9 Best Tax Software for Accountants of 2026
By the TopToolAdvisor research desk · Updated November 10, 2026 · Next review December 25, 2026 · 9 products scored
Our pick in brief
Drake Tax gives the most for the money: every state, federal and state e-file, a 4,300+ form library and unlimited individual and business returns on its Pro package, with cheaper 1040 and pay-per-return options for smaller offices. ProSeries is the closest rival for small firms and adds Intuit Sign, a client portal and flexible 20, 50 or unlimited 1040 bundles. Lacerte is built for heavy business and complex individual returns, and ProConnect Tax is Intuit's cloud option priced by the return. TaxSlayer Pro and CrossLink focus on 1040 offices and bank products, ATX suits small firms that want a forms-based desktop program with research included, and UltraTax CS and CCH Axcess Tax are suite products for larger firms that buy through a quote.
Quick answer
Drake Tax is the best professional tax software for independent preparers and small CPA firms in 2026, with all states and unlimited returns on its Pro package; ProSeries suits Intuit-minded small firms that want flexible return bundles, and Lacerte suits firms with complex business returns. The cheapest entry point is Drake Tax Online at $299.99 a tax year before per-return fees.
This list is for tax preparers, enrolled agents and CPA firms choosing the software they will prepare and e-file client returns in. We compared documented features, return coverage and published prices for 9 professional tax products and scored each on features, ease of use and value. Prices are the cheapest paid option in US dollars as shown on the vendor's pricing page on the date we checked. Most of these products are sold per tax year, either as a set bundle of returns, an unlimited package or a base license plus per-return fees, so price the volume and return types your firm actually files.
By the numbers
- 4,920,000Xero had 4,920,000 customers at March 31, 2026, up 11% from 4,414,000 a year earlier.Source: Xero
- 23%Intuit's QuickBooks Online Accounting revenue grew 23% in fiscal 2026 (year to July 31, 2026), an increase of $931 million.Source: Intuit
- 3%Intuit's Online Ecosystem paying customers, which include QuickBooks Online, QuickBooks Time and Mailchimp payers, grew 3% in the year to July 31, 2026.Source: Intuit
- 58.16%In 2025, 58.16% of EU enterprises that buy cloud services used cloud finance or accounting software applications.Source: Eurostat
- 41%41% of US small businesses used six or more technology platforms in 2026, up 9 points from 2025 and nearly three times the 14% share in 2022.Source: U.S. Chamber of Commerce
Shortlist scores
- 1Drake TaxIndependent preparers and small to midsize firms that want every state and broad return coverage at a lower price than the big suites.8.9
- 2Intuit ProSeriesSmall firms and solo preparers who want Intuit's tools and a choice of 20, 50 or unlimited 1040 bundles.8.5
- 3Intuit LacerteEstablished CPA firms that file complex business, partnership and high-net-worth individual returns.8.3
- 4ATXSmall CPA firms that prefer forms-based entry and want tax research bundled with the software.8.2
- 5Intuit ProConnect TaxFirms that want browser-based tax prep tied to QuickBooks and the Intuit Accountant Suite.8.2
- 6TaxSlayer ProIndividual return offices that want flat pricing, bank products and unlimited e-filing.8.2
- 7UltraTax CSMidsize and larger firms that use or plan to use Accounting CS, Practice CS and other CS Professional Suite products.8.2
- 8CCH Axcess TaxLarger and fast-growing firms that want cloud tax prep connected to a full practice platform.8.0
- 9CrossLinkTax offices with several preparers and service bureaus that want unlimited preparers on one license.7.9
How the scores work
Each product is rated out of 10 on the same three criteria, then ranked by the weighted total. Scores compare documented features and published prices, not hands-on testing.
- 35%Features
- 35%Ease of use
- 30%Value
No. 1, our pick
Drake TaxProfessional tax software for individual and business returns, sold as Pro, 1040, Pay-Per-Return and cloud-based Drake Tax Online packages with all states included.
8.9of 10Best for Independent preparers and small to midsize firms that want every state and broad return coverage at a lower price than the big suites.
