Tax Software Smart Accounting Firms Are Switching To In 2026

🧰 Check out my list of the only apps I recommend for accounting firms: https://jasononline.link/A302 🚀 Swap ideas & shortcuts with nearly 700 other accounting firm owners in my private community: https://jasononline.link/C302 My name’s Jason, I used to run a $5M accounting firm, now I help accountants around the world build better firms. I’m the founder of an almost 700 firm private community that’s shaping the future of small-firm ownership for the better. In this episode, I review the best and worst tax prep software available to accounting firms today. I cover which tools are fine to stick with, which ones to avoid, and the few leaders worth considering. I also explain why switching tax software is rarely a time saver and where firms can find real efficiency gains instead. 💻 Tax software covered in this video: 1. ATX - https://www.wolterskluwer.com/en/solutions/atx 2. Axcess Tax - https://www.wolterskluwer.com/en/solutions/cch-axcess/tax 3. Lacerte - https://accountants.intuit.com/tax-software/lacerte/ 4. ProSeries - https://accountants.intuit.com/tax-software/proseries/ 5. ProSystem FX - https://www.wolterskluwer.com/en/solutions/cch-prosystem-fx 6. TaxAct Professional - https://www.taxact.com/professional/ 7. CrossLink Professional - https://www.crosslinktax.com/ 8. GoSystem Tax RS - https://tax.thomsonreuters.com/us/en/cs-professional-suite/gosystem-tax-rs 9. OLT Pro - https://www.oltpro.com/main/pro/default.php 10. TaxSlayer Pro - https://www.taxslayerpro.com/ 11. TaxWise - https://www.wolterskluwer.com/en/solutions/taxwise 12. UltimateTax - https://ultimatetax.com/ 13. Drake Tax - https://www.drakesoftware.com/products/drake-tax/ 14. ProConnect - https://accountants.intuit.com/ 15. UltraTax - https://tax.thomsonreuters.com/en/products/ultratax-cs 16. Drake Tax Online - https://www.drakesoftware.com/products/drake-tax-online/ 17. Taxa - https://www.taxa.ai/ 18. Instead - https://www.instead.com/ 💰 (Sponsor) Verito supports accounting and tax firms with secure cloud hosting and fully managed IT services. They'll migrate your entire setup in a weekend, and offer ongoing help desk support with sub-60 second response times! Get secure, trusted IT just for accounting firms with Verito: https://verito.com/ // Chapters 00:00 – Why Tax Prep Software Still Sucks 01:18 – The “Good Enough” Options (Probably Don’t Switch) 06:06 – Tax Software You Should Stay Away From 08:28 – The Hosting Solution You've Been Looking For 10:50 – The 3 Real Leaders Today 14:06 – A New Cloud Platform to Watch 15:32 – Who Might Replace Today’s Tax Software 17:36 – The Real Time Saver for Tax Firms