Comparing the Best Tax Return Software for CPA: Features, Pricing, and Performance

Overview

This article provides a comprehensive comparison of the best tax return software for CPAs, focusing on their features, pricing, and overall performance. Selecting effective tax software is not just beneficial; it is crucial for enhancing efficiency, reducing errors, and ensuring compliance. User testimonials reveal significant time savings and improved client engagement when utilising solutions like Glasscubes. By addressing the current challenges faced by accounting managers, this article underscores how Glasscubes effectively meets these needs. With compelling evidence and insights, we invite you to explore the advantages of adopting such solutions for your practise.

Key Highlights:

• Tax return software significantly streamlines the preparation and filing of tax returns for CPAs, reducing manual tasks and errors.
• Integration with existing accounting systems allows for seamless data transfer and real-time updates, enhancing accuracy in submissions.
• The total expenditure on tax-related activities in the UK rose by 26% from £122.6 billion in 2020-2021 to £154.7 billion in 2022-2023, indicating a growing reliance on effective software.
• User feedback reveals substantial time savings, with one user reporting 288 hours saved in a single tax season using Glasscubes.
• Key features to consider in tax return software include user interface, integration capabilities, compliance updates, data security, customer support, and automation features.
• Pricing models vary, including subscription-based, pay-per-use, one-time purchase, and tiered pricing, allowing firms to select options that suit their needs.
• Performance metrics such as speed, accuracy, user satisfaction, and scalability are crucial for selecting effective tax software.
• Compliance with Making Tax Digital (MTD) and data protection regulations is essential for safeguarding customer information.
• User testimonials highlight the importance of intuitive design and support, with many users reporting significant improvements in efficiency and client engagement.

Introduction

In the intricate world of accounting, selecting the right tax return software is a pivotal decision for professionals navigating the complexities of tax preparation and compliance. As tax regulations evolve, accountants are increasingly adopting innovative digital solutions that not only streamline processes but also enhance accuracy and foster stronger client relationships.

This article explores the essential features and pricing models of leading tax return software, evaluates their performance, and highlights user experiences that demonstrate the transformative impact these tools can have on efficiency and client satisfaction.

With insights into compliance considerations and a comparative analysis of top software options, this comprehensive guide empowers CPAs with the knowledge necessary to make informed decisions in an ever-changing environment.

Understanding Tax Return Software: An Overview

Tax return software for CPA stands as an essential resource for accountants and tax professionals, significantly streamlining the preparation and filing of tax returns with exceptional efficiency. By automating critical processes such as data entry, calculations, and compliance checks, these solutions drastically minimise the time dedicated to manual tasks. For Certified Public Accountants (CPAs), employing tax return software translates to fewer errors and enhanced compliance with regulatory standards, which is crucial in today’s complex tax landscape.

The integration features of tax return applications with existing accounting systems facilitate seamless data transfer and real-time updates, ensuring accuracy in tax submissions. Recent statistics reveal that the total qualifying expenditure for tax-related activities rose from £122.6 billion in the financial year 2020-2021 to £154.7 billion in 2022-2023, representing a notable 26% increase. This trend underscores the growing reliance on effective tax return software for CPA among accountants, particularly tools like Glasscubes that provide specialised onboarding support to improve communication with clients and enhance operational efficiency.

Moreover, user feedback highlights the tangible benefits of these applications. For example, a user from TaxAssist Accountants reported an impressive 288 hours saved in a single tax season, illustrating the significant time efficiencies achievable with Glasscubes. Companies utilising tax return applications, such as Glasscubes, have experienced a 40% increase in customer response rates and a 50% reduction in response times, demonstrating the application’s effectiveness in optimising workflows and elevating customer satisfaction.

One testimonial emphasised the ease of setup and the positive feedback from users who appreciated having a single secure workspace for all their information and inquiries, leading to quicker responses and greater transparency.

