Finance AI Index
Index Tax and compliance Corporate tax provision › Small business September 2026 Edition

Corporate tax provision for small business buyers

Asked as “corporate tax provision software”, and as “income tax compliance software”, on behalf of a small B2B company. 51 first choices recorded across the direct, paraphrase, budget and scale prompts, twelve models each.
Standing
Contested
14% 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 small B2B company. Ordered by share.
ProductFirst-choice shareNegative rateLabelsQuadrant
01Bloomberg Tax Provision14%38%39criticized challenger
02TurboTax Business8%27%15criticized challenger
03Avalara6%18%11accepted challenger
04TaxAct Business4%0%12accepted challenger
05Sovos Tax Provision2%33%12criticized challenger
06Thomson Reuters ONESOURCE Tax Provision2%50%14criticized challenger
07CSC Corptax2%85%13criticized challenger
08Thomson Reuters ONESOURCE2%71%21criticized challenger
Show the one product at 0%, ordered by negative rate
09Longview Tax0%73%11criticized 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% negative30%
Key
01Bloomberg Tax Provision14%
02TurboTax Business8%
03Avalara6%
04TaxAct Business4%
05Sovos Tax Provision2%
06Thomson Reuters ONESOURCE Tax Provision2%
07CSC Corptax2%
08Thomson Reuters ONESOURCE2%
09Longview Tax0%

02What they warned about

Zero of twelve models held their first choice under the paraphrase. Claude Haiku 4.5, 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.
Thomson Reuters ONESOURCE
71%
15 of 21 labels negative · 7 of 12 models · 8 hard negative
“**Avoid for now:** OneSource, Corptax, Longview – these are enterprise-grade tools with enterprise-grade price tags.” DeepSeek V4 Flash, scale prompt
Bloomberg Tax Provision
38%
15 of 39 labels negative · 7 of 12 models · 7 hard negative
“Avoid **Bloomberg Tax Provision** and **Thomson Reuters ONESOURCE** unless you have a large staff and a budget exceeding $25k–$50k/year.” Qwen 3.7 Flash, direct prompt
CSC Corptax
85%
11 of 13 labels negative · 5 of 12 models · 4 hard negative
“Avoid ONESOURCE and Corptax unless you have a Fortune-500-style tax department.” DeepSeek V4 Flash, direct prompt
Thomson Reuters ONESOURCE Tax Provision
50%
7 of 14 labels negative · 5 of 12 models · 3 hard negative
“Tools like **Thomson Reuters OneSource Tax Provision (OTP)** or similar high-end provision software are often **overkill for small businesses**” Kimi K2, negative 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

64 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. 892 links across 212 sites, every framing counted. Ranked by the number of answers carrying the site or page.

38 answers · 73 citations · 10 models
31 answers · 51 citations · 10 models
26 answers · 45 citations · 10 models
vendor site · Zipdo24 answers · 49 citations · 9 models
vendor site · Bloomberg Tax23 answers · 41 citations · 9 models
20 answers · 21 citations · 8 models
19 answers · 19 citations · 10 models
vendor site · Thomson Reuters17 answers · 30 citations · 8 models
vendor site · Wolters Kluwer16 answers · 25 citations · 8 models
15 answers · 15 citations · 9 models
vendor site · Quicken13 answers · 15 citations · 9 models
13 answers · 14 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 small B2B company?”Paraphrase“Which income tax compliance software would you recommend to a small business that sells to other businesses?”Comparative“What are the top tax provision tools for a small team and how do they differ?”Budget-constrained“What is the best corporate tax provision software for a small company with a tight budget?”Scale-constrained“We are a 30 person company evaluating a corporate tax provision software. What should we look at?”Negative“Which tax provision tools should a small business avoid or be cautious about?”
