Tax & Accounting Firms
Business solutions for tax and accounting firms.
Truidian helps tax preparation, accounting and tax-resolution firms evaluate and connect with the third-party providers a modern practice runs on — from client financing and fee collection to tax software, practice management, communications, payroll and capital. Truidian does not provide tax, accounting or resolution services.
The practice
How tax practices actually operate.
Revenue is compressed into a season.
Many individual-return practices earn a large share of annual revenue between late January and April, while staff, software and rent run all year.
Fees are collected from the client — sometimes from the refund.
Firms that offer refund-transfer products, payment plans or client financing depend on the bank, software and financing partners behind them.
Software is the operating system.
Professional tax software, e-file, document collection and e-signature determine how many returns a firm can handle each week.
Resolution work is a different business.
Firms handling IRS collections, liens, levies and offers in compromise rely on transcript access, case management and longer client payment plans.
Client communication spikes all at once.
Appointment reminders, document requests and status updates concentrate into the same few weeks — and the phones have to keep up.
Seasonal staff need seasonal payroll.
Preparers, reviewers and front-desk staff are often added for the season, which shapes how a firm runs payroll.
Provider stack
The tax-practice provider stack.
Client financing
Payment plans and financing that let clients pay preparation or resolution fees over time, offered by third-party financing providers. This is Customer Financing for a tax practice — separate from financing for the firm itself.
Customer financingBusiness capital
Working capital for pre-season staffing, technology and marketing, or for acquiring another practice’s book of business.
Working capitalMerchant processing
Card and ACH acceptance for preparation and resolution fees, including recurring payments for clients on monthly plans.
Payment processingTax software
Professional preparation and e-file software, structured for different return volumes, return types and office setups.
Tax-resolution software
Case management for IRS and state resolution work — collections, transcript analysis, forms and deadlines.
CRM & practice management
Client intake, pipeline, tasks, engagement letters and billing in one place.
IRS transcript & data technology
Tools that retrieve and analyze client transcripts through authorized IRS channels, where applicable to the firm’s work.
Communications, VoIP & SMS
Business phone systems, texting and appointment reminders that scale up for filing season.
Payroll
Payroll for the firm’s own seasonal staff, and payroll solutions for firms that support bookkeeping clients.
Document management & e-signature
Secure client portals, document collection and e-signature for engagement letters and authorization forms such as Forms 8821 and 2848.
FAQ
Common questions from tax and accounting firms.
Does Truidian provide tax preparation or tax resolution services?
No. Truidian does not provide tax, accounting or tax-resolution services. Truidian helps tax and accounting firms identify and connect with third-party providers of the financing, payment, software and operating services those firms use.
Can Truidian help my firm offer client financing?
Truidian can help your firm identify participating providers that offer payment plans or financing for preparation and resolution fees. Client eligibility and terms are set by the provider.
Can Truidian help a tax firm with fee collection and processing?
Yes. Truidian can help a firm review how it collects fees today and identify participating card, ACH and recurring-payment providers that fit its workflow.
Is the off-season a good time to make changes?
Often, yes. Software changes, processing reviews and financing decisions are usually easier to evaluate and implement before the next filing season begins.
Plan the next season before it starts.
Tell us how your practice runs today and what you want to change. We'll identify participating providers that may fit.
Truidian does not provide tax preparation, accounting or tax-resolution services. Products and services are offered by participating third-party providers and are subject to their eligibility requirements and terms.