Tax Plus by ControllerPlus

Tax Plus software reviews, alternatives, pricing, & feature 2026

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Tax Practice Management Software

Tax Plus reviews and summary

Tax Plus is a tax management software that assists businesses in handling a range of bookkeeping and tax-related activities. It provides tools for calculating taxes, making journal entries, managing multi-user access with appropriate permissions, and verifying data for accuracy. The software acts as an adjunct to accounting systems, helping to ensure that financial records are tax-ready and that compliance tasks are managed systematically and securely. This software is aimed at small to medium-sized businesses, bookkeepers, and in-house accounting teams that need a dedicated tool to manage the intersection of bookkeeping and tax preparation. It is suitable for companies that want to improve the accuracy and control over their tax data before sending...

Best for

This software is aimed at small to medium-sized businesses, bookkeepers, and in-house accounting teams that need a dedicated tool to manage the intersection of bookkeeping and tax preparation. It is suitable for companies that want to improve the accuracy and control over their tax data before sending it to an external accountant or filing themselves.

Vendor ControllerPlus
Key takeaways

Our verdict

Our verdict is that Tax Plus serves an important bridge function between day-to-day bookkeeping and periodic tax compliance. By offering focused tools for tax calculation and data verification, it can prevent errors and simplify year-end processes. For businesses wanting tighter control over their tax workflow, it provides valuable specialized functionality.

Quick facts

Tax Plus at a glance

Vendor ControllerPlus
Ratings

Tax Plus ratings

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Decision notes

Tax Plus pros and cons

Potential strengths

  • Clear buyer-fit positioning is available in the profile data.

Points to verify

  • Confirm current pricing, contract terms, and included plan details with the vendor.
  • Confirm product-specific availability for category-level features before buying.
  • There are no written reviews for this software yet.
  • Published pricing is not available in this profile data.
Buyer fit

Who uses Tax Plus?

This software is aimed at small to medium-sized businesses, bookkeepers, and in-house accounting teams that need a dedicated tool to manage the intersection of bookkeeping and tax preparation. It is suitable for companies that want to improve the accuracy and control over their tax data before sending it to an external accountant or filing themselves.

Feature research

Tax Plus features

These are common features buyers compare in Tax Practice Management Software. Product-specific availability should be confirmed with the vendor.

Approval Workflow Management

Optimize and govern the authorization workflow to ensure the right stakeholders provide approvals during task execution.

Billing & Invoicing Management

Generate and oversee financial documents, including billing statements and invoices.

Customer Relationship Administration

Organize and streamline communication and relationships with existing clients.

Stakeholder Portal

A secure online gateway for clients to view project details and data.

Centralized Document Control

Gather, store, and distribute documents within a unified hub to improve data accessibility for all stakeholders.

Deadline Monitoring

Monitor deadlines and provide automated notifications for upcoming actionable dates.

Strategic Scenario Modeling

Model various future scenarios to assess potential risks and strategic opportunities.

Tax Filing

Simplify and automate the process of preparing and filing various tax forms and returns.

Tax Forms Management

Generate, manage, and file various tax forms to ensure compliance with tax regulations.

Automated Workflow Design

Model and visualize business processes to automate and oversee internal task sequences.

Compare

Tax Plus alternatives

Compare Tax Plus with other Tax Practice Management Software tools that buyers often evaluate.

SimpleTax by GoSimple Software

4.4 (72)

GoSimpleTax is an HMRC-recognized software platform designed to simplify the self-assessment tax return process for individuals in the UK. Developed with the non-accountant in mind...

Drake Tax by Drake Software

4.4 (50)

Drake Tax is a comprehensive, integrated tax practice management solution that goes beyond mere tax preparation to encompass the entire workflow of a professional tax firm. The sof...

PitBullTax by PitBullTax Software

4.4 (47)

PitBullTax is a comprehensive, web-based software platform built exclusively for tax resolution professionals. It consolidates all the essential tools, IRS forms, legal references,...

H&R Block by HRB Digital

4.3 (44)

H&R Block's tax software is an installation-based tax preparation solution designed to help individuals and small business owners file their personal and professional tax returns....

ATOM by Automated Tax Office Manager

4.2 (17)

ATOM (Automated Tax Office Manager) is an all-in-one tax practice solution designed to enhance efficiency for tax preparation and bookkeeping offices. The software focuses on speed...

ProConnect Tax by Intuit

4.2 (9)

ProConnect Tax is a professional, web-based tax preparation and compliance solution developed by Intuit. It is designed to provide tax attorneys and accounting professionals with a...

Blue J Tax by Blue J Legal

4.3 (6)

Blue J Tax's Tax Foresight is an innovative suite of artificial intelligence-based predictors for tax case outcomes, available for both US and Canadian tax law. It addresses comple...

TaxSlayer Pro by TaxSlayer Pro

4.6 (5)

TaxSlayer Pro is an all-inclusive professional tax preparation software package designed for tax preparers across the United States. It provides a comprehensive suite of tools need...

Software reviews

Tax Plus software reviews

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FAQ

Tax Plus FAQs

Tax Plus is a tax management software that assists businesses in handling a range of bookkeeping and tax-related activities. It provides tools for calculating taxes, making journal entries, managing multi-user access with appropriate permissions, and verifying data for accuracy. The software acts as an adjunct to accounting systems, helping to ensure that financial records are tax-ready and that compliance tasks are managed systematically and securely.

This software is aimed at small to medium-sized businesses, bookkeepers, and in-house accounting teams that need a dedicated tool to manage the intersection of bookkeeping and tax preparation. It is suitable for companies that want to improve the accuracy and control over their tax data before sending it to an external accountant or filing themselves.

Tax Plus is listed in Tax Practice Management Software.

Tax Plus is listed with ControllerPlus as the vendor.

Buyers often compare Tax Plus with other Tax Practice Management Software tools such as SimpleTax, Drake Tax, PitBullTax, H&R Block. Review ratings, pricing, and fit before choosing.

Yes. Use the Write a review button on this page to submit a software review for Tax Plus.
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