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Best Tax Software for Tax Preparers in 2026: 9 Tools Compared

By ToolNimba Editorial Team October 29, 2026 10 min read

Best Tax Software for Tax Preparers
  1. Top pick
    Drake Tax logoDrake Tax

    Small firms that want value

    Starting price$299.99 per year
    Check out Drake TaxRead our review
  2. Runner-up
    Lacerte Tax logoLacerte Tax

    Complex individual and business returns

    Starting price$599 per year
    Check out Lacerte TaxRead our review
  3. Also great
    ProSeries logoProSeries

    Intuit users who want desktop software

    Starting price$539 per year
    Check out ProSeriesRead our review

How we researched this

We compared official pricing and feature pages, app store listings, privacy policies and public user reviews. Prices change, so check the provider's site before you pay.

Key takeaways

  • Drake Tax Online gives small practices a low entry price, while its unlimited desktop plans suit higher volume firms.
  • Lacerte and ProConnect Tax are strong choices for firms that already work inside the Intuit system or need deep diagnostics.
  • Quote-only tools such as UltraTax CS and CCH Axcess Tax can fit larger firms, but you must request pricing before you can compare total cost.
  • Pay-per-return pricing helps seasonal preparers, while flat annual plans usually work better once return volume grows.
  • Always check state coverage, e-filing fees, and client portal tools before you switch, because those details change the real cost.

Quick comparison

NameBest forStarting priceFree plan
Drake TaxSmall firms that want value$299.99 per yearFree trialVisit
Lacerte TaxComplex individual and business returns$599 per yearFree trialVisit
ProSeriesIntuit users who want desktop software$539 per yearNoVisit
Intuit ProConnect TaxCloud-based firms that want pay-per-returnSee websiteNoVisit
TaxSlayer ProHigh-volume retail preparers$1,395 per yearFree trialVisit
UltraTax CSFirms already using Thomson Reuters toolsSee websiteNoVisit
CCH Axcess TaxLarger cloud-based firmsSee websiteNoVisit
TaxAct ProfessionalFirms that want flexible bundles$1,175 per yearNoVisit
ATXSmall firms that want a deep forms library$1,249 per yearNoVisit

The best tax software for tax preparers

Professional tax software is not the same as consumer filing software. It must handle many clients, many return types, e-filing, diagnostics, and prior-year data. The tools below cover that work, with different prices and different strengths.

01Drake Tax logo

Drake Tax

Best for: Small firms that want value

Check out Drake Tax
Starting price$299.99 per year
Free planFree trial
Drake Tax website
drakesoftware.com homepage

Drake Tax is our pick for most small preparers who want a full professional tool without a large starting bill. The online version starts at $299.99 per year, and pay-per-return pricing starts at $379.99 with 10 individual returns included. That structure helps a new practice or a seasonal preparer who does not yet know how many returns the year will bring.

The catch is the learning curve and the look of the desktop product. Preparers who are used to a modern web interface may find Drake plain at first. Still, its diagnostics, state coverage, and flat pricing make it easy to predict cost once you know your volume, and extra returns on capped plans are priced clearly.

What we like
  • Low entry price for the online version
  • Unlimited return plans for larger practices
  • All 50 states and e-filing included in the plans listed on its pricing page
Watch out for
  • The desktop interface looks dated next to newer cloud tools
  • Add-ons such as portals and workflow tools cost extra
02Lacerte Tax logo

Lacerte Tax

Best for: Complex individual and business returns

Check out Lacerte Tax
Starting price$599 per year
Free planFree trial
Lacerte Tax website
accountants.intuit.com homepage

Lacerte is Intuit's professional desktop product for firms that handle complex returns. Its pricing page lists pay-per-return pricing starting at $599 per year, with unlimited and bundle plans available by custom quote. That depth matters when a return includes multiple states, K-1s, or unusual schedules.

We would not pick Lacerte for a very small practice that files mainly simple 1040s, because the price and the setup can be more than that work needs. For a firm that already uses Intuit products, though, the shared data flow, the advisory reports, and the diagnostic checks can save time during peak season.

What we like
  • Deep diagnostics and a very large forms library
  • Built-in tax advisory tools
  • Client portal for document collection
Watch out for
  • Higher total cost once you add bundles or hosting
  • The interface can feel heavy for a solo preparer
03ProSeries logo

ProSeries

Best for: Intuit users who want desktop software

Check out ProSeries
Starting price$539 per year
Free planNo
ProSeries website
proconnect.intuit.com homepage

ProSeries sits between Lacerte and the consumer Intuit products in scope and price. Published comparisons list pay-per-return pricing from $539 per year, which makes it a sensible step up for a preparer who has outgrown a consumer tool but does not need Lacerte's full depth. The per-return sheet for tax year 2026 lists federal 1040 returns at $69 per return and federal business returns at $99 per return on that model.

