Expert Tax is a Puerto Rico tax preparation software brand serving independent preparers, accounting firms, and tax professionals. Founded in 1995, the company says its tools have supported the accurate filing of more than 10 million Puerto Rico and U.S. returns. Its cloud-based platform offers individual, corporate, payroll, withholding, and informational return preparation, including electronic filing for Puerto Rico Form 482 and specified federal forms. Corporate workflows can import trial balance data, while payroll and withholding modules support imports from spreadsheets and accounting software using specialized templates.

Expert Tax provides Solo and Premium licenses, with options for individual users and multi-user practices. Additional tools include electronic signatures, filing-task management, invoicing, document management, a client portal for secure document exchange, and an AI tax assistant. The company also offers cloud packages, enterprise services such as custom single sign-on, and technical support by phone, email, and remote assistance. Its website highlights SOC 2 Type II certification, encrypted information, and access through an internet-connected computer, alongside calculators, help resources, and practice-management solutions.