DT Max T2 vs Tax Series
DT Max T2
thomsonreuters.caTax Series
taxtechnologies.comSide by side
| Figure | DT Max T2 | Tax Series |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| API | — | Yes |
| Plans published | 1 | 1 |
| Spec score · Corporate Tax Software | 7.5 (#11) | 7.5 (#12) |
| Spec score · Tax Compliance Software | 7.2 (#81) | 8.0 (#25) |
| Integrations | DT Max integrates with the DT Professional Suite and Onvio cloud software. | Tax Series Web Services can transfer data bi-directionally between Tax Series and client systems, validate data, and trigger calculations. |
| Security | DT Max includes encryption and a security system that can restrict specified program attributes to authorized personnel. | The company says it obtains annual SOC 1 and SOC 2 reports from a third party and has in-house security staff. |
| Support | Users can contact software support by phone and submit support questions by email through the in-program support request form. | Each client is assigned a dedicated support representative reachable by phone or email, and the company describes its support as proactive. |
Plans
In their own words
DT Max T2
DT Max T2 prepares corporate tax returns for Canadian tax professionals, with coverage for all types of Canadian corporations, not only CCPCs. It supports GIFI import, synchronization and manual entry, alongside one-page data entry, side-by-side display, reconciliation statements, interactive diagnostics and preset templates. Users can import a related or associated corporation’s tax data using its client number. Its planning tool allows up to six simultaneous scenario versions per client while preserving the production return. The software also supports charity returns, including T3010, and electronic filing. DT Max integrates with DT Professional Suite and Onvio cloud software. Security features include encryption and controls that can restrict specified program attributes to authorized personnel. Support is available by phone or through an in-program email request form. Deployment is desktop, with web and Windows listed; the stated requirements support Windows 11 64-bit x86 but not Windows on ARM or Windows 11 S mode. Pricing is on request, with no free plan and a free trial available after submitting a request form.
Tax Series
Tax Series is web-native corporate tax software for corporate income tax processes, with shared data used across tax work. Its modules cover worldwide provision reporting under ASC 740, corporate tax compliance, and BEPS reporting. Provision supports calculations under U.S. GAAP or IFRS. Compliance automates corporate tax calculations and population of forms including 5471, 8865, and 8858; BEPS supports Country-by-Country reporting and master and local files. Data Collector assigns packages to preparers, reviewers, and approvers and provides real-time project monitoring. Web Services supports two-way data transfer with client systems, data validation, and calculation triggers. A single database also supports planning, audit support, legal entity maintenance, tax calendar, and document management. The vendor describes the product as well suited to medium and large multinational corporate clients, and it supports U.S. corporate taxpayers and multinational corporations. Pricing is on request. Prospective clients can use it for a full tax cycle at no cost through a proof of concept, typically a 2–10 week process. After subscription termination, clients receive three months of read-only access to retrieve data.