Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 26 Ratings

Total
ease
features
design
support

Alternatives to Consider

  • Canopy Reviews & Ratings
    1,172 Ratings
    Company Website
  • AlsoThere Reviews & Ratings
    1 Rating
    Company Website
  • Onetrace Reviews & Ratings
    4 Ratings
    Company Website
  • SKU Science Reviews & Ratings
    16 Ratings
    Company Website
  • RAD PDF Reviews & Ratings
    3 Ratings
    Company Website
  • Source Defense Reviews & Ratings
    7 Ratings
    Company Website
  • Time Management from ISGUS Reviews & Ratings
    27 Ratings
    Company Website
  • SurveyJS Reviews & Ratings
    64 Ratings
    Company Website
  • Soraban Reviews & Ratings
    8 Ratings
    Company Website
  • 3D Cloud Reviews & Ratings
    42 Ratings
    Company Website

What is OIC Tax Planner?

The OIC Tax Planner is a user-friendly desktop application that can be easily downloaded and installed on your computer, allowing for secure and localized management of client information. This all-inclusive software package comes equipped with essential tax representation forms and up-to-date IRS Offer in Compromise regulations. It is an invaluable asset for tackling various IRS collection issues, including Offer in Compromise, Installment Agreements, Currently Non-Collectible status, Spousal Defense, and Collection Due Process cases. Tailored for tax professionals who possess a moderate understanding of tax representation intricacies, the OIC Tax Planner has effectively aided many clients in securing IRS approvals for OICs, installment agreements, and uncollectable statuses. Moreover, the software offers automatic updates for forms and data tables to align with IRS changes, guaranteeing that users have access to the latest information. It also incorporates automatic calculations and computational wizards based on IRS Financial standards, streamlining the entire process. With its intuitive interface, the OIC Tax Planner not only simplifies tax resolution but also equips tax professionals with the tools needed to confidently navigate the complexities of tax-related matters, ultimately enhancing their practice's efficiency.

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.

Media

Media

Integrations Supported

Integrations Supported

8am CPACharge
DigiSigner
Gmail
Microsoft 365

API Availability

API Availability

Has API

Pricing Information

$45 per month

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.

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

iConcepts

Company Location

United States

Company Website

www.oictaxplanner.com

Company Facts

Organization Name

IRS Solutions Software

Date Founded

2011

Company Location

United States

Company Website

www.irssolutions.com

Categories and Features

Tax Planning

Not specified

Tax Practice Management

Scenario Planning
Tax Forms

Categories and Features

Tax Practice Management

Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Forms
Workflow Management

Popular Alternatives

TaxWise Reviews & Ratings

TaxWise

Wolters Kluwer

Popular Alternatives

PitBullTax Reviews & Ratings

PitBullTax

PitBullTax Software
UltraTax CS Reviews & Ratings

UltraTax CS

Thomson Reuters
Lacerte Reviews & Ratings

Lacerte

Intuit
Tax1099 Reviews & Ratings

Tax1099

Zenwork
Drake Tax Reviews & Ratings

Drake Tax

Drake Software
OIC Tax Planner Reviews & Ratings

OIC Tax Planner

iConcepts