Tax Software reviews from Reddit

Summary

We analyzed 298 Reddit reviews across 28 subreddits and 63 posts to rank the best Tax Software brands recommended by redditors, including communities like r/PersonalFinanceCanada, r/taxpros, r/tax, r/CryptoTax, r/Accounting. Top-rated brands include Wealthsimple (4.3/5), Drake (3.5/5), FreeTaxUSA (4.2/5).

Stats

Reviews298

Subreddits28

Posts63

Brands86

Products20

Top communities

r/PersonalFinanceCanada81 r/taxpros57 r/tax51 r/CryptoTax21 r/Accounting17

298 reviews from

and

By Brand

By Product

Wealthsimple

4.3

(39)

"Wealthsimple. Filed the family for free including my son who is self empoyed!"

"Best option that doesn't cost a fortune. Turbo Tax and Ufile are pointless when Wealthsimple does it for free."

"Use wealthsimple tax. Make sure you have all your slips this year coz CRA doesn’t."

"It's free, very straightforward and easy to use."

"Switched from TurboTax to Wealthsimple Tax. Interface is nicer, easier to use, and it is pay what you want ($0 if you want)."

"It's free / pay-what-you-want and it's the best."

"Wealthsimple Tax is really easy to use and free."

"Simple Tax is the best from Wealthsimple and it pulls out all T4 automatically after CRA login. It's very easy and well explained in all sections."

"Wealthsimple tax is free and incredibly easy. It imports everything from the CRA and checks for credits."

"Doesn’t get better than that."

Drake

3.5

(19)

"100% Drake."

"At a smaller size, UT or Drake etc."

"Drake (cheap and does everything you need it do to) + ATOM for client management."

"Drake is the best value for the money."

"Drake!"

"Drake"

"Drake has always been my #1 in use, cost, and customer service."

"The lowest cost provider that is well rec'd for simple returns is Drake."

"A reasonable choice for a higher-volume basic mostly-W2 1040 practice."

"Drake."

FreeTaxUSA

4.2

(13)

"Super easy and free. Highly recommend if you’re keeping it simple!"

"My favorite is FreeTaxUSA."

"Freetaxusa. No additional cost"

"A common recommendation is FreeTaxUSA, which handles most common situations at a low price."

"Freetaxusa"

"I’ll check out FreeTaxUSA"

"FreeTaxUSA is free for federal, and $15 per state."

"FreeTaxUSA should support all of these unless the investments are very complex."

"Https://www.freetaxusa.com/prior-year"

"Is pretty easy to use"

ProConnect

4.4

(12)

"I made the switch to ProConnect last year and haven’t looked back."

"It holds your hand a lot and stops you from making stupid mistakes."

"Highly recommend it for getting started, pricing scales with your business so make sure you build it into fees. Very seamless, great UI, constantly updated."

"ProConnect by a million miles."

"I’ve enjoyed it and they seem to make material improvements every year."

"ProConnect is pretty much the only full-featured option for web-based pro tax software."

"ProConnect could work well for more complex returns like partnerships and S-corporations."

"Pro connect."

"If you want something affordable but still solid for 1120-S, ProConnect could work."

"Proconnect is an online and cleaner looking Lacerte."

Lacerte

4.2

(12)

"Overall though, Lacerte is the best and most intuitive to me."

"I’ve had a lot of success with Lacerte. It’s designed to handle complex returns across multiple states and entities."

"I could do my return on Lacerte in five minutes."

"Great for higher complexity returns."

"Lacerte Tax could be helpful for business returns, particularly for partnerships and S-corporations."

"E.g., at our size? It's Lacerte."

"2) Lacerte."

"Lacerte Gang!"

"I understand you're looking for long term functionality over price, but TR is ridiculously priced."

"Lacerte will prepare most of it based on federal inputs."

Koinly

3.8

(13)

"Koinly is quite good and it’s free for everything you need."