As we approach 2025, trends indicate a continued evolution in tax return software for CPA, focusing on automation and intuitive interfaces that require minimal training. This transition not only enhances efficiency but also promotes a more organised approach to tax preparation, rendering tax return software for CPA indispensable for accountants seeking to elevate their service delivery and client engagement. Glasscubes offers competitive pricing options, with a monthly account fee starting at £120 and a user licence fee of £18, ensuring that firms can select a plan that aligns with their needs.

Additionally, features such as an open API for integration and digital file approval processes further augment the capabilities of Glasscubes, establishing it as a comprehensive solution for contemporary accounting challenges.

Key Features to Consider in Tax Return Software

When assessing tax return applications, CPAs must prioritise several essential features to ensure efficiency and effectiveness during the busy tax season:

1. User Interface: A user friendly interface is paramount for quick navigation and ease of use, particularly during peak tax periods. Research indicates that 70% of accountants believe that a well designed user interface significantly impacts their productivity, allowing them to complete tasks more swiftly and with fewer errors. For instance, Sophie Montgomery from TaxAssist Accountants reported an impressive 288 hours saved in just one tax season, underscoring the tangible benefits of an intuitive interface.
2. Integration Capabilities: The application must seamlessly connect with current accounting systems, facilitating smooth data transfer and minimising the risk of duplication. This capability is becoming increasingly essential as 49% of small business owners depend on advice from professional consultants when choosing accounting solutions, emphasising the necessity for tools that function effectively within established workflows.
3. Compliance Updates: Regular updates to reflect changes in tax laws and regulations are crucial for maintaining compliance. Accountants must ensure that their system provider commits to timely updates, as noncompliance can lead to significant penalties.
4. Data Security: Given the sensitivity of financial information, robust security measures are essential to safeguard user data. With cyber-threats on the rise, accountants should look for software that offers advanced encryption, secure data storage solutions, and GDPR compliance for peace of mind.
5. Customer Support: Reliable customer support is vital for resolving issues quickly, thereby minimising downtime during critical filing periods. A responsive support team can make a significant difference, especially when deadlines are approaching.
6. Automation Features: Automation of repetitive tasks, such as data entry and deadline reminders, can greatly enhance productivity. Glasscubes illustrates this with its automated reminder feature, enabling users to send unlimited reminders customised for specific deadlines, significantly reducing response times and enhancing user interaction. Additionally, Glasscubes provides real time progress tracking, enabling accountants to monitor outstanding requests and queries effectively, while secure file sharing ensures that all correspondence is organised and easily accessible. By reducing manual workload and addressing email inefficiencies, such as duplicated requests and lack of visibility on responses, accountants can focus on more strategic tasks, ultimately improving client service and satisfaction.

In 2025, the emphasis on user interface and integration capabilities will continue to grow, as accountants seek tools that not only streamline their processes but also enhance client engagement. As companies increasingly utilise user-friendly tax return software for CPAs, the ability to integrate smoothly with current systems will be a crucial differentiator in the competitive environment. Moreover, Glasscubes provides specialised onboarding support, promoting a more structured and effective process for accounting organisations, which is crucial in this changing landscape. The trend of self-employed individuals handling their own accounting tasks further highlights the need for efficient technological solutions that serve both accountants and their clients.

Pricing Models: Evaluating Cost-Effectiveness

Tax return applications offer a variety of pricing models designed to meet the diverse needs of accounting businesses.

Subscription-Based Pricing: This model is prevalent among software providers, offering monthly or annual subscriptions. It is particularly advantageous for companies that prefer predictable expenses, facilitating easier budgeting and financial planning. Subscription services grant access to regular updates and support, ensuring compliance with the latest tax regulations. For instance, Xero exemplifies how subscription-based pricing can enhance operational efficiency for small businesses.

Pay-Per-Use: Tailored for smaller practices or those with fluctuating workloads, the pay-per-use model allows businesses to pay solely for the services they utilize. This flexibility can lead to significant savings, especially for businesses that do not require year-round access to applications. As service demand varies, this model effectively helps manage costs.

