Best CPA Tools

Basil

4.2 rating

Cost-effective all-in-one accounting practice management software by CoralTree with client portal, workflows, billing, document management, e-signatures, and knowledge-based authentication.

CCH Axcess Tax

4.4 rating

Wolters Kluwer's cloud-based professional tax solution with AI-powered document classification, multi-user simultaneous access, and comprehensive form coverage for firms of all sizes.

Canopy

4.6 rating

Modular cloud-based practice management software for accounting and tax firms with AI-enhanced modules for workflow, document management, time & billing, and client engagement.

Drake Tax

4.2 rating

Professional tax preparation software for CPAs and small to mid-size firms, known for speed, accuracy, and competitive pricing with unlimited and pay-per-return options.

Jetpack Workflow

4.2 rating

Cloud-based workflow and task management software for accountants and bookkeepers to organize services, automate recurring tasks, and plan future work.

Karbon

4.2 rating

Collaborative practice management platform for accounting and bookkeeping firms that unifies email, tasks, client communication, and workflow management in one connected workspace.

Lacerte Tax

4.2 rating

Intuit's powerful desktop-based professional tax preparation software for enrolled agents and accounting firms, offering 5,700+ tax forms and 25,000+ advanced diagnostics.

Mango Practice Management

4.2 rating

All-in-one practice management software built by accountants for CPA firms, bookkeepers, and consulting firms with time & billing, project management, document management, and client portal.

ProConnect Tax

4.2 rating

Intuit's cloud-based professional tax software for accounting firms, featuring seamless QuickBooks integration, per-return pricing, and direct document import capabilities.

ProSeries Tax

4.2 rating

Intuit's desktop-based professional tax software for solo preparers and small firms, supporting 3,700+ forms with 1,000+ built-in diagnostics and flexible pricing models.

UltraTax CS

4.2 rating

Thomson Reuters' comprehensive professional tax preparation software for large accounting firms, supporting individual, business, fiduciary, and multi-state returns with deep CS Suite integration.