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About

IRS Solutions® is Tax Resolution Software with IRS Transcript Monitoring and Analysis that helps CPAs, attorneys, and enrolled agents earn more in fewer hours at their desks. With IRS Solutions on your team, you can automatically calculate and recommend solutions, submit autofilled forms and reports, communicate with clients, invoice for your services, and process payments all within one easy-to-use, intuitive system. Become more efficient with an automated software solution to manage IRS collection cases, prepare and submit OICs and Installment Agreements, and respond to notices. Project an air of confidence in front of clients with up-to-date IRS collections and audit forms and notices at your fingertips.

About

Manage CPAs by seeing what needs to be done, for which client, by when. Simply drag and drop to reprioritize, reassign, and balance out work. Filter your view by due date, status, assignee, and more so all tax preparers on the team stay in-the-know and the work never misses a beat. Automatically pull in your entire email inbox so you can take action with quick clicks. Post a comment for other tax preparers on the team, tag staff to take action, file the correspondence in a digital client folder, add it to your to-do list, or simply reply as you normally would. Customize ready-to-use templates, or create your own, so you and your team can easily move through common workflows. Once a task is marked complete, the next one automatically gets assigned to the right tax preparer and appears on their to-do list. Keep every client email, document, task, and more organized at your fingertips. See a full audit history at a glance, and even pin important items to the top for fast access.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Tax professionals looking for a tax resolution software solution to take charge of IRS collection cases, audits, and offers.

Audience

Businesses looking for a practice management solution to manage and organize all of their work in one place

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$159 per month
Free Version
Free Trial

Pricing

$60 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 4.8 / 5
features 4.8 / 5
design 4.7 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

IRS Solutions
Founded: 2011
United States
www.irssolutions.com

Company Information

Intuit
Founded: 1983
United States
proconnect.intuit.com/practice-management/

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Tax1099

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Zenwork

Categories

Categories

Tax Practice Management Features

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Integrations

Gmail
Microsoft 365
Zapier
8am CPACharge
Amego
Calendly
DigiSigner
Flexspring
Google Sheets
LINK To Any
Lacerte
Microsoft Exchange
ProConnect Tax
QuickBooks Accountants
QuickBooks Online
Quickwork
Text Control
Xero

Integrations

Gmail
Microsoft 365
Zapier
8am CPACharge
Amego
Calendly
DigiSigner
Flexspring
Google Sheets
LINK To Any
Lacerte
Microsoft Exchange
ProConnect Tax
QuickBooks Accountants
QuickBooks Online
Quickwork
Text Control
Xero
Claim IRS Solutions Software and update features and information
Claim IRS Solutions Software and update features and information
Claim Intuit Practice Management and update features and information
Claim Intuit Practice Management and update features and information