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 0 Ratings

Total
ease
features
design
support

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

Write a Review

Alternatives to Consider

  • Innsoft Reviews & Ratings
    16 Ratings
    Company Website
  • Shape Software Reviews & Ratings
    129 Ratings
    Company Website
  • HubSpot CRM Reviews & Ratings
    23,936 Ratings
    Company Website
  • HSI Donesafe Reviews & Ratings
    144 Ratings
    Company Website
  • Sage Intacct Reviews & Ratings
    7,350 Ratings
    Company Website
  • Velocity Global Reviews & Ratings
    307 Ratings
    Company Website
  • Fixed Asset Pro Reviews & Ratings
    135 Ratings
    Company Website
  • Martus Reviews & Ratings
    120 Ratings
    Company Website
  • WERX Reviews & Ratings
    22 Ratings
    Company Website
  • Melio Reviews & Ratings
    1,994 Ratings
    Company Website

What is Tax Pilot?

The Tax Pilot Platform acts as a flexible service bureau that can significantly enhance your tax business through the integration of unique services aimed at broadening your customer base. With Tax Pilot Pro, users benefit from advanced features and powerful tools within a user-friendly software solution created specifically for tax professionals. Furthermore, Taw Law Training is provided to keep you and your team updated on the most recent tax regulations, which enables you to focus on effectively growing your tax business. By utilizing these comprehensive resources, you can not only improve your service offerings but also boost the efficiency of your overall operations, ultimately leading to higher client satisfaction and business growth. Embracing such innovative solutions positions your firm to adapt to the evolving landscape of the tax industry.

What is IRS Solutions Software?

IRS Solutions provides comprehensive tax resolution software designed to assist tax professionals in efficiently managing their interactions with the IRS. With this automated tool, users can streamline operations related to IRS collection cases, Offers in Compromise (OICs), and responses to various notices, facilitating the growth of their tax resolution practices with unprecedented ease. The software remains current with the latest IRS forms and notifications, ensuring that tax pros can confidently represent their clients during IRS engagements. 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

CPACharge
Calendly
DigiSigner
Gmail
Google Sheets
Microsoft 365
QuickBooks Accountants
Xero
Zapier

Integrations Supported

CPACharge
Calendly
DigiSigner
Gmail
Google Sheets
Microsoft 365
QuickBooks Accountants
Xero
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$499 per year
Free Trial Offered?
Free Version

Pricing Information

$159 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

Tax Pilot

Company Website

jointaxpilot.co

Company Facts

Organization Name

IRS Solutions

Date Founded

2011

Company Location

United States

Company Website

www.irssolutions.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 Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Popular Alternatives

MyTAXPrepOffice Reviews & Ratings

MyTAXPrepOffice

Advanced Tax Solutions

Popular Alternatives

PitBullTax Reviews & Ratings

PitBullTax

PitBullTax Software
ATX Reviews & Ratings

ATX

Wolters Kluwer
OIC Tax Planner Reviews & Ratings

OIC Tax Planner

iConcepts
Quicko Reviews & Ratings

Quicko

Quicko Infosoft
Taxware Reviews & Ratings

Taxware

Taxware Systems
Drake Tax Reviews & Ratings

Drake Tax

Drake Software