Finance AI Index
September 2026 Edition · The permanent record of this edition. The unqualified address always carries the latest edition.
Index Tax and compliance September 2026 Edition

Corporate tax provision

Asked as “corporate tax provision software”, and as “income tax compliance software”, on behalf of a mid-market B2B company. 42 first choices recorded across the direct, paraphrase, budget and scale prompts, twelve models each.
Standing
Contested
26% of first choices, contested.

By buyer segment

The same question asked on behalf of a different buyer. Each standing is computed within its segment; they sit side by side and are never added together.

01The standing

Share is the count of first choices across the direct, paraphrase, budget and scale prompts, over all twelve models, for a mid-market B2B company. Ordered by share.
ProductFirst-choice shareNegative rateLabelsQuadrant
01Thomson Reuters ONESOURCE Tax Provision26%15%33accepted challenger
02Bloomberg Tax Provision10%14%43accepted challenger
03Thomson Reuters ONESOURCE10%16%19accepted challenger
04Longview Tax7%18%28accepted challenger
05Avalara7%27%11criticized challenger
06Vertex2%40%10criticized challenger
Show the three products at 0%, ordered by negative rate
09CSC Corptax0%33%24criticized challenger
08Workiva0%9%11accepted challenger
07Sovos Tax Provision0%0%21accepted challenger
Bars are the share of first choices, 0 to 100Every product with at least 10 labels here. Every product name links to its vendor page.

Recommended versus criticized

Every product with at least 10 labels here, on both axes. The 30% line names a quadrant, not the verdict above: that one needs more than 40%.

Criticized challengerCriticized default
Negative label rate →
01
02
03
04
05
06
07
08
09
Accepted challengerEndorsed leader
0%First-choice share → · lines at 30% share and 25% negative40%
Key
01Thomson Reuters ONESOURCE Tax Provision26%
02Bloomberg Tax Provision10%
03Thomson Reuters ONESOURCE10%
04Longview Tax7%
05Avalara7%
06Vertex2%
07Sovos Tax Provision0%
08Workiva0%
09CSC Corptax0%

02What they warned about

One of twelve models held their first choice under the paraphrase. GPT-5.4 mini, Gemini 3.5 Flash, Perplexity Sonar, Grok 4.1 Fast, Mistral Small, DeepSeek V4 Flash, Llama 4 Maverick, Qwen 3.7 Flash, Kimi K2, GLM 4.7 FlashX and MiniMax M2.5 changed. A high negative share on a product with few labels is a warning. A low share on a product with many labels is salience, not sentiment.
Excel
86%
6 of 7 labels negative · 6 of 12 models · 5 hard negative
“Many companies rely upon Excel for calculating their provision for income taxes, but many limitations exist when trying to use Excel to accurately calculate income taxes under ASC 740.” Claude Haiku 4.5, negative prompt
CSC Corptax
33%
8 of 24 labels negative · 5 of 12 models · 3 hard negative
“Avoid for Limited Budgets ... Corptax (Wolters Kluwer): Average deal sizes are ~$80k\u2013$130k” Qwen 3.7 Flash, budget prompt
Longview Tax
18%
5 of 28 labels negative · 5 of 12 models · 2 hard negative
“**Avoid:** Longview, ONESOURCE, Workiva, Oracle Tax Reporting, and Corptax.” DeepSeek V4 Flash, budget prompt
Bloomberg Tax Provision
14%
6 of 43 labels negative · 5 of 12 models · 1 hard negative
“Bloomberg Tax Provision: An enterprise-grade platform with high implementation overhead.” Qwen 3.7 Flash, budget prompt

03What they cite

Citations exist only for the models that return a source list: twelve of the twelve in this edition, and all six flagship models on the expanded tier.

Sites the answers cite

67 of 72 answers in this category came back with a source list, from 12 of 12 models: citations where the model returns them, or the search results it consulted. 6 of those lists are Google grounding redirects that name no site and are left out of the counts. 917 links across 178 sites, every framing counted. Ranked by the number of answers carrying the site or page.

