Professional Tax Software Built for Tax Professionals
Prepare returns, manage your tax office, streamline your workflow, and serve your clients with professional tax software backed by Roth Business Solutions.
Built to Help Your Tax Business Work Smarter
Roth Business Solutions provides professional tax software solutions designed for independent preparers, growing tax offices, and multi-preparer businesses.
Prepare Efficiently
Organize returns and streamline preparation with a professional, intuitive workflow.
Manage Your Office
Keep preparers, clients, documents, and workflow organized in one place.
Grow Your Tax Business
Access tools and support designed to help build a stronger tax practice.
Choose the Right Solution for Your Tax Business
Individual Tax Software
For professionals preparing individual federal and state returns.
- Individual Returns
- Federal E-Filing
- State Returns
- Client Management
- Return Status Tracking
- Document Management
- Electronic Signatures
- Multi-Preparer Support
- Reporting
- Tax Office Workflow
- Technical Support
Business Tax Software
For professional preparers handling business and entity returns.
- Corporations
- S Corporations
- Partnerships
- Estates & Trusts
- Nonprofit Returns
- Client Management
- Document Management
- Electronic Signatures
- Multi-Preparer Support
- Reporting
- Technical Support
Work the Way Your Tax Office Works
Desktop
Ideal for tax professionals who prefer locally installed professional software and a traditional office workflow.
Online
Designed for tax professionals who need secure access from multiple locations and greater flexibility.
Everything You Need for a Professional Tax Office
Professional Tax Preparation
Prepare federal and state returns with a proven professional workflow.
Federal & State E-Filing
Electronically file returns and track acknowledgments efficiently.
Client Management
Organize and manage all of your client information in one system.
Return Status Tracking
Monitor the status of every return from start to finish.
Multi-Preparer Support
Support multiple preparers working within the same tax office.
Document Management
Store and organize client documents securely within the platform.
Electronic Signatures
Collect client signatures electronically to streamline approvals.
Office Reporting
Generate reports to track your office productivity and activity.
User Management
Manage preparer access and roles across your tax office.
Secure Client Workflow
Maintain a secure, organized workflow for every client return.
Tax Office Setup Assistance
Get help setting up your software and configuring your office.
Technical Support
Receive technical assistance whenever you need help with your software.
From Client Intake to Filed Return
More Than Tax Preparation
Help tax professionals manage the workflow behind their tax business—not just prepare returns.
- Manage clients
- Monitor returns
- Track preparer activity
- Organize documents
- Monitor e-file status
- Manage office workflow
- Access reports
- Support multiple preparers
Additional Tax Office Opportunities
Bank Product Integration
Refund Transfer Options
ERO Opportunities
Additional Revenue Opportunities
Available through participating providers. Eligibility and program requirements may apply.
Ready to Build More Than a Tax Office?
Explore opportunities for experienced tax professionals and entrepreneurs interested in expanding their tax software business through our Service Bureau program.
Explore Service BureauSupport Beyond the Software
Personalized Onboarding
Help getting your software and office ready.
Software Training
Guidance to help you understand your professional tax software.
Technical Support
Help when you need assistance with your software.
Tax Office Support
Resources for building an efficient professional operation.
Find the Right Fit
| Feature | Individual | Business |
|---|---|---|
| Individual Returns | — | |
| Business Returns | — | |
| Federal E-File | ||
| State Filing | ||
| Multi-Preparer Support | ||
| Document Management | ||
| Electronic Signatures | ||
| Reporting | ||
| Technical Support | ||
| Online / Desktop Availability |
More Than Software. A Partner for Your Tax Business.
Professional Software Solutions
Tax Office Setup
Training & Onboarding
Service Bureau Opportunities
Business Development Resources
Ongoing Support
Ready to Power Your Tax Business?
Discover professional tax software and support designed to help you prepare, manage, and grow.
