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Features
Software for Tax Professionals Who Handle Resolution Work
Case management, transcript monitoring, client tools, and marketing support in one membership. Built for tax pros who resolve IRS problems.
Other companies provide only software. We back your whole practice.
One membership covers the casework and everything around it.
Membership pairs the platform with onboarding, ongoing training, continuing education credits, an active community of tax resolution professionals, and tools to grow your business, so you’re never solving a case without backup.
The full suite is below.
Accomplish More in Less Time with our Comprehensive Suite of Tools
Tax Resolution Management
Make managing complex tax resolution cases easy and profitable:
- Full integration with IRS systems
- Automatic transcript downloads
- Instant analysis
- Solution recommendations
- Power of Attorney and Tax Information Authorization
- Bankruptcy discharge date calculation
- First time penalty abatement
- Notifications to your email of transcript changes
IRS Advance Notice™ (IAN)
Monitor transcript activity and get notifications for:
- Possible audits (notification six months before your client is ever notified)
- Federal tax liens
- Installment agreement changes
- OIC activity
- Passports certified to the Secretary of State
Client Management
Take better care of more clients with:
- Custom-branded communications portal
- Built-in customizable file management system
- Tax analysis reports
- Easy-populating, embedded forms
- Control center reminders
Growth Solutions and Member Support
Choosing IRS Solutions is like bringing on the best silent partner – one who invisibly helps your business thrive every day:
- Easy onboarding and customer support
- Ongoing training and orientation
- Continuing Education classes
- Marketing Toolboxes to promote your business with regularly-updated assets
- Active professional community
Invoicing and Payments
Easily manage billing and receivables:
- Customizable invoicing
- Track receivables and balances
- Payment processing
Data Security
IRS Solutions prioritizes your data security:
- SOC 2® Compliant
- AWS Government Cloud (AWS GovCloud)
- We use the latest technology to safeguard your data: 256-bit AES encryption and TLS 1.2+
- Continuous backups with built-in redundancy
- Stable, reliable platform
- All programming is done in the USA
Reports
Turn transcripts and client financials into answers you can act on:
- Branded, client-ready tax analysis reports
- Collection alternative calculations (IA, OIC, CNC)
- Income vs. transcript discrepancy detection
- First-time penalty abatement finder
- CSED estimates and CSED mismatch alerts
- Bankruptcy dischargeability dates
- Practice-wide, cross-client portfolio reports
Try IRS Solutions® 100% Risk-Free
Let us show you how IRS Solutions can transform your tax practice.
What Do Tax Pros Say About IRS Solutions®?
Tax resolution specialists, CPAs, Enrolled Agents, accounting professionals, attorneys
and even ex-IRS agents all praise IRS Solutions.
"IRS Solutions has been instrumental in the success and expansion of our firm in the tax representation arena. We estimate that IRS Solutions has reduced our IRS representation workload by approximately 30%, giving us additional time and resources that can now be spent assisting our clients."
Joe Serrone EA, Partner
Polaris Tax & Accounting
"The software has saved me hours upon hours of work that I would have been doing manually. I love the software because of its affordability. It allows capacity for me to expand to add additional users as my business will grow in the future."
Kenneth Walters
The Crystal Group Tax Business Services
"The support is absolutely unmatched. If I have a question, I can reach the owners by phone, email, or even on Facebook. They are there to help me every step of the way, they solicit feedback to make the program better, and they actually care about me and my practice."
Chris Goss
The Goss Firm – Tax Advocacy and Representation
"I like that I can track all of my clients with POAs and monitor certain clients for changes to their transcript and balances."
Michael Rosen
Senior Tax Manager
“IRS Solutions gives you all the IRS transcript info (CSED, tax debt, and more), trainings are included (so many free), so many more IRS forms (and states) and my favorite is that the report feature is more comprehensive (clients love to pay for this). These are all included in the IRS Solutions subscription/license at no extra charge."
Lenard de Guzman, EA
Tax Help!
Member since 2024
Member since 2024
"Having IRS Solutions at my side has increased my representation revenues by over 50% while cutting down the time spent on such projects by almost 30%."
Raymond Sawyer, EA, CTC
Sawyer One Stop Accounting & Tax
