1. Professional Tax Software
2. Professional Tax Preparer Software Compar…
3. Top 10 Professional Tax Software
4. Best Professional Tax Preparation Software 2017

Professional Tax Software Review. Tax preparers who file more than 11 returns in a calendar year must use tax software to e-file. Otherwise, they risk running afoul of federal law. There are some enormous benefits to this rule as using tax software is likely to improve accuracy when completing tax forms. Apr 03, 2019  We compared over a dozen tax software programs and narrowed it down to six. Tax software is the core of a tax preparer’s business, and the best tax software for tax preparers includes preparing individual and business returns. Plus, tax preparers can work efficiently with accounting software integrations and collaborate using a secure client portal.

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Accuracy

The most important feature of any tax software program is accuracy. An inaccurate tax return could cost a taxpayer hundreds or even thousands of dollars. Both errors in favor of the taxpayer and in favor of the IRS can be costly.

Professional Tax Software

1. Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. See why professional preparers vote Drake #1 year after year.
2. Taxes are confusing enough without the added stress of figuring out which tax software is the best tax software, so we did the research to help you choose the ideal option to file taxes online.
3. For most people, Tax Day is one of the most dreaded days of the year. Hiring a tax professional can help bring a little peace of mind, but it can be pretty pricey – which is why tax preparation software is often the ideal alternative.

• Error check: Most tax software programs run an error check prior to filing the tax return.
• Accuracy guarantee: Companies typically offer an accuracy guarantee, which ensures that the calculations the program completes are accurate. The guarantee doesn’t cover human mistakes, though, so it is important that taxpayers verify all of the data entered into the system.
• Professional review: Some programs allow taxpayers to pay an additional fee to have their return reviewed by a tax professional.

Ease of use

No matter how accurate and well priced a tax software program is, if it isn't easy-to-use then customers will take their business elsewhere. Tax time is stressful for many taxpayers, and the last thing anyone wants is the challenges of a difficult to use program.

• Online programs: Web-based software programs eliminate the need for a local software installation, which reduces compatibility problems.
• Interviews: The most popular tax software programs use an interview approach to gather tax data; this makes tax preparation a simple and hassle-free process.
• Table of contents: In addition to the interview approach, many of the more popular programs allow taxpayers to pick and choose specific forms. This is a great feature for more experienced users.

Data security

Data security is of the utmost importance. Hackers, unscrupulous employees, fires and floods are just a few of the ways that your data could be compromised or lost.

• Data security software: A completed tax return has everything an identity thief needs to set up financial accounts in your name. Tax software companies need to utilize the latest in security software and post a security policy online.
• Account disclosures: Tax software companies should disclose what happens to your credit card or bank account information when your return is complete. Is the data stored for future use or removed from the system?
• Disaster recovery plan: Companies should also have an adequate disaster recovery plan in place because a fire or natural disaster could destroy your data. Taxpayers that failed to make a personal backup won’t have access to important financial records.

Help and support

Tax software, at its core, is a do-it-yourself project. There is a reason that taxpayers, by the millions, opt for software programs over an accountant – they like the DIY aspect. However, people do run into problems, so a solid help and support system is an integral part of any tax software package.

Professional Tax Preparer Software Compar…

• Live chat support: Companies can provide longer support hours by utilizing a live chat support service.
• Phone support: Even web-based programs need to have a phone support option because there are some problems that can’t be solved efficiently using text-based interactions.
• Knowledge base: Most DIY taxpayers would rather research their problems than wait for a customer service response, which makes a comprehensive knowledge base a valuable resource.

Tax refund options

Gone are the days of waiting months for a check from the IRS to arrive in your mailbox. While taxpayers can still opt to receive a paper check, the IRS and most tax software programs offer direct deposit and other refund options like U.S. Savings Bonds, prepaid debit cards and more.

• Direct deposit: All of the major tax software providers offer customers a direct deposit option.
• Paper checks: The IRS and software companies still offer paper checks to taxpayers expecting a refund.
• Prepaid debit cards: A prepaid debit card loaded with the refund is a great option for taxpayers without a bank account.

Filing options

Top 10 Professional Tax Software

A tax software program that offers multiple filing options is preferred. While online filing is a popular choice, not every taxpayer has access to the Internet or wants to submit sensitive data electronically. A program that offers both online and print and mail options leaves this decision up to the customer.

Best Professional Tax Preparation Software 2017

• Online: All of the popular tax software programs allow online tax filing, in addition to tax preparation services.
• Print and mail: Some programs allow taxpayers to print and mail a copy of their returns.
• Online and print: The best option is to file your return electronically and then print a copy for personal records.