One-Time Purchase: Some software solutions necessitate a one-time purchase, appealing to businesses that wish to avoid ongoing costs. While this option may appear attractive, it is crucial to consider the potential need for future updates and support, which could incur additional expenses over time.

Tiered Pricing: Many providers offer tiered pricing structures, where different levels of service come with varying features and support levels. This enables companies to select a plan that aligns with their specific needs and budget, ensuring they only pay for what they require. For instance, a company focused on basic tax return processing may opt for a lower tier, while a larger organization might choose a premium tier for advanced features and dedicated support.

Free Trials: To facilitate informed decision-making, numerous companies provide free trials. This allows businesses to assess the application’s performance and suitability before committing financially. Evaluating these pricing structures in relation to the features offered is essential for identifying optimal value for money.

In 2025, the average pricing models for tax return software for CPA applications in the UK indicate a rising trend towards subscription-based services, which command a significant share of the market. Expert analysis reveals that firms increasingly recognize the cost-effectiveness of these models, particularly when factoring in the time savings and efficiency gains they deliver. For example, accountants have reported substantial time savings, with Sophie Montgomery of TaxAssist Accountants noting an impressive 288 hours saved in just one tax season.

This underscores the tangible benefits of investing in effective tax technology solutions. As the landscape evolves, understanding these pricing models will be crucial for accountants seeking to optimize their operations and enhance service delivery.

Performance Comparison: How Software Stacks Up

Performance metrics for tax return software tailored for CPA applications can vary significantly, making it crucial to understand these differences for informed decision-making. Key aspects to compare include:

1. Speed of Processing: The efficiency with which tax returns are completed directly influences overall productivity. Software that processes data quickly not only enhances workflow but also enables accountants to manage greater customer volumes effectively. In 2025, leading tax return applications are anticipated to average processing speeds that considerably shorten turnaround times, allowing firms to address customer needs more promptly. Glasscubes enhances this aspect with automated reminders and real-time reporting, ensuring accountants can track the status and progress of all requests seamlessly.
2. Accuracy: Minimising errors in calculations and data entry is paramount for compliance and maintaining client trust. High-performing tax return software for CPA is designed to reduce error rates, ensuring that calculations are precise and reliable. Real-world examples illustrate that firms employing advanced technology have reported a significant reduction in discrepancies, reinforcing the importance of accuracy in tax preparation. Glasscubes supports this with fully encrypted data handling, ensuring secure and accurate information gathering.
3. User Satisfaction: Insights from CPAs regarding their experiences with various applications can provide valuable information about usability and effectiveness. Testimonials often highlight the importance of intuitive interfaces and support features that enhance user satisfaction, which is critical for maintaining productivity during busy tax seasons. Significantly, nearly half of individuals submitting taxes are content to engage with HMRC without a representative, underscoring the necessity for efficient tools that facilitate these interactions. Glasscubes offers easy onboarding, a dedicated customer success manager, and various support packages, including Bronze, Silver, and Gold, to ensure businesses optimise their application experience.
4. Scalability: As accounting businesses grow, their software needs evolve. Solutions that can scale effectively with the company’s growth are particularly advantageous, allowing for seamless integration of new features and capabilities without disrupting existing workflows. Glasscubes provides an open API for seamless integration into current systems, facilitating adaptation as organisations expand.
5. Integration Performance: The efficiency of data transfer between tax applications and other accounting systems can significantly impact overall workflow. Software that integrates seamlessly with current tools reduces the risk of data loss and improves operational efficiency, facilitating the management of processes. However, almost six out of 10 banking executives surveyed view legacy infrastructure as the primary obstacle hindering their organisation’s business expansion, which may also influence accounting companies when implementing new tax technology solutions. Glasscubes addresses this with features like secure file sharing and document storage, ensuring that all necessary information is easily accessible.
6. Reporting Capabilities: Robust reporting features are essential for analysing tax processes and identifying areas for improvement. Software that provides comprehensive reporting tools allows companies to monitor performance metrics effectively, facilitating informed decision-making and strategic planning. Moreover, responsibility for cost goals is crucial to avoid unexpected expenses, an important factor when assessing application alternatives. With Glasscubes’ real-time reporting and automated workflows, companies can greatly enhance their reporting capabilities. By concentrating on these performance metrics, accounting professionals can select tax return software for CPA that not only fulfils their current requirements but also facilitates future growth and operational efficiency. Furthermore, the effect of usability on conversion rates, as indicated by studies from the Baymard Institute, shows that enhancing usability can lead to substantial improvements in performance metrics, akin to the 35.26% rise in conversion rates noted in e-commerce environments.

