CONTINUING EDUCATION

Stay current with what’s happening with the Internal Revenue Service and gain knowledge about specific resolution clients while earning CPE credits

Continuing Education Classes:

From penalties, liens and offer in compromise to the latest IRS news, we’ll give you the latest information in our monthly classes. That’s 12 CPE credits a year included in your subscription.

MARKETING

You’ll be able to do what you do best, help your clients by utilizing our done for you marketing in the Marketing Toolbox.

Marketing Toolbox:

Our one of a kind Marketing Toolbox allows you to put your focus on tax resolution and not marketing. You can post with ease on social media platforms, print beautiful one page handouts with your logo and send letters to create key alliances.

SECURITY AND RELIABILITY

IRS Solutions Software has the honor of being hosted on the Amazon Web Services Government Cloud (AWS GovCloud). This is a secure platform for government agencies to access the benefits of public and private clouds to further increase agility and security.

AWS GovCloud (US) gives government customers and their partners the flexibility to architect secure cloud solutions that comply with the FedRAMP High baseline; the DOJ’s Criminal Justice Information Systems (CJIS) Security Policy; U.S. International Traffic in Arms Regulations (ITAR); Export Administration Regulations (EAR); Department of Defense (DoD) Cloud Computing Security Requirements Guide (SRG) for Impact Levels 2, 4 and 5; FIPS 140-2; IRS-1075; and other compliance regimes.

AWS GovCloud (US-East) and (US-West) Regions are operated by employees who are U.S. citizens on U.S. soil. AWS GovCloud (US) is only accessible to U.S. entities and root account holders who pass a screening process. Customers must confirm that they will only use a U.S. person (green card holder or citizen as defined by
the U.S. Department of State) to manage and access root account keys to
these regions.

From Controlled Unclassified Information (CUI), Personally Identifiable Information (PII), sensitive patient medical records, and financial data to law enforcement data, export controlled data and other forms of CUI, AWS GovCloud (US) Regions can help customers address compliance at every stage of their cloud journey.

We chose the Government Cloud because it meets all compliance mandates and enables us to adhere to ITAR Regulations, the FedRamp Requirements, Defense Federal Acquisition Regulation Supplement (DFARS), DoD (SRG) Impact Levels 2 and 4 and 5, and several other security and compliance requirements. In addition, we are in full compliance with IRS Publication 1075, Tax Information Security Guidelines for Federal, State and Local Agencies. This provides guidance to ensure the policies, practices, controls, and safeguards employed by recipient agencies, agents, or contractors adequately protect the confidentiality of FTI.
In addition, AWS is SOC 1, SOC 2 AND SOC 3 compliant

ORGANIZATION

You’ll be able to stay organized and on track

Profile:

Easily save all of your clients’ data within your software to be able to access their case details with the click of a button.

Client Dashboard:

Everything is at your fingertips in our Client Dashboard, from pulling transcripts, creating a pre-populated POA to electronically sending and having your client sign and then uploading directly to the CAF unit. You can respond to client notices, send letters of engagement and retrieve documents including their completed 433 that they’ve securely uploaded into your portal.

Tasks:

Wondering what comes next will never be
a worry. From the Control Center, you can
see all tasks that are due. You can sort by
time frame, appointment, pending cases,
and more.

Based on the best solution you chose for
your client, tasks will be automatically
assigned so that you know what’s next on
the “to do” list. You’ll also have the option
to add your own tasks and assign due dates
making sure you can stay on top of what
needs to be done and not miss anything.

Comments/Notes:

Easily add comments or notes regarding your client’s case and have them all in one unified place.

Control Center:

From the control center you can see your tasks, client lists, and sign up for our monthly class giving you CPE credit or access to our Marketing Toolbox.

Document Folders:

Easily find forms and documents you create or have sent to you in the document folder. Need to create a new folder to store data?
No problem. That can also be done.

Reminders:

The scariest thing is to miss an IRS Deadline and have that Revenue Officer levy your client knowing that it was your fault. With our reminder tool you will be on the ball.

IRS COMMUNICATION

You’ll look like a Pro to your client and to the IRS

Forms:

Find all the necessary IRS forms that you would need to start and complete your clients’ resolution cases. Whether you need to fill out a Form 433-A or Form 433-A(OIC) the forms auto populate so you don’t have to enter the data twice, saving you hours of time.

First Time Penalty Abatement:

When you download the IRS account transcripts, the software will look for penalty abatement opportunities and alert you when a client likely qualifies for first time abatement. Prepare your request in minutes to get the penalty abated.

IRS Allowances:

Never look up the IRS local or nation-wide living standards again. The system will prefill them based on the client’s information. And you will see a red warning when the taxpayer’s expenses exceed the allowable amounts.

Letters:

Auto-populated letters that are branded with your logo allow you to communicate with the IRS and your clients without having to reinvent any wheels.

Notices:

Client came in with a notice from the IRS. You'll not need to spend time reviewing and searching, just enter the notice number into IRS Solutions software and you’ll see exactly what comes next including the templates to respond.

Branded with your image:

Everything that you use will be branded with your identity and logo.

IRS COLLECTIONS & RESOLUTIONS

Quickly and easily navigate step by step through the collection process

Power of Attorney & Tax Information Authorization

Using our auto-populate forms you can request an electronic signature from your client and upload the forms straight to the CAF Unit. This is an incredible time saver!

Transcripts Download with instant, easy to understand analysis:

Access, download and print all of your client transcripts with our ultra-fast transcript retrieval with IRS Solutions API. Pull multiple years and clients in a matter of seconds.
Simple, easy to read reports.

• Account transcript summary
• Collection Statute Expiration Dates (CSED)
• First time penalty abatement eligibility
• Earliest dates for bankruptcy dischargeability
• Penalties & Interest assessed and accrued
• Lien filed & SFR indicators

Solution Recommendations (433 Summary):

Now that you’ve done all the footwork in obtaining your clients information, what do you do next? Our Solution Recommendations will let you know what you can and can’t do as well as what would most likely be accepted by the IRS whether it is an installment agreement or offer in compromise or even getting your client into a currently not collectible status.

Bankruptcy Tax Discharge Date Calculator:

Download the IRS Account Transcripts and the system will identify the earliest date taxes may be discharged in bankruptcy as well as give warnings of possible reasons the tax year may not be dischargeable.

Client Portal:

Easily exchange information with your clients. You’ll be able to send your client a portal request that will allow them to easily populate their 433 information, review documents safely as well as safely upload their sensitive documents to you. All protected by using the Amazon Web Services GOVERNMENT cloud (AWS GovCloud). See our section on security.

Full Report:

A full report given to your client that shows that you analyzed their full tax situation. This report shows that you reviewed all IRS transactions that the IRS and the client made and explains how you reviewed this client's situation in detail. You’ll never again have to give and explain an IRS transcript to your client. We make this easy for you and for them to understand. We’ll take information from the transcripts and your clients’ financial information and turn it into a beautifully laid out report for you to give to your clients. Show your detailed work!