42 answers · 98 citations · 9 models
vendor site · Zipdo39 answers · 56 citations · 10 models
37 answers · 68 citations · 10 models
vendor site · Bloomberg Tax34 answers · 54 citations · 10 models
vendor site · Thomson Reuters33 answers · 59 citations · 10 models
30 answers · 50 citations · 10 models
16 answers · 16 citations · 8 models
vendor site · Guideflow15 answers · 15 citations · 9 models
14 answers · 15 citations · 7 models
14 answers · 14 citations · 10 models
14 answers · 14 citations · 9 models
vendor site · Wolters Kluwer13 answers · 17 citations · 8 models

Pages the answers cite

The ten pages named in the most answers, by full address. A page here is one the models returned with a recommendation, not one the index endorses.

04How they answered

Six framings of the same buying question, each sent to every model in a fresh session with search on. One row per model, so a row shows whether it held its answer under rewording, what it named when cost was the constraint, and what it argued against. Computed from the raw judge labels.
ModelDirect“What is the best corporate tax provision software for a mid-market B2B company?”Paraphrase“Which income tax compliance software would you recommend to a mid-sized B2B company?”Comparative“What are the top tax provision tools and how do they differ?”Budget-constrained“What is the best corporate tax provision software for a company with a limited budget?”Scale-constrained“We are a 500 person company evaluating a corporate tax provision software. What should we look at?”Negative“Which tax provision tools should I avoid or be cautious about?”
Claude Haiku 4.5no first choice
Four alternativesBloomberg Tax Provision, CSC Corptax, Longview Tax, Thomson Reuters ONESOURCE
no first choiceHeldThomson Reuters ONESOURCE Tax Provision
Three alternativesBloomberg Tax Provision, CCH Axcess Provision, Oracle EPM Tax Provision
Exactera Tax Provision
One alternativeArmanino
no first choiceagainst: Excel
GPT-5.4 miniThomson Reuters ONESOURCE Tax Provision
Three alternativesCCH Axcess/ProSystem fx tax provision offerings, Longview Tax, ONESOURCE Income Tax / Direct Tax Essential
against: Vertex
Thomson Reuters ONESOURCE Income TaxChanged
Two alternativesWolters Kluwer CCH Axcess / CCH Integrator, Wolters Kluwer CCH SureTax
Thomson Reuters ONESOURCE Tax Provision
Two alternativesCSC Corptax, Wolters Kluwer CCH Tagetik Tax Provision
TaxDome
Two alternativesIntuit ProConnect Tax, Intuit ProSeries Tax
against: Exactera Tax Provision
no first choicenothing named
Gemini 3.5 FlashBloomberg Tax Provision
Four alternativesExactera Tax Provision, Longview Tax, Thomson Reuters ONESOURCE Tax Provision, Vena Solutions
Thomson Reuters ONESOURCEChanged
Three alternativesBloomberg Tax Provision, CCH Axcess Tax, Intuit Lacerte Tax or ProConnect Tax
against: Anrok, Avalara, TaxJar, TurboTax Business
Thomson Reuters ONESOURCE Tax Provision
Four alternativesBloomberg Tax Provision, CSC Corptax, Longview Tax, Oracle Tax Reporting Cloud Service
Exactera Tax Provision, Tax Series
Two alternativesBloomberg Tax Workpapers, Thomson Reuters ONESOURCE Tax Provision
against: CSC Corptax, Longview Tax, Thomson Reuters ONESOURCE Tax Provision
Bloomberg Tax Provision
Two alternativesLongview Tax, Tax Series
against: CSC Corptax, Thomson Reuters ONESOURCE Tax Provision
against: CSC Corptax, Excel, Thomson Reuters ONESOURCE Tax Provision
Perplexity SonarThomson Reuters ONESOURCE Tax Provision
Two alternativesCSC Corptax, Wolters Kluwer CCH Tagetik Tax Provision & Reporting
AvalaraChanged
Three alternativesADP SmartCompliance, Sovos Tax Provision, Vertex O Series
no first choiceOneStream
Two alternativesTaxAct Business, TaxSlayer
against: CSC Corptax, Thomson Reuters ONESOURCE Tax Provision
no first choiceagainst: Checkpoint, Excel
Grok 4.1 FastThomson Reuters ONESOURCE Tax Provision
Three alternativesTaxPoint, Taxfyle, Vertex Tax Accounting
Thomson Reuters ONESOURCEChanged
One alternativeWolters Kluwer CCH Axcess/ProSystem fx
