Running a tax practice is a constant juggle between client management, compliance, and meeting tight deadlines. Tax professionals are expected to deliver flawless compliance, instant responses, and strategic tax advice—all while keeping up with ever-changing tax laws.
If your firm is still relying on manual spreadsheets, scattered emails, or outdated systems, it’s time to upgrade. The right tax practice management software eliminates inefficiencies by automating workflows.
Let’s see the top 10 tax practice management software systems that help firms thrive.
Why Do You Need Practice Management Software?
Here’s how tax practice management software boosts efficiency levels:
- Automates task assignments
- Tracks deadlines
- Stores client details and interactions in a built-in CRM for accountants
- Flags compliance risks
- Secures client data with cloud storage, version tracking, and e-signatures
- Offers real-time dashboards for tracking billable hours, firm performance, and workload distribution
10 Best Tax Practice Management Software for Accounting and Tax Professionals
The right tax practice management software can transform how firms operate. To help you find the right fit, we’ve compiled a list of the 10 software solutions.
Cone
Cone serves as a single solution that combines accounting practice management with proposal software to unify workflows and billing processes for accountants and bookkeepers.
Best Features
- Create and send proposals with e-signatures
- Manage leads, create detailed quotes, and close deals faster
- Clients can chat, make payments, upload files, and sign contracts in client portal
- Generate invoices automatically from proposals
- Manage emails within the platform
- Charge clients directly through multiple payment methods
Pros
- More affordable than most alternatives, with significant savings for firms
Cons
- There may be a learning curve for new users
G2 Rating: 4.8/5
Pricing
- Starter – $5 (Annually) $8 (Monthly)
- Essentials – $11 (Annually) or $16 (Monthly)
- Growth – $17 (Annually) or $24 (Monthly)
FinancialCents
Financial Cents is a cloud-based tax and accounting practice management software that helps to track deadlines, collaborate, and ensure tax compliance.
Best Features
- Workflow automation with customizable templates
- Client CRM for tracking interactions and communication
- Secure cloud-based document storage
- E-signature capability for document approvals
- Automated client reminders
Pros
- Works well with QBO, Calendly, and other accounting tools.
Cons
- Initial setup can be tricky for some users.
G2 Rating: 4.8/5
Suitable For:
- Bookkeepers and tax preparers
Pricing
- Solo Plan: $19
- Team Plan: $49
- Scale Plan: $69
- Enterprise: Custom pricing
Karbon
Karbon is a workflow-centric practice management platform for accounting and tax firms. It helps firms operate with greater efficiency and control.
Best Features
- Tracks client relationships, communication, and service history
- Generates reports and insights to guide decision-making
- Centralized communication with email, tasks, and document sharing
- Integrates with Google and Outlook
- Secure portal for document sharing and communication
Pros
- Eliminate the need to use multiple platforms
Cons
- Premium pricing may not be ideal for small firms
G2 Rating: 4.8/5
Suitable For
- Tax and accounting firms
Pricing
- Team Plan: $59 (annually) or $79 (monthly)
- Business Plan: $89 (annually) or $99 (monthly)
- Enterprise Plan: Custom pricing
Relevant Read: Karbon alternatives
Jetpack Workflow
Jetpack Workflow is a CPA workflow software designed to support growing firms by increasing efficiency and reducing the time spent on administrative tasks.
Best Features
- Organizes client information, ensuring seamless access to data
- Assign tasks, set priorities, and track team progress
- Create and use predefined templates
- Automated reminders and cascading task deadlines
- Provides real-time insights into deadlines, and firm performance
Pros
- Fast customer support
Cons
- No mobile app
G2 Rating: 4.1/5
Suitable For
- Tax professionals and CPAs
Pricing
- Starter Yearly: $30
- Starter Monthly: $45
TaxDome
TaxDome is an all-in-one practice management platform for tax, bookkeeping, and accounting work.
Best Features
- Combines workflow management, CRM, invoicing, e-signatures, and client communication
- Centralized client database with automated onboarding and tracking
- Tracks billable hours and integrates with invoicing
- Secure e-signatures for faster approvals
- Available in 12+ languages, making it ideal for global firms
Pros
- Secure and user-friendly interface
Cons
- Customizing workflows requires effort
G2 Rating: 4.7/5
Suitable For
- Solo practitioners to large teams
Pricing
For 1-year commitment,
- Solo: $800
- Pro: $1,000
- Business: $1,200
Relevant Read: TaxDome vs Canopy
Drake Tax
Drake Tax is a professional tax preparation software available in desktop and cloud-hosted versions, catering to different firm needs.
