ProTaxPro.com

ProTaxPro.com is cloud-based professional tax software. Put simply, it is about building software for you when nothing off the shelf fits.

Who is it for? Mostly companies with a specific process to automate. They also list Financial Services and Service Industry, so expect those to show up in the feature set. As a very small company team themselves (1 to 10 people), they tend to serve customers of a similar scale best. You will probably talk to the people who build it, which is great until you need 24/7 support.

ProTaxPro.com is based in Oxnard, California. Their site is protaxpro.com.

Our checklist for this category: portfolio relevance, who owns the code, and how they handle changes. A short pilot with your real data tells you more than any demo.

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