Client Management and CRM

Yes. Send a secure onboarding link with nothing more than the client’s name and email address. They will be guided step-by-step through entering their own information directly into your firm’s branded client portal — saving you hours of manual data entry while ensuring accuracy from the start. Cases move from intake to active analysis without the back-and-forth that usually slows the first week.

Our client portal is a secure, web-based platform that enables your clients to conveniently access, share, and complete tax-related documents and information. This portal is custom-branded with your logo or photo and comes with a unique URL, all included in your membership at no additional cost.

Key Features:

• Easy Self-Onboarding: Provide an onboarding link with just their name and email address. They’ll be guided through entering their own information, saving you time and ensuring accuracy from the very beginning.
• Client-Ready Onboarding Support Materials: Every membership includes a Client Portal Guide PDF and a library of pre-built email templates covering portal invitations, document requests, 433 invitations, and file-delivery notifications.
• Federal-Grade Security: The portal is password-protected and requires two-factor authentication (2FA) at every login. IRS Solutions is SOC 2® compliant and hosted on AWS GovCloud in a FedRAMP-authorized environment, with 256-bit AES encryption at rest and TLS 1.2+ in transit. Full documentation is available at trust.irssolutions.com
• Efficient Document Management: Share information, exchange documents, and communicate with clients inside one secure system; replacing email threads, fax workflows, and the risk of unsecured attachments.
• Direct Client Data Entry: Clients enter their Form 433 data directly into the portal, streamlining the information-gathering process and feeding cleaner data into your case files.

Accessible through any web browser, the client portal strengthens your firm’s professional image and simplifies the management of every client engagement.

Yes. Inside the Client Center, document sharing and Form 433 financial-statement entry are independent toggles. Enable one, the other, or both — case by case — so each client sees only the workflow appropriate to their engagement.

Yes. Every membership includes a ready-made Client Portal Guide PDF you can send to your clients alongside the portal invitation. The guide walks them step-by-step through account creation, two-factor authentication, document upload, and Form 433 entry — so your time goes to their case, not to teaching software.

 You can tag your clients for items such as “waiting on me”, “waiting on the IRS”, “Pending OIC”, “Preparation” and many more. Easily create reports based on your client tags.

It’s easy to import client data from any other software via an Excel spreadsheet or .csv (comma delimited) file. Our team will be happy to help if you need a hand with this or any other aspect of your onboarding.

We’re confident that you’ll be thrilled with your membership but, if you’re not, we’ll work with you to ensure that your exit process is simple and pleasant.

Because your data includes social security numbers and banking information for your clients, for security purposes, we purge all data after 60 days of account cancellation. Prior to cancelling you should export your data and download any forms created.

Client invoicing is included with your subscription. You’ll even have over 20 item templates to choose from, or you can add your own.