Best Features
- Handles federal and state tax returns efficiently
- Streamlined electronic filing
- Choose between local installation or cloud-hosted solutions
- Built-in accounting and payroll applications
- Hassle-free refund transfers and payment options
Pros
- Intuitive design that simplifies tax preparation
Cons
- Steep learning curve
G2 Rating: 4.5/5
Suitable For
- Firms handling multiple tax types
Pricing
- Drake Tax Pro: $2,495
- Drake Tax 1040: $1,995
- Pay-Per-Return: $349.99
UltraTax CS
UltraTax CS is a comprehensive tax preparation software that offers a full range of federal, state, and local tax forms for firms handling complex returns.
Best Features
- Supports 1040, 1120, 1065, 1041, and multistate returns,
- Automatically processes complex tax scenarios
- Allows to input client information once and auto-populate relevant fields
- Connects with various software to automate document management, digital workpapers, crypto tax reporting
- Keeps firms compliant with the latest tax regulations
Pros
- Handles all tax return types, including multistate filings
Cons
- Pricing Not Publicly Listed
G2 Rating: 3.3/5
User Reviews
Suitable For:
- Tax professionals handling high-volume returns
Pricing
Contact sales for pricing.
Intuit ProConnect Tax
ProConnect Tax offers seamless integration with QuickBooks Online Accountant, built-in tax advisory insights, and automated data conversion.
Best Features
- QuickBooks Online Accountant Integration for a smooth transition from bookkeeping to tax
- Automated tax advisory insights
- Real-time tax law updates
- Comprehensive form coverage that supports individual, business, and state tax filings
- Simple data conversion and easy start onboarding
Pros
- Always compliant with the latest tax law changes.
Cons
- Users may require time to adapt to advanced features.
G2 Rating: 4.5/5
User Reviews
Suitable For:
- Tax Professionals and CPAs
Pricing
- Essentials: $3,483
- Plus: $6,307
- Advanced and Enterprise: Custom Pricing
Quickbooks Online Accountant
QuickBooks Online Accountant brings year-end work and tax filing together, reducing data transfers and manual errors.
Best Features
- Connects directly with QuickBooks Online
- Automatic GIFI mapping, reclassifying transactions, and year-end work papers
- Offers built-in tax filing for T1, T2, and T3 forms
- Sends reminders, tracks due dates, manages client files, and communicates within the firm
- Free QuickBooks Online for accountants with priority support
Pros
- Built-in tax filing
Cons
- Pro Tax add-ons come at an additional cost
G2 Rating: 4.4/5
User Reviews
Suitable For:
- Tax professionals who need a built-in tax filing system
Pricing:
- Easystart: $19.20
- Essentials: $27
- Plus: $40
- Advanced: $8
OfficeTools
OfficeTools is a cloud-based accounting practice management software designed to streamline workflows, automate data entry, and enhance team collaboration for accounting firms.
Best Features
- Manages time tracking, invoicing, client communication, document storage, and workflow tracking in a single system
- Provides a real-time view of tasks, deadlines, and project statuses
- Tailored practice management setup based on their specific needs
- Syncs with key applications, including Lacerte tax software
- Eliminates duplicate data entry across tax programs
Pros
- Adaptable to firms of all sizes
Cons
- No Public Pricing
G2 Rating: 3.6/5
User Reviews
Suitable For:
- Growing Firms Expanding Service Lines
Pricing
Contact sales for pricing.
Simplify and Scale Your Tax Firm
The right tax practice management software can transform how your firm operates The best solutions go beyond compliance and offer automation, collaboration, and financial insights that help firms scale efficiently.
If you're looking for an affordable, all-in-one solution that brings together proposals, workflows, billing, and client engagement, Cone is worth exploring. It eliminates the need for multiple platforms, making it easier to run your practice from one place.
FAQs
- How is tax practice management software different from tax preparation software?
Tax practice management software handles workflow automation, client communication systems, and collaboration. Tax preparation software computes taxes, does filing, and compliance.
- Can small firms benefit from tax practice management software?
Absolutely. The workflow automation features and billing functions together with client management tools embedded in the system make small professional firms match up against their larger counterparts.
- How do I choose the best tax practice management software for my firm?
Assess the software based on its simplicity of operation, automated capabilities, integration options, and pricing plans.