IRS Solutions Software

IRS Solutions Software is a tax resolution software platform designed to streamline tax resolution management for solo practitioners and small accounting firms. According to the vendor, this all-in-one solution is specifically tailored for tax resolution specialists, CPAs, enrolled agents, accounting professionals, and attorneys specializing in tax law. The software offers a range of features to help tax professionals efficiently manage their tax resolution practice and provide service to their clients.

Key Features

Tax Resolution Management: According to the vendor, IRS Solutions Software provides full integration with IRS systems for seamless case management. It offers automatic transcript downloads, instant analysis of client situations, and solution recommendations based on client data and IRS regulations. The software includes Power of Attorney and Tax Information Authorization features for efficient communication with the IRS. Additionally, it offers bankruptcy discharge date calculation to determine if and when taxes may be discharged in bankruptcy. The vendor also states that notifications are sent to your email of transcript changes to keep you updated on client status.

IRS Advance Notice™ (IAN): The vendor claims that IRS Solutions Software allows you to monitor transcript activity and receive automated notifications for potential audits, federal tax liens, installment agreement changes, OIC (Offer in Compromise) activity, and passports certified to the Secretary of State. According to the vendor, this feature provides advance notice up to six months before clients are notified by the IRS, enabling proactive preparation and response.

Client Management: The software provides a custom-branded communications portal for secure document exchange with clients. It also includes a built-in file management system for easy organization and retrieval of client documents. Tax analysis reports are available to provide comprehensive information on income, expenses, tax owed, and collection alternatives. According to the vendor, embedded forms make client communication streamlined, and control center reminders help you stay on top of important tasks and deadlines.

Invoicing & Payments: IRS Solutions Software offers customizable invoicing, making it easy to create client invoices. The software allows you to track receivables and balances, ensuring efficient management of billing and payments. According to the vendor, the software also integrates with payment processing systems, providing a seamless payment collection process.

Growth Solutions & Support: The vendor claims that IRS Solutions Software ensures a smooth onboarding process and offers ongoing customer support. They state that continuous training and orientation are provided to keep you updated on IRS regulations and best practices. Additionally, the software offers Marketing Toolboxes with regularly-updated assets to help you promote your tax resolution services. The vendor also provides Continuing Education classes for Enrolled Agents (EAs) and Certified Public Accountants (CPAs). Lastly, a professional community is available for networking and support.