- Features
- 8.8
- Ease of use
- 8.8
- Value
- 9.2
Price
Drake Tax Online from $299.99 per tax year with the first user, plus $49.99 per individual return; desktop Pay-Per-Return from $379.99 with 10 individual returns; Drake Tax Pro unlimited from $2,375
Quoted from the Drake Tax pricing page on November 10, 2026:
$299.99 / Tax year 2026
Drake Tax ranks first because it pairs wide return coverage with prices that sit well below the large firm suites. Every package includes all states, federal and state e-file and a library of more than 4,300 forms, and Drake Tax Pro adds unlimited individual and business returns for a single price. Smaller offices can start lower: Drake Tax 1040 covers individual returns with business returns added at $74.99 each, the desktop Pay-Per-Return package includes 10 individual returns for $379.99, and Drake Tax Online starts at $299.99 with returns bought as you go. Review tools are practical, with hundreds of diagnostics, DoubleCheck, LookBack and LinkBacks that jump from a diagnostic to its source. The software also includes a client status manager, scheduler, organizers and client billing. The gaps are client-facing tools, since portals, workflow and e-signatures come in a paid bundle, and the per-return fees on the smaller tiers can climb quickly in a busy season.
Strengths
- +Unlimited individual and business returns on Drake Tax Pro, with tiered and per-return options below it
- +All states included in every package
- +Data conversion from most competitor software
Drawbacks
- −Portals, workflow and e-signatures are sold as a separate bundle
- −Drake Tax Online needs a Windows desktop module for its import features
- −Per-return fees of $49.99 individual and $74.99 business add up on the lower tiers
- Packages
- Drake Tax Pro, Drake Tax 1040, Pay-Per-Return, Drake Tax Online
- Forms
- 4,300+ federal and state forms and schedules
- Extra returns
- $49.99 individual, $74.99 business
- Add-on bundle
- Practice Essentials: Drake Portals, Drake Workflow and Drake E-Sign
No. 2
Intuit ProSeriesIntuit's desktop professional tax software for small and midsize firms, sold as pay-per-return, Basic 1040 bundles or ProSeries Professional.
8.5of 10Best for Small firms and solo preparers who want Intuit's tools and a choice of 20, 50 or unlimited 1040 bundles.
- Features
- 8.6
- Ease of use
- 8.6
- Value
- 8.2
Price
Pay-per-return license from $539 per year plus return fees; ProSeries Basic 1040 from $729 per year for 20 returns; ProSeries Professional from $2,605 per year for unlimited 1040s
Quoted from the Intuit ProSeries pricing page on November 10, 2026:
Starting at $539 per year
ProSeries is Intuit's desktop tax program for small and midsize firms, and its strength is choice. A pay-per-return license starts at $539 a year with returns bought as filed, ProSeries Basic 1040 sells bundles of 20, 50 or unlimited individual returns from $729 a year, and ProSeries Professional adds business and specialty returns from $2,605 a year for unlimited 1040s. Intuit Sign digital signatures and knowledge-based authentication are included for every tax client, which saves a separate e-signature subscription. Review and planning tools are useful: the Missing Client Information utility flags gaps during prep, Client Analyzer finds groups of clients affected by tax changes, K-1 data import moves business return data into owner 1040s, and batch tools run repeat tasks across files. The Intuit Link portal and Client Checklist help collect documents. The trade-offs are price at the Professional level and add-ons for hosting and bulk 1099 and W-2 filing.
Strengths
- +Three buying models: pay-per-return, Basic 1040 bundles and Professional
- +Digital signatures included with no additional charge
- +Cloud hosting available as an add-on for remote access
Drawbacks
- −Basic 1040 is single-user and limited to individual returns
- −Unlimited 1099 and W-2 filing is an add-on
- −Professional costs from $2,605 per year, more than Drake Tax Pro
- Users
- 35,000+ tax professionals, per Intuit
- Basic bundles
- 20, 50 or unlimited individual returns
- E-signatures
- Intuit Sign included for all tax clients
- Hosting
- Cloud hosting available as an add-on
No. 3
Intuit LacerteIntuit's desktop tax software for firms with complex individual and business returns, with 7,200+ forms and 25,000+ diagnostics.
8.3of 10Best for Established CPA firms that file complex business, partnership and high-net-worth individual returns.
