Rating
4.9
13 reviews
Starting price
$25
Per User
Categories
2
Founded
2020
Employees
3
Need an upgrade from color-coded spreadsheets to track work, but don’t need a full practice management overhaul? TaxFlow is a simple, focused solution designed specifically to help tax professionals organize and manage their tax workflow—without duplicating features you already have in other systems. It’s easy for your whole team to learn and built so you can get value from the full functionality right away—no steep learning curve, no months of training.
Ad spend / mo
$0
0 paid keywords
Paid visits / mo
0
Organic keywords
65
Organic visits / mo
185
Running 1 ads on LinkedIn as TaxFlow - a paid B2B channel, on top of any Google/Capterra spend. Includes video creative.
View on LinkedIn Ad LibraryThe shared messaging across Accounting Firm Practice Management Software advertisers - the validated angles to copy. See the niche →
(13 reviews)
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.
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.
James D. · President · Accounting · July 7, 2025
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.
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.
| Category | Page | Rank | Placement |
|---|---|---|---|
| Accounting Practice Management | 1 | 4 | Ad |
Domain confidence 98%
Aron F. · CPA · Accounting · July 7, 2025
Really positive. It was easy to get started, and I appreciated how focused and user-friendly everything was. If I didn’t already have other systems in place, I’d absolutely be using it. It’s a solid option, especially for firms looking for a cleaner, more affordable alternative to the bigger platforms.
Pros: It’s super intuitive and clearly built with accountants or bookkeepers in mind. I loved how easy it was to track tasks and manage my workflows without feeling overwhelmed. It’s clean, efficient, and it was intuitive to use.
Cons: Honestly, nothing about the software itself — it’s great. I already had other software in place that overlaps with what TaxFlow does, and since those are tied into more expensive systems I’m already paying for, it didn’t make sense for me to keep both.
sabrina c. · Owner · Accounting · May 22, 2025
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.
Jennifer T. · Partner · Accounting · December 18, 2024
Positive experience. Would recommend to smaller companies or companies that need a starting software.
Pros: Easy to set up and use. The company is very responsive to questions and suggestions.
Cons: We didn't find any cons, our company just grew to need something more inclusive for bookkeeping, payroll, and taxes.
Ronnice T. · Operations Manager · Accounting · December 11, 2024
Puede que el coste inicial pueda parecer elevado, pero a la larga compensa.
Pros: Lo que más destacaría es la simplificación de datos, que con otros programas hacen bastante complicada la gestión de tareas. Además, hemos visto que a la larga la productividad del equipo de trabajo era más eficiente.
Cons: Facilidad de uso.Interfaz sencilla e intuitiva.Información en la nube.
Anonymous User · Ingeniero · Construction · February 22, 2023
TaxFlow worked with us to find solutions and helped implement information needed. The customization process was efficient. Amazing staff to work with. A pleasure to work with TaxFlow.
Pros: Product easy to use. Very clear interface. I-cloud based which makes it perfect for us in multiple offices and multiple time zones.
Cons: When we were deciding which system to purchase, we initially thought TaxFlow may not have all the functionalities that we were looking for. However, they worked with us to find solutions and helped implement information needed. The customization process was efficient. Amazing staff to work with.
Boleyn R. · U.S. Tax Technician · Accounting · December 9, 2022
Very good communication & support when I started out.
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
Lee V. · Owner · Accounting · July 28, 2022
Pros: I have been looking for something like this for years! I love how simple this software is in tracking projects as they come into the office and through the different stages. No bells or whistles, only pay for exactly what we need.
Cons: It would be great if projects would be able to roll over for the following year into a project that is not received yet, or something like that status.
Kathy G. · Administrative Assistant · Accounting · July 11, 2022
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.
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.
Elizabeth R. · Owner · Accounting · June 24, 2022
Pros: The product is very easy to use and simplifies tracking our progress through tax season. The benefits of the product far outweigh the cost. Tax Flow has helped our team work more efficiently and spend more time on other aspects of tax season.
Cons: The only improvement we hope for in the future is integrations and workflows. Besides that this software delivers exactly what Tax Flow describes.
Ryan M. · CPA · Financial Services · June 23, 2022
Pros: Easy way to view where we were in the process on completing the return and if anything was outstanding.
Cons: Would like a default sorting view and better way to manage tags.
Beth D. · Financial Services Coordinator · Financial Services · June 22, 2022
I've been able to customize what I want to see and notably increase my efficiency.
Pros: TaxFlow makes it easy for me to keep track of the progress of each client file.
Cons: It doesn't integrate with Thomson Reuters software.
Jennifer H. · Tax Preparer · Accounting · June 16, 2022
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