The Glue that Keeps my Tax Resolution Business together
IRS Solutions Software helps me keep me super organized and on track when working on my Tax Resolution cases. On of my favorite benefits are the timelined checklist which are created and become part of each case after you create a new client and input their information.
I like the dashboard and having all my active cases showing and available to see updates. The IRS Solutions Team takes my input on any issues that I am having with the software (and tax cases in some instances) and helps me resolve them in a timely manner. They are constantly making improvements on an already great software product and take their product support very seriously.
Well their were some things about the platform that were actually features but you know what...I got on the phone [SENSITIVE CONTENT HIDDEN], we worked through the issues and then he had the developers make those features come to light and easier to see and use. Maybe not a Con but certainly a Pro now!
Better Than What I Expected or Imagined!!!
At first, I was quite skeptical especially when I saw the $7 initial monthly fee. Well, after a month of thinking about acquiring the software, I took the plunge and signed up. Honestly, within less than a month, I had my first PAID client!!! With the use of the videos and other supplemental material made available in the software, I just followed the steps and VOILA... I had my first PAID client. Now, I KNOW that the software is LEGIT and it works when and if YOU WORK IT!!!
I was blown away and continue to be blown away with the software's ease of use which in my opinion makes it SO POWERFUL!!!!
When I initially signed up, the user interface took a little time to get adjusted to, but once I became familiar with it, I was able to accelerate my productivity with the software EXPONENTIALLY...
I wouldn't have a tax or bankruptcy practice without IRS Solutions Software
Overall, the people are nice, I love the monthly groups and the new Facebook. Customer service is awesome. I would not consider practicing tax representation without it.
Every day I learn about more information and functionality with IRS Solutions. They just added a bankruptcy tab that allows me to gauge the time before IRS debt is discharged for a client. Add to that, whenever I need to quickly pull an IRS transcript or respond to a client's letter from the IRS I have a wealth of tools at my fingertips.
The log in is sometimes clunky. It seems like the software has grown, the internet has grown, but this is something like an old house that they keep adding on, rather than just doing a gut renovation.
Best Software available today!
Having spent 27 years with the IRS and now 4 years as an Enrolled Agent representing taxpayers, I want to say that IRS Solutions Software is the most effective and efficient product available to evaluate a taxpayer's situation and work to resolution with the IRS. From transcript retrieval to evaluating notices to sending correspondence, IRS Solutions Software does it all!
The system is very easy to set up. It is easy to use and it saves time and money in resolving clients tax problems and issues. The customer service is excellent! The company is constantly adding improvements to the product. I have made suggestions to improve the product and the management has included these changes. It is refreshing to work with a company that actually listens to its clients.
I do not feel that the software has any cons. I am very satisfied with the operation and efficiency of the sofware.
IRS Solution is good
Great. Left and came right back.
I switched from them to another irs software and quickly came back when I realized how much more effective IRS Solutions was. Easy to connect to the IRS system and update plus provide a report to clients.
I wish I could modify some of the information the forms easily.
JTS Review of Irssolutions
I used it to submit my first OIC. It made the process much easier.
The ease of learning the software and its features.
I have used it less than one year and am really just getting started with resolution work. If there is something missing from the software I do not know right now.
Excellent and fast customer service when there is a problem.
Links effortlessly with eservices for transcripts, keeps downloaded docs in archive
Ease of completing OIC docs with chances filtering into other docs
Occasional glitch with signing into eservices
Absolutely love the IRS Solutions Software!
This is a definite game changer - you can tell that former IRS personnel worked on this, very detailed.
The integration with the IRS is phenomenal and makes it so easy to really determine the client’s status and needs.
I have not found anything I don’t like.
IRS Review summary
Wouldn’t do resolution work without it
I have successfully obtained installment agreements and CNC statuses for clients and would not have done these engagements without the software.
The product is easy to use and there are webinars every month that help with using features. The features I like best are the ability to download transcripts, the CSED and new bankruptcy date calculators and the ability to create a client engagement with just a few clicks that includes all the steps needed. I have also received one-on-one help with cases which is very valuable.
I wish the library of IRS notices was more extensive. I used to use Beyond415 and they had all of the IRS letters and notices, what each one meant, and what to do to respond. IRS Solutions has some of them, but many are missing.
For anyone dealing with tax resolution issues this is a great help
Great company to deal with and willing to answer questions you have.
I think the software's help in completing things like Form 433-A are great because it tells you what is allowable, and gives ideas on items you may not have thought about including.
Because I have not used it extensively I am sure I am not using anywhere near all the features in the program.
Easier to use than other options
I started with IRS Solutions. I needed to add more users but didn't want to pay a large amount up front so I tried another software - one that is supposedly top of the industry. There were so many features that I missed having that I ultimately stopped using the other software and came back to IRS Solutions. They do have some minor improvements to make but overall I have found them to be superior to other options.
The navigation and ease of use is so much better than other software that I've tried.
There are some things that need improvement. Allocation for non liable spouse for example. But the developers have been very open to my feedback on things.
Good Product & Very User Friendly
So far so good. I'm new to IRS Tax Resolution, so I hope to expand my knowledge. Oh.. and GREAT Marketing Materials Support!
I think this is a great product for beginners like me! It's very self explanatory and there are videos that also walk me through some of the items.
I would like a CRM integrated into this software.
Bishop Tax & Accounting Review
Excellent. I enjoy the software and also the online monthly webinars.
I like that I can email templates to clients or potential clients along with them completing the 403 online and it helps identify the best opportunity for a client to reduce their lien
It took me a while to get used to it and sometimes it takes me time to find things. I did not notice a search option to find items quickly
Why I switched
This software makes my life so much easier!
I have to say that these guys are incredible. If you have a support issue, they are responsive, they are constantly improving the software, and the value is great for what you get. The software is very robust. I would highly recommend this software for any CPA/EA/Tax attorney that does tax resolution work. Even CPAs who regularly run transcripts on their clients would find this useful.
I love that you can run a LOT of transcripts with just the click of one button. I also love the feature where you can have your clients fill out their 433 information online and it populates the forms. I haven't used this feature yet, but I plan to on my next Installment Agreement or OIC. I also like that it tells you the CSED.
Would like to be able to run state transcripts as well.
BEST Investment You'll Ever Make
It makes choosing the right solutions for clients easier. The tools are very helpful
Not only is the software great the customer service has been very good and the support through marketing and online classes is added value.
trying to learn where to find everything
Excellent Product & Client Service
Overall I would recommend this product. Easy to set-up, excellent customer service. A great value for the price. In addition, the classes offered are excellent.
The ease in set-up and great functionality.
Would like to see on multi user accounts - Access controls so each partner can opt to share client account information.