No. 19 of 108 ·Tax Compliance Software

Tax Series

Web · API

Freedom report

One barScore 6.5

Free tierNo free tier on record
Open codeNo open-source code on record
Runs widely1 of 6 device platforms
DocumentedPlans, terms and facts published

Tax Series is ranked #19 of 108 in tax compliance software on Freedom251, made by Tax Series (Haworth, New Jersey, United States). It runs on API, Web. A free trial is offered.

Tax Series plans and pricing

All plans

Tax Series Not published Fixed licensing fee based on scope determined during proof of concept; pricing not listed taxtechnologies.com · 3 Oct 2026

Compared on tax compliance software

Business entity support: U.S. corporate taxpayers and multinational corporations
Federal e-file: Yes
State e-file: Yes
Bookkeeping imports: Yes
Prior-year import: Yes

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The record

Product: Tax Series is web-native corporate tax software for corporate income tax processes.
Intended users: The vendor describes Tax Series as well suited to medium and large multinational corporate clients.
Provision: The Provision module supports worldwide tax provision reporting under ASC 740 and calculations under U.S. GAAP or IFRS.
Compliance: The Compliance module automates corporate tax calculations and population of forms including Forms 5471, 8865, and 8858.
BEPS reporting: The BEPS module supports automated Country-by-Country reports, master and local files, and multi-jurisdictional reporting.
Data collection: Data Collector assigns packages to preparers, reviewers, and approvers and provides real-time project monitoring.
Integrations: Tax Series Web Services supports bidirectional data transfer with client systems, data validation, and triggering calculations.
Proof of Concept: Prospective clients can use Tax Series for a full tax cycle at no cost before deciding whether to license it.
Security: The vendor says it annually obtains third-party SOC 1 and SOC 2 reports and has an in-house security team.
Support: Each client is assigned a dedicated support representative, and the vendor says clients receive free support hours based on licensed products.
Data access after termination: After a subscription expires or is terminated, clients receive three months of read-only access at no cost to retrieve data.
Maker history: Tax Technologies says it started in 2000 and has had no ownership changes.
Product scope: Tax Series is web-native corporate tax software that supports corporate income tax processes and reuses data across them.
Data reuse: Tax Series uses a single database for data collection, compliance, provision, planning, audit support, legal entity maintenance, tax calendar, and document management.

Where it ranks on Freedom251

Best Tax Compliance Software in 2026#19 of 108
Best Small Business Tax Software in 2026#5 of 29
Best Corporate Tax Software in 2026#5 of 27
Best Tax Provision Software in 2026#6 of 19

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Sources

taxtechnologies.com· checked 2 Oct 2026
taxtechnologies.com/resources/faqs· checked 2 Oct 2026
taxtechnologies.com/products/provision-module· checked 2 Oct 2026
taxtechnologies.com/products/compliance-module· checked 2 Oct 2026
taxtechnologies.com/products/beps-module· checked 2 Oct 2026
taxtechnologies.com/products/data-collector· checked 2 Oct 2026
taxtechnologies.com/proof-of-concept· checked 2 Oct 2026
taxtechnologies.com/partners· checked 3 Oct 2026