A Big Accounting Tax Solution for Small Tax Resolution Firms
Small tax firms can now dream big – especially with the help of the right tax resolution software.
With IRS Solutions, you can manage every part of your tax resolution business with ease. Our all-in-one software and membership helps you get up and running FAST, so you can start generating year-round revenue right away.
With our Members-only Marketing Toolbox and automated solutions, we’ll help you bring in new clients quickly, so you can focus on what you’re trained to do – providing high quality service and tax help to your clients.
Find new clients quickly and with ease
Create your marketing plan easily with the advice
of experts, our free marketing workbook, and
personalized customer service.
Make marketing easy with our Members-only Marketing Toolbox
It has everything you need to help run your
campaigns, including invoice stuffers, social media
graphics, email headers, and more.
Provide high quality service
Nurture leads and create personalized email
campaigns with market segmentation throughout
every step of the customer journey.
Automated tools allow your small firm
to do big things
As a smaller practice, you have less time and fewer hands to make sure everything gets done. It can be overwhelming to balance all your administrative tasks, work on your clients’ cases and generate results, while also trying to scale your business. Automation allows you to focus less on admin and more on serving your clients. You can save time and become more efficient by harnessing the power of IRS Solutions, which can help your small firm expand its services and grow BIG.
As a team of tax professionals, you’re probably tired of dealing with demanding tax prep clients. You’ve heard of the amount of money you can make by doing tax resolution, but you don’t know where to begin! The good news is you don’t need to be a tax resolution expert to add this service and start generating more revenue early on.IRS Solutions has everything you need to effectively add tax resolution to your firm’s portfolio of services and make a difference for your clients.
Start taking classes right away with our Members-only monthly webinars.
Identify exactly what you need to submit to the IRS and how to handle your clients’ case with just a few clicks.
Stay in compliance and win cases with automatic IRS updates and step by step guidance for every kind of tax resolution case.
Easily input client information and get calculations for different resolution scenarios, including Offer-in Compromise, Currently Not Collectible, and Installment Agreements.
Enjoy on demand support from our industry-leading customer service team,
which includes former IRS officers.
IRS Solutions isn’t a software you just download and figure out by yourself. When you buy the software, you are getting an all inclusive membership to help you start, manage, and grow your small firm.
Enjoy access to personalized tech and customer service from tax professionals, including IRS officers who know the ins and outs of complicated tax code.
Access our expansive resource library to learn more about best practices in tax resolution, growing your business, and keeping your clients delighted throughout the entire customer journey.
Network with tax resolution professionals in our exclusive private Facebook group.
Continue your education with monthly webinars that are jam-packed with everything you need to know about providing tax resolution services.
As a small firm, you probably have big ambitions. You need a software that grows with you for future scalability.
Enjoy unlimited client cases. You’ll never pay more for getting additional business, allowing you to grow your small firm!
Increase business and win referrals with our easy-to-use customizable templates and marketing materials.
Learn how to scale your business with complimentary resources, webinars, and our professional tax resolution community.
It’s time for your small firm to think BIGGER
Just because you’re a small firm doesn’t mean you can’t compete with the big ones.
Win more business, practice more efficiently, and scale your tax resolution
business with IRS Solutions.
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.
Government Cloud:
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
Two Factor Authentication:
Under security, we had added the Two Factor Authentication with this verbiage:
We offer two authentication methods you can choose from. You can either elect to have a One-time password sent as a text message to your cell phone, or you can use Google Authenticator.
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.
Branded with your image:
Everything that you use will be branded with your identity and logo.
Lightening fast transcript delivery and analysis
Branded client portal 433 interview
e-Signature requests
Monthly classes with CPE credit
Case analysis with resolutions acceptable to IRS (OIC, IA, CNC)
Marketing toolbox with social media posts
Auto-populated IRS resolution forms
Task tracking & due
Unlimited client cases
Free tech support
Bankruptcy tax discharge date calculator
First time abatement alerts
IRS notice response
Collaborate with your team
Simultaneous login of 3 users for the price of 2
Lightening fast transcript delivery and analysis
Branded client portal 433 interview
e-Signature requests
Monthly classes with CPE credit
Case analysis with resolutions acceptable to IRS (OIC, IA, CNC)
Marketing toolbox with social media posts
Auto-populated IRS resolution forms
Task tracking & due
Unlimited client cases
Free tech support
Bankruptcy tax discharge date calculator
First time abatement alerts
IRS notice response
Lightening fast transcript delivery and analysis
Branded client portal 433 interview
e-Signature requests
Monthly classes with CPE credit
Case analysis with resolutions acceptable to IRS (OIC, IA, CNC)
Marketing toolbox with social media posts
Auto-populated IRS resolution forms
Task tracking & due
Unlimited client cases
Free tech support
Bankruptcy tax discharge date calculator
First time abatement alerts
IRS notice response
Collaborate with your team
Simultaneous login of 3 users for the price of 2
Lightening fast transcript delivery and analysis
Branded client portal 433 interview
e-Signature requests
Monthly classes with CPE credit
Case analysis with resolutions acceptable to IRS (OIC, IA, CNC)
Marketing toolbox with social media posts
Auto-populated IRS resolution forms
Task tracking & due
Unlimited client cases
Free tech support
Bankruptcy tax discharge date calculator
First time abatement alerts
IRS notice response
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
Government Cloud:
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
Two Factor Authentication:
We offer two authentication methods you can choose from. You can either elect to have a One-time password sent as a text message to your cell phone, or you can use Google Authenticator.
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.
Every time you log into e-Services you'll be notified of any changes to your client transcripts. Such as possible pending audits, possible First Time Abatement, Acknowledgement of CAF approval, that the IRS has certified the client's passport as seriously delinquent and much much more!
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!