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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

Get organized and working together with all the tools you need to scale your practice. Organize and track conversations, emails, notes, and interactions with clients and others. See everything related to your client on one screen. Deliver winning proposals to your clients and prospects. Automate engagement letters and achieve absolute clarity. Your team will work faster with a workflow that is beautifully designed and easy to understand. Never let a client work slip through the cracks again. Our new agenda dashboard informs each team member of their daily work. A complete tax return delivery solution, not just form 8879. Give clients detailed instruction on every client form, including payment vouchers and estimated payment vouchers. Collect signatures on 8879 and any other custom documents. Works for both US and Non-US based firms. KBA is available making this an IRS-compliant solution. This module allows you to upload virtually any document to obtain signatures as well.

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

Accounting and tax firms looking for a modern practice management solution to optimize their processes

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

$45 per month
Free Version
Free Trial

Reviews/Ratings

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

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Reviews/Ratings

Overall 4.0 / 5
ease 3.0 / 5
features 3.0 / 5
design 2.0 / 5
support 4.0 / 5

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

Pascal Workflow
United States
www.pascalworkflow.com

Alternatives

PitBullTax

PitBullTax

PitBullTax Software

Alternatives

Jetpack Workflow

Jetpack Workflow

Jetpack Workflow
OIC Tax Planner

OIC Tax Planner

iConcepts
Quicko

Quicko

Quicko Infosoft
Drake Tax

Drake Tax

Drake Software

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

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

Accounting Practice Management Features

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Integrations

Gmail
8am CPACharge
Calendly
DigiSigner
Google Drive
Google Sheets
Microsoft 365
Microsoft Exchange
Microsoft Outlook
QuickBooks Accountants
Xero
Zapier
iCloud

Integrations

Gmail
8am CPACharge
Calendly
DigiSigner
Google Drive
Google Sheets
Microsoft 365
Microsoft Exchange
Microsoft Outlook
QuickBooks Accountants
Xero
Zapier
iCloud
Claim IRS Solutions Software and update features and information
Claim IRS Solutions Software and update features and information
Claim Pascal Workflow and update features and information
Claim Pascal Workflow and update features and information