- Features
- 9.5
- Ease of use
- 7.8
- Value
- 7.6
Price
Pay-per-return annual license from $599 per year, plus return fees; custom bundles and unlimited plans quoted by Intuit
Quoted from the Intuit Lacerte pricing page on November 10, 2026:
$599 per year
Lacerte is Intuit's tax program for firms whose work is complex rather than high in simple volume. It lists more than 7,200 forms and 25,000 diagnostics, the largest documented coverage here, and it has tools built for business and partnership work: automated K-1 delivery sends every partner's K-1 through secure email links, Schedule D import pulls transactions from a spreadsheet, and financial institution download imports data from more than 275 banks. Specialized calculations such as oil and gas depletion serve niche clients, and Intuit Tax Advisor turns return data into custom tax plans for advisory work. Intuit Sign digital signatures are included. Pricing starts with a $599 annual pay-per-return license for a single user, and firms that want bundles of returns or unlimited filing work with Intuit to build a custom plan. That makes budgeting harder than with Drake's published packages, and the interface depth takes training, but for complex returns it is the most complete tool in the list.
Strengths
- +Deepest form and diagnostic coverage in this list
- +Built for partnership and complex business work, including K-1 distribution
- +Digital signatures and KBAs included for all tax clients
Drawbacks
- −Bundles and unlimited plans need a custom quote
- −The pay-per-return license is single-user
- −More than a small 1040 practice needs
- Forms and diagnostics
- 7,200+ forms, 25,000+ diagnostics
- Bank imports
- 275+ banks and financial institutions
- Plans
- Pay-per-return, return bundles or unlimited returns
- Hosting
- Available as an add-on
No. 4
ATXWolters Kluwer's forms-based desktop tax software for CPAs and small firms, with 6,000+ forms and CCH research included.
8.2of 10Best for Small CPA firms that prefer forms-based entry and want tax research bundled with the software.
- Features
- 8.4
- Ease of use
- 8.2
- Value
- 8.0
Price
Pay-Per-Return System $939 with 6 individual returns; ATX 1040 Package $1,249; ATX MAX $2,829
Quoted from the ATX pricing page on November 10, 2026:
Priced at $939 — which includes 6 Individual Returns
ATX is Wolters Kluwer's tax program for CPAs and small firms, and it is built around a forms-based interface that mirrors the paper forms. The library has over 6,000 compliance forms, covering 1040, 1120, 1120-S, 1065 and 1041 returns, specialty returns such as 706, 709, 990 and 5500, payroll compliance reporting and sales and use tax. Check Return Track flags e-file errors, omissions and overrides, and Refund Meter shows the refund or balance due as you enter data. Every package includes CCH AnswerConnect research with the U.S. Master Tax Guide, which smaller firms would otherwise buy separately. Prices are published: the Pay-Per-Return System costs $939 with 6 individual returns, the 1040 Package $1,249 and ATX MAX, which adds business returns and unlimited e-filing, $2,829. The limits are the 3-state cap on lower packages, paid add-ons for advanced calculations and asset management, and the lack of a cloud version.
Strengths
- +Research content included in every package
- +Forms-based interface that mirrors the paper forms
- +Published prices from pay-per-return to the Advantage package
Drawbacks
- −The 1040 Package includes only 3 states and charges business returns per return
- −Advanced calculations and enhanced asset management cost extra below Advantage
- −Desktop only, with no browser version
- Forms
- Over 6,000 tax compliance forms
- Packages
- Pay-Per-Return, 1040, MAX, Total Tax Office, Advantage
- Research
- CCH AnswerConnect and Master Tax Guide
- Add-ons
- Advanced Calculations $819, Enhanced Asset Management $520, Return Retrieval $233
No. 5
Intuit ProConnect TaxIntuit's cloud-based professional tax software, priced by User Access plus pay-per-return or bundles of returns.
8.2of 10Best for Firms that want browser-based tax prep tied to QuickBooks and the Intuit Accountant Suite.
