TaxSlayer Pro vs UpTax

TaxSlayer Pro helps professional preparers file individual and business tax returns for clients. Its unlimited 1040 program covers individual returns, and every package includes unlimited federal and state e-filing. The Pro Web plan adds cloud-based access from internet-connected devices, so preparers can work across multiple devices. Premium includes corporate tax software and federal and state e-filing for forms 706, 709, 990, 1041, 1065, 1120, 1120-S, and 5500. Clients can use TaxesToGo to send tax information securely and chat with their preparer. Pro Web also lists a client portal, digital-signature compatibility, and paperless-office features. Integrated bank products let clients deduct preparation fees from refunds. Plans cost $1,395 a year for Classic, $1,595 a year for Pro Web, and $1,695 a year for Premium. A free demo is available, but it cannot submit returns. Each purchase includes year-round support in English and Spanish.

UpTax is web-based AI tax preparation software for U.S. CPA, EA, tax, and accounting firms, plus bookkeeping practices and family offices. It reads client documents, reconciles figures, and drafts review-ready returns. Supported forms are 1040, 1065, 1120, 1120S, 1041, and 990, with matching state filings across all 50 states. Firms can submit W-2s, 1099s, K-1s, brokerage statements, trial balances, and prior-year returns, including scans and photos. Return figures link to source documents, calculations, and reasoning; prior-year comparisons flag unexpected changes. Preparer, reviewer, and partner workflows record statuses, notes, and an audit trail. A licensed professional must approve every return, and the AI does not file independently. The homepage says approved returns are e-filed to the IRS and states, with acknowledgements tracked to acceptance. UpTax states that data is encrypted, firm data is isolated, and client data is not used to train shared models. The first two returns are free; paid pricing is available on request.