Lastly, with anticipated total deposit expenses raised to 2.03% in 2025, companies must consider the broader economic context when making software choices. Glasscubes provides competitive pricing plans, including options for monthly and annual billing, ensuring that companies can find a solution that fits their budget.

Compliance and Regulatory Considerations in Tax Software

Compliance with tax regulations is paramount for CPAs, and several key considerations must be taken into account:

1. Making Tax Digital (MTD): Software must be fully compatible with MTD requirements, which mandate digital record-keeping and the electronic submission of tax returns. As of 2025, compliance rates among UK accountants have demonstrated substantial enhancement, with numerous businesses adopting solutions that simplify this process. For example, companies utilising Glasscubes have indicated a 40% rise in customer response rates, showcasing the efficiency of compliant programmes in improving communication and engagement.

2. Data Protection Regulations: Adherence to GDPR and other data protection laws is essential for safeguarding customer information. Recent statistics indicate that businesses implementing formal compliance charters have saved an average of $520,000, underscoring the financial benefits of prioritising data security. Glasscubes, with its secure, GDPR-compliant platform, exemplifies how compliance-oriented applications can enhance operational efficiency while safeguarding user data.

3. Audit Trails: The capability to maintain detailed records of all transactions and changes is crucial for compliance and audit purposes. Effective tax return software for CPA, such as Glasscubes, should provide comprehensive audit trails that facilitate transparency and accountability, ensuring that all client interactions are documented and easily accessible.

4. Tax Law Updates: Tax return software for CPA must automatically update to reflect changes in tax legislation, ensuring that filings remain compliant with current laws. This feature is becoming more essential as tax regulations change, especially with the ongoing influence of MTD on the requirements for tax return software for CPA. Glasscubes ensures that users are always working with the latest tax information, reducing the risk of non-compliance.

5. User Training: Providing adequate training for staff on the compliance features of the software can help mitigate risks associated with non-compliance. Expert insights suggest that well-trained teams are better equipped to navigate the complexities of tax regulations, ultimately enhancing the firm’s compliance posture. Dean Shepherd, director of customer education and engagement at TaxCalc, expressed worries regarding the usability of HMRC’s website, stating, “I really cannot imagine using it in a professional capacity for paying customers – even for the smallest of practises – it’s just not a good return on the time invested.” This underscores the significance of efficient digital solutions like Glasscubes that not only adhere to regulations but also improve usability and user engagement.

Integrating these factors into the choice of tax return software for CPA not only guarantees adherence but also enhances overall operational efficiency, allowing CPAs to focus on delivering value to their clients. The documented time savings of 288 hours by users of Glasscubes during a tax season further demonstrate the practical advantages of employing compliance-focused software, including streamlined payroll management and automated reminders that enhance communication with customers. The automated reminder feature allows users to send customisable messages and schedule reminders flexibly, ensuring timely communication with clients.

This capability, combined with Glasscubes’ user-friendly interface and secure file sharing, positions it as a comprehensive solution for accounting firms.