- Features
- 8.5
- Ease of use
- 8.5
- Value
- 7.6
Price
User Access from $210 per user, plus individual returns from $93.46 each for 1 to 49 returns; bundles from $2,478 per year for 50 individual returns
Quoted from the Intuit ProConnect Tax pricing page on November 10, 2026:
+ $210 per User Access license ($2,100 flat for 10+ users)
ProConnect Tax is Intuit's cloud tax program, and it suits firms that want to prepare returns in a browser without managing installs or hosting. Pricing has two parts: a User Access license at $210 per user, or $2,100 flat for 10 or more users, and returns bought as you go or in bundles. Individual returns cost $93.46 each below 50 and fall to $36.51 at 200 or more, while bundles start at $2,478 a year for 50 individual returns. The product supports more than 5,700 forms, SmartReturn builds simpler 1040s from imported data, and Easy Start onboarding moves prior-year data in. Its tie to the Intuit Accountant Suite and QuickBooks data is the main draw for firms that also do bookkeeping, and Intuit Tax Advisor creates plans from return and ledger data. Unlimited e-signatures are included. The downside is cost at low volume, where per-return fees are steep compared with a Drake or ATX package.
Strengths
- +No software install, and per-return pricing scales with the season
- +Unlimited digital signatures and authentication included
- +Volume discounts at 50, 100 and 200 returns
Drawbacks
- −Per-return cost under 50 returns is high at $93.46 individual and $110.46 business
- −User Access is billed on top of returns
- −Firms with 400 or more returns must contact sales
- Forms
- 5,700+ supported forms
- User Access
- $210 per user, $2,100 flat for 10+ users
- Unused returns
- Usable for the purchased tax year for up to 3 calendar years
- Bundles
- Essentials 50 and 100, Plus, Advanced
No. 6
TaxSlayer ProProfessional tax software for 1040 offices with unlimited returns, bank products and cloud or desktop options.
8.2of 10Best for Individual return offices that want flat pricing, bank products and unlimited e-filing.
- Features
- 7.4
- Ease of use
- 8.7
- Value
- 8.6
Price
Pro Classic $1,395, Pro Web $1,595 and Pro Premium $1,695 per tax season, each with unlimited 1040 returns and all states
Quoted from the TaxSlayer Pro pricing page on November 10, 2026:
All states included $1,395
TaxSlayer Pro is built for offices that file mainly individual returns and earn part of their revenue from bank products. Every package includes unlimited 1040 returns, free unlimited federal and state e-filing, all states and unlimited support in English and Spanish, so the price is the price. Pro Classic is the desktop package at $1,395, Pro Web moves 1040 preparation to the cloud for $1,595 and adds the TaxesToGo mobile app and a client portal, and Pro Premium at $1,695 adds a full corporate business suite covering 1065, 1120, 1120-S, 1041, 990 and more, plus a paperless office and digital signature support. A Pro Web + Corporate package combines cloud 1040s with desktop business returns. The interface and support model are aimed at fast seasonal work. For CPA firms with complex business, multi-entity or planning work, the review and advisory tools are thinner than Intuit or Thomson Reuters products, and business returns cost more.
Strengths
- +Flat package prices with unlimited 1040s and e-filing
- +Unlimited support in English and Spanish at no extra fee
- +Cloud-based Pro Web works on Mac and iOS
Drawbacks
- −Business returns need Premium or a separate corporate package
- −Fewer planning and review tools than Lacerte or UltraTax CS
- −Pro Web is limited to individual returns
- Packages
- Pro Classic, Pro Web, Pro Premium, Pro Web + Corporate
- E-filing
- Free unlimited federal and state
- Support
- Unlimited, English and Spanish
- In business since
- 1989 for tax preparers, per TaxSlayer Pro
No. 7
UltraTax CSThomson Reuters' professional tax software in the CS Professional Suite, covering individual, business, fiduciary and exempt returns.
8.2of 10Best for Midsize and larger firms that use or plan to use Accounting CS, Practice CS and other CS Professional Suite products.
- Features
- 9.4
- Ease of use
- 8.0
- Value
- 7.0
Price
See vendor pricing (USD check pending): priced by users, returns and states
We could not confirm a US price yet. Check the UltraTax CS pricing page.
