Client Management and CRM

Stay organized and keep projects on track. Enjoy convenient, effective customer relationship management.
client management software for accountants

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

Client Portal

Share documents and exchange forms and information through a custom portal protected by Amazon Web Services Government Cloud (AWS GovCloud).

Document Storage

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.

Client Dashboard

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.

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.

"What drew me into IRS Solutions right away was being able to combine practice information, notes, and documents in one location."
Bruce Hicks, EA
The Freedom Group

Try IRS Solutions® 100% Risk-Free

Membership in IRS Solutions comes with a money-back guarantee. Try the full platform for 60 days – everything we offer, not a pared-down trial version. We are so sure that you’re going to love it that we’ll give you a full refund if you don’t, no questions asked.

Let us show you how IRS Solutions can transform your tax practice.

The Only Platform Built by Tax Pros for Tax Pros

IRS Solutions team members personally manage numerous real-life resolution cases every year. This keeps us current on tax laws and constantly-changing IRS regulations to ensure that we always offer the best and most innovative resolution software to meet your needs.

Partnerships and Integrations

We work with the tax industry’s best and have developed a network of partnerships and integrations,
united by a shared commitment to provide cutting-edge resources for tax professionals.

Ready to See How IRS Solutions Can Help You Grow Your Business?