Ratings and Reviews 26 Ratings
Ratings and Reviews 0 Ratings
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What is IRS Solutions Software?
IRS Solutions Software is all-in-one tax resolution software and an IRS transcript monitoring and analysis tool built by tax pros for tax pros, serving Enrolled Agents, tax resolution specialists, CPAs, attorneys, accounting and enterprise tax firms across the United States since 2011. IRS Advance NoticeTM (IAN), the built-in automated IRS transcript monitoring, analysis and alerts system, retrieves up to 100,000 transcripts per hour through direct IRS Transcript Delivery System (TDS) integration and detects audits, liens, and IRS enforcement activity up to six months before official letters are mailed. One flat-rate membership includes case management, IRS transcript monitoring and analysis, practice-wide portfolio reporting and dashboards, and case analysis and recommendations, with no add-ons. Multi-office case management provides centralized visibility. IRS Solutions Software is SOC 2® Compliant, hosted on AWS GovCloud.
What sets IRS Solutions apart?
- Receive alerts several months ahead when a client is at risk of being audited.
- Quickly access multiple years of data and client records in seconds by utilizing the API for Bulk Transcripts, CAF checks, Audit Alerts, and IRS Action notifications.
- Easily locate all required IRS forms essential for initiating and finalizing client resolution cases.
- Automated Solution Recommendations will inform you of feasible actions and suggest offers that are most likely to gain IRS approval.
- Get notified about potential Penalty Abatement opportunities, allowing you to act when clients qualify for first-time abatement.
- The software seamlessly integrates transcripts and client financial data, generating a well-organized report that enhances presentation quality.
Ultimately, IRS Solutions empowers tax professionals to navigate complex tax issues with confidence and efficiency.
What is Caseload Manager?
Caseload Manager is recognized as an exceptional cloud-based platform designed for efficient case management within mediation, ombuds, family, and human services arenas. Our dedicated team works closely with you to tailor Caseload Manager, guaranteeing that it meets your unique case and data management needs. We present an all-encompassing package offered at a fixed price, which includes consultation, training, continuous support, and comprehensive reporting. Essential services are bundled, providing you with training, ongoing assistance, system backups, enhancements, and more, ensuring you have everything necessary at your disposal. Authorized users benefit from the flexibility of accessing their case data from any location and on any device, which significantly boosts efficiency and accountability in managing personnel and resources. With Caseload Manager, you enjoy 24/7 access, automated hourly backups, and prompt updates. This adaptable platform supports the management of an unlimited number of cases, staff members, and panelists seamlessly. Ultimately, Caseload Manager is your comprehensive solution for effective case management, providing all necessary features at one transparent price, along with continuous consultation, training, and support designed to empower your success. Additionally, we prioritize your feedback to enhance the platform continuously, ensuring it evolves alongside your needs.
Integrations Supported
8am CPACharge
DigiSigner
Gmail
Microsoft 365
API Availability
Has API
API Availability
Has API
Pricing Information
$189 per month
Solo Practitioner: $189/mo or $1,890/yr (twelve months for the price of ten). Multi-User: starts at $378/mo for 3 users ($3,780/yr). Enterprise (22+ licenses): custom quote.
Flat-rate membership. Every feature included at one transparent price. No per-case, per-transcript, per-form, or per-seat add-ons. Monthly or annual billing.
Flat-rate membership. Every feature included at one transparent price. No per-case, per-transcript, per-form, or per-seat add-ons. Monthly or annual billing.
Free Version
Free Trial Offered?
Pricing Information
$59 per month
Free Version
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
IRS Solutions Software
Date Founded
2011
Company Location
United States
Company Website
www.irssolutions.com
Company Facts
Organization Name
Resourceful Internet Solutions
Date Founded
1996
Company Location
United States
Company Website
www.caseloadmanager.com
Categories and Features
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
Categories and Features
Legal Case Management
Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting