Tax practice management tool for accountants & tax advisors

About TaxCalc

TaxCalc is a tax practice management solution designed to help accountants, tax advisors, and finance professionals manage clients, calculate tax returns, prepare financial statements, and more. Finance teams can utilize tax return production solution to file clients’ tax returns, validate entries, monitor due dates, and compare previous year's tax data with the current year's returns.

Using TaxCalc’s document manager, employees can create or modify client documents, distribute them in bulk using mail merge functionality, and automatically route files to the corresponding client folder. The application enables managers to track chargeable or non-chargeable business activities and monitor employees’ performance on a centralized platform. It also offers an accounts production system, which enables accountants to conduct audit trails, create a chart of accounts, add transactions or disclosure notes, and generate income and expenditure reports.

TaxCalc comes with an API, which lets businesses integrate the system with several third-party platforms such as Xero, QuickBooks Online, Signable, FreeAgent, SmartVault, and more. Administrators can use an integrated GDPR center to create checklists for GDPR-compliant policies and procedures, record data breaches, and track data subject access requests.


Business size



TaxCalc confirmation statement
TaxCalc total tax
TaxCalc financial statements
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TaxCalc video
TaxCalc screenshot: TaxCalc confirmation statement TaxCalc screenshot: TaxCalc total tax TaxCalc screenshot: TaxCalc financial statements


Total features of TaxCalc: 68

  • API
  • Access Controls/Permissions
  • Account Reconciliation
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Annual Filings
  • Approval Process Control
  • Approval Workflow
  • Audit Trail
  • Authentication
  • Bulk Send
  • Case Management
  • Cash Flow Management
  • Cash Management
  • Client Management
  • Client Portal
  • Company Formation
  • Compliance Management
  • Compliance Tracking
  • Consent Management
  • Corporate/Business
  • Critical Date Alerts
  • Customer Accounts
  • Customizable Branding
  • Customizable Templates
  • Data Import/Export
  • Data Security
  • Data Verification
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Due Date Tracking
  • Electronic Filing
  • Electronic Signature
  • Exception Notification
  • File Sharing
  • Financial Analysis
  • Financial Management
  • For Partnerships
  • Identity Verification
  • Incident Management
  • Investigation Management
  • Mail Merge
  • Monitoring
  • Multi-Party Signing
  • Multiple User Accounts
  • Policy Management
  • Profit/Loss Statement
  • Project Management
  • Reporting & Statistics
  • Risk Assessment
  • Risk Management
  • Sales Tax Management
  • Scenario Planning
  • Scheduled / Automated Reports
  • Search/Filter
  • Staff Management
  • Status Tracking
  • Task Progress Tracking
  • Tax Calculation
  • Tax Filing
  • Tax Forms
  • Team Collaboration
  • Time Tracking
  • Value Added Tax (VAT)
  • Workflow Management


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Overall rating

4 /5
Value for Money
Ease of Use
Customer Support

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Showing 1 review
Sophie W.
Overall rating
  • Industry: Accounting
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Tax Calc is really good

Reviewed on 2020/12/07

I love using Tax calc. I use it everyday for work and as an accountant, it is one of the best...

I love using Tax calc. I use it everyday for work and as an accountant, it is one of the best softwares i have used for accounts production and tax returns. Would highly recommend.


Tax calc is easy to use and really simple to be able to navigate your way around the system.


Sometimes it freezes. But it is nothing major, is still a good software to have.

TaxCalc FAQs

Below are some frequently asked questions for TaxCalc.

TaxCalc offers the following pricing plans:

  • Starting from: US$32,00/year
  • Pricing model: Subscription
  • Free Trial: Available

TaxCalc offers a 14-day free trial for new users. Pricing is available for each product on a stand-alone basis.

We do not have any information about TaxCalc features

TaxCalc has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

We do not have any information about what languages TaxCalc supports

TaxCalc supports the following devices:

TaxCalc integrates with the following applications:

ACCOUNTS, FreeAgent, QuickBooks Online Advanced, Quickbooks Online, Signable, Xero

TaxCalc offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support

Related categories

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