Tools & software for independent tax preparers
An independent tax preparer's stack centers on IRS-approved professional software for the returns themselves, plus a secure way to collect client documents and the credentials/insurance the IRS and states require to operate.
Drake Tax
Widely used professional tax preparation software for solo and small firms, with per-return and unlimited-return package pricing tiers covering federal and all-state returns.
Tax preparation softwareTaxSlayer Pro
Professional tax software with an entry-level Starter tier and a more full-featured Classic tier, a common lower-cost alternative to Drake for a solo preparer starting out.
Client document portalTaxDome
Secure client portal, e-signature, and document-collection workflow built for tax and accounting practices, replacing email attachments for sensitive client documents (W-2s, 1099s, SSNs).
Federal registrationIRS PTIN system
The IRS's own Preparer Tax Identification Number application/renewal system — the minimum federal requirement to legally prepare returns for compensation.
InsurancePT Pro (E&O insurance for tax preparers)
Errors & omissions / professional liability insurance quotes tailored specifically to tax preparers, covering claims tied to preparation mistakes or missed deadlines.