IRS Solutions Software Features

IRS Solutions Software

Tax resolution tool for streamlining accounting practices

4.92/5 (24 reviews)

IRS Solutions Software Feature Summary

  • Auto-Populated IRS Form Filling
  • Business Forms
  • Case Scenarios
  • Due Date Tracking
  • IRS Call Discussion Guides
  • IRS Power of Attorney Forms
  • IRS Transcript Delivery
  • Installment Agreement
  • Offer In Compromise
  • Penalty Abatement
  • Support Resource Library
  • Tax Forms
  • Tax Resolution Forms
  • Trust Fund Recovery Penalty

Competitor Feature Comparison

Ad hoc Analysis
Ad hoc Reporting
Automatic Notifications
Client Management
Client Portal
Collaboration Tools
Configurable Workflow
Custom Forms
Customizable Branding
Customizable Templates
Data Filtering
Data Import
Data Import/Export
Deadline Management
Document Management
Document Storage
Email Integration
Reporting & Statistics
Scenario Planning
Task Management
Workflow Management
Learn moreCompare App
Ad hoc Analysis
Ad hoc Reporting
Automatic Notifications
Client Management
Client Portal
Collaboration Tools
Configurable Workflow
Custom Forms
Customizable Branding
Customizable Templates
Data Filtering
Data Import
Data Import/Export
Deadline Management
Document Management
Document Storage
Email Integration
Reporting & Statistics
Scenario Planning
Task Management
Workflow Management
Visit WebsiteCompare App
Ad hoc Analysis
Ad hoc Reporting
Automatic Notifications
Client Management
Client Portal
Collaboration Tools
Configurable Workflow
Custom Forms
Customizable Branding
Customizable Templates
Data Filtering
Data Import
Data Import/Export
Deadline Management
Document Management
Document Storage
Email Integration
Reporting & Statistics
Scenario Planning
Task Management
Workflow Management
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IRS Solutions Software Feature Reviews

20 reviewers had the following to say about IRS Solutions Software's features:

Keith Battistini

Excellent Product & Client Service

2020-08-07

Overall I would recommend this product. Easy to set-up, excellent customer service.

Pros

The ease in set-up and great functionality.

Cons

Would like to see on multi user accounts - Access controls so each partner can opt to share client account information.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Chuck Franklin

CHUCK CPA

2020-07-23

Very good. Looked at some others but came back here.

Pros

Simplicity of use. Gives me more of a "hands on" feel

Cons

Letter writing & reports seem confusing to create

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Richard Vorak

Best Software available today!

2020-07-27

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!

Pros

I have made suggestions to improve the product and the management has included these changes.

Cons

I do not feel that the software has any cons. I am very satisfied with the operation and efficiency of the sofware.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Nicole Gaspard

IRS Solution is good

2020-07-24

Great. Left and came right back.

Pros

Easy to connect to the IRS system and update plus provide a report to clients.

Cons

I wish I could modify some of the information the forms easily.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Elva Pflug

Absolutely love the IRS Solutions Software!

2020-08-05

This is a definite game changer - you can tell that former IRS personnel worked on this, very detailed.

Pros

The integration with the IRS is phenomenal and makes it so easy to really determine the client’s status and needs.

Cons

I have not found anything I don’t like.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
John Walters

The Glue that Keeps my Tax Resolution Business together

2020-07-28

IRS Solutions Software helps me keep me super organized and on track when working on my Tax Resolution cases.

Pros

I like the dashboard and having all my active cases showing and available to see updates.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Dennis Johnson

JTS Review of Irssolutions

2020-07-23

It made the process much easier.

Pros

The ease of learning the software and its features.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Pierre Pinkerton

Better Than What I Expected or Imagined!!!

2020-08-20

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!!!

Pros

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!!!!

Cons

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...

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
David l Carbajal

Makes easy

2020-07-29

We just started after tax season

Pros

Customer services easy to work with I like it

Cons

None, everything is just easy to used I like it

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jo Barsa

This software makes my life so much easier!

2020-08-10

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.

Pros

I also love the feature where you can have your clients fill out their 433 information online and it populates the forms.

Cons

Would like to be able to run state transcripts as well.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Thomas Sheaffer

Why I switched

2020-07-23

Better than ths and canopy

Pros

Everything just worked the first time.

Cons

Font is lighter than I like. Hard to read.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Cindy Baucom

Great Software

2020-07-29

I have done 3 OIC so far and it worked out great.

Pros

It is great to be able to enter client information one time and have it flow to all forms.

Cons

So far it would be great if it would talk to the tax software to pull information from.

Rating breakdown

Value for money
Ease of use
Features

Time used: Free Trial

Frequency of use: Occasionally

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Brian Bishop

Bishop Tax & Accounting Review

2020-08-04

Excellent. I enjoy the software and also the online monthly webinars.

Pros

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

Cons

It took me a while to get used to it and sometimes it takes me time to find things.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Debi Clem

Great value

2020-07-23

It makes choosing the right solutions for clients easier. The tools are very helpful

Pros

Not only is the software great the customer service has been very good and the support through marketing and online classes is added value.

Cons

trying to learn where to find everything

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Paula Collins

I wouldn't have a tax or bankruptcy practice without IRS Solutions Software

2020-08-04

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.

Pros

They just added a bankruptcy tab that allows me to gauge the time before IRS debt is discharged for a client.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Monica Delgado

BEST Investment You'll Ever Make

2019-11-26

Pros

So easy to use. IRS Solutions makes my life so much easier.

Cons

Nothing so far and I have been using it for 6 months now.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
joscela holloway

great prgora.

2020-07-23

Pros

program easy to use and straight forward

Cons

nothinf I have seen so far but I am still playing around with it

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Financial Services company, myself only employees)

Great product

2019-12-04

My clients are satisfied and have not complained.

Pros

Easy to use and with update tax changes.

Cons

Nothing. The application is great. I highly recommend it to ever tax professional.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Victor Aldin

IRS Review summary

2020-07-31

It's very helpful and does what it was made to do.

Pros

It is easy to use, interactive with the client and the support is excellent.

Cons

I would like if I could store additional client file on the database.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Vicki Healy

Wouldn’t do resolution work without it

2020-08-03

I have successfully obtained installment agreements and CNC statuses for clients and would not have done these engagements without the software.

Pros

The product is easy to use and there are webinars every month that help with using features.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more