology acquired with Sage Australia (Sage HandiSoft).

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4
Mango Practice Management

Mango Practice Management (formerly ImagineTime), now from ProfitSolv, includes time and billing software for firms with add-on modules for due date tracking, document management, calendar and client relationship management, and integration with QuickBooks and tax software. Its focus…

6
AuditDashboard

7
IRIS Elements Tax and Accounts

IRIS Elements Tax and Accounts (replacing the former Taxfiler, acquired by IRIS), is a scalable accounting software in the cloud – including Personal, Partnership, Trust and Corporation Tax as well as Accounts Production. Taxfiler by IRIS has been incorporated into IRIS Elements…

9
Qount
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12
OLT OnLine Taxes

14
Webis
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PROFIS
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RAQUEST
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TaxSlayer Pro
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FeeSynergy
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Learn More About Tax Practice Management Software

What is Tax Practice Management Software?

Tax Practice Management Software streamlines the operations of firms that provide tax services. It automates business administration and manages client relationships, communications, and billing. It facilitates IRS interactions, optimizes tax preparation, and includes tax resolution features. Its metrics help analyze business performance.

Portals are provided for customers to schedule appointments, send, and receive tax documents, check tax return status, make payments, and encourage online and social media reviews of the business. Some vendors offer mobile apps to support tax professionals and their clients.

The software is used by tax professionals, CPAs, and bookkeepers. Its features overlap with accounting practice management software, and it is often bundled with tax preparation software.

Tax Practice Management Software Features

Tax Practice Management Software provides many of these features.

  • Tax preparation
  • Import and export tools
  • Secure document management
  • IRS compliant e-Signatures
  • Client management
  • Client communications, text, chat, video, and letter templates
  • Calendar and appointment scheduling
  • IRS management
  • Tax resolution
  • Workflows and checklists for tax preparation, IRS resolution, and bookkeeping
  • Team communications
  • Alerts and push notifications
  • Time tracking
  • Invoicing and payments
  • Tax return tracking
  • Dashboards for tax return status
  • Branded customer portal
  • Multiple location support
  • Mobile apps for tax professionals and customers
  • Security, role-based access, multi-factor authentication
  • Prospect management and referral tracking
  • Performance metrics, analytics, and reporting
  • Customer satisfaction tools
  • Cloud-based and on-premises options

Tax Practice Management Software Comparison

Vendors take different approaches to the features they offer, and their installation options impact how their software can be used. Consider the following when purchasing tax management software.

Scope: Some vendor products, such as Drake Tax, Taxaroo, and Atom Tax, are dedicated to tax practice management. Others, such as TaxDome and Canopy, have a broader scope that will also support general accounting practice management.

Use Case: If your business has multiple locations consider a product like Atom Tax, with cloud-based features that are scalable and centralize practice management.

Integrations: If you do not require tax preparation software, determine that your selection will readily integrate with your current tax preparation software. If you want tax preparation software included in your tax practice management software bundle, consider a vendor like Drake Tax.

Mobile Apps: If your organization would benefit by providing mobile apps for its tax professionals or customers, options like TaxDome offer those features.

Platforms: Some products, like Drake Tax, are only supported on specific platforms, like Windows.

Pricing Information

Tax Practice Management Software pricing is based on the features provided and the number of sites or users supported. Introductory pricing ranges from $25 to $99 a month going up to $250 a month. One-time licensing is available for some products, usually costing between $1500 to $3000. Free trials are available.

More Resources

These articles offer more information that might help you in your search for tax practice management software:

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Frequently Asked Questions

What does Tax Practice Management Software do?

Tax Practice Management Software is used by tax professionals and CPAs to administer their tax preparation, client relationship, and tax resolution operations. Customer portals are provided to facilitate client communications, exchange documents, and provide tax return status.

What are the benefits of using Tax Practice Management Software?

Tax Practice Management Software improves efficiency, speeding up tax preparation and resolution, resulting in time and cost savings. This allows more returns to be prepared, increasing revenue.

How much does Tax Practice Management Software cost?

Tax Practice Management Software costs $25 to $250 a month per user or installation, depending on its features. Free trials are available.