Income tax software for tax preparers

You can also access digital marketing capabilities and facilitate client returns. TaxAct Professional is a great option for accounting firms on a budget, with an inexpensive price for unlimited returns. TaxAct Professional also backs its work with a money-back guarantee and access to dedicated technical support:. Yet, Drake provides very capable tax software and has been in business since All state programs are included, and you can prepare multiple state returns for a single business with no additional charge.

Its hardware add-ons and paperless options also streamline the process:. Drake Tax offers great value to firms that want the ability to prepare any type of income tax return. It offers most of the same features as more expensive software, including client organizers, a tax planner, MFJ to MFS comparison, and multistate returns.

Unlike some popular professional software, you cannot purchase Drake Tax bundled with a tax research service. If you do require a tax research service, then you may want to check out CCH Axcess Tax , which we selected as the best cloud-based software to manage a whole accounting firm. CCH Research provides up-to-date tax and accounting information with powerful search functionality, which ultimately saves you time. You can only get pricing information by speaking with a sales representative.

Lacerte Tax only provides pricing information through a sales representative. The company offers three plans:. Lacerte Tax is a powerful tax solution that offers a variety of tools to help streamline your practice. These tools include an expansive form library, a paperless option for organizing and collecting tax information, and a variety of tax analysis and planning tools.

Lacerte is expensive, but with complicated returns, you should be able to recoup the cost through client fees. With Lacerte, you can prepare all individual and business returns, including forms , , S, , , and It can also prepare gift and estate tax returns, forms and as well as Form benefit plan returns. It also lets you choose to enter data through forms or quick-entry sheets and offers an integrated billing clock. You must speak with a sales representative for pricing information.

No pricing or information regarding available packages is available on their website. CCH Axcess Tax is a well-rounded, cloud-based software program for tax professionals. It integrates with other CCH Axcess modules to provide more features to help you run your practice.

Its user interface is easy to navigate, and it allows you to create a tax organizer for your clients. Another outstanding feature is the ability to link to CCH IntelliConnect without leaving the tax preparation program. When evaluating the best tax software for tax preparers, we considered the needs of tax professionals who prepare individual and business tax returns.

The price of the software is a primary concern as are features, such as importing data, integrating with client portals, and sending out returns and invoices for e-signature and e-payment. Based on the needs of bookkeepers, accountants, and tax professionals, the criteria we used to evaluate the best tax software for professionals include:. You should choose software that provides a pricing option that fits the number and types of tax returns you prepare.

However, you must also consider your need to prepare complex returns and the time you could save with bookkeeping software and practice management integrations. Allow clients to sign documents with an electronic signature on your returns. No more in office signings required. They can be signed anywhere. Client Notes. Keep track of important information regarding your client's returns with your own notes section directly inside the return.

Client Diary. An example would be if they owe prep fees from a previous season. Password Protected Login. Feel confident knowing your client information is protected with a password you assign to a specific user within your software. A calculator is conveniently built inside the return to easily assist you as you file.

EIN Database. Automatically store all Employer Identification Numbers in an existing database. This makes entering an existing EIN easy as it will pre-populate based on entering in the first few numbers. Link Depreciation Worksheet. Easily link the depreciation worksheet straight to the return. This allows for easy access to all of your assets and the depreciation that follows them each year.

Keyboard Shortcuts. Save time by using your keyboard for some important time-saving functions within the software. Visual Forms Tree. Seeing a list of forms throughout the return makes it easy to navigate from form to form with a simple click.

User Guide Available. An easily searchable PDF guide. Use the guide to help navigate through the software or help with setup. Tax Form Defaults. Easily set up your preparer, ERO, pricing and all other information prior to the start of each season. Auto-Complete With History Lists. Complete entries with help with a history list.

Allow certain fields auto filled from previous year customer data within the return. Real-Time Refund Monitor. Make any change to any return and instantly see how it affects the refund in either adding or subtracting money from your refund.

Return Query. Get instant access to where each return is at in the acceptance process. Know if the return is accepted and see the rejection reason. Free Unlimited E-Filing. Have access to free unlimited e-filing. No limits on how many returns you want to E-File throughout the entire season.

State Compliant Bank Product Module. Allow you to enroll with one of our partnered banks to be able to withhold your customer's fees from their return. Easily add your state to your federal bank product for a small fee. Modernized Filing. Unlimited Extension Filing. Whether it's a or a corporate extension, prepare as many as you would like, free of charge with this option.

Return Printing. Automatically Print Acknowledgements. Once you receive an acknowledgment, easily print out a report showing the tax payer information. Customizable Print Packets. Customize and choose which forms you want to print with your return packages.

Print packets are designed for the tax payer, file copy, Federal copy and much more. PDF Printing. Truly go paperless by printing your returns in a PDF format for easy storage. Print Returns In All Caps. Use this feature to print the return information in all capital letters for easy viewing and printing for your customers. Auto Number Invoices. Automate your finances with your business by letting the system automatically auto number your invoices.

Online Check Printing. Get access a little sooner. Print your customer's checks online at any time from within your office. Desktop Check Printing. When funds are available, cashier's checks can be printed easily and fast with a simple setup process. Package Features.

All States Included. All software packages contain every state to prepare state returns. Have access to all forms that are needed for all states. Free State efile. Bank Product Rebates. Earn incentives from Ultimate Tax! With over funded bank products you will earn Ultimate Cash Rebates from UltimateTax at the end of the tax season.

Loan Advance Products. Allow you to enroll to offer bank loans to your customers. With this, your customer can receive a certain amount before they receive their refund. With phones, email, chat, and our DIY section, there is always a way for support days a year. EFIN Required. With all software packages, an EFIN is required to e-file returns. Publication 17 Available. This is one publication every tax preparer must read and understand.

Publication 17 is available inside of the program for easy viewing. Before joining Rightway, I had used two other software vendors. Switching to Rightway was the best decision I have ever made. I have been with them since the beginning and can not imagine going through tax season without this team on my side. Contact us: Start your own business! Income Tax Software We answer our phones! More then 15 year helping people to start their business Don lost this opportunity to have your own business from your home or wherever you want.

Software installation We can install the softaware direct on you computer. User-friendly interface You will start working with the software in a few days. Start Now Taxware is dedicated to providing professional tax preparers with high grade, comprehensive solutions at the lowest prices available.

Software Features.