Claude Haiku 4.5Thomson Reuters ONESOURCE Tax Provision
One alternativeBloomberg Tax Provision
TurboTax BusinessChanged
Three alternativesH&R Block, TaxAct Business, TaxSlayer
Bloomberg Tax Provision
Four alternativesLongview Tax, Oracle Tax Reporting, Thomson Reuters ONESOURCE Tax Provision, Workiva Tax Provision
against: Bloomberg Tax Provision
TaxAct Business
Three alternativesFreeTaxUSA, H&R Block, TaxSlayer
no first choicenothing named
GPT-5.4 miniBloomberg Tax Provision
Two alternativesCCH Axcess / CCH ProSystem fx provision stack, Thomson Reuters ONESOURCE Tax Provision
AvalaraChanged
One alternativeQuickBooks Sales Tax
Thomson Reuters ONESOURCE Tax Provision
One alternativeCCH Axcess Tax
Exactera Tax Provision, Fondo TaxPassagainst: CCH Axcess/ProSystem fx, Thomson Reuters ONESOURCEno first choicenothing named
Gemini 3.5 FlashBloomberg Tax Provision
Four alternativesAleq, Exactera Tax Provision, Neo.Tax, Thomson Reuters ONESOURCE
against: CSC Corptax
TurboTax Business (Desktop) / TurboTax Live BusinessChanged
Two alternativesH&R Block Premium & Business, TaxAct Business
Bloomberg Tax Provision
Three alternativesExactera Tax Provision, OneStream Tax Provision, Tax Series
against: CSC Corptax, Microsoft Excel, Thomson Reuters ONESOURCE
Bloomberg Tax Provision, Exactera Tax Provision
One alternativeVena Solutions
against: CSC Corptax, Thomson Reuters ONESOURCE Tax Provision
Bloomberg Tax Provision, Crowe Tax Provision, Tax Series
Two alternativesFinrep.ai, Neo.Tax
against: CSC Corptax, Longview Tax, Thomson Reuters ONESOURCE
against: CSC Corptax, ChatGPT, H&R Block, Microsoft Excel, Thomson Reuters ONESOURCE, TurboTax Business, Vertex
Perplexity SonarBloomberg Tax Provision
Two alternativesCCH Tagetik Tax Provision & Reporting, Thomson Reuters ONESOURCE
Avalara, TaxBanditsChanged
Two alternativesQuickBooks, TaxAct Business
Sovos Tax Provision, Thomson Reuters ONESOURCE Tax Provision
Two alternativesLongview Tax, Workiva Tax and Provision
TaxSlayer
One alternativeH&R Block
against: Bloomberg Tax Provision, CSC Corptax, TurboTax Desktop Business
no first choicenothing named
Grok 4.1 FastDrake Tax
Three alternativesCCH Axcess Tax, Taxfyle, UltraTax CS
against: Bloomberg Tax Provision, H&R Block, Sovos Tax Provision, Thomson Reuters ONESOURCE, TurboTax Business
QuickBooks Online, TurboTax BusinessChanged
Three alternativesH&R Block Self-Employed, TaxAct Business, TurboTax Live Self-Employed
against: Xero
Drake Tax, TaxAct Business
Two alternativesCCH Axcess Tax, Intuit ProConnect Tax
against: Avalara, Bloomberg Tax Provision, CSC Corptax, H&R Block, Sovos Tax Provision, Thomson Reuters ONESOURCE Tax Provision, TurboTax Business
Excel/Google Sheets
Two alternativesH&R Block Premium & Business, TaxAct Business
against: Bloomberg Tax Provision, Longview Tax, Sovos Tax Provision, Thomson Reuters ONESOURCE Tax Provision, Vertex
no first choiceagainst: H&R Block for Business, TurboTax Business
Mistral SmallSovos Tax Provision, Vertex O Series
One alternativeThomson Reuters ONESOURCE Tax Provision
Avalara, KintsugiChanged
Two alternativesH&R Block Small Business, TurboTax Business
Taxfyle, Workiva
Two alternativesBloomberg Tax Provision, Drake Tax Provision
TaxAct Business, Thomson Reuters ONESOURCE
Two alternativesDrake Tax Provision, OneStream
no first choicenothing named
DeepSeek V4 FlashDrake Tax Provision, Excel
One alternativeBloomberg Tax Provision
against: CSC Corptax, Longview Tax, Thomson Reuters ONESOURCE
TurboTax Business / TurboTax Self-EmployedChanged
Four alternativesFreeTaxUSA, QuickBooks with the Expert Business Tax add-on, TaxAct Business, TaxJar
against: Avalara, Zamp/Taxwire
Bloomberg Tax Provision, FloQast Tax Provision
Two alternativesLucasys Tax Provision, Sovos Tax Provision
against: Bloomberg Tax Provision, Longview Tax, Oracle Tax Reporting, Thomson Reuters ONESOURCE Tax Provision, Vertex, Workiva
Drake Tax
Four alternativesIntuit Lacerte Tax, Intuit ProConnect Tax, QuickBooks Online, Zoho Books
against: Bloomberg Tax Provision, Longview Tax, Oracle, Thomson Reuters ONESOURCE, Vertex
Bloomberg Tax Provision
Three alternativesExactera, Taxfyle, Vertex
against: CCH Tagetik, CSC Corptax, Longview Tax, Thomson Reuters ONESOURCE
against: Bloomberg Tax Provision, CSC Corptax, Longview Tax, Oracle Tax Reporting, Thomson Reuters ONESOURCE
Llama 4 Maverickno first choiceBrintaChanged
Two alternativesKintsugi, TaxJar
no first choiceDrake Tax Provision
