Dr
Solo
Full 1040 and business tax-prep suite — the high-volume, low-cost favorite of sole practitioners.
Export onlydrakesoftware.com
Tax Preparation
7 toolsThe engine a US tax practice runs on — prepares, reviews, and e-files every entity return (1040 through 990) across multiple states, on a preparer-and-reviewer workflow.
How we define this category
To qualify for inclusion in Tax Preparation, a product must:
- Prepare and calculate US federal and state income tax returns for multiple entity types
- Support IRS Modernized e-File (MeF) and the corresponding state e-filing
- Carry client and return data forward between tax years
- Provide distinct preparer and reviewer steps for in-firm review
- Maintain a roster of clients with their entity and return types
La
Small · mid
Intuit's high-end desktop tax software for complex individual and business returns.
Local SDKintuit.com
PC
Solo · small
Intuit's cloud professional tax prep, tied into QuickBooks Online Accountant.
No API yetintuit.com
PS
Small
Intuit's desktop tax suite for higher-volume 1040 practices.
Export onlyintuit.com
UT
Mid · large
Thomson Reuters' tax engine for mid-to-large firms; anchor of the CS Professional Suite.
Export onlythomsonreuters.com
CC
Mid · enterprise
Wolters Kluwer's cloud tax, document, and workflow suite for larger firms.
Partner APIwolterskluwer.com
AT
Solo · small
Wolters Kluwer's budget, forms-based tax software for smaller practices.
Export onlywolterskluwer.com
Deadlines & Due Date Tracking
3 toolsKeeps client filings from slipping — passive trackers roll your dates forward; active monitors also watch the IRS, state agencies, and FEMA, and flag when a date changes and who it hits.
How we define this category
To qualify for inclusion in Deadline & Compliance Tracking, a product must:
- Track statutory filing due dates and extensions for a firm's clients
- Roll recurring deadlines forward across periods and tax years
- Alert or remind the firm ahead of upcoming due dates
- (Active monitors) detect changes to official filing dates or rules and identify the affected clients
FT
Solo · small
Records client due dates and rolls them forward each year — a classic passive tracker.
Export onlytimevalue.com
DD
Solo · small
Monitors the IRS, states, and FEMA and flags which clients a filing-date change hits. Free in beta.
No API yetduedatehq.com
OC
Mid · enterprise
Thomson Reuters' enterprise compliance calendar for multi-entity tax deadlines.
Gated APIthomsonreuters.com
Practice Management
10 toolsRuns a firm's front and back office — workflows, client records, deadlines, and billable time in one place: who's doing what, for which client, by when.
How we define this category
To qualify for inclusion in Practice Management, a product must:
- Maintain the catalog of services the firm offers
- Manage relationships with clients and prospects
- Track tasks, deadlines, and activities across the practice
- Track the status of each engagement and capture billable time
- Provide a portal or secure channel for client communication
- Generate invoices for services and track payment
Ka
Small · mid
All-in-one practice management — workflow, email, and billing — with the category's deepest API.
Open APIkarbonhq.com
TD
Solo · mid
All-in-one practice management with a client portal, e-signature, and invoicing.
Open APItaxdome.com
Ca
Small · mid
Modular practice management: CRM, workflow, documents, and billing.
Gated APIgetcanopy.com
FC
Solo · small
Lightweight workflow and client management with recurring tasks and a portal.
Gated APIfinancial-cents.com
JW
Solo · small
Simple recurring-job and deadline tracking built for small firms.
Gated APIjetpackworkflow.com
Ke
Solo · small
Month-end close and bookkeeping workflow with a two-way QuickBooks sync. Rebranded to Double in late 2025 — same product and pricing.
Zapier onlydoublehq.com
F3
Small · mid
All-in-one practice management — projects, documents, billing, and a portal.
Zapier onlymyfirm360.com
Pi
Solo · small
Simple practice management for small firms: client database, jobs, and email.
Zapier onlyusepixie.com
Ai
Mid · enterprise
Billing and revenue-cycle automation for large firms, layered on existing systems.
Partner APIaiwyn.ai
Ig
Solo · mid
Proposals, engagement letters, and automated billing for accounting firms.
Zapier onlyignitionapp.com
Accounting & Bookkeeping
5 toolsThe client's book of record — bank feeds, invoicing, bills, reporting. QuickBooks Online and Xero dominate, so most firm tools connect back here, making this the hub of a firm's stack.
How we define this category
To qualify for inclusion in Accounting & Bookkeeping, a product must:
- Record and categorize a business's financial transactions in a general ledger
- Support bank and credit-card feeds and reconciliation
- Produce core financial statements (profit & loss, balance sheet)
- Provide an accountant or firm view into client books
- Offer invoicing and/or accounts-payable functions
QB
Solo · mid
The dominant US small-business ledger — the book of record most firms work from.
Open APIquickbooks.intuit.com
Xe
Solo · mid
Cloud accounting ledger, strong internationally, with a broad app ecosystem.
Open APIxero.com
Bi
Small · mid
AP/AR automation and payments for firms and their clients.
Open APIbill.com
Sa
Small · enterprise
Accounting from small business (Sage Accounting) to mid-market (Sage Intacct).
Gated APIsage.com
PA
Channel
Intuit's free accountant program around QuickBooks — discounts, training, and firm tools.
Partner APIquickbooks.intuit.com
Nothing matches. Loosen a filter.
Open API — self-serve key
Gated API — approval / plan / partner
Zapier only — no direct API
No public API — export only, or not yet