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SPECIFICTION
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TaxOwl Pro Business

taxowlpro.com

From $24.92/mo WebWindowsmacOSLinuxiOSAndroid
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Spec score 7.7 #13 of 30 in Small Business Tax Software

What it is

TaxOwl Pro Business is a cloud add-on for tax professionals filing corporation, partnership, estate, trust, and nonprofit returns. It covers Forms 1120, 1120-S, 1065, 1041, 990, 990-EZ, and 990-N. Features include depreciation and fixed-asset tracking, multi-state filings, and diagnostics for specific entities. Partnership returns support automated K-1 generation for each partner. Estate and trust work includes beneficiary K-1s and fiduciary accounting. The add-on requires an active TaxOwl Pro base license and no desktop installation. The base license includes unlimited individual returns, more than 4,300 IRS forms and schedules, multi-year filing for tax years 2023–2026, and federal and state e-filing. The Business add-on costs $299 a year, billed as $299 flat per season. The base license costs $649 a year, billed as $649 flat per season.

Spec sheet

Purpose
TaxOwl Pro Business extends TaxOwl Pro for tax professionals filing corporation, partnership, trust, and nonprofit returns.Read 9 Oct 2026 · taxowlpro.com
Integrations
The platform lists Zapier workflow automation and PayJunction client payment processing integrations.Read 9 Oct 2026 · taxowlpro.com
Security
TaxOwl says client return data is stored and processed in the filing platform with encryption at rest and in transit, multi-factor authentication, and audit logging.Read 9 Oct 2026 · taxowlpro.com
Compliance
TaxOwl says preparers file under their own PTIN and EFIN, which it verifies before activation.Read 9 Oct 2026 · taxowlpro.com
Support
Platform issues go to CrossLink’s live desk, bank-product issues to the bank partner, and TaxOwl account questions have a one-business-day response SLA.Read 9 Oct 2026 · taxowlpro.com
Headquarters
The site lists a business address in Wesley Chapel, Florida, and a postal correspondence address in Tampa, Florida.Read 9 Oct 2026 · taxowlpro.com
Company
TaxOwl Pro is a product of CKT Ventures, LLC, a Florida limited liability company.Read 9 Oct 2026 · taxowlpro.com
Base product
The base TaxOwl Pro license includes unlimited federal and state returns, 4,300+ forms and schedules, and federal and state e-filing.Read 9 Oct 2026 · taxowlpro.com
Business forms
The Business add-on covers Forms 1120, 1120-S, 1065, 1041, 990, 990-EZ, and 990-N.Read 9 Oct 2026 · taxowlpro.com
Eligibility
Applicants are expected to have an active PTIN, active EFIN, and at least one tax season of return-preparation experience.Read 9 Oct 2026 · taxowlpro.com
Entity tools
Business features include depreciation and fixed-asset tracking, multi-state business filings, and entity-specific diagnostics.Read 9 Oct 2026 · taxowlpro.com
Partnerships
The product supports Form 1065 partnership returns and automated K-1 generation for each partner.Read 9 Oct 2026 · taxowlpro.com
Platform
The Business add-on is cloud-native and requires no desktop installation.Read 9 Oct 2026 · taxowlpro.com
Trusts
The product supports Form 1041 estate and trust returns with beneficiary K-1s and fiduciary accounting.Read 9 Oct 2026 · taxowlpro.com

Plans and prices

TaxOwl Pro Business add-on $299 a year $299 flat / season; requires an active base license and is not standalone. Unlimited business returns · Forms 1120, 1120-S, 1065, 1041, 990 · Multi-state business filings Read 9 Oct 2026 · taxowlpro.com
TaxOwl Pro base license $649 a year $649 flat / season; required for the Business add-on. Unlimited individual returns · 4,300+ IRS forms · Multi-year filing (TY2023–2026) · Cloud filing Read 9 Oct 2026 · taxowlpro.com

Every TaxOwl Pro Business plan and price →

Strong points and limits

Strong points

  • Supports listed corporate and nonprofit forms
  • Generates partnership K-1s automatically
  • Includes multi-state business filings
  • Cloud-native with no desktop installation
  • Provides encryption, MFA, and audit logging

Limits

  • Business add-on requires the base license
  • No free plan is available
  • Applicants need active PTIN and EFIN
  • At least one tax season experience is expected

Who it suits

It suits preparers handling business entities, partnerships, trusts, estates, and nonprofits who meet the active PTIN, EFIN, and experience expectations. It is intended for users willing to maintain the required base license.

Verdict

TaxOwl Pro Business adds entity-focused forms and workflows to the TaxOwl Pro base platform. Budget for both annual licenses and confirm eligibility requirements before selecting it.

Where Specifiction places it

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