One alternativeIntuit ProSeries Tax
no first choicenothing named
Qwen 3.7 FlashExactera
Two alternativesBloomberg Tax Provision, Pilot
against: Bloomberg Tax Provision, Thomson Reuters ONESOURCE
TurboTax BusinessChanged
Three alternativesAvalara, H&R Block Enterprise Tax, TaxJar
Workiva
Three alternativesBloomberg Tax Provision, Drake Software / Wolters Kluwer, OneStream
against: CSC Corptax
Vena
Two alternativesAvalara, Excel
against: Bloomberg Tax Provision, Thomson Reuters ONESOURCE
no first choiceagainst: Thomson Reuters ONESOURCE, Vertexagainst: Excel, OneWorld, Oracle Tax Reporting, SAP
Kimi K2TaxJar
Three alternativesAvalara, TaxSlayer Self-Employed, Thomson Reuters ONESOURCE Tax Provision
against: Sovos Tax Provision, Vertex
QuickBooks OnlineChanged
Three alternativesAvalara, TaxJar, Xero
Exactera Tax Provision
Two alternativesBloomberg Tax Provision, Workiva Tax and Provision
against: CCH Axcess Tax, Thomson Reuters ONESOURCE Tax Provision
Excel-Based Solutions
One alternativeTaxDome
against: Bloomberg Tax Provision, Longview Tax, Thomson Reuters ONESOURCE, Vertex
Exactera
Three alternativesBloomberg Tax Provision, OneStream, Sovos Tax Provision
against: Excel, Thomson Reuters ONESOURCE Tax Provision
GLM 4.7 FlashXDrake Tax Provision
Two alternativesExactera, Vena
against: Bloomberg Tax Provision, Thomson Reuters ONESOURCE
Avalara AvaTax, TurboTax BusinessChanged
Four alternativesQuickBooks Online, TaxAct Business, TaxJar, Xero
CSC Corptax, Workiva
Three alternativesDrake Tax, Thomson Reuters ONESOURCE, Vena
Excel
One alternativeBloomberg Tax Provision
against: Exactera, Thomson Reuters ONESOURCE
no first choiceagainst: Excel
MiniMax M2.5Bloomberg Tax Provision, Taxfyle
Three alternativesSovos Tax Provision, Tax Technologies Provision Module, TaxPoint
against: H&R Block Small Business, Intuit TurboTax Business
QuickBooks Online, XeroChanged
Two alternativesFreshBooks, Wave
Taxfyle, Workiva
Three alternativesBloomberg Tax Provision, Drake Tax Provision, Vertex Tax Accounting
against: Thomson Reuters ONESOURCE Tax Provision
CSC Corptax
Three alternativesCCH Axcess, GoSystem Tax, Thomson Reuters ONESOURCE
no first choice
One alternativeTaxfyle
nothing named
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 20:47yes1610 s
Direct recommendationGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 18:02yes37 s
Direct recommendationGemini 3.5 Flashgemini-3.5-flash2026-09-17 17:53yes3335 s
Direct recommendationPerplexity Sonarsonar2026-09-17 17:53yes207 s
Direct recommendationGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 18:07yes4020 s
Direct recommendationMistral Smallmistral/mistral-small via mistral2026-09-17 19:21yes54 s
Direct recommendationDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 18:37yes2640 s
Direct recommendationLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 19:26yes52 s
Direct recommendationQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 20:45yes1889 s
Direct recommendationKimi K2moonshotai/kimi-k2 via novita2026-09-17 18:23yes1522 s
Direct recommendationGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 19:32yes2290 s
Direct recommendationMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:57yes2032 s
ParaphraseClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 20:10yes169 s
ParaphraseGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 18:07yes54 s
ParaphraseGemini 3.5 Flashgemini-3.5-flash2026-09-17 19:20yes1322 s
ParaphrasePerplexity Sonarsonar2026-09-17 17:56yes206 s
ParaphraseGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 19:40yes3515 s
ParaphraseMistral Smallmistral/mistral-small via mistral2026-09-17 20:35yes56 s
ParaphraseDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 18:09yes2125 s
ParaphraseLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 18:07yes53 s
ParaphraseQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 19:48yes535 s
ParaphraseKimi K2moonshotai/kimi-k2 via novita2026-09-17 21:00yes1018 s
ParaphraseGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 18:54yes1544 s
ParaphraseMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:32no012 s
ComparativeClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 19:34yes1713 s
ComparativeGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 19:46yes511 s
ComparativeGemini 3.5 Flashgemini-3.5-flash2026-09-17 18:06yes1629 s
ComparativePerplexity Sonarsonar2026-09-17 20:57yes106 s
ComparativeGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 19:47yes2320 s
