Tax Preparation & Compliance
25 tools
Accora
accora.ai
Embedded tax estimates and accountant-signed filing for fintech apps. Not bookkeeping software for a US shop.
Truss
gettruss.io
Tax organizers, binders, e-sign, and payment for US firms, with a Windows app and optional domestic 1040 prep.
Thomson Reuters ONESOURCE
tax.thomsonreuters.com/en/onesource
Corporate provision, income tax returns, and indirect tax in the ERP. Quote-only. Not Accounting CS.
TaxGPT
taxgpt.com
Cited tax research, memos, and return review for CPA firms. Firm plans are quote-only. Not a sales-tax engine.
StanfordTax
stanfordtax.com
Tax organizers, prep-ready binders, and return delivery for US firms, beside the tax software you already file in.
Soraban
soraban.com
Tax intake, workpapers, data entry into the tax software, and 8879 delivery for accounting firms.
DualEntry
dualentry.com
AI ERP ledger for multi-entity finance teams. Migrate off QuickBooks or Xero. The price is a quote, and implementation is included.
CoCounsel Tax
tax.thomsonreuters.com/en/products/cocounsel-tax
Cited tax research and document review for firms, grounded in Checkpoint. Essentials has a 1-user price. Not Accounting CS.
Clear Books
clearbooks.co.uk
UK ledger for sole traders, landlords, and small companies, with HMRC MTD filings on the plans that include them.
Blue J
bluej.com
Cited tax research for accountants. Individual plan is published per user per year. Not a sales-tax engine.
TaxDome
taxdome.com
All-in-one practice management for tax, bookkeeping, and accounting firms, billed per seat by the year.
Canopy
getcanopy.com
Practice management for US tax and accounting firms: CRM, documents, workflow, billing, and a client portal in one login.
Hurdlr
hurdlr.com
A phone-first mileage, expense, and quarterly tax tracker for US 1099s. Auto-track is paid. No QuickBooks sync.
MileIQ
mileiq.com
Automatic GPS mileage log. Swipe business or personal, then email a PDF or CSV. No QuickBooks sync.
TaxLens
taxlensapp.com
iOS receipt scanner that tags business vs personal, then exports PDF or CSV. No live QuickBooks sync.
Quipu
getquipu.com
Spain VeriFactu invoicing, receipt scans, and AEAT tax forms. No US edition. Most US shops should pick something else.
CCH SureTax
wolterskluwer.com
ERP sales and use tax engine for NetSuite, SAP, or Dynamics. Quote-only. Not TaxJar and not your ledger.
Vertex
vertexinc.com
Enterprise sales, use, and VAT engine for SAP, Oracle, or NetSuite. Quote-only. Not TaxJar and not your ledger.
TripLog
triplog.net
Free unlimited GPS mileage on Basic. Premium adds web reports and a QuickBooks Online or Concur upload.
Found
found.com
A US business checking account that categorizes spend, sets tax money aside, and e-files 1099-NECs from the same app.
Everlance
everlance.com
Automatic GPS mileage, receipt photos, and a CSV or PDF log you export for taxes or reimbursement.
Anrok
anrok.com
Calculates, files, and remits sales tax for SaaS. Connects Stripe, QuickBooks Online, or Xero. Not a ledger.