IMPORTANT: PLEASE READ THIS AGREEMENT CAREFULLY BEFORE CONTINUING WITH THE SETUP PROCESS OF THE SOFTWARE. BY CLICKING ON THE "I AGREE" OPTION, YOU AGREE TO BE BOUND BY THE TERMS OF THIS AGREEMENT. IF YOU DO NOT AGREE TO THE TERMS OF THIS AGREEMENT, CLICK THE "I DECLINE" OPTION TO TERMINATE THE SETUP PROCESS.
Software License Agreement
1. Ownership. It is hereby understood and agreed that IRS Advisors, Inc., DBA IRS SolutionsTM, a California Corporation, with its principal place of business at 25115 Avenue Stanford, Suite A108, Valencia, CA 91355 ("IRS Solutions Software"), is the owner of all right, title and interest to the IRS Solutions Software ("the Application"), including the accompanying software, text, graphics and documentation, and all subsequent copies thereof, regardless of the media or form in which the Application is presented. As used herein, Application also includes any portion of the Application, software, text, graphics, and documentation. As the Licensee, You ("You" or "Your") through your purchase of this product do not acquire any ownership rights to the Application.
2. License. In consideration of the payment of a periodic license fee, IRS Solutions Software grants you a non-exclusive right and license to use the Application and the related documentation (the "Documentation") as set forth in this Agreement. You may use the Application on any computer at any location where you can access the Internet. It is also understood and agreed that while the Application is not "copy protected," You shall not copy the Application onto any machine-readable or printed form except for archival or for backup purposes (provided that any copy must contain all proprietary notices included in the original), nor shall You modify the Application and/or merge it into another computer Application. You shall not, without IRS Solutions Software’s express written consent: (i) copy or reproduce the Application; (ii) electronically transfer the Application through a LAN or other network system or through any computer subscriber system or bulletin-board system; or (iii) modify, adapt, or create derivative works based on the Application.
This license permits you to use the Application to provide planning services to your own Clients. For purposes of this Agreement, clients are defined as the ultimate consumer of financial advice, tax advice and/or problem resolution services relating thereto. Clients do not include other parties that provide such advice and/or resolution services to the ultimate consumer. Thus, this Agreement expressly prohibits your use of this Application in connection with services you provide to other professionals and/or organizations (Third Parties), whether you are serving in the capacity as a consultant, service bureau or other back-office supporting arrangement to such Third Parties.
3. Restrictions on Transfer. This license is nontransferable. You shall not sub-license, assign, or transfer the License or the Application except as expressly provided in this Agreement. Any attempt otherwise to sub-license, assign, or transfer any of the rights, duties, or obligations here-under is void.
4. Term. This license is effective until terminated. If you have paid a fee to subscribe to the Application, this Agreement and license are effective from the time of your payment for 30 days from the date your last payment is credited to IRS Solutions for monthly subscriptions and 365 days for annual subscriptions. You may terminate this Agreement at any time by discontinuing payments to IRS Solutions, contacting us by phone at 844-447-7765, emailing support@irssolutions.com or using the Cancel button in the software. If Cancelling by email please be sure we confirm it with you as e-mail may go to junk or spam folder or be overlooked. Watch this video to see how easy it is to cancel in the software. https://vimeo.com/348080393/86d8af7748
This Agreement will terminate immediately and without further notice if you fail to comply with any provision of this Agreement. All obligations of confidentiality and restrictions on use, and all other provisions that may reasonably be interpreted to survive termination of this Agreement, will survive termination of this Agreement for any reason.
If you cancel your subscription to IRS Solutions, at the expiration of the fully paid term you will no longer have license to use, adapt, publish, or reproduce, either electronically, in hardcopy, or in person, any documents included in the IRS Solutions system, or provided to you by IRS Solutions, or its members. These documents include but are not limited to forms, letter modules, or summary text. Violations of this license may subject you to civil action by IRS Solutions, for copyright infringement. If you cancel your subscription, IRS Solutions, will delete all of your practitioner and client data in the IRS Solutions system for security, and you will be responsible for re-entering it if and when you re-subscribe to IRS Solutions in the future. Cancellation of your subscription before the next renewal date does not entitle you to any refund of the unused portion of the paid subscription fee.
5. Copying, Transferring or Modifying Software. The Application contains copyrighted material and other proprietary intellectual property. You may not permit concurrent use of the Application unless each user has an applicable license. You may not permit other individuals to use the Application except under the terms listed above. You may not modify, translate, decompile, disassemble, reverse-engineer or otherwise display the Application in human-readable form. You may not rent, lease, distribute or lend the Application and you may not sell to others the right to use the Application. You may not remove any proprietary notices or labels generated by the Application. You may not copy, transfer, transmit sublicense or assign this license or the Application except as expressly permitted in this Agreement. You agree that the terms of this paragraph apply to the Application or any portion thereof, whether owned by IRS Solutions Software or IRS Solutions Software's licensors.