Comparative Analysis of Leading Tax Return Software

In this section, we compare several leading tax return software options based on key criteria:

1. TurboTax: Renowned for its intuitive user interface and extensive support, TurboTax stands as a premier choice for both individuals and businesses. It offers a comprehensive suite of features, including step-by-step guidance and a robust knowledge base. With pricing beginning at £39.99 for basic services, it is accessible for a wide range of users.

2. H&R Block: This programme distinguishes itself through exceptional customer support and diverse pricing tiers, effectively catering to various user needs. H&R Block also provides a free version for simple tax returns, making it an attractive option for those with straightforward financial situations. Its user-friendly design and helpful resources significantly enhance the overall experience.

3. TaxCalc: A favoured option among UK accountants, TaxCalc is lauded for its seamless integration capabilities and strong compliance features. With pricing starting at £38 for individual returns, it offers excellent value for professionals seeking a reliable solution that meets regulatory requirements while streamlining their workflow.

4. Taxfiler: Designed specifically for accountants, this cloud-based solution offers tailored features that enhance professional use. Taxfiler is recognised for its competitive pricing and impressive performance metrics, making it a solid choice for firms looking to optimise their tax preparation processes.

5. GoSimpleTax: Targeted at self-assessment users, GoSimpleTax is both affordable and user-friendly, making it ideal for freelancers and sole traders. With pricing starting at just £25 per year, it provides essential tools for managing tax obligations without overwhelming users with complexity.

As Patrick and John, the founders of Stripe, noted, “Thirteen years, and more than a doubling in internet users later, it’s still early. The world of 2034 is going to look very different.” This quote underscores the evolving landscape of technology, particularly relevant in the context of tax solution tools.

Moreover, the Intergovernmental Panel on Climate Change estimates that the world will need to remove 5–10 gigatons of CO2 each year by 2050, emphasising the importance of accountability and ongoing enhancement—principles that align with the necessity for efficient tax solutions in managing financial obligations.

Additionally, the case study on Stripe Climate illustrates how companies are investing in technology and sustainability, highlighting the significance of selecting the appropriate tax tools for accountants. Each application option for tax return software for CPAs presents unique strengths and weaknesses, underscoring the importance for CPAs to carefully assess their specific requirements before making a selection.

User Experiences: Testimonials and Case Studies

User testimonials and case studies provide critical insights into the performance of tax return software, showcasing their strengths and user satisfaction:

TurboTax: Users consistently praise its intuitive interface and extensive support, emphasising how it simplifies the filing process. Numerous accountants state that tax return software for CPA, such as TurboTax, greatly decreases the time dedicated to tax preparation, enabling them to concentrate on more intricate customer demands.

H&R Block: The availability of in-person support stands out for many users, particularly during intricate tax situations. Testimonials reveal that this personal touch can be invaluable, especially for individuals who prefer face-to-face interactions when managing their tax filings.

TaxCalc: Accountants have noted that TaxCalc’s seamless integration with existing systems has greatly streamlined their workflows. Case studies indicate that tax return software for CPA can result in substantial time savings, with some users reporting reductions in processing time by up to 30%, allowing for more efficient client service.

Taxfiler: Users express high satisfaction with its cloud-based features, which facilitate easy access and collaboration among team members. This flexibility is particularly advantageous for organisations with remote work setups, improving productivity and communication.

GoSimpleTax: Freelancers often commend its affordability and user-friendly design, making it a favoured choice for those new to self-assessment. User feedback highlights how its straightforward approach helps demystify the tax filing process for individuals who may feel overwhelmed by more complex software options.

Glasscubes: Accounting firms utilising Glasscubes benefit from dedicated onboarding assistance, fostering organised processes and enhancing user satisfaction. As noted by Steve, an audit manager at MGI, “Glasscubes has helped massively to date, with the whole audit process. The customers appreciate the openness to see precisely what information they still need to submit. Rather than keep asking us, they can just log in to Glasscubes and see this for themselves.” This support, combined with features like automated reminders and secure workspaces, positions Glasscubes as a valuable tool for accountants. The audit group has thoroughly enjoyed the process, benefiting from having everything in one location, which enhances efficiency and engagement compared to traditional email methods.

