Best Tax Technology Recommendations for Accounting Firms

Are you waiting until the end of the year to fix what's broken in your accounting firm?

The reality is that most tax professionals scramble to upgrade their systems in Q4, right before the peak season. A failing strategy. Your team doesn't get enough time to learn, adoption is poor, and clients suffer. Leaving you with tools that were supposed to save the day, but instead, they sit underused and disconnected from how your firm actually works.

This blog is your proactive playbook. We'll cover the top tax tech tools to modernize your firm and show you how to use our Swimlane template to gain internal alignment, streamline workflows, and maximize ROI on your tech investments.

What makes a tax software truly optimal in 2025?

It's not just about shiny tools. It's about selecting software that fits into a well-defined, organized process. This blog showcases the nine tax tools forward-thinking firms are adopting today, plus a Swimlane template that helps you map roles, responsibilities, and handoffs across your team. 

Which tax tools are actually driving results for modern accounting firms?

1. Karbon Want visibility, accountability, and fewer internal emails? Karbon is an accounting-focused practice management platform that centralizes client work, communication, billing, and task tracking. Karbon centralizes your team’s work into one powerful, AI-enhanced platform, bringing together tasks, email, workflows, and collaboration to keep everything in sync. Built for visibility and speed, Karbon keeps your team aligned, automates recurring work, and provides the clarity needed to scale without chaos. Your team moves faster, and nothing falls through the cracks.

2. Soraban  Looking to eliminate chaos? Soraban delivers a fully white-labeled client experience, streamlining document access, data collection, messaging, and multi-entity management in one place. If you want to supercharge your tax workflows with custom organizers built from prior-year data, automate manual tax software entry through Soraban Connect, and simplify client payments and e-signatures with Soraban Deliver. Integrated with your internal systems, Soraban keeps clients on track without requiring your team to constantly chase them, allowing you to focus on expertise rather than data entry.

3. SharePoint: Need centralized, secure document storage? SharePoint allows teams to securely access documents online or directly through their file explorer for faster navigation. It offers intranet-style team sites, document libraries with version control, built-in workflows, and seamless integration across Microsoft 365, making it an ideal hub for secure file sharing and cross-functional collaboration. 4. Tallyfor: Hate manual trial balance prep? Tallyfor is a cloud-based platform that automates trial balance preparation, turning raw accounting data into tax-ready outputs in minutes. It integrates seamlessly with QBO, Xero, QBD, and Excel, then exports in formats compatible with major tax software, eliminating manual work and saving hours per return.

5. IRS Solutions: Want to turn tax resolution into a real profit center? IRS Solutions is an all‑in‑one tax resolution management platform designed for professionals handling IRS cases. It offers bulk transcript downloads with instant analysis, automated monitoring, and advanced alerts, intelligent solution recommendations (like Offers in Compromise, Installment Agreements, or Currently Not Collectible), auto-populated IRS forms (POA, bankruptcy discharge, etc.)

6. Loom:  Tired of repeating the exact client instructions? Loom is a fast and user-friendly video tool that lets tax pros record their screen while walking through returns, perfect for giving feedback to a team member or explaining details to a client without writing a lengthy email or booking a meeting. It’s a simple hack to save time, reduce miscommunication, and streamline tax return reviews with clear, asynchronous video messages.

7. Calendly:  Still playing email ping-pong to book meetings? Calendly is a robust scheduling platform that syncs with calendars to eliminate the need for back-and-forth emails. Supports individual and pooled team availability, automated reminders, and deep integration across systems, simplifying meeting coordination and improving conversions.

8. Juno:  Juno is a searchable system for prior-year tax returns, designed to provide firms with instant answers backed by real data, code, and case law. Upload historical returns, then query your filings to quickly resolve tax questions, validate positions, and train staff using real-world examples. Juno turns prior-year tax returns into a searchable knowledge base backed by tax code and case law. It helps firms quickly answer complex tax questions and empowers staff to handle more advanced client requests with confidence.

9. Tax Planner Pro: 

Tax Planner Pro is a powerful tax planning platform designed for both business and individual use, generating fast and accurate projections and strategies. It pulls real-time data with QBO/Xero integrations and rapid scenario modeling. Eliminate manual entry and accelerate scenario modeling, so that you can deliver actionable tax plans with confidence and quickly..

How do you ensure your team actually uses the tools you invest in?

Adoption fails without clarity. That's where our Swimlane template comes in. It helps you map your entire tax process, from client onboarding to resolution, assigning owners, and showing where each tool fits. This visual clarity drives internal consensus, accelerates rollout, and enhances utilization across the board.

Why is the extension season the best time to make these changes?

Because you have the capacity now. Waiting until Q4 puts your team in a pressure cooker with no room for mistakes or training. Seize this strategic opportunity to establish alignment and momentum. Implementing tools now also gives your team time to use them, not just learn them. So they’re fully integrated before the next wave hits. Seize the opportunity to build alignment, momentum, and genuine operational improvement. Learn more about how top accounting firms are streamlining operations, eliminating inefficiencies, and future-proofing their firm. Read more.

How do you roll this out without overwhelming your team?

It helps to map out the current process of how the firm does tax prep, and also map out what the new process would be when incorporating the technology that can be discussed as a team to get consensus on the process and document it to share with new team members and give others a reference point when they need it. 

Start by using our Swimlane Template to identify your current bottlenecks. Implement one or two tools that solve clear pain points. Assign ownership, train the team, and measure usage. Then expand. This is how real change sticks. Learn more about our Swimlane Template.

What happens if you keep doing things the conventional way?

You stay buried in admin. Your team stays frustrated. And your firm continues to leak time, energy, and profit. It shows up as:  • Bottlenecks that drain your team  • Manual work that eats your margins  • Growing complexity with every new client  • Late nights fixing things that shouldn’t be breaking

If your accounting firm’s growing, but your systems aren’t. Genwise closes that gap. In three months, you will streamline operations, eliminate inefficiencies, and future-proof your firm.

Book Your Discovery Call Now! to see how we can transform your accounting firm before the next busy season.