"Both seem to work well but I think cointracker had integrations I needed"

"Koinly is better for those of us located outside of USA"

"Both koinly and cointracker are extremely accurate in most cases."

"I use Koinly."

"Koinly is good."

"Koinly tends to work well if you have all your transactions."

"Koinly is easy to use for beginners."

"Koinly is another option"

"Koinly allows you to add your wallet data for free and only charges when exporting reports."

TurboTax

3.4

(14)

"I've been using quick tax/turbo tax since the 90's. Saved my family hundreds of dollars taking over what their accountants were charging them to do very simple tax returns."

"I have used TurboTax for over 20 years and prefer it over Wealthsimple."

"Been using TurboTax every year since 1999 with no complaints."

"Turbo give the maximum amt back...even if it's by 50 bucks or so."

"We used TurboTax desktop."

"Turbo tax is also free for enlisted."

"I've been using quick tax/turbo tax since the 90's. Saved my family hundreds of dollars."

"TT has both interview style, which you don't like, and manual style."

"Consider TurboTax for more advanced tax issues."

"I've always used TurboTax, but am willing to try something new."

GenuTax

4.4

(9)

"I've been using GenuTax ever since StudioTax raised their price from zero to non-zero. Very happy with it so far."

"Genutax is free and easy to use."

"Genutax is free and works just fine. Quick and easy."

"GenuTax is free off CRA website. It's easy to use. I've used it at least the last 5 years."

"You can try GenuTax, a Windows program. You enter the numbers, generate the PDF, look up the fax number and send it to the CRA by fax."

"I tried Genutax, but it wasn't as straightforward for me."

"As non-residents, you can try to use Genutax and mail or fax it in."

"Like the posts above Genutax: https://www.genutax.ca"

"You can use Genutax (free and can be faxed or mailed) or cloudtax (cost money and electronic filing). They are the only 2 tax software that can accept a departure date."

TaxAct

3.8

(9)

"Add your DFAS W2 and the website will gift you to free subscription."

"TaxAct claims to support dual-status."

"TaxAct is a solid software. Super 'user friendly'."

"The mom and pop shop I work at uses TaxAct. I like it."

"TaxAct Professional"

"TaxAct offers both Q&A mode and forms mode for tax filing, making it user-friendly."

"You can use any online one too, like freetaxusa and taxact."

"TaxAct has form 6781 for 1256 income."

"Everything (well, TaxAct and TurboTax I've looked at so far) seems to make you manually do it."

#10

Ultratax

3.3

(10)

"I use Ultratax."

"I would pick Ultra Tax, I use it myself personally"

"UltraTax is superior for depreciation and multi-state returns."

"UltraTax is clearly the better choice as it will make you more productive."

"If you want to grow the business if at least use ultra tax."

"It's expensive but easier to deal with state-related issues."

"There seems to be a lot of people who like it."

"3) Ultratax. I put Ultratax last because it's awful with complex CA returns."

"Ultratax is horrible at multi state."

"We use ultra tax. It’s awful."

#11

FreeTax USA

4.7

(7)

"Freetax USA can do backdoor Roths pretty easily."

"Used it for the first time last year after 15 years of TurboTax. Never ever going back."

"Another vote for freetaxusa."

"Freetaxusa can also handle it now (used to not be able to) and is cheaper."

"Freetaxusa should work just fine and it's cheaper than most."

"This year I used FreeTaxUSA to file and H&R Block to validate"

"Freetaxusa is way easier to use than you think"

#12

CoinTracking

3.9

(7)

"Cointracking"

"I've been using Cointracking to report for years"

"I'd probably go with cointracking"

"Some popular options include CoinTracking, Koinly, and CryptoTrader.Tax."

"Cointracking.info can import Pulse."

"Cointracking can handle millions of transactions we did one client which had around 3.8 million."

"Cointracking was lacking in some way."

#13

Intuit

3.7

(7)

"ProConnect is a fully functional online version of Lacert, designed with the online user in mind."

