Tax software comparisons
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Researched · USD
Pricing, scope, and realistic budgets
Select a product for the detailed comparison, purchase conditions, and sources.
Assumes 10 eligible free clients at Taxably. Includes the five returns on StanfordTax's Free plan. Juno's five trial preparations do not reduce the illustrated package purchases. Clear this option if those allowances are unavailable.
One firm, one return per client for one tax year, and 12 monthly firm fees where applicable. Before tax, staff time, existing tax software, and unlisted add-ons. Different products cover different work; these are budget calculations, not promised savings or measured performance.
Showing estimates for 500 returns, with available free usage.
| Product and purpose | Published pricing | Budget for 500 returns |
|---|---|---|
| Taxably Document organization and prep sheets Prep sheets from existing client folders. Your team prepares the return. | $10 per return Plus $5 monthly firm fee Pricing and free-client allowance | Calculated annual cost $4,960 490 paid returns × $10 + 12 × $5. $9.92 per return across 500 returns, including the firm fee. |
| StanfordTax Intake, workpapers, and delivery Client organizers, auto-assembled workpapers, and return delivery in one online platform. | $18 per return Premium; unlimited firm users | Calculated from published rates $8,910 Premium usage 495 paid returns × $18. $17.82 per return across the selected volume. Assumptions and limitsUses the $18 Premium rate, not Enterprise. With free usage selected, the 5 returns on the Free plan count toward the chosen volume; otherwise every return is paid. No seat or implementation fee is listed for Premium. |
| TaxGPT Research, review, and preparation Tax research and writing, return review, and an agent that works inside your tax software's screens. | Custom plan pricing Pro, Pro Plus, and Enterprise | Current dollar estimate unavailable Quote needed Plan plus usage credits Quoted annual plan + additional usage credits + any onboarding charges Assumptions and limitsThe plan price and the dollar price of credits are unpublished. Agent Andrew and Cowork use credits; Cowork charges depend on task scope. A research subscription alone is not a preparation budget. |
| Filed Firm-wide preparation and review Preparation, review, planning and binders under one flat monthly plan sized to the firm's client book. | Flat monthly firm plan Custom price based on total taxpayers | Current dollar estimate unavailable Quote needed Whole-firm contract 12 × quoted monthly firm fee + any separately quoted implementation charges Assumptions and limitsThe fee is scoped to the whole client book, not just returns run through the tool. Confirm the contract term and renewal price. Monthly billing does not establish a month-to-month commitment. |
| Juno Tax Preparation, review, and advisory Source documents to workpapers and tax software, with review and advisory tools included. | $45 per return At a 100-return first order, with its current $5 discount | Calculated from published rates $22,000 First-order return package, current discount 500 paid returns × $44. $44.00 per return across the selected volume. Assumptions and limitsUses the purchase calculator with its current $5 discount: $45 at 100, $44 at 500 and $43 at 1,000 ($50, $49 and $48 at list). Returns are sold in 100-return blocks, so the five free preparations do not reduce these purchases. First-order discounts and the one-year usage period apply; renewal pricing is not published. |
| SurePrep Scan-and-populate and workpapers Thomson Reuters' 1040SCAN and SPbinder tools for document organization and tax data entry. | Contact Thomson Reuters Product and service scope determine the quote | Historical benchmark only · May 2024 $20,000 / $22,500 1040SCAN PRO / PRO+ list rates PRO / PRO+ respectively, for 500 returns. Current pricing requires a quote. Assumptions and limitsThe official May 2024 renewal sheet lists PRO at $40 and PRO+ at $45 per return. These are two editions, not the bounds of a current quote. Excludes integration surcharges, added products, verification and outsourcing; no 2026 rate is inferred. |
| Soraban Intake through return delivery Collect, Prepare, Connect and Deliver cover client intake, workpapers, data entry and delivery. | Annual return credits Module quote; published minimums conflict | Partial budget · onboarding only $1,000 to $4,500 Onboarding component only Plus the annual software license. Setup alone adds $2.00 to $9.00 per return in year one. Assumptions and limitsAdd the annual license for the modules you buy; that dollar amount is not published. Official pages cite starting packages of 150 and 250 returns, and Soraban says it is a poor fit under 500. A 100-return workload falls below every published minimum. |
| Black Ore Automated return preparation Tax Autopilot prepares the return inside your tax software and hands it to your team for review. | From $60 per return Small & Mid-Sized Firms plan | Calculated from published rates $30,000 Small & Mid-Sized Firms, starting rate 500 paid returns × $60. $60.00 per return across the selected volume. Assumptions and limitsUses the published $60 starting rate for every return. It is a floor: complex returns, state returns or add-ons may cost more, and no free returns or volume discounts are published. |
| Magnetic Tax AI preparation with human review A 1040 preparation service combining AI drafts with US-based EA or CPA review. | 1 to 3 credits per return Credit price provided through a demo | Credit estimate · dollar price unpublished 500 to 1,500 credits Preparation credits For 500 returns at 1 to 3 credits each. An illustrative mix of 70% one-credit, 20% two-credit and 10% three-credit returns uses 700 credits. Assumptions and limitsSimple returns use one credit; complex returns use up to three. Multiply the credits needed by the quoted dollar price per credit, then apply any package minimum. This includes vendor-provided professional review, a different scope from a prep-sheet tool. |
Taxably
Document organization and prep sheets
Calculated annual cost
$4,960
490 paid returns × $10 + 12 × $5.
$9.92 per return across 500 returns, including the firm fee.
Intake, workpapers, and delivery
StanfordTax
Client organizers, auto-assembled workpapers, and return delivery in one online platform.
$18 per return
Premium; unlimited firm users
Calculated from published rates
$8,910
Premium usage
495 paid returns × $18. $17.82 per return across the selected volume.
Assumptions and limits
Uses the $18 Premium rate, not Enterprise. With free usage selected, the 5 returns on the Free plan count toward the chosen volume; otherwise every return is paid. No seat or implementation fee is listed for Premium.
Research, review, and preparation
TaxGPT
Tax research and writing, return review, and an agent that works inside your tax software's screens.
Custom plan pricing
Pro, Pro Plus, and Enterprise
Current dollar estimate unavailable
Quote needed
Plan plus usage credits
Quoted annual plan + additional usage credits + any onboarding charges
Assumptions and limits
The plan price and the dollar price of credits are unpublished. Agent Andrew and Cowork use credits; Cowork charges depend on task scope. A research subscription alone is not a preparation budget.
Firm-wide preparation and review
Filed
Preparation, review, planning and binders under one flat monthly plan sized to the firm's client book.
Flat monthly firm plan
Custom price based on total taxpayers
Current dollar estimate unavailable
Quote needed
Whole-firm contract
12 × quoted monthly firm fee + any separately quoted implementation charges
Assumptions and limits
The fee is scoped to the whole client book, not just returns run through the tool. Confirm the contract term and renewal price. Monthly billing does not establish a month-to-month commitment.
Preparation, review, and advisory
Juno Tax
Source documents to workpapers and tax software, with review and advisory tools included.
$45 per return
At a 100-return first order, with its current $5 discount
Calculated from published rates
$22,000
First-order return package, current discount
500 paid returns × $44. $44.00 per return across the selected volume.
Assumptions and limits
Uses the purchase calculator with its current $5 discount: $45 at 100, $44 at 500 and $43 at 1,000 ($50, $49 and $48 at list). Returns are sold in 100-return blocks, so the five free preparations do not reduce these purchases. First-order discounts and the one-year usage period apply; renewal pricing is not published.
Scan-and-populate and workpapers
SurePrep
Thomson Reuters' 1040SCAN and SPbinder tools for document organization and tax data entry.
Contact Thomson Reuters
Product and service scope determine the quote
Historical benchmark only · May 2024
$20,000 / $22,500
1040SCAN PRO / PRO+ list rates
PRO / PRO+ respectively, for 500 returns. Current pricing requires a quote.
Assumptions and limits
The official May 2024 renewal sheet lists PRO at $40 and PRO+ at $45 per return. These are two editions, not the bounds of a current quote. Excludes integration surcharges, added products, verification and outsourcing; no 2026 rate is inferred.
Intake through return delivery
Soraban
Collect, Prepare, Connect and Deliver cover client intake, workpapers, data entry and delivery.
Annual return credits
Module quote; published minimums conflict
Partial budget · onboarding only
$1,000 to $4,500
Onboarding component only
Plus the annual software license. Setup alone adds $2.00 to $9.00 per return in year one.
Assumptions and limits
Add the annual license for the modules you buy; that dollar amount is not published. Official pages cite starting packages of 150 and 250 returns, and Soraban says it is a poor fit under 500. A 100-return workload falls below every published minimum.
Automated return preparation
Black Ore
Tax Autopilot prepares the return inside your tax software and hands it to your team for review.
From $60 per return
Small & Mid-Sized Firms plan
Calculated from published rates
$30,000
Small & Mid-Sized Firms, starting rate
500 paid returns × $60. $60.00 per return across the selected volume.
Assumptions and limits
Uses the published $60 starting rate for every return. It is a floor: complex returns, state returns or add-ons may cost more, and no free returns or volume discounts are published.
AI preparation with human review
Magnetic Tax
A 1040 preparation service combining AI drafts with US-based EA or CPA review.
1 to 3 credits per return
Credit price provided through a demo
Credit estimate · dollar price unpublished
500 to 1,500 credits
Preparation credits
For 500 returns at 1 to 3 credits each. An illustrative mix of 70% one-credit, 20% two-credit and 10% three-credit returns uses 700 credits.
Assumptions and limits
Simple returns use one credit; complex returns use up to three. Multiply the credits needed by the quoted dollar price per credit, then apply any package minimum. This includes vendor-provided professional review, a different scope from a prep-sheet tool.
First 10 clients free, then $10 per return, plus $5 a month for the firm. The $5 monthly firm fee starts the day you add your card. The $10 per return starts after your first 10 clients. Competitor rates cover different services; this is not a savings estimate.
Where Taxably fits
Taxably reads the documents in your connected client folders and builds a prep sheet for your preparer. You keep your tax software and your clients' existing way of sending documents.
Your team reviews the figures, resolves open items, prepares the return, and files it. Taxably does not populate or file returns.
Understand the document workflow
Source documents and prep sheets stay on your firm's systems. Document images go directly from your computer to an external reading provider, which is not permitted to train on them. This is not an entirely offline workflow.
Read Taxably's data handling detailsCommon questions
See it on your own client folders.
Watch a sample prep sheet, then create your account and point Taxably Connect at one client folder. The download is in your account once it is set up.
Published by Taxably. Reviewed October 28, 2026 using the official sources linked on each page. Product descriptions are vendor statements, not independent performance tests. Prices are in USD; quotes, taxes, contract terms, and availability may differ. Trademarks belong to their owners. Send corrections to support@taxably.ai. Suggest a correction