The main trade-off is scale. A firm that files hundreds of returns may find a flat unlimited plan cheaper than paying per return. ProSeries is at its best for a small to mid-size practice that values a known Intuit workflow and can plan its return count in advance.

What we like
  • Familiar Intuit workflow for many preparers
  • Pay-per-return option for lower volume
  • Wide federal and state coverage
Watch out for
  • Per-return fees add up as volume grows
  • Some firms will need separate hosting for remote access
04Intuit ProConnect Tax logo

Intuit ProConnect Tax

Best for: Cloud-based firms that want pay-per-return

Check out Intuit ProConnect Tax
Starting priceSee website
Free planNo

ProConnect Tax is the cloud-native choice in the Intuit professional range. Its pricing page lists individual returns at $93.46 each on a pay-as-you-go basis, with lower per-return prices when returns are bought in larger blocks, plus a user access license fee. A multi-user package with 400 individual returns is listed at $8,462 per year.

That model suits a firm that wants no desktop install and no server to maintain. The catch is that a firm must track return counts and user licenses together, because the headline per-return price is not the whole bill. If your team is spread across offices or works on Macs, the browser access may still be worth that extra math.

What we like
  • Fully cloud-based, so it works in a browser on many devices
  • Pay-per-return pricing for flexible volume
  • Links to QuickBooks and Intuit advisory tools
Watch out for
  • Per-return costs can rise fast in a busy season
  • Package pricing is complex and needs a careful read
05TaxSlayer Pro logo

TaxSlayer Pro

Best for: High-volume retail preparers

Check out TaxSlayer Pro
Starting price$1,395 per year
Free planFree trial

TaxSlayer Pro is built for preparers who file a lot of individual returns and want a predictable annual fee. Published pricing lists Classic at $1,395 per year, the web version at $1,595 per year, and Premium at $1,695 per year, with unlimited 1040 filing across those plans. That flat structure removes the worry about per-return charges during a busy week.

Premium is the plan to check if you also prepare partnership, corporation, trust, or estate returns, because those forms are not on every tier. For a retail or seasonal practice that mainly serves individual clients, the lower plans offer strong value, and the web version helps a team work from more than one location.

What we like
  • Flat annual pricing with unlimited 1040 filing on its plans
  • Cloud and desktop versions
  • Client mobile app for document collection
Watch out for
  • Business entity forms sit on the higher Premium plan
  • The interface is functional rather than polished
06UltraTax CS logo

UltraTax CS

Best for: Firms already using Thomson Reuters tools

Check out UltraTax CS
Starting priceSee website
Free planNo

UltraTax CS is a long-standing professional product from Thomson Reuters, and it fits firms that already use other CS Professional Suite tools. Its multi-state allocation features help with K-1 income and business returns that cross state lines, and its planning tools help a firm look beyond the current filing season.

The honest drawback is transparency. Thomson Reuters does not publish a simple list price, so a small firm cannot compare UltraTax CS to Drake or TaxSlayer Pro without a quote. A firm that already runs the suite may still find the shared client data worth it, but a new firm should get that quote early and ask about hosting, e-signature, and state costs.

What we like
  • Deep multi-state processing and planning tools
  • Data sharing across the CS Professional Suite
  • Strong diagnostics
Watch out for
  • Pricing is quote-only, so comparison takes a sales call
  • Hosted access for remote teams adds a second cost
07CCH Axcess Tax logo

CCH Axcess Tax

Best for: Larger cloud-based firms

Check out CCH Axcess Tax
Starting priceSee website
Free planNo

CCH Axcess Tax, from Wolters Kluwer, is aimed at firms that want tax preparation, workflow, and research in a single cloud system. Its Essentials packages are sold by return authorizations, including pay-per-return and packages of 100, 200, or 400 returns, with up to nine full-time employees included on those packages. Conversion from Drake, UltraTax CS, Lacerte, ProSeries, and other tools is listed as free.

That breadth is the appeal and the risk. A multi-office firm can gain a lot from one shared system, but a solo preparer may pay for workflow and research features that are rarely used. Ask for a written quote that lists states, users, and return counts, and compare that total with a flat-price rival before you commit.