These experiences underscore the significance of choosing tax applications that align with user needs and preferences, ultimately improving efficiency and client satisfaction.

Summary of Findings: Choosing the Right Tax Return Software

Choosing the appropriate tax return programme is a crucial decision for accounting professionals, necessitating a thorough evaluation of several key factors:

1. Key Features: Prioritise software that provides a user-friendly interface, seamless integration with existing systems, and regular compliance updates to stay abreast of evolving regulations. With Glasscubes, you can discover how we transform client engagements in just 4 minutes, streamlining information gathering to elicit faster, higher-quality responses from clients. Watch our on-demand demo to see it in action!

2. Pricing Models: Evaluate various pricing structures, including subscription-based, pay-per-use, and one-time purchase options, to identify the most cost-effective solution for your firm’s budget. Negotiating with multiple vendors can yield better outcomes and a more positive experience. Glasscubes offers tailored experiences, allowing you to click here to schedule a personalised demo with one of our Product Specialists.

3. Performance Metrics: Assess applications based on speed, accuracy, user satisfaction, and scalability to ensure alignment with your operational requirements and the capacity to grow with your practise. Companies such as Menzies have reported a 40% enhancement in customer response times following the implementation of Glasscubes, underscoring the effectiveness of our automated communication and information collection tools.

4. Compliance Requirements: Verify that the tax return software for CPA adheres to Making Tax Digital (MTD) regulations and complies with data protection laws, safeguarding customer information.

5. User Feedback: Leverage testimonials and case studies to gauge real-world performance. For instance, firms that have embraced innovative solutions report significant time savings and improved client engagement, with one user noting an impressive 288 hours saved in a single tax season. Furthermore, 48% of users who experienced a negative negotiation were inclined to endorse the product, highlighting the importance of user input in the decision-making process.

As the accounting landscape evolves—especially with 66% of accountants ready to invest in AI and the expectation that automated systems will significantly impact accounting firms over the next 30 years—staying informed about the latest technological advancements is essential for maintaining a competitive edge. Moreover, selecting software that enhances the work environment is vital for attracting and retaining qualified professionals, as evidenced by recent case studies. By carefully weighing these factors and considering the advantages of tax return software for CPA, CPAs can make informed decisions that not only boost operational efficiency but also elevate client service.

Conclusion

Choosing the right tax return software is a pivotal decision that can significantly influence the efficiency and effectiveness of accounting practices. This article has underscored essential features such as user-friendly interfaces, seamless integration, and robust compliance updates, ensuring accountants can navigate the complexities of tax preparation with ease. The importance of automation and real-time tracking has been highlighted, demonstrating how these tools can considerably reduce manual workloads and enhance client interactions.

Moreover, various pricing models, including subscription-based and pay-per-use options, offer flexibility for firms of all sizes, enabling them to select solutions that align with their operational needs and budget constraints. The comparative analysis of leading software options has showcased the unique strengths of each, empowering CPAs to make informed choices based on performance metrics and user experiences.

Compliance considerations, particularly in light of ongoing regulatory changes, reinforce the necessity of selecting software that not only meets current requirements but also adapts to future challenges. The testimonials and case studies presented throughout this article emphasize the tangible benefits of investing in effective tax software, with numerous users reporting substantial time savings and improved client satisfaction.

As the accounting landscape continues to evolve, leveraging innovative tax return software will be crucial for firms striving to maintain a competitive edge. By prioritising the right features, understanding pricing structures, and focusing on compliance, CPAs can optimise their operations and deliver exceptional service to their clients. Embracing these digital solutions not only enhances productivity but also fosters stronger relationships with clients, ultimately positioning firms for success in the dynamic world of accounting.

About the Author: Craig Hyslop

Craig leads the Glasscubes Customer Success Department, with over 30 years experience in the field, helping accountancy firms achieve maximum success with collaborative technology.