--- description: Review of TaxFlow Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: TaxFlow | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [Tax Practice Management Software](/directory/4237/tax-practice-management/software) > [TaxFlow](/software/262445/taxflow) # TaxFlow Canonical: https://www.softwareadvice.ie/software/262445/taxflow Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.ie/software/262445/taxflow?page=2) > Looking to replace spreadsheets for managing tax work, but don’t require the complexity of full-scale practice management tools? TaxFlow is a purpose-built platform that helps tax professionals efficiently track and manage their workflow—without overlapping with systems you already use. The software is intuitive, easy for teams to adopt, and delivers immediate value without the need for extensive training or onboarding. > > Verdict: Rated **4.9/5** by 13 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.9/5** | 13 Reviews | | Ease of Use | 4.9/5 | Based on overall reviews | | Customer Support | 5.0/5 | Based on overall reviews | | Value for Money | 4.8/5 | Based on overall reviews | | Features | 4.5/5 | Based on overall reviews | | Recommendation percentage | 100% | (10/10 Likelihood to recommend) | ## About the vendor - **Company**: TaxFlow ## Commercial Context - **Starting Price**: US$25.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: $25/Month Annual License $30/Month Monthly License - **Target Audience**: Self Employed, 2–10, 11–50 - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Australia, Canada, Mexico, United States ## Features - Accounting - Approval Workflow - Client Management - Configurable Workflow - Data Import/Export - Due Date Tracking - For Accountants - For CPA Firms - Progress Tracking - Project Management - Real-Time Updates - Reminders - Reporting & Statistics - Reporting/Analytics - Search/Filter - Status Tracking - Task Management - Workflow Management ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support ## Category - [Tax Practice Management Software](https://www.softwareadvice.ie/directory/4237/tax-practice-management/software) ## Related Categories - [Tax Practice Management Software](https://www.softwareadvice.ie/directory/4237/tax-practice-management/software) - [Actuarial Software](https://www.softwareadvice.ie/directory/4334/accounting-practice-management/software) - [Business Management Software](https://www.softwareadvice.ie/directory/4371/business-management/software) ## Alternatives 1. [TaxDome](https://www.softwareadvice.ie/software/335839/taxdome) — 4.7/5 (3578 reviews) 2. [Canopy](https://www.softwareadvice.ie/software/127735/canopy) — 4.5/5 (285 reviews) 3. [Financial Cents](https://www.softwareadvice.ie/software/80460/financial-cents) — 4.8/5 (260 reviews) 4. [IRS Solutions Software](https://www.softwareadvice.ie/software/180385/irs-solutions-software) — 4.8/5 (99 reviews) 5. [Firm360](https://www.softwareadvice.ie/software/355244/firm360) — 4.7/5 (159 reviews) ## Reviews ### "Tracking Without Hassle" — 5.0/5 > **James** | *7 July 2025* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: We are a small firm that was using CCH's Workstream for our tax project tracking, which was tedious, unintuitive and very slow. We are very glad that we have made the switch to TaxFlow. It is easy to use, easy to customize for how our firm operates, handles all of the important things needed for tracking, and is always being improved. What once took numerous clicks, entries \& minutes is now completed in seconds with just a few clicks. And we even saved some money in the end. Great - and much needed - product\! > > **Cons**: TaxFlow worked very well for us from the beginning and has only been improved since. We have no complaints. > > Our experience with TaxFlow has been great. It was easy to implement, it is easy to use and, when needed, the support has been terrific. ----- ### "Excellent tax return tracking software for CPAs" — 5.0/5 > **Aron** | *7 July 2025* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: It is basic, customizable, and not complicated at all. Other tracking software try to do far too much and are needlessly complicated. > > **Cons**: There currently is not an email notification option for when an assignee is changed. The developer is aware of this and will look into an update for it. > > We have been very pleased with TaxFlow for tracking our tax return projects. Creating the projects is straightforward and the customizations of the worksteps is easy. We are able to see the statuses we want to see for each project and can sort them easily as well. ----- ### "TaxFlow is Easy to set up & Use" — 5.0/5 > **Lee** | *28 July 2022* | Accounting | Recommendation rating: 8.0/10 > > **Pros**: So much simpler than other task management software. I find others are just too convoluted and really overkill. > > **Cons**: Sending a reminder to me or when i login would be super helpful > > Very good communication \& support when I started out. ----- ### "Great system for small firms" — 5.0/5 > **Jennifer** | *18 December 2024* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: Very easy to set up and use. We were able to seamlessly track all of our tax returns throughout the year and see very quickly what the status was for each. > > **Cons**: Nothing - it worked great for our small firm. ----- ### "Perfect\!" — 5.0/5 > **Elizabeth** | *24 June 2022* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: I love that this is just a step above a normal spreadsheet and easier to collaborate on. I did not need one hundred features, I needed to track our workflow. I needed to see who had open returns and where we were in the process. Extra features are nice but I already have a CRM and a portal so I did not need to combine all those things. Tax Flow fills that need perfectly\! > > **Cons**: I look forward to reporting features coming. > > TaxFlow has made it much easier for anyone in the office to see exactly where a return is and what, if anything, we are waiting on. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.ie/software/262445/taxflow?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/262445/taxflow) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data