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Tax Software for Small Accounting Firms

Grow your boutique accounting practice with IRS Solutions®

Manage every aspect of tax resolution with IRS Solutions, the perfect tax software for small accounting firms. Crafted for tax pros by tax pros, our software is a valuable addition to your tax resolution toolbox. It’s quick to onboard, easy to master, and you will start benefiting immediately.
irs tax software for small accounting firms
tax software for small accounting firm

Grow Your Firm with Tax Resolution Services

Turn anxious taxpayers into grateful clients with fast, professional service backed by our tax software for small accounting firms. It’s as easy as 1-2-3!

  1. Use the social media images, custom-branded email headers, and expert advice in the members-only IRS Marketing Toolkit to find and connect with new clients.
  2. Provide high-quality, expert service by inputting client data into the system and following the recommended steps for resolution on schedule. The IRS Advance Notification (IAN) system will monitor case transcripts and alert you to changes.
  3. Celebrate a successful outcome and push a button to send an invoice.

Tax Resolution Software for Small Accounting Firms

One membership. Every tool a small firm needs to run resolution cases.

Everything You Need
at One Price.

Membership in IRS Solutions includes everything you need to focus your practice on lucrative tax resolution cases in a single, integrated package.
  • Easily input client information to get recommendations and calculations for options including Offer In Compromise (OIC), Currently Not Collectible (CNC), and Installment Agreements.
  • Never miss a thing! IRS Advance Notification (IAN) monitors client transcripts 24/7 and automatically alerts you to changes. Automated reminders keep you on schedule.
  • Streamline client communications through a custom-branded portal and pre-filled, easily populated documents.
  • Receive CPE/CE credits and stay up to date on industry trends at free monthly members-only webinars.
  • Enjoy on-demand support from former IRS officers on our expert customer service team.
Joining the IRS Solutions community is so much more than an investment in DIY software. It’s an all-inclusive membership to help you launch, manage, and expand the tax resolution practice at your growing firm.
  • Access personalized tech support and customer service from tax professionals, including IRS officers who know the ins and outs of complicated tax code.
  • Browse our expansive resource library to learn more about best practices in tax resolution, growing your business, and delighting clients throughout the entire customer journey.
  • Network with tax resolution professionals in our exclusive private Facebook group.
  • Continue your education with free monthly CPE/CE webinars, loaded with everything you need to know about providing tax resolution services.

Put a Trusted Partner
by your Side.

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We're Ready to Grow
with You.

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Small firms have big ambitions. Prepare for future expansion now by partnering with a platform that will still meet your needs later.

  • Enjoy unlimited client cases. You’ll never pay more for getting additional business, allowing you to earn more without spending more.
  • Increase business and win referrals with our easy-to-use customizable templates and marketing materials.
  • Learn how to scale your business with complimentary resources, free tax resolution webinars, and participation in our professional tax resolution community.
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Tax and Investment Practice Turns Transcript Monitoring Into a Revenue Line

tax resolution software case study

Small firms rarely have the administrative bandwidth to chase down IRS paperwork on top of client work. Carmona Financial Consultants, an eight-person North Carolina tax and investment practice, grew its IRS Solutions membership from 3 seats to 6 in three years, and now enrolls more than 90% of business clients in its IRS Advance Notice™ monitoring plan.


“We went from seven or eight hours on hold to getting transcripts instantly and receiving emails that alert us to changes. It’s been life-changing.”

 

Emily VanCamp, Enrolled Agent
Carmona Financial Consultants
Member since 2022

View Bert Salazar EA, CFEI, LUTCF’s profile

Try IRS Solutions® 100% Risk-Free

Membership in IRS Solutions comes with a money-back guarantee. Try the full platform for 60 days – everything we offer, not a pared-down trial version. We are so sure that you’re going to love it that we’ll give you a full refund if you don’t, no questions asked.

Let IRS Solutions Do the Heavy Lifting for You.

What Our Members Say About IRS Solutions®

Tax resolution specialists, Enrolled Agents, CPAs, accounting professionals, and attorneys all praise IRS Solutions.

"As a tax professional, I have found IRS Solutions to be an essential part of my practice. I appreciate how easy it is to pull transcripts and receive proactive alerts about my clients and their accounts. This feature saves me hours compared to handling everything manually. The interface is user-friendly, and customer support has been outstanding."
IRS Newsletters various 60 300×300 - Success Stories
Laura Broussard
LB Taxes
Member Since 2023
"I can't imagine doing tax resolution work without a great software like IRS Solutions. Even in normal Client support of IRS Notices, it makes my life a whole lot easier pulling transcripts, building letters from templates, and addressing my client issues. The user interface is fairly intuitive, with an easy guided learning curve through several weekly initial training e-mails. The value for money is a no brainer! My experience with the IRS Solutions software has been great! The security is something trustworthy I can count on to manage my client's confidential information, while making my life easier to address their IRS problems!"
Justin Allen Tax Manager - Tax Software for Small Accounting Firms
Justin Allen, Tax Manager
Snow Garrett Williams Certified Public Accountants
Member Since 2025
"I just wanted to let you know what a great program that you have and how much of a joy it is to use. I have looked at other software during the last few years. Some of it you need to be a programmer to use (it’s that difficult) or it’s just way expensive. Your software is by far a pleasure to use. It is simple and direct (although it can perform complicated calculations when necessary). And it doesn’t cost an “arm and a leg” or saddle you with unnecessary “whistles and bells” that you don’t need. It is, by far, the best tax representation software out there. Kudos!"
Keith B. Christoff, EA, USTCP - IRS Solutions vs. PitbullTax Software
Keith B. Christoff, EA, USTCP
Christoff & Associates, LLC
Member Since 2023

Tax Resolution Software for Professionals

Accomplish more in less time with our comprehensive suite of tools.

Tax Resolution Management

Make managing complex tax resolution cases easy and profitable:

  • Full integration with IRS systems
  • Automatic transcript downloads
  • Solution recommendations
  • Power of Attorney and Tax Information Authorization
  • Bankruptcy discharge date calculation
  • Notifications of changes

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IRS Advance Notice™ (IAN)

Monitor transcript activity and receive advance notification as much as six months ahead of changes:

  • Possible audits
  • Federal tax liens
  • Installment agreement changes
  • OIC activity
  • Delinquent passports

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Client Management

Take better care of more clients with:

  • Custom-branded communications portal
  • Built-in file management system
  • Tax analysis reports
  • Easy-populating, embedded forms
  • Control center reminders



 

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Invoicing & Payments

Easily manage billing and receivables:

  • Customizable invoicing
  • Track receivables and balances
  • Payment processing



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Growth Solutions

A silent partner who invisibly helps your business thrive every day:

  • Easy onboarding
  • Ongoing training
  • Marketing toolbox
  • Professional development

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Data & Security

IRS Solutions prioritizes your data security:
  • AWS Government Cloud
  • 256-bit AES encryption and TLS 1.2+
  • SOC 2® Compliant

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Reports

Turns your case data into reports:

  • Single-client case analysis on demand
  • Practice-wide reports surfaces actionable data
  • Customizable Tax Analysis Reports in minutes

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The Only Platform Built by Tax Pros for Tax Pros

IRS Solutions team members personally manage numerous real-life resolution cases every year. This keeps us current on tax laws and constantly-changing IRS regulations to ensure that we always offer the best and most innovative resolution software to meet your needs.

Compete with firms more than twice your size.

Win more business, practice more efficiently, and scale your tax resolution business with IRS Solutions.