Prompt

Which CPA tax filing platforms are known for multi-client management and support for both business and individual returns?

Finance · Tax Software / Tax software1 observationLast seen Jul 23, 2026

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:

  1. small CPA firm vs. large firm,
  2. cloud-based vs. desktop, or
  3. best value / easiest to learn.

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