# Corporate tax provision for small business buyers: what AI models recommend, October 2026

Finance AI Recommendation Index, October 2026 Edition. Asked as "corporate tax provision software" and as "income tax compliance software", six framings each, to fourteen models with search on, on behalf of a small B2B company. Page: https://finance-ai-index.com/tax/corporate-tax-provision/smb/

**Standing:** TaxAct Business leads with 28% of first choices; verdict contested. 53 first choices across the direct, paraphrase, budget and scale prompts.

## First-choice share

| # | Product | Share | Negative rate | Labels |
|---|---|---|---|---|
| 1 | TaxAct Business | 28% | 3% | 37 |
| 2 | Bloomberg Tax Provision | 15% | 37% | 46 |
| 3 | TurboTax Business | 13% | 20% | 20 |
| 4 | QuickBooks Online | 6% | 8% | 13 |
| 5 | TaxSlayer | 4% | 8% | 13 |
| 6 | Thomson Reuters ONESOURCE Tax Provision | 2% | 67% | 48 |
| 7 | Sovos Tax Provision | 0% | 18% | 11 |
| 8 | Longview Tax | 0% | 53% | 19 |
| 9 | CSC Corptax | 0% | 75% | 20 |

## Each model's first choice on the direct prompt

- Claude Haiku 4.5: TurboTax Business; alternatives H&R Block Small Business, TaxAct Business, Xero
- GPT-5.4 mini: Thomson Reuters ONESOURCE Tax Provision; alternatives CCH
- Gemini 3.5 Flash: Bloomberg Tax Provision; alternatives Armanino, Fondo, Kruze Consulting, ONESOURCE Tax Provision Starter Edition
- Perplexity Sonar: Bloomberg Tax Provision; alternatives Longview Tax, Thomson Reuters ONESOURCE Tax Provision
- Grok 4.1 Fast: Intuit ProConnect Tax; alternatives Excel spreadsheets, GoSystem Tax RS, QuickBooks Online, TaxSlayer
- Mistral Small: Bloomberg Tax Provision, Oracle Tax Reporting
- DeepSeek V4 Flash: Bloomberg Tax Provision; alternatives FloQast Tax Provision, Longview Tax, TaxAct Business
- Llama 4 Maverick: TaxAct Business; alternatives Oracle Tax Reporting, TaxSlayer
- Qwen 3.7 Flash: TaxProvision.net; alternatives TaxAct Business, Thomson Reuters ONESOURCE Micro, Trullion
- Kimi K2: TaxAct Business, TurboTax Business; alternatives H&R Block Premium & Business
- GLM 4.7 FlashX: Bloomberg Tax Provision; alternatives Exactera Tax Provision, FloQast Tax Provision, Lucasys Tax Provision, TaxAct Business
- MiniMax M2.5: no first choice
- GPT-6 Luna: Tax Technologies' Tax Series; alternatives CSC Corptax
- Muse Glimmer 30B: TaxAct Business, TaxSlayer; alternatives Bloomberg Tax Provision, Thomson Reuters ONESOURCE Tax Provision, Vertex Tax Accounting

## Sources the answers cite

78 of 84 answers came back with a source list, from 14 of 14 models. Sites named in the most answers:

- zipdo.co: 40 answers, 83 citations
- gitnux.org: 34 answers, 64 citations
- pickmysoft.com: 33 answers, 33 citations
- worldmetrics.org: 32 answers, 66 citations
- tax.thomsonreuters.com: 30 answers, 45 citations
- wifitalents.com: 26 answers, 36 citations
- rightworks.com: 25 answers, 25 citations
- pro.bloombergtax.com: 24 answers, 51 citations

Pages named in the most answers:

- https://zipdo.co/best/corp-tax-software (39 answers)
- https://pickmysoft.com/blog/best-corporate-tax-software (33 answers)
- https://rightworks.com/blog/best-accounting-tax-software-applications (25 answers)
- https://worldmetrics.org/best/corporate-tax-software (20 answers)
- https://gitnux.org/best/tax-provision-software (18 answers)
- https://accounting.com/resources/best-tax-software (14 answers)
- https://quicken.com/blog/best-tax-preparation-and-compliance-tools-for-small-businesses-in-2026 (14 answers)
- https://theaccountingclub.net/best-corporate-tax-software (14 answers)
- https://wifitalents.com/best/small-business-tax-preparation-software (13 answers)
- https://pro.bloombergtax.com/insights/tax-solutions/buyers-guide-how-to-find-the-right-tax-provision-software (12 answers)

## Warned against

- Thomson Reuters ONESOURCE Tax Provision: 32 of 48 labels negative. "Avoid: The "Big Four" proprietary solutions (OneSource, Wolters Kluware) unless you are preparing for a massive IPO immediately. They are often overkill and too rigid for smaller teams." (Qwen 3.7 Flash, scale prompt)
- Bloomberg Tax Provision: 17 of 46 labels negative. "Bloomberg Tax Provision and Thomson Reuters ONESOURCE should be avoided unless the business has a large staff and a budget exceeding $25k–$50k/year" (Llama 4 Maverick, negative prompt)
- CSC Corptax: 15 of 20 labels negative. "Built for large corporate tax teams. Complex setup, high implementation cost, and ongoing licensing fees." (GLM 4.7 FlashX, negative prompt)
- Longview Tax: 10 of 19 labels negative. ""Avoid for now: OneSource, Corptax, Longview – these are enterprise-grade tools with enterprise-grade price tags."" (Muse Glimmer 30B, negative prompt)

## Movement since September 2026

Floor: 10 points of share, measured on the calibration repeat.
New leader: Bloomberg Tax Provision (14%) to TaxAct Business (24%). Margin 7 points, within noise.

- TaxAct Business: 4% to 24%, +21. Cleared the floor by 11 points · rank 7 → 1 of 97.
- Exactera Tax Provision: 8% to 2%, −6. Inside the floor by 4 points · rank 3 → 9 of 97.
- Bloomberg Tax Provision: 14% to 18%, +4. Inside the floor by 6 points · rank 1 → 2 of 97.
- Sovos Tax Provision: 2% to 0%, −2. Inside the floor by 8 points · rank 17 → 19 of 97.
- CSC Corptax: 2% to 0%, −2. Inside the floor by 8 points · rank 27 → 97 of 97.
- Thomson Reuters ONESOURCE Tax Provision: 4% to 2%, −2. Inside the floor by 8 points · rank 10 → 18 of 97.
- TurboTax Business: 12% to 13%, +2. Inside the floor by 8 points · rank 2 → 3 of 97.
- Avalara: 6% to 4%, −1. Inside the floor by 9 points · rank 6 → 5 of 97.
- QuickBooks Online: 6% to 7%, +1. Inside the floor by 9 points · rank 4 of 97, unchanged.
- TaxSlayer: 2% to 2%, ±0. Inside the floor by 10 points · rank 13 → 8 of 97.
- H&R Block Small Business: 0% to 0%, ±0. Inside the floor by 10 points · rank 79 → 21 of 97.
- Workiva Tax and Provision: 0% to 0%, ±0. Inside the floor by 10 points · rank 28 → 26 of 97.

## Record

- Method: https://finance-ai-index.com/methodology/
- Raw judge labels and full responses: https://finance-ai-index.com/data/
- License: CC BY 4.0. Cite as Finance AI Recommendation Index, October 2026 Edition, finance-ai-index.com.