UltraTax CS is the tax engine of Thomson Reuters' CS Professional Suite, and it is aimed at firms that run more than tax prep on one vendor. It covers 1040, 1041, 1120, 1120S, 706, 709, 990 and 5500 returns, with more than 371 state and local e-file returns, and data entered once in a client's return flows to every related return. Its real advantage is the suite: UltraTax CS shares data with Accounting CS, Accounting Payroll CS and Practice CS, and Thomson Reuters says users report over 50% time savings from that integration. Add-on products extend it, such as 1040SCAN for scan-and-populate and SPbinder for digital workpapers. Thomson Reuters prices UltraTax CS by the number of users, returns and jurisdictions, so firms need a quote. That flexibility suits midsize firms, but the cost is harder to compare and the value drops if you do not use the rest of the suite.
Strengths
- +Wide return coverage with data sharing across a client's returns
- +Deep integration with the rest of the CS Professional Suite
- +Support by phone, email and chat with a 24-hour help center
Drawbacks
- −No published price; priced by users, returns and jurisdictions
- −Most valuable when the firm also runs other CS products
- −Scanning and workpapers are separate products
- Pricing basis
- Users, tax returns, states and jurisdictions
- State e-file
- More than 371 state and local returns
- Suite
- CS Professional Suite
- Integrations
- 1040SCAN, SPbinder, Accounting CS, Practice CS
No. 8
CCH Axcess TaxWolters Kluwer's cloud-based tax preparation platform for firms of all sizes, with workflow tools and agentic return preparation.
8.0of 10Best for Larger and fast-growing firms that want cloud tax prep connected to a full practice platform.
- Features
- 9.4
- Ease of use
- 7.6
- Value
- 6.8
Price
See vendor pricing (USD check pending): eStore packages for new customers or a sales quote
We could not confirm a US price yet. Check the CCH Axcess Tax pricing page.
CCH Axcess Tax is Wolters Kluwer's cloud tax platform and the choice of most of the largest US firms: the company says 95 of Accounting Today's Top 100 Firms use CCH Axcess. It covers the full federal, state and local form library with built-in calculations, and it is built to connect the whole tax workflow, from document collection through preparation, review and filing. The newest addition is agentic return preparation, which uses client documents, prior-year information and firm workflows to hand reviewers a prepared return while staff stay in control. Because CCH Axcess Tax sits on a common platform with workflow, firm data and authoritative content, firms that adopt more modules get more from it. Pricing is not published on the product page; new customers can buy packages through the Wolters Kluwer eStore, and others request a quote. The breadth comes with a steeper learning curve and a cost that is hard to justify for small offices.
Strengths
- +Used by 95 of Accounting Today's Top 100 Firms, per Wolters Kluwer
- +Cloud architecture with real-time collaboration
- +AI preparation that works from client documents and prior-year data
Drawbacks
- −Prices are not listed on the main product page
- −eStore packages are for new customers only
- −More platform than a small practice needs
- Large firm use
- 95 of Accounting Today's Top 100 Firms, per Wolters Kluwer
- Fast-growing firms
- 20 of Accounting Today's 25 Fastest Growing Firms, per Wolters Kluwer
- Deployment
- Cloud-based
- Buying
- eStore packages for new customers or a sales quote
No. 9
CrossLinkProfessional tax software for individual and business returns in desktop and online versions, with service bureau and franchise options.
7.9of 10Best for Tax offices with several preparers and service bureaus that want unlimited preparers on one license.
- Features
- 7.6
- Ease of use
- 8.2
- Value
- 8.0
Price
CrossLink 1040 $1,795; CrossLink Business $999 and requires a CrossLink 1040 license; pay-per-return available
Quoted from the CrossLink pricing page on November 10, 2026:
CrossLink 1040 $ 1,795 USD
CrossLink is aimed at tax offices that run several preparers in season and at service bureaus that resell software to other offices. CrossLink 1040 costs $1,795 and includes unlimited preparers, unlimited 1040 series and state returns, an unlimited document archive, free data conversion and personalized onboarding, in either desktop or online versions. Business returns, including 1120, 1120-S, 1065, 1041 and 990, need CrossLink Business at $999, which requires the 1040 license, so a full-service office pays $2,794. Client tools are practical for a storefront practice: Remote Signature lets clients sign from home, TextLink Plus keeps unlimited text conversations attached to the client's return, and a TaxPass mobile site helps clients send information. Franchise and service bureau versions add a management dashboard and co-branding. CrossLink notes that additional fees apply when using the software, and it publishes fewer planning, review and advisory features than Intuit or Thomson Reuters products.