What we like
  • Fully cloud-based suite with tax, workflow, and research in one place
  • Free data conversion from major rivals
  • Return packages by volume
Watch out for
  • Pricing is quote-only
  • The suite can be more than a small firm needs
08TaxAct Professional logo

TaxAct Professional

Best for: Firms that want flexible bundles

Check out TaxAct Professional
Starting price$1,175 per year
Free planNo

TaxAct Professional gives firms a middle path between a low-cost flat plan and a quote-only enterprise suite. Published comparisons list a 1040 bundle at $1,175 per year for a single user, with a complete bundle ranging higher for business returns. That makes it easy to start with individual returns and expand later.

We would check two things before choosing it. First, confirm how many users and states the bundle covers. Second, test support response time during a trial or demo period, because public reviews of TaxAct support are mixed. For a firm that wants a known brand and bundle flexibility, it remains a practical option.

What we like
  • Bundle pricing for 1040 and complete return sets
  • Professional edition separate from consumer TaxAct
  • Prior-year data import
Watch out for
  • Pricing varies by bundle and user count, so the headline price is not the full story
  • Support quality gets mixed public reviews
09ATX logo

ATX

Best for: Small firms that want a deep forms library

Check out ATX
Starting price$1,249 per year
Free planNo

ATX, also from Wolters Kluwer, is a desktop professional product aimed at CPAs and small firms. Published comparisons list ATX 1040 at $1,249 per year and ATX MAX at $2,829 per year, with a pay-per-return option also listed. Its forms library, listed at more than 6,000 forms in product descriptions, is a real strength for firms that see unusual or local filings.

The drawback is that ATX can feel like a lot of product for a small office, and its price has risen over the years according to long-term users. If your practice regularly needs specialty forms and you prefer a desktop tool, ATX deserves a demo. If most of your returns are simple 1040s, a cheaper flat plan may serve you better.

What we like
  • Very large library of federal, state, local, and specialty forms
  • Diagnostics and calculators
  • Part of the Wolters Kluwer family
Watch out for
  • Published pricing is harder to compare across tiers
  • The interface feels dated to some preparers

How we picked these

We compared official pricing pages, product documentation, and public reviews for professional tax tools that serve US preparers in 2026. We gave weight to return types covered, state coverage, e-filing, pay-per-return versus flat pricing, and cloud versus desktop access. We did not claim hands-on testing, and we left out consumer-only filing tools that lack professional client management.

What to check before you buy

Start with your return mix, not the price list. Count how many individual, business, trust, and estate returns you filed last year, and how many states those returns touched. That count decides whether pay-per-return or an unlimited plan is cheaper for you.

Next, check e-filing, state fees, portal access, and support hours. A low license price can grow quickly if states, extra users, or hosting are billed separately. Ask each vendor for a written total for your exact return count and user count, and test the software with a prior-year return if a trial is offered. Finally, confirm data conversion from your current tool, because a painful move can cost more time than a slightly higher license fee.

Sources

  1. https://www.drakesoftware.com/pricing/
  2. https://accountants.intuit.com/tax-software/lacerte/pricing/
  3. https://accountants.intuit.com/tax-software/tax-online/pricing/
  4. https://proconnect.intuit.com/tax/tax-online/short-form-eval/
  5. https://finpresso.com/reviews/best-tax-software-for-accountants
  6. https://rankite.com/blog/best-cloud-based-tax-preparation-software
  7. https://www.wolterskluwer.com/en-au/solutions/cch-axcess/tax/essentials
  8. https://www.taxact.com
  9. https://taxna.wolterskluwer.com

Frequently asked questions

Which tax software is best for tax preparers who are just starting out?

Drake Tax Online or TaxSlayer Pro are strong starting points, because their entry prices are published and their plans are easy to understand. Drake starts lower for a small practice, while TaxSlayer Pro gives flat unlimited 1040 filing that helps if volume grows fast.

What is the difference between pay-per-return and unlimited tax software?

Pay-per-return charges you for each return you file, which keeps costs low when volume is low or uncertain. Unlimited plans charge a flat annual fee and let you file as many returns as the plan allows, which usually wins once you pass a clear volume threshold for your firm.

Is cloud tax software better than desktop tax software?

Cloud software works in a browser and needs no local server, which helps remote teams and Mac users. Desktop software can feel faster and works without a constant internet link, but remote access often needs separate hosting. The right choice depends on your team setup and your internet reliability.

Do professional tax tools include all states?

Most of the tools above include all states in at least some plans, but the details differ by tier and by pay-per-return model. Always confirm state coverage and any per-state fee in writing before you buy, especially if you file in many states.

Can I switch tax software without losing prior-year client data?

Most major vendors offer free or assisted data conversion from rival professional tools, including CCH Axcess Tax and Drake Tax. Conversion quality still varies by return type, so test a sample of prior-year returns before you move your whole client list.

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