Updated September 22, 2026 • General software-evaluation guidance; verify current IRS instructions before filing.
Use the free Windows trial to review the estate and gift tax preparation workflow before purchasing.
Useful CPA workflow features
- Form 706 calculations and schedule totals that remain easy to audit.
- Prior taxable-gift and adjusted taxable-gift information.
- Deduction, credit, portability/DSUE and GST data entry.
- Professional review, print and PDF output.
- Save/reopen workflow while appraisals and fiduciary records are finalized.
- Clear tax-year update policy and reachable product support.
Reconciliation is as important as data entry
A useful preparation workflow should make it straightforward to reconcile schedule totals to the return and trace reported amounts back to appraisals, brokerage records, fiduciary accounting and prior gift-tax returns.
Confirm the current edition
Form revisions and tax-law changes can affect fields, calculations and filing requirements. Confirm the supported revision and schedule coverage before relying on any commercial program for a current filing.
Current LawFirmSoftware.com products
Estate and gift tax resources remain available for research, and Form 706 & 709 Estate & Gift Tax Software is now available as a $399 one-time Windows purchase.