Everything is included in your subscription. The only additional fee would be if you wanted to purchase additional e-Signatures.
Yes, included with your membership, you’ll receive informative classes on a range of topics AND receive continuing education credit (CPE for live classes only).
Yes, you can try the software for $7.00 for the first month using our annual or multi-user options. Your subscription will continue at full price after the trial period.
Once your membership is activated, you can rest easy knowing that you are covered by our 60-day money back guarantee. Once requested, you will receive a full refund if you cancel during this period. Upon refund, your account will be cancelled. Refunds will not be issued if you do not cancel within 60 days. Refunds are only available on initial subscription, subsequent subscriptions are not eligible.
Throughout the system there are tutorial videos that will help you with exactly what you are looking to accomplish. You can also email support directly from the software and we’ll assist you with your needs. If you would like to speak to someone you can call our office between 9am-6:00pm PST at 844-4IRS-SOL (1-844-447-7765).
All you need is a standard, broadband internet connection. We recommend using Google Chrome, or Firefox browsers. Also works on Microsoft Edge. If you’re using an Apple computer you’ll need to use Google Chrome or Firefox.
If you’re logging in and still not seeing the control center as soon as you’ve entered your information, please click the logout button in the upper right hand corner and enter your credentials again. If it still isn’t working please call our office between 9am-6:00pm PST at 1-844-4IRS-SOL (1-844-447-7765).
You can click on “lost password” from the login screen and you’ll receive an email to update your password.
First and foremost we take privacy of our clients very seriously. Protection of taxpayer’s sensitive data is very important. We host the data through Government Amazon Web Servers here in the United States. The data is encrypted, and we use SSL – secure socket layer encryption which gives us the green bar in your browser, and https: so that you know when you have a secure connection. Your project site is password protected and we will not sell or share your information or any data you enter. No one will be able to access your data unless you grant permission.
Over 6,500 U.S. government agencies use the AWS Government Cloud and IRS Solutions was accepted to use this highly secure branch of the cloud.
In addition, IRS Solutions requires 2 factor authentication (2FA) when logging onto our site.
No, we do not store your IRS e-Services usernames and passwords. When you access our IRS transcript tool, you will need to enter your IRS e-Services username and password as well as a pin sent to you by the IRS via a text message or the IRS2Go app each time you access e-Services. We take security and privacy of both you and your clients very seriously. Also, the IRS now requires you to notify your clients if you plan to use our service to download IRS transcripts. There are new check boxes on the Form 2848 (power of attorney) and Form 8821 (tax information authorization) that you will need to have your clients check before accessing their transcripts through a third party service provider such as us.
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.
Yes, you can easily export your data at any time prior to cancelling your account. If you’re unhappy with the service, no hard feelings, we’ll do everything we can to make the transition away from our application a pleasant one.
Yes, we make it as easy as possible. You can import client data from another program that has been saved in a .csv file (comma delimited).
The following information can be imported into IRS Solutions Software:
Basic Taxpayer Information: First Name, Middle Initial, Last Name, Address, City, State, ZIP Code, SSN, Birthdate, Driver’s License and State, Email, Home Phone, Cell Phone, Mailing Address (if different)
Spouse Information: First Name, Last Name, TIN, Birthdate, Driver’s License and State
Business Name, DBA, EIN, Address, City, State, ZIP Code, Primary Phone
We don’t believe in charging extra for the number of clients that you have or the number of transcripts that you need. We include our transcript module in the price of the software. The only additional charge you might have would be if you needed more than the 5 e-Signatures we give you when you sign up. We have three different packages you can choose from and have one year from the date of purchase to use.
IRS Solutions Software is a web-based, hosted service. You can access the software with Internet access from anywhere.
If you have a Multi-User license all users under that license can login simultaneously. If you have a Single-User license only one person can login per session.