Everything You Need to Run a Modern Tax Practice

One platform. Every form. Every workflow. All included in your $499/yr annual license.

IRS-Authorized E-Filing

Submit federal and state returns electronically through ClearFile's IRS-authorized e-filing system. Track acknowledgments in real time and get instant IRS acceptance notifications.

  • Federal e-filing for all return types
  • State e-filing included for all 50 states
  • Real-time IRS acknowledgment tracking
  • Automatic reject resolution guidance
E-File Status Live
Smith, J — 1040 Accepted ✓
Rodriguez, M — 1120S Accepted ✓
Chen, L — 1065 In Transit →
Williams, K — 1040 Preparing

Schedule C income verified

Matches W-2 totals — no issues

Child tax credit — verify eligibility

Age requirement may affect credit amount

Dependent SSNs validated

All 3 dependents verified — no duplicates

Automatic Error Checking

ClearFile's built-in validation engine performs error checks automatically as you prepare returns. Catch common mistakes before you submit — protecting your clients and your reputation.

  • Math verification across all schedules
  • SSN and EIN format validation
  • IRS common-reject prevention checks
  • Deduction limit alerts and warnings

2,000+ Tax Forms

Every form your practice needs, all in one place. Individual, business, estate, trust, and specialty returns — federal and all 50 states included.

Individual

1040, Schedules A–H, K-1s

Business

1120, 1120S, 1065, 1040C

Estate & Trust

706, 709, 1041 and all schedules

All 50 States

Full state form libraries included

Form Categories

Individual Returns 620+ forms
Business Returns 480+ forms
State Returns 750+ forms
Specialty & Estate 150+ forms

How ClearFile Compares

The same professional features — at a fraction of the price.

Feature ClearFile Drake Tax Lacerte ProSeries
Annual Price $499/YR $1,895/yr+ $2,000+/yr $1,500+/yr
Cloud-Based Desktop only Partial Partial
Mobile App Limited
E-Filing Included
Multi-Office Support Add-on cost
Forms Library 2,000+ 1,700+ 1,800+ 1,600+
Error Checking

See Every Feature in Action

Book a free 30-minute demo and we'll walk you through the entire platform.

Schedule Free Demo