"Drake is going to be your cheapest option, along with ProConnect from Intuit."

"Lacerte was a lot easier to learn on than Taxwise."

"Intuit's 'Proconnect' platform is pretty good - it's web based and is used/loved by many Tax Pros."

"Helpful chart for distinguishing between Intuit products."

"It's great for a few returns, but can get pricey if you plan on growing."

"Sold me the wrong year tax software and customer service was unhelpful."

#14

CoinTracker

4.8

(5)

"We are the largest crypto tax software in the US"

"Coin tracker is the best"

"Been doing taxes with them for 6 years now"

"CoinTracker is our pick for best overall."

"I've used coin tracker last couple years. Works well"

#15

CCH

3.4

(7)

"CCH is the best but it’s also way more expensive than you need."

"CCH Axcess is user friendly and good with states."

"CCH Axcess combined with their scan and autoflow software is easy to learn and does a good job."

"It’s fairly straightforward for 1040s and you get unlimited states with each return."

"Probably CCH maybe Go Systems."

"CCH can get pricey, but they can work some magic on their pricing if you get a decent sales person on the line."

"It's a more pricey option that isn't necessarily needed for the type of work you describe, but it may be better at dealing with multi-state K1s."

#16

Studiotax

4.6

(5)

"It's $20, but you can file 10 returns, so you could share it with family. It's software your download and run locally on your computer."

"Cheap and works really well. I used a few other packages and ended up having to refile to the CRA because of screw ups. Never happened with StudioTax."

"It won me over when it was free and I continue to use it."

"I use studiotax, it's not free, but very low cost."

"It's free if you are low income. But $15 for a licence that lets you file 20 returns."

#17

ProSeries

3.3

(7)

"I think that’s your best bet for affordability"

"Proseries is a pretty solid staple, though I do have my gripes about it."

"ProSeries is a solid start for personal returns and scales well for business returns later."

"ProSeries is form-driven and easy for lightly trained staff to use."

"Worked well, but closer to TurboTax than preferred."

"Intuit may do the same for Pro Series."

"Proseries reminds me a lot of Taxwise."

#18

H&R Block

3.8

(6)

"I've used the HR block app without issue."

"I recommend going to H&R Block for some free tax advice."

"H&R Block will try to upsell you at every stage but it is actually free to file via them."

"If you create a new H&R Block account using the MilTax website it works again."

"MilTax is free access to H&RBlock Premium."

"I used to use H&R Block until they paywalled some features I needed."

#19

UFile

4.2

(5)

"I use UFile."

"I use Ufile, no reason other than it’s the first one I used, and I’m happy with it."

"I've been using Ufile for many years."

"For really basic returns, UFile is excellent and all you need."

"I am pretty happy with it for about $20."

#20

TaxSlayer

3.8

(5)

"Taxslayer"

"I see a relatively detailed guide from the TaxSlayer software."

"Taxslayer is a good option for completing the 8958"

"You get a referral link to a free version of TaxSlayer."

"You'll get a referral link to a special version of TaxSlayer."

#21

CoinLedger

4.5

(4)

"Definitely the smoothest experience I've had after a few years of trying different software."

"CoinLedger worked best for me. It handled my transactions across multiple exchanges without too much hassle, and the tax file integration with TurboTax was a huge time-saver."

"I can recommend CoinLedger – Ideal for beginners, CoinLedger supports integration with over 100 platforms like Coinbase and Binance."

"CoinLedger is also beginner-friendly."

#22

Studio Tax

5.0

(3)

"I like it as it is software you install on your computer, so all of the files and data are stored locally and not kept in the cloud."

"Been using Studio Tax for years, used to be free but I just pay the 20$ or whatever it is now so I can just load from the previous years file, plug in the new t4 and get my return in the bank a couple days later."

"The fee is very small and might even be free on mobile devices."

#23

SurePrep

3.7

2.0

1.0

(1)

"It took me over an hour with consumer software."

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