Choosing the Right Tax Software for Your Small Firm

Small firms are under more pressure than ever—tight deadlines, rising client expectations, talent shortages, and increasingly complex regulations. If choosing tax software feels overwhelming, you’re not alone.

The right solution isn’t about having every feature—it’s about finding technology that fits how your firm works today and supports how you want to grow. Cloud-native tax software can help eliminate IT headaches, automate updates, improve accuracy, and give your team the flexibility to work securely from anywhere.

Our guide, Choosing the Right Tax Software for Your Small Firm, breaks down what truly matters when evaluating tax solutions. Learn what to prioritize, what to avoid, and how the right platform can simplify workflows, strengthen client relationships, and create capacity for higher-value advisory work.

Discover why small firms are choosing CCH Axcess^™ Tax Essentials to work smarter—not harder.