Everything You Need is Built-In
Take better care of more clients with the following:
- Custom-branded client portal
- Secure document exchange
- Integrated dashboard for a bird’s-eye view of activity
- Automated reports
Tax Resolution Software
Earn more, work less with IRS Solutions
Share documents and exchange forms and information through a custom portal protected by Amazon Web Services Government Cloud (AWS GovCloud).
Unlimited file storage where you can organize by folders and easily find when needed.
Templated Letters, Responses, and Forms
Elegantly communicate with clients and the IRS using auto-populated letters and forms branded with your logo.
Task Management and Reminders
See all upcoming tasks for projects and their due dates from the Control Center. Create your own tasks, modify due dates and add notes.
The tools you need to do your job are located in one convenient, integrated dashboard.
- Pull transcripts
- Retrieve and exchange documents
- Electronically upload authorizations
- Respond to IRS notices
Client Management FAQs
Whether you stay with IRS Solutions for 20 minutes or 20 years, your data will always belong to you. 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.
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.
A client portal, custom-branded with your logo or photo is included in your membership, along with everything else we offer. Accessible through any web browser, this portal is a secure electronic gateway to all of your digital files and information. Using it to share information, exchange documents, and communicate quickly and efficiently with your tax resolution clients will save you hours each week.
And yes, like everything else, it is included in your monthly membership. You can even link your unique portal URL to your website.
Client invoicing is included with your subscription. You’ll even have over 20 item templates to choose from, or you can add your own.
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.