6. Warranty Disclaimers. THE APPLICATION IS PROVIDED "AS IS" AND WITHOUT WARRANTIES OF ANY KIND, EXPRESS, STATUTORY OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE AND ANY WARRANTIES OF NON-INFRINGEMENT. IRS SOLUTIONS SOFTWARE DOES NOT WARRANT THAT THE FUNCTIONS CONTAINED IN THE APPLICATION WILL MEET YOUR REQUIREMENTS OR THAT THE OPERATION OF THE APPLICATION WILL BE UNINTERRUPTED OR ERROR FREE. The entire risk as to the quality and performance of the Application is with you. Should the Application prove defective, you (and not IRS Solutions Software or its distributors, licensors or dealers) assume the entire cost of all necessary servicing, repair or correction.
IRS Solutions Software does not warrant that the functions contained in the Application will meet your requirements or operate in the combination that you may select for use, that the operation of the Application will be uninterrupted or error free, or that defects in the Application will be corrected. No oral or written statement by IRS Solutions Software or by a representative of IRS Solutions Software shall create a warranty or increase the scope of this warranty.
Some states do not allow the exclusion of implied warranties, so the above exclusion may not apply to you. This warranty gives you specific legal rights, and you may also have other rights that vary from state to state. Any warranties that by law survive the foregoing disclaimers shall terminate sixty (60) days from the date you first pay for access to the Application as shown by your receipt.
7. Limitation of Liability. YOUR SOLE REMEDIES AND IRS SOLUTIONS SOFTWARE'S ENTIRE LIABILITY ARE SET FORTH ABOVE. IN NO EVENT WILL IRS SOLUTIONS SOFTWARE OR ITS DISTRIBUTORS OR DEALERS BE LIABLE FOR DIRECT, INDIRECT INCIDENTAL OR CONSEQUENTIAL DAMAGES RESULTING FROM THE USE OF THE SOFTWARE, THE INABILITY TO USE THE SOFTWARE, OR ANY DEFECT IN THE SOFTWARE, INCLUDING ANY LOST PROFITS, EVEN IF THEY HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.
You agree that IRS Solutions Software and its distributors and dealers will not be liable for defense or indemnity with respect to any claim against you by any third party arising from Your possession or use of the Application. SOME STATES DO NOT ALLOW LIMITATIONS ON HOW LONG AN IMPLIED WARRANTY LASTS, AND SOME STATES DO NOT ALLOW THE EXCLUSION OR LIMITATION OF INCIDENTAL OR CONSEQUENTIAL DAMAGES, SO THE ABOVE LIMITATIONS OR EXCLUSIONS MAY NOT APPLY TO YOU. THIS WARRANTY GIVES YOU SPECIFIC LEGAL RIGHTS AND YOU MAY ALSO HAVE OTHER RIGHTS WHICH VARY FROM STATE TO STATE.
IRS Solutions Software's entire liability and your exclusive remedy shall be a full refund of the subscription price.
8. Governing Law, Interpretation, Jurisdiction and Disputes. This Agreement shall be interpreted under and governed by the laws of the State of California, without regard to its rules governing the conflict of laws. If any provision of this Agreement is held illegal or unenforceable by a court or tribunal of competent jurisdiction, the remaining provisions of this Agreement shall remain in effect and the invalid provision deemed modified to the least degree necessary to remedy such invalidity. All disputes hereunder shall be resolved in the applicable state or federal courts of California. The parties consent to the jurisdiction of such courts, agree to accept service of process by mail, and waive any jurisdictional or venue defenses otherwise available.
9. Questions. If you have any questions concerning this Agreement, you may write to IRS Solutions, 25115 Avenue Stanford, Suite A203, Valencia, CA 91355.
10. Integration. This Agreement constitutes the entire understanding of the parties, and revokes and supersedes all prior agreements, whether oral or written, between the parties, and is intended as a final expression of their Agreement. It shall not be modified or amended except in writing signed by the parties hereto and specifically referring to this Agreement. This Agreement shall take precedence over any other documents that may be in conflict therewith. If, for any reason, any provision of this Agreement is found to be unenforceable, such provision shall be deemed to prohibit such activity to the extent it is found to be enforceable and other provisions of this Agreement shall be unaffected to the extent permitted by law. YOU HEREBY ACKNOWLEDGE THAT YOU HAVE READ THIS AGREEMENT, UNDERSTAND IT, AND AGREE TO BE BOUND BY ITS TERMS AND CONDITIONS.
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.
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!