Strengths
- +Unlimited preparers on the 1040 license
- +Free data conversion and personalized onboarding
- +Service bureau and franchise models with a management dashboard
Drawbacks
- −Business returns need a separate $999 license on top of 1040
- −Additional fees apply when using the software, per CrossLink
- −Fewer published planning and review features than Intuit products
- Preparers
- Unlimited
- Versions
- Desktop and online
- Business returns
- CrossLink Business, $999, requires CrossLink 1040
- In business since
- 1989, per CrossLink
What to check before you buy
Count your returns by type
Vendors price by the volume and mix of returns. Drake Tax 1040 and ProSeries Basic cover individual returns and charge extra for business returns, while Drake Tax Pro, ProSeries Professional and ATX MAX include business forms. Count last season's 1040, 1120, 1120-S, 1065 and 1041 returns before you compare packages.
Compare pay-per-return with unlimited
A base license plus per-return fees is cheapest at low volume and expensive at high volume. Drake's Pay-Per-Return package includes 10 individual returns for $379.99, ProConnect Tax charges $93.46 per individual return under 50 plus User Access, and ATX's pay-per-return system costs $939 with 6 individual returns. Work out where an unlimited package becomes cheaper for your firm.
Decide between desktop and cloud
Drake Tax, ProSeries, Lacerte, ATX and UltraTax CS are desktop programs with optional hosting, while ProConnect Tax, Drake Tax Online, TaxSlayer Pro Web and CCH Axcess Tax run in the browser. Cloud tools simplify remote work, but check whether every return type you file is available in the cloud version.
Check what client tools are included
Digital signatures, client portals and organizers are now part of many packages. ProSeries, Lacerte and ProConnect Tax include Intuit Sign for all tax clients, TaxSlayer Pro Premium and Web include a client portal and mobile app, and Drake sells Portals, Workflow and E-Sign as an add-on bundle.
Plan for conversion and suite fit
Switching tax software means moving prior-year data. Drake lists data conversion from most competitor software and ProConnect Tax offers Easy Start onboarding. Firms already on Thomson Reuters or Wolters Kluwer accounting and practice tools will get the most from UltraTax CS or CCH Axcess Tax because they share data with those suites.
Common questions
- What tax software do most CPA firms use?
- Large firms lean toward suite products: Wolters Kluwer says 95 of Accounting Today's Top 100 Firms use CCH Axcess, and UltraTax CS is common in firms on the Thomson Reuters CS Professional Suite. Small firms and independent preparers more often use Drake Tax, ProSeries, Lacerte or ATX, which publish package prices.
- What is the cheapest professional tax software?
- Drake Tax Online starts at $299.99 a tax year with the first user, and returns cost $49.99 individual and $74.99 business. Drake's desktop Pay-Per-Return package is $379.99 with 10 individual returns, and ProSeries' pay-per-return license starts at $539 a year plus return fees.
- Is pay-per-return or unlimited tax software better?
- Pay-per-return is cheaper for low volume and new practices because you pay for returns as you file. Once you file more than a few dozen returns, an unlimited package such as Drake Tax Pro, TaxSlayer Pro or CrossLink 1040 usually costs less per return. Compare your last season's count against each vendor's per-return fees.
- Is Lacerte or ProSeries better for a CPA firm?
- Both are Intuit products. ProSeries suits small firms with mostly individual returns and offers 20, 50 or unlimited 1040 bundles from $729 a year. Lacerte suits firms with complex business, partnership and high-net-worth work, with 7,200+ forms and 25,000+ diagnostics, and its bundles are quoted by Intuit.
- Can I prepare professional tax returns in the cloud?
- Yes. ProConnect Tax, Drake Tax Online, TaxSlayer Pro Web, CrossLink Online and CCH Axcess Tax run in a browser. Desktop products such as ProSeries, Lacerte, Drake Tax and UltraTax CS can also be hosted in the cloud for an added fee.
Questions or corrections: editorial@toptooladvisor.com
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