Taxcalibur
Taxcalibur is a Windows desktop tax-preparation and practice-management app for small tax practices. It organizes client records, returns, documents, checklists, reminders, contact notes, invoices and receipts, with encrypted client data stored on the user's device. For return preparation, it removes personal details before AI document reading, calculates federal Form 1040 and Colorado DR 0104 returns, fills official forms, and presents calculations for preparer review. Users can import PDFs, Word files and phone photos, track return stages, identify missing documents, send follow-up emails, and print forms and client summaries. Completed packages are handed off to Drake Tax for filing; Taxcalibur does not file returns. AI reading uses the preparer's own Claude account or connected assistant, and AI usage and Drake Tax are separate. The app supports 14 interface languages, while official IRS forms remain in English.
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Vertex
4.5 out of 5 stars
(2 Ratings)
Vertex software enables tax determination, compliance, and reporting, tax data management, and document management with powerful pre-built integrations to core business applications.
Vertex brings together the tax process acumen, technology innovation, and trusted industry partnerships to create an end-to-end global indirect tax solution, reducing audit exposure and freeing up tax departments to bring more value to their company.
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Sprintax
Sprintax is an all-in-one tax software platform tailored for nonresidents in the U.S., offering comprehensive solutions for tax determination, withholding, filing, and dividend withholding tax reclaim. For individuals, Sprintax Returns assists in filing U.S. nonresident tax returns (Forms 1040-NR, 1040X, 8843) and claiming FICA tax refunds. It also facilitates the preparation of pre-employment tax forms such as W-4, 8233, W-8BEN, W-7, W-9, and SS-5. Additionally, Sprintax Dividends enables users to reclaim overpaid DWT on overseas investments. For organizations, Sprintax Calculus serves as a tax compliance and withholding software for payroll departments managing international employees, ensuring accurate tax determination and compliance. Sprintax Returns Partners supports U.S. organizations in preparing nonresident tax returns, while Dividends Partners aids in reclaiming cross-border DWT for employees and investors.
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UltimateTax
UltimateTax is a professional tax preparation software platform used by tens of thousands of tax preparers annually that centralizes robust tools for preparing, reviewing, and electronically filing U.S. federal and state tax returns while helping practices manage client data, compliance, and office workflows with reliability and support for both cloud and desktop environments. It provides interview-style data entry that guides preparers through client interviews, smart diagnostics to catch potential errors before e-filing, automatic prior-year data carry-forward, form-linking for efficient navigation, and support for all 50 states and a wide range of return types, including individual 1040, corporate, fiduciary, partnership, and other miscellaneous forms. UltimateTax offers multiple product tiers, including Online 1040, Desktop 1040, Pay-Per-Return, and combined 1040 + Corporate packages, so firms of different sizes can choose the workflow that fits them.
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