Compare Professional Tax Software
By taking a quick minute to compare the best professional tax software, tax professionals only stand to benefit. The health of a tax office is ultimately and quite obviously in its ability to maintain and grow its client base. Tax pros know the importance of constantly building a strong book of business by providing the best possible services and solutions to their clients. Going through tax season with the best professional tax preparation software that supports your services and offers the right solutions can make all the difference in that aspect. With our professional tax preparer software comparison chart and best tax software for professionals reviews, we will help you compare professional tax software to be able to find the right features, tools, integrations, capabilities, and solutions; which will ultimately help you push your tax business forward and attract more customers.
The best software for tax professionals varies depending on office characteristics:
number of office locations, services offered, number of employees, years in the business, e-filing vs. paper filing, and the list goes on. Depending on a tax office’s unique characteristics, the best professional tax preparer software may vary from office to office. Software comparisons should take relevant factors into account. For example, some professional tax preparers may be more inclined to time-saving technological features while other professionals may find comfort in the ‘simplicity’ of fewer gadgets, applications, etc. Taking tax office preferences and needs into account, our website is here to help tax pros find the most compatible professional tax software for their office.
Below is a feature-ranked professional tax software comparison chart to compare the best rated professional tax software. The popularity and overall features of these pro tax software are what brought them onto our list of professional tax preparer software. Tax pros should take their time in reading through our professional tax software reviews, and should definitely download a demo of the software of their choosing before making any final decision. We simplified things further by organizing the software according to the valuable features they provide including our professional tax preparation software reviews.
After a thorough professional tax preparation software comparison, researching the different avenues to purchase is the final step. It’s a great idea to research several different ways to get access to a software; purchasing directly from the software developer, purchasing from a software reseller, or signing a seasonal contract with a service bureau that provides professional tax preparation software with bank products, etc…
What’s the best professional tax software for you?
* Client retention: Client Retention can be used to generate two lists: If you used TaxSlayer Pro last year, the Prior Year Client List lists all clients that have not returned this year. The Call/Thank You list shows a list of clients who have had their returns completed for the current year.
**State tax info: Within each state program is a State Tax Info icon. The icon links to our knowledgebase with information relevant to the state you are working in, including contact information, the state’s “Where’s My Refund” link, forms and instructions, general filing and e-file information, and mailing addresses.
***Knowledge base: Select the KB Search icon to open your web browser to the TaxSlayer Pro knowledgebase consisting of numerous helpful articles. For most menus in the program, selecting KB Search links to an article contextualized for where you are in the program. Another shortcut to the knowledgebase is to press the F1 key on your keyboard anywhere in the program.
****The PaperCut icon is visible for TaxSlayer Pro Premium users. Paper Cut stores PDF copies of all tax returns, management reports, and e-File reports that have been printed to PDF. PaperCut is the place to go to e-mail returns to clients as well as to access the Customer Portal.