ComparativeMistral Smallmistral/mistral-small via mistral2026-09-17 18:21yes913 s
ComparativeDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:28yes2328 s
ComparativeLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 19:36yes52 s
ComparativeQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 20:09yes1351 s
ComparativeKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:42yes3070 s
ComparativeGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 20:21yes20125 s
ComparativeMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 19:05yes1030 s
Budget constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 19:49yes96 s
Budget constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 18:35yes36 s
Budget constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-17 18:17yes2129 s
Budget constrainedPerplexity Sonarsonar2026-09-17 20:39yes205 s
Budget constrainedGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 20:46yes2922 s
Budget constrainedMistral Smallmistral/mistral-small via mistral2026-09-17 19:05yes97 s
Budget constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:33yes1828 s
Budget constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 19:29yes53 s
Budget constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 19:30no046 s
Budget constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:58yes2343 s
Budget constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 17:54yes2876 s
Budget constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 19:16no09 s
Scale constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 19:50no05 s
Scale constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 19:32no06 s
Scale constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-17 20:05yes2234 s
Scale constrainedPerplexity Sonarsonar2026-09-17 19:02yes1312 s
Scale constrainedGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 20:32yes139 s
Scale constrainedMistral Smallmistral/mistral-small via mistral2026-09-17 20:39no09 s
Scale constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-09-17 19:13yes2363 s
Scale constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 18:40yes53 s
Scale constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 20:59no024 s
Scale constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-17 19:35yes934 s
Scale constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 20:14yes2850 s
Scale constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:00yes521 s
Negative framingClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 18:26yes1811 s
Negative framingGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 19:20no04 s
Negative framingGemini 3.5 Flashgemini-3.5-flash2026-09-17 19:04yes2024 s
Negative framingPerplexity Sonarsonar2026-09-17 18:23yes207 s
Negative framingGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 20:24yes2012 s
Negative framingMistral Smallmistral/mistral-small via mistral2026-09-17 20:17yes55 s
Negative framingDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:55yes1921 s
Negative framingLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 18:23yes53 s
Negative framingQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 20:19yes960 s
Negative framingKimi K2moonshotai/kimi-k2 via novita2026-09-17 19:21yes2030 s
Negative framingGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 19:05yes2544 s
Negative framingMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 19:59yes1977 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
Longview read as Longview Tax
ONESOURCE read as Thomson Reuters ONESOURCE
OneSource read as Thomson Reuters ONESOURCE
Sovos read as Sovos Tax Provision
Unresolved, counted raw
Aleq
CCH Axcess / CCH ProSystem fx provision stack
CCH Axcess/ProSystem fx
CCH ProSystem fx ecosystem
Crowe Tax Provision
Drake Software / Wolters Kluwer
Excel workbook
Finrep.ai
Fondo TaxPass
GoSystem Tax
H&R Block / Block Advisors
H&R Block Enterprise Tax
H&R Block for Business
Intuit Lacerte Tax
Intuit TurboTax Business
Lacerte
OneWorld
ProSeries / UltraTax CS
QuickBooks with the Expert Business Tax add-on
Tax Technologies Provision Module
TaxCalc Corporation Tax
TurboTax Business (Desktop) / TurboTax Live Business
TurboTax Business / TurboTax Self-Employed
TurboTax Desktop Business
TurboTax Live Self-Employed
UltraTax CS
Discontinued, still offered
No shut-down product was recommended here.
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