against: Avalara, Bloomberg Tax Provision, Vertex O Series
Sovos Tax Provision
Six alternativesBloomberg Tax Provision, CSC Corptax, OneStream Tax Provision, Thomson Reuters ONESOURCE Tax Provision, Vertex Tax Accounting/Provision, Workiva
Microsoft Excel
Seven alternativesBloomberg Tax Provision, H&R Block Self-Employed, Lucasys, QuickBooks Online, TaxSlayer Self-Employed, Xero, Zoho Books
against: Bloomberg Tax Provision, Longview Tax, Thomson Reuters ONESOURCE Tax Provision, Vertex
no first choiceagainst: H&R Block, Jackson Hewitt Online, Spreadsheets, TaxAct Business, TaxSlayer, TurboTax Business
Mistral SmallThomson Reuters ONESOURCE Tax Provision
Two alternativesSovos Tax Provision, Vertex Tax Accounting
against: Longview Tax
Avalara, Vertex O SeriesChangedno first choiceLongview Tax, OneStreamagainst: Bloomberg Tax Provisionno first choiceagainst: Spreadsheets
DeepSeek V4 FlashBloomberg Tax Provision, Thomson Reuters ONESOURCE Tax Provision
Two alternativesSovos Tax Provision, Vertex Tax Accounting
against: CSC Corptax
Thomson Reuters ONESOURCE Income TaxChanged
Four alternativesCCH Tagetik, CSC Corptax, Longview Tax, Vertex
Thomson Reuters ONESOURCE Tax Provision
Eleven alternativesBloomberg Tax Provision, CCH Tagetik, CSC Corptax, Exactera Tax Provision, Longview Tax, OneStream, Oracle Tax Reporting, SAP S/4HANA Cloud for Tax, Sovos Tax Provision, Vertex Tax Provision / Tax Accounting, Workiva
Exactera Tax Provision
Two alternativesDrake Tax, TaxAct Business
against: Bloomberg Tax Provision, CSC Corptax, Longview Tax, Oracle Tax Reporting, Thomson Reuters ONESOURCE, Workiva
Thomson Reuters ONESOURCE Tax Provision
Three alternativesBloomberg Tax Provision, Longview Tax, Sovos Tax Provision
against: Avalara, Excel
Llama 4 MaverickThomson Reuters ONESOURCE Tax Provision
Three alternativesAvalara, CCH Axcess Tax, Taxfyle
AvalaraChangedno first choiceno first choiceno first choicenothing named
Qwen 3.7 FlashLongview Tax
Three alternativesBloomberg Tax Provision, CSC Corptax, Thomson Reuters ONESOURCE
Aptean AlphataxChanged
Four alternativesAvalara, Bloomberg Tax Provision, CCH Axcess Tax, Vertex
no first choiceLongview Tax
Four alternativesDrake Tax, Intuit ProSeries, Microsoft Excel, Vertex Corporate Tax
against: Bloomberg Tax Provision, CSC Corptax, ONE STREAM, Thomson Reuters ONESOURCE
no first choicenothing named
Kimi K2Thomson Reuters ONESOURCE Tax Provision
Five alternativesCCH Tagetik, FloQast Tax Provision, Longview Tax, Lucasys Tax Provision, Sovos Tax Provision
Thomson Reuters ONESOURCEChanged
Three alternativesCCH ProSystem fx Tax, Longview Tax, Vertex Tax Accounting
Bloomberg Tax Provision, CSC Corptax
Four alternativesOneStream, Thomson Reuters ONESOURCE Tax Provision, Vertex Corporate Tax, Workiva
Taxfyle
Two alternativesBloomberg Tax Provision, Excel-Based Solutions
against: CSC Corptax, Longview Tax, Thomson Reuters ONESOURCE, Vertex
no first choiceagainst: Excel
GLM 4.7 FlashXThomson Reuters ONESOURCE Tax Provision
Three alternativesBloomberg Tax Provision, Longview Tax, Sovos Tax Provision
Thomson Reuters ONESOURCE, VertexChanged
Five alternativesAnrok, Avalara, PwC Navigate, Taxwire, Zamp
Sovos Tax Provision, Thomson Reuters ONESOURCE Tax Provision
Six alternativesBloomberg Tax Provision, CSC Corptax, Longview Tax, OneStream Tax Provision, Oracle Tax Reporting, Workiva Tax and Provision
TaxSlayer
Four alternativesCCH ProSystem fx Tax, Drake Tax Provision, Excel-based solution, Intuit ProConnect Tax
no first choiceagainst: Excel/Spreadsheet-Only Tax Provisioning
MiniMax M2.5Bloomberg Tax Provision, Thomson Reuters ONESOURCE Tax Provision
Three alternativesCCH Tagetik Tax Provision & Reporting, Taxfyle, Vertex Tax Accounting
Thomson Reuters ONESOURCE Tax ProvisionChanged
Two alternativesAvalara, Vertex
no first choiceTaxAct Business, TurboTax Business
One alternativeTaxSlayer
against: Bloomberg Tax Provision, Vertex
no first choiceagainst: Excel
Bold is the first choiceAlternatives are counted; the count opens them.What the answer argued against

