ATX Professional
Comprehensive tax preparation software with tools for accurate return preparation, compliance, and practice management.
TurboTax is Intuit’s consumer-facing tax preparation software for individuals and small business owners. It uses a guided interview format to walk users through federal and state returns, with automatic import from W-2s, 1099s, and financial institutions.
TurboTax is not a professional tax tool — it is designed for self-filers. However, it appears in the accounting firm context because some firms recommend it to clients with simple returns (single W-2, standard deduction) who do not need professional preparation. This lets firms focus their capacity on more complex engagements.
The software supports individual returns across all tiers (Free, Deluxe, Premier, Self-Employed) and small business returns through TurboTax Business. It includes error-checking, audit risk flagging, and live support options. Firms that prepare returns on behalf of clients use Intuit’s professional products (Lacerte, ProSeries, or ProConnect Tax Online) rather than TurboTax.
Comprehensive tax preparation software with tools for accurate return preparation, compliance, and practice management.
Automated sales tax compliance platform that calculates, collects, and remits transaction taxes for accounting firms.
Thomson Reuters enterprise tax software for large accounting firms and multi-office environments, with high-volume processing and centralized management.
Professional tax software with high-speed e-filing, bank product integrations, and multi-office support for tax businesses.