irsLogics

irsLogics is a software solution designed exclusively for tax resolution professionals, including attorneys, CPAs, enrolled agents, and tax resolution firms. This web-based platform caters to tax resolution firms of all sizes, offering a range of features to efficiently manage clients and tasks. According to the vendor, irsLogics streamlines tax resolution processes, provides access to up-to-date IRS forms and instructions, and assists in handling cases such as offer in compromise, innocent spouse, installment agreements, wage garnishment, and penalty abatement.

Key Features

Tax Resolution: According to the vendor, irsLogics is specifically designed for tax resolution professionals, providing a web-based platform for managing clients and tasks. It includes an interview guide to gather necessary information and determine clients' financial status. The software also identifies the best resolution program based on client eligibility and offers an Offer-in-Compromise qualification and planner. With up-to-date IRS forms and instructions, auto-populated forms based on client information, and automatic updates to IRS rules and regulations, tax resolution professionals can efficiently handle a variety of cases.

Sales and CRM: The software offers lead and pipeline management, allowing professionals to effectively track and manage leads and sales. It generates agreements and custom forms automatically, streamlining the process. Additionally, it provides billing and invoicing features with an electronic payment option. Task management and a calendar ensure that professionals stay organized, while the document repository enables seamless filing. The software also includes reporting and tracking capabilities, along with a performance tracking tool, to monitor progress. User security and role management ensure data privacy.

Advanced Integration: According to the vendor, irsLogics seamlessly integrates with existing work tools, enabling professionals to work efficiently and effectively. It also allows integration with other software and systems, providing a seamless workflow.

Multi-Office Feature: With this feature, tax resolution firms can easily manage employees and their permission levels. They can set up teams and affiliates based on role, division, and geography, ensuring smooth collaboration and communication.

Accessible From Anywhere: According to the vendor, irsLogics is completely web-based, eliminating the need for time-consuming setup. It can be accessed from any device with an internet connection, providing flexibility and convenience for tax resolution professionals.

Complete Set of IRS and State Tax Forms: The software includes a comprehensive collection of IRS and state tax forms, regularly updated with the latest changes. According to the vendor, this ensures that professionals have access to the most current forms required for tax resolution cases.

Tax Problem Diagnosis Tool: According to the vendor, irsLogics offers a tax problem diagnosis tool, assisting professionals in identifying and understanding the specific tax issues faced by their clients. This feature helps streamline the resolution process by providing targeted solutions.

Internal Revenue Manual and IRS Resources: The software provides access to the Internal Revenue Manual and other IRS resources with search functionality. According to the vendor, this allows professionals to quickly find relevant information and guidelines to effectively navigate tax resolution cases.