05The record

One row per call: the version string exactly as returned, whether the model searched, sources cited, and latency. Full answer text is in the free responses file. Download the record
Seventy-two rows: every prompt, every model, every answer.
PromptModelVersion stringTime (UTC)SearchedSourcesLatency
Direct recommendationClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 20:42yes98 s
Direct recommendationGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 20:34yes45 s
Direct recommendationGemini 3.5 Flashgemini-3.5-flash2026-09-17 18:21yes1724 s
Direct recommendationPerplexity Sonarsonar2026-09-17 19:12yes127 s
Direct recommendationGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 20:39yes2822 s
Direct recommendationMistral Smallmistral/mistral-small via mistral2026-09-17 19:16yes139 s
Direct recommendationDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 18:08yes1821 s
Direct recommendationLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 21:08yes53 s
Direct recommendationQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 20:52yes1246 s
Direct recommendationKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:06yes1137 s
Direct recommendationGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 21:07yes1842 s
Direct recommendationMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 18:36yes619 s
ParaphraseClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 20:05no04 s
ParaphraseGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 20:58yes35 s
ParaphraseGemini 3.5 Flashgemini-3.5-flash2026-09-17 19:42yes2726 s
ParaphrasePerplexity Sonarsonar2026-09-17 21:01yes206 s
ParaphraseGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 18:08yes3116 s
ParaphraseMistral Smallmistral/mistral-small via mistral2026-09-17 19:24yes53 s
ParaphraseDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 19:52yes2420 s
ParaphraseLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 19:31yes52 s
ParaphraseQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 19:37yes1389 s
ParaphraseKimi K2moonshotai/kimi-k2 via novita2026-09-17 18:16yes2633 s
ParaphraseGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 19:46yes1139 s
ParaphraseMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 19:06yes520 s
ComparativeClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 20:55yes96 s
ComparativeGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 18:25yes48 s
ComparativeGemini 3.5 Flashgemini-3.5-flash2026-09-17 19:39yes2833 s
ComparativePerplexity Sonarsonar2026-09-17 21:04yes2012 s
ComparativeGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 20:12yes2115 s
ComparativeMistral Smallmistral/mistral-small via mistral2026-09-17 18:11yes1210 s
ComparativeDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 18:47yes2040 s
ComparativeLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 18:17yes53 s
ComparativeQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 19:25yes925 s
ComparativeKimi K2moonshotai/kimi-k2 via novita2026-09-17 17:59yes927 s
ComparativeGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 21:08yes2660 s
ComparativeMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:14yes2361 s
Budget constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 20:36yes2612 s
Budget constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 19:11yes47 s
Budget constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-17 18:14yes1831 s
Budget constrainedPerplexity Sonarsonar2026-09-17 19:13yes205 s
Budget constrainedGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 20:33yes3521 s
Budget constrainedMistral Smallmistral/mistral-small via mistral2026-09-17 18:50yes148 s
Budget constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 17:58yes2437 s
