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Tax Management Software

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Loansifter
Subscription

A loan pricing and product eligibility engine that enables lenders to optimize lending strategies and compare pricing across multiple loan products.

TaxCloud
Subscription

TaxCloud is an automated sales tax compliance software designed for eCommerce businesses. It accurately calculates, collects, and files sales tax to ensure full compliance across all jurisdictions, while its native integrations and API streamline ta…

Ansarada
Subscription Free Free Trial

It offers AI-powered virtual data rooms and dealmaking tools, including automation, and customizable workflows. Ansarada ensures document management and end-to-end deal control.

Plaid
Subscription Free

A financial data connectivity platform that links applications to users' bank accounts for authentication, real-time balance checks, identity and income verification, and asset validation.

ProConnect Tax
Subscription Free Trial

Intuit's ProConnect Tax is a cloud-based professional tax software that provides a unified, seamless workflow from books to tax to advisory insights. Powered by the Lacerte engine, it streamlines and automates the tax process with over 21,000 diagno…

Hub for due diligence leveraging data technologies and machine learning. Streamline deal-making, and manual tasks, and accelerate closures.

CCH ProSystem fx Tax
One Time License

CCH ProSystem fx Tax is an on-premise tax software for accounting firms and corporations, offering automatic form calculations, ensuring compliance with tax guidelines, and streamlining the tax workflow. It also provides e-filing and integrates with…

PostGrid
Free Free Trial

Automates the sending of letters, postcards, and checks, making physical mail as easy as email. Save your time, stay compliant with mail tracking, and streamline workflows using PostGrid’s Print & Mail API.

Drake Tax
One Time License Free Trial

Drake Tax is a comprehensive, feature-rich tax preparation software for professional tax preparers that streamlines tax return preparation and enhances customer satisfaction. It offers support for federal and state returns, as well as individual and…

Lacerte Tax
Subscription

Lacerte Tax by Intuit is a robust tax preparer software designed for complex returns. It offers personalized support, easy data conversion, and a success guide for seamless onboarding. Access live or recorded webinars for product and professional tr…

Sovos
Subscription

Sovos is a tax compliance software and services provider that streamlines tax reporting and filing across more than seventy countries and thousands of jurisdictions. Sovos' innovative, scalable, reliable, and secure technology enables organizations …

Firmex Virtual Data Room
Free Trial Subscription

Secure online platform for sharing confidential documents for investment banks, law firms, private equity groups, and corporations. The adaptive interface supports collaboration and complex security, streamlining workflows.

ProSeries Tax
Subscription Free Trial

Intuit ProSeries Tax is a professional tax software for accountants and firms that simplifies tax return preparation. It automates tax accounting, calculates liabilities, identifies optimal tax strategies, and ensures compliance with tax laws. ProSe…

H&R Block
One Time License

H&R Block provides consumer tax services, including in-person and online tax preparation and e-filing. Their DIY tax software offers a convenient solution for self-preparers through multiple channels, such as online, mobile, and desktop applications…

TriNet
Subscription Free Trial

HR management platform for businesses in various industries, helping streamline payroll, compliance, benefits, taxes, and recruitment. It simplifies hiring to onboarding and performance management.

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