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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:
Individual Taxpayers
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 Accounts
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 and in the original subscription 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.
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.
You can easily look up a notice received by a client and the software will show you a sample of the notice as well as give you the necessary steps you need to take to help your client.
We have a tool for that, Agent Dave! Just let Agent Dave know what the issue is and he will assist you through the steps of what you need to help your client.
All you have to do is enter in the number of the notice that your client gives you and we will provide you with a sample copy of the notice or letter. We’ll also provide you with the steps that you need to take in order to help your client and the template letters to respond.
Our OIC calculator follows the rules of the Internal Revenue Manual. It gives a quick representation of a likely outcome.
Yes, whether you are helping an individual or business client we have all the Form 433 series as well as the 656.
This easy tool allows you to request IRS Transcripts in seconds using your e-Services account. You will not only receive your client’s transcripts but a detailed summary report that will extract the important information from the transcript so that you don’t need to decipher. This will help you start working your cases quickly and be able to communicate with nice reports you can give to your client that aren’t confusing.
You can easily look up a notice received by a client and the software will show you a sample of the notice as well as give you the necessary steps you need to take to help your client.
Yes, all our letters and templates automatically populate your logo and firm information. You can edit, and customize for each client. You can also create and save your most used templates.
Using the data that the client has already supplied, you can toggle between form 433-A, form 433-A (OIC) or even a from 433-F without having to re-enter any data.
Once the CAF unit has approved your 2848 (Power of Attorney) or your 8821 (Taxpayer Information Authorization) forms, you can download all account transcripts, wage and income documents, and tax return transcripts. You can also download all transcripts placed into your Secure Mailbox.
Yes, by utilizing our Audit Protection kit with your current tax return clients you can charge extra by offering tax resolution. This also allows you to charge your clients that opt out of the additional fee when they come to you with an IRS notice, audit or other project. Our audit protection kit is included in your membership.
IRS Solutions Software has the intelligence written into the software to help you present choices to your client. In most IRS collection cases there are three options: Offer in Compromise (OIC), Installment Agreement (IA) or Currently Not Collectible (CNC).
Many of our members have not done tax resolution before joining and still do not do “tax resolution”. The program was designed to be easy for the tax professional to learn how to help your tax office become more efficient when dealing with the IRS. The tools save hours of work each week for members, including downloading IRS transcripts, responding to IRS notices and other tasks the IRS has delegated.
All forms are driven by input questions. With our user-friendly software we ask the question in plain English. All forms are populating in the background and the software will let you know which form you need. All you have to do is simply follow the instructions the software gives.
All forms that you would need for IRS collection and audit issues are included with the software.
IRS Solutions Software makes it easy for you to streamline the process. Instead of getting hard to read transcripts from the IRS, we give you a simple report that is so easy to understand you’ll be able to share it with your client.
When reviewing an IRS transcript, you can find out so much about your client including: current tax liabilities, penalties & interest, filed/unfiled Tax returns, federal tax liens, collection status, estimated collection statute expiration date (CSED) calculations, earliest dates for bankruptcy dischargability, first time penalty abatement eligibility, account transcript and payment Summary.
Once the CAF unit has approved your 2848 (Power of Attorney) or your 8821 (Taxpayer Information Authorization) forms, you can download all account transcripts, wage and income documents, and tax return transcripts. You can also download all transcripts placed into your Secure Mailbox.
A client portal is an electronic gateway to a collection of digital files, services and information, accessible over the Internet through a web browser. This will allow your clients to share information with you through a secure online portal branded with your own logo or photo. This streamlines the document exchange in a secure manor between the Resolution Specialist and the client. This will save you countless hours going over all the 433 questions with your client and allows them to answer client-friendly questions on their own.
No, the client portal is included in your subscription.