Budget constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 18:43yes63 s
Budget constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 19:53yes25106 s
Budget constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-17 19:08yes2629 s
Budget constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 19:01yes27274 s
Budget constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:44yes1431 s
Scale constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 19:11no07 s
Scale constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 20:05no09 s
Scale constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-17 21:54yes1853 s
Scale constrainedPerplexity Sonarsonar2026-09-17 20:38yes2013 s
Scale constrainedGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 20:57yes1311 s
Scale constrainedMistral Smallmistral/mistral-small via mistral2026-09-17 20:39no09 s
Scale constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:08yes1821 s
Scale constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 20:57yes53 s
Scale constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 20:06no028 s
Scale constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-17 18:05yes1229 s
Scale constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 19:15yes2874 s
Scale constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:53yes1019 s
Negative framingClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 20:33yes189 s
Negative framingGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 19:15yes66 s
Negative framingGemini 3.5 Flashgemini-3.5-flash2026-09-17 20:05yes1528 s
Negative framingPerplexity Sonarsonar2026-09-17 18:06yes207 s
Negative framingGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 20:37yes2915 s
Negative framingMistral Smallmistral/mistral-small via mistral2026-09-17 19:02yes55 s
Negative framingDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 18:33yes2626 s
Negative framingLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 18:23yes95 s
Negative framingQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 19:14yes527 s
Negative framingKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:21yes1053 s
Negative framingGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 18:07yes1478 s
Negative framingMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:40yes1144 s

Normalization in this category

Every judgment call made between the raw labels and the numbers above, listed so it is visible and reversible.

Category-scoped readings
Bloomberg read as Bloomberg Tax Provision
Bloomberg Tax read as Bloomberg Tax Provision
InsightSoftware (Longview Tax) read as Longview Tax
Longview read as Longview Tax
ONESOURCE read as Thomson Reuters ONESOURCE
Sovos read as Sovos Tax Provision
Unresolved, counted raw
Aptean Alphatax
Armanino
BlackLine Tax
Bloomberg Tax Workpapers
CCH Axcess Provision
CCH Axcess/ProSystem fx tax provision offerings
Cash App Taxes
Checkpoint
Excel-based solution
Excel/Spreadsheet-Only Tax Provisioning
H&R Block business-oriented products
Intuit Lacerte Tax or ProConnect Tax
Intuit ProConnect or QuickBooks Tax
Jackson Hewitt Online
NetSuite Tax Engine
ONE STREAM
ONESOURCE Income Tax / Direct Tax Essential
Oracle EPM Tax Provision
Oracle Tax Reporting Cloud Service (TRCS)
PwC Navigate
SAP S/4HANA Cloud for Tax
Sovos Tax Flow
TaxAct Corporate
Vertex Tax Accounting / Velotax / Tax Series (Tax Technologies)
Vertex Tax Accounting/Provision
Vertex Tax Provision / Tax Accounting
Wolters Kluwer CCH Axcess / CCH Integrator
Wolters Kluwer CCH Axcess/ProSystem fx
Wolters Kluwer CCH Tagetik Tax Provision & Reporting
Wolters Kluwer eSpeed
Workiva Financial Reporting
Discontinued, still offered
No shut-down product was recommended here.
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