Best Tax Software for agencies

Ranked by AI-assistant recommendations, with integration breadth weighted up — agencies run many client stacks. We ask ChatGPT, Claude, Perplexity, Gemini and Copilot real buyer questions every hour and record which brands they name.

1. #1TaxAct

   100% AI citation rate(872 questions)

   Import W-2s automatically · Maximum refund guarantee* · Free federal filing for qualifying users

   Simple and affordable tax filing · Unlimited sessions with a tax pro

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2. #2TurboTax

   100% AI citation rate(872 questions)

   From:

   null

   Free tier:

   yes

   TurboTax Free Edition for simple returns · Pay only when you file · Fastest refund possible

   Free option available · User-friendly interface

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3. #3H&R Block

   100% AI citation rate(872 questions)

   Free tier:

   yes

   Tax help included in DIY products · Free Online accepts more forms · Free Tax Pro Review available

   Expert help included in Deluxe & Premium · Wide range of tax services offered

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4. #4FreeTaxUSA

   100% AI citation rate(872 questions)

   From:

   $0

   Free tier:

   yes

   Free federal tax returns · State returns $15.99 · Audit defense available

   User-friendly interface · No hidden fees

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5. #5TaxSlayer

   95.3% AI citation rate(872 questions)
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6. #6Jackson Hewitt

   74.7% AI citation rate(872 questions)
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7. #7Drake Tax

   0.2% AI citation rate(872 questions)

   From:

   $299.99/tax year

   Integrations listed:

   8

   Unlimited individual returns · e-File for federal and state · Data conversion from competitor software

   Comprehensive return preparation features. · Good support options available.

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8. #8Lacerte

   0% AI citation rate(872 questions)

   From:

   $58/user/month

   Integrations listed:

   3

   Tax Preparation tools · E-file capabilities · Client data management

   Comprehensive tax solutions. · User-friendly interface.

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9. #9Cash App Taxes

   0% AI citation rate(872 questions)
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10. #10Liberty Tax

    0% AI citation rate(872 questions)

    File taxes online · Maximize your refund · 24/7 professional access

    User-friendly app · Live professional support

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