Prompt
Which CPA tax filing platforms are known for multi-client management and support for both business and individual returns?
Latest observation
Jul 23, 2026 · OpenAI APIWeb search: off
CPA tax filing platforms commonly known for multi-client management and support for both business and individual returns include:
- Intuit ProConnect Tax — strong for CPA firms, supports 1040 and business returns, and has client management/workflow tools.
- CCH Axcess Tax — widely used in accounting firms; built for multi-client, multi-entity tax preparation and review.
- Thomson Reuters UltraTax CS — popular in CPA practices; supports a broad range of individual and business returns with centralized client management.
- Drake Tax — often used by smaller to mid-sized firms; supports individual and business returns and has client tracking features.
- Lacerte Tax — robust for complex individual and business returns, with tools for managing multiple clients.
- TaxSlayer Pro — more common in smaller firms and seasonal practices; supports both business and personal returns with multi-client handling.
- ATX Tax Prep / Taxwise — supports a range of return types and offers practice management features for multiple clients.
If you want, I can also narrow this down by:
- small CPA firm vs. large firm,
- cloud-based vs. desktop, or
- best value / easiest to learn.
Observation history
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