The best new addition to SNH this year? The exhibition hall walking tours. If you ever find trade show floors overwhelming or wish vendors would cut through to the good stuff, the walking tours did exactly that! The tax themed walking tour did not disappoint. Here’s the mini break down of all the vendors on the tour and who was the fan favorite!
Hope Brown, also known as the Tax Minded Bookkeeper, and Nancy McClelland, the infamous Dancing CPA led us through the top 10 tax tech vendors that you need to know right now. Each vendor was asked the same three questions:
- What pain point do you solve for tax practitioners?
- How are you different from your competition?
- How much does it cost?
The tax tech vendors:
1. TaxNow – This new kid on the block is a must add to your practice. They automate transcript access and their key API access has you receiving alerts on upcoming notices being mailed to your clients up to two weeks before the letter even gets sent out. The best part? Forget having to collect all the POAs and manually uploading all the signed forms like you do with the competitor solutions. TaxNow automates the collection of Form 8821 from your clients so you have to do ZERO manual upload. Data collection from your clients takes only a few minutes via an easy link and you’re ready to go! Price point starts at $50/per taxpayer per year with volume discounts and rev share opportunities available. Transcripts go back 10 years! Try getting the IRS to pull anything from the archives for you.
2. RC Reports – If you’re doing any work with S Corporation owners or clients asking you if they should convert to S Corps, RC Reports is about to make your life so much simpler. They provide fully defensible reasonable compensation reports for your S Corp owners, most of whom do not currently have any documentation to support their compensation calculations. On top of that, they have a beautiful entity analysis report so you can stop manually creating an excel analysis every time an LLC or Schedule C client asks if they should convert. Price on an annual subscription starts at $2100 and goes up based on the number of entities but practitioners are charging $400-$500 for reasonable compensation analysis and $1000+ for entity structure analysis making this software a lucrative addition.
3. Tax Rep Network – this is your go to for learning when it comes to tax resolution. As tax practitioners, we all hope to never have to resolve anything with the IRS but unfortunately, we all know that it’s unavoidable. You can stop the fear of resolution work and stop referring your revenue elsewhere after adding this partner to your practice. For as low as $299/month you can get trained in tax resolution and gold members receive personal coaching, monthly Q&As and even support on marketing the services to your clients making this another profit driven firm addition.
4. Stanford Tax – FAN FAVORITE! Stanford Tax was hands down the unanimous favorite among tour attendees and there’s no doubt as to why. Founder, Dan Berenholtz, has built the tax organizer of our practitioner dreams. This AI driven tax organizer tool is way better than any organizer or checklist you have ever sent your tax clients. Not only can the AI build a customized organizer for every client, it will even tell them when they forgot to upload a 1099 from their Wells Fargo account for you. The details don’t stop there. The smart organizer will reorder your client uploaded documents to match the order of the tax return and then everything can be downloaded into a workable PDF workpaper already labeled, ordered, AND bookmarked for your prep. Even client comments will be sent directly to your workpaper so you know ahead of time when a client is asking if they should make a Roth IRA contribution instead of after you’ve already prepped. This tool will dramatically improve all the start/stop time you waste during tax season AND Insightful Accountant has an EXCLUSIVE discount only available for our BeInsightful members good through July 31st. If you’re not already one of our premium members signing up is worth the discount. Normal price point is an easy $12/return with bulk buy options and you won’t lose your credits.
5. Filed – This new addition to tax tech this year uses prior year returns to create easy client checklists for tax preparation and then can push client provided data into your tax software. The software is only working with 1040s right now making it ideal for practices with high volume individual returns. The tool even offers client specific memory in terms of how you treat certain items on the return and can repeat your treatment on that specific client. They also feature file management as part of their ecosystem. Price point is transparent at $60/return with volume and pre-pay discounts available.
6. ProtectionPlus – If IRS and state tax notices are giving you a headache meet your new outsourced resolution team. IRS response times are terrifyingly slow and sitting on hold is even worse. ProtectionPlus integrates with all major tax softwares and they take responsibility for all notice responses on your e-filed returns. Client got a notice that they’re not really an S Corp? ProtectionPlus has it. The IRS didn’t give them credit for an estimated payment? Don’t waste precious billable time on manual notice response when you can have an expert team do it for you. They will even sift through your client documents folders if you want them to and find the documents needed to do the response so save your time on research. There’s no competition for this team because no one else is doing what they are. They even offer digital marketing strategies to help turn your investment into a revenue generator. Price point is $10/1040 and $75/business return billed after you e-file. They can even handle tax court and ID theft issues. Your clients will be begging you for this piece of mind.
https://taxprotectionplus.com/resource/IRS-Resolution-Plus-2025
7. BlueJ – Think ChatGPT for taxes but with actual resources. BlueJ is an AI powered tax research tool that providers users with verified, authoritative resources to support responses. That also makes is better than Google. You can create client memos, emails, letters and even copy in the text from an IRS letter your client received and ask it to draft a response. The tool supports both Federal and state tax laws and their claim to fame is that they’re way easier to navigate than their competitors. Not only that, but the National Association of Tax Professionals is now utilizing this tool to support their research programs. This is a great option for solo practitioners especially as a double check on more complex tax scenarios. They even support international tax issues. Pricing is $2500/year/user but slashed for SNH attendees.
8. Canopy – Comprehensive document management. Think single source of truth for your client data. Canopy provides a complete CRM solution including workflows and task management and their signature tool is the IRS transcript and notice flow through when you have client signed POAs. Their piece meal pricing makes it easy to just pay for the tools you actually want. Get access for as low as $150/month.
9. My Task LMS – This is for anyone who has ever trained anyone, ever. Especially for smaller practices where trying to train your team cuts into your billable hours and huge training investments kill your soul when someone leaves a year later. My Task LMS offers a bank of online training videos and modules that take your trainees from “cradle to grave” in terms of things they need to know, like how to use QBO or Xero. There’s no other competition in the space but what makes them even more unique is their built in comprehension assessments so you don’t just shove content in your team’s face, you can tell what they’re actually learning and watch their skillset build. Even better? They say if your new hire can’t get through Module 1 by Day 4 it’s a clear indicator they aren’t a good fit and you’ll save yourself a ton of time and money to move on. Pricing starts at $675 a month and covers 10 users. Utilize this for existing employees also as a resource to enhance their skills.
10. TaxDome – If you’re looking for the all in one CRM solution, complete with document management, time tracking, engagement letter generation, billing and workflow (phew!), TaxDome is it. This solution can’t be beat when it comes to what they offer because the solution is truly an all in one from your initial client onboarding through complete engagement management at the same time that it offers you a one stop shop for document management, task tracking and time tracking. As if that wasn’t enough they can automate your workflow and they offer a client app that let’s clients access their portals 24/7. Templates and organizers are offered in 10 different languages which is a huge perk to multi-lingual practices. Plus they offer excellent client service and a huge training bank. Prices are as low as $85/user/month.
Christine Gervais is a licensed CPA, using her skills to help businesses grow and achieve their fullest potential. Christine has a Master’s degree in accounting from Southern New Hampshire University in addition to holding her CPA license for over a decade. Notably, Christine is a nationally recognized speaker providing education to other CPAs on how to best serve clients as well as instruction on a wide variety of topics for business owners on how to maximize success. Christine prides herself on the value she can bring to clients with her extensive tax knowledge and provides strategic, forward-thinking financial strategies to help clients grow. When not behind her desk, you can find Christine spending quality time with her daughter and stepson or tending to the family’s excessively loved farm animals.
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