TaxAct Professional
Corporate tax software
Accounting & finance software
Professional tax software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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What is TaxAct Professional
TaxAct Professional is a tax preparation software suite designed for accounting and tax professionals who prepare returns for individuals and businesses. It supports preparation and electronic filing workflows and is typically used in small to mid-sized tax practices that need a packaged desktop or hosted solution. The product focuses on guided return preparation, form coverage, and practice-oriented features such as client management and multi-return handling.
Broad return preparation coverage
TaxAct Professional supports preparation of common federal and state tax returns used by professional preparers, including individual and business filings. It is designed around form-driven workflows that align with how many tax practices review and validate returns. This makes it suitable for firms that need a single toolset to handle multiple entity types across a client base.
E-file oriented workflows
The product is built to support electronic filing as a core workflow rather than an add-on. It includes tools for managing return status and addressing filing-related issues during preparation. For firms that process many returns in-season, these workflow elements reduce manual tracking compared with ad hoc methods.
Practice-friendly multi-client handling
TaxAct Professional is structured for professional use cases such as managing multiple clients and multiple returns across a season. It supports repeatable preparation processes and reuse of prior-year information where applicable. This can be a practical fit for smaller firms that need professional features without adopting a broader accounting platform.
Limited enterprise tax capabilities
TaxAct Professional is primarily oriented to small and mid-sized practices rather than complex corporate tax departments. Organizations with advanced needs (e.g., multi-entity consolidation, complex international structures, or deep tax provision workflows) may require additional tools outside the product. This can increase reliance on spreadsheets or separate systems for higher-complexity engagements.
Integrations vary by workflow
Compared with platforms that emphasize open APIs and extensive third-party ecosystems, integration options can be more limited or less standardized depending on the workflow. Firms may need manual import/export steps for bookkeeping, document management, or workflow systems. This can add operational overhead when trying to build an end-to-end, connected tax tech stack.
Collaboration and review depth
While it supports professional preparation, some firms may find collaboration, multi-review routing, and audit trail depth less robust than tools built for larger teams and formalized review processes. Practices with distributed preparers and reviewers may need complementary workflow or document systems. This can complicate standardized review and sign-off across larger teams.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| 1040 Pay‑Per‑Return Edition | $159.99 (one‑time license) + $39 per state; $26.99 per return (e-file or printed) | One Federal 1040 edition; cloud data storage; 1 eSignature envelope per return; dedicated technical support; multi‑user license. (TaxAct Professional site). |
| Business Pay‑Per‑Return Edition | $249.99 (one‑time license) + $39 per state; $39.99 per business return; $24.99 per 1040 return | Includes all federal business forms (1065, 1120, 1120S, 990, 1041) plus 1040; eSignature envelope per return; dedicated technical support; multi‑user license. (TaxAct Professional site). |
| 1040 Bundle | $1,145.00 | Single‑user bundle: Professional 1040 Federal Product + All 1040 States + Unlimited e‑file for 1040 client returns; includes supported prior software editions; dedicated technical support. |
| 1040 Enterprise Bundle | $1,345.00 | Multi‑user Enterprise 1040 federal product + All 1040 States + Unlimited e‑file for 1040 client returns; cloud data storage included. |
| Complete Bundle (1040, 1041, Business & 990) | $2,075.00 | Single‑user bundle: all federal editions listed + All States + Unlimited e‑file for included client returns; includes supported prior software editions. |
| Complete Enterprise Bundle | $2,475.00 | Multi‑user Enterprise versions of all included federal products + All States + Unlimited e‑file for included client returns; cloud data storage included. |
| State Editions (per federal product) | 1040 State: $39 per state or $104 for All‑States; Other federal products (1041, 1065, 1120S, 1120): $44 per state or $129 for All‑States | State editions must be purchased in addition to the corresponding Federal edition. (TaxAct Professional site). |
Seller details
TaxAct, Inc.
Cedar Rapids, Iowa, USA
1998
Private
https://www.taxact.com/
https://x.com/TaxAct
https://www.linkedin.com/company/taxact/
