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