Finance, Accounting & Payments Software · Accounting & bookkeeping
Tax Preparation Software
Software for preparing and filing income tax returns for individuals and businesses, used by taxpayers and accounting firms.
What it does
- Tax forms and calculations
- E-filing
- Prior-year import
- Client organizers
- Error checks
Who uses it
Accountants, tax preparers and do-it-yourself filers.
Well-known examples
TurboTax · Drake Tax · UltraTax CS · Lacerte · H&R Block
Buy, build or connect?
AI for Accounting, Bookkeeping & Finance
AI that reads receipts and invoices, categorizes transactions, drafts client emails and prepares reports, so your team spends tax season advising instead of typing.
Client Portal Development
A secure, branded portal where your clients log in to see project progress, documents, invoices and payments, and message your team.
AI Document Processing & Data Extraction
Turn invoices, purchase orders, forms, applications and PDFs into clean data in your systems automatically, with humans reviewing only the exceptions.
Questions about tax preparation software
What is tax preparation software?
Software for preparing and filing income tax returns for individuals and businesses, used by taxpayers and accounting firms.
How is AI changing tax preparation software?
AI pulls numbers from source documents and answers tax questions, while a professional still signs off.
Need tax preparation software set up, connected or built?
Tell us what you use today and what you need it to do. We will tell you honestly whether to buy, build or connect, with a fixed quote.
- Big projects and small ones are all welcome
- Fixed-price quotes, no surprise invoices
- You own your code, data and accounts
- A client portal to track progress, invoices and payments
- Rooted in Wisconsin, serving businesses nationwide