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What is SeQwens?

Experience a comprehensive solution that seamlessly connects your office and clients. Our platform offers a range of tools designed to help you manage client relationships throughout the year, automate various processes, and expand your business reach. Managing your Service Bureau team becomes more straightforward, as you gain a comprehensive overview of your partners, effectively capture and organize leads, and assign tasks to sub-offices, even during the off-season, all while automating your entire service agency program. With our tax office portal, you can cultivate strong relationships with clients year-round, organize appointments, and establish workflows that enhance your project efficiency. Clients can be onboarded effortlessly through a secure portal, granting them access to checklists, essential files, and facilitating smooth document exchanges and communication. You can communicate with your clients or partners through various channels such as email campaigns, forms, invoices, and direct messages. By streamlining your operations, you can achieve greater productivity, efficiency, and overall success in your business endeavors, ensuring that you are always a step ahead in today's competitive landscape.

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.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$69.99 per month
Free Trial Offered?
Free Version

Pricing Information

$45 per month
Free Trial Offered?
Free Version

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

SeQwens

Date Founded

2019

Company Location

United States

Company Website

seqwens.com

Company Facts

Organization Name

iConcepts

Company Location

United States

Company Website

www.oictaxplanner.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

Tax Planning

Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning

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

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