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Ratings and Reviews 0 Ratings
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What is Wolters Kluwer Digital Tax Workflow?
Businesses that do not adopt a comprehensive digital tax workflow solution risk wasting precious time and may fail to meet their clients' expectations. A disjointed methodology, where some functions are automated while others depend on traditional, paper-based processes, creates significant inefficiencies. When different aspects of tax preparation operate independently, technology may hinder operations rather than facilitate them. Implementing automated tax workflow software optimizes the entire procedure from beginning to end, enabling team members to save valuable time and ensuring that clients, who often have tight schedules, remain pleased with the service. This accelerated process includes everything from gathering client source documents to performing reviews and securing necessary approvals, culminating in the essential final step of collecting payments. In the world of digital tax preparation, client data is imported electronically, assessments are carried out on-screen, and returns are signed and submitted digitally, which enhances the overall workflow. By eliminating tedious data entry and other antiquated manual tasks, tax workflow automation allows firms to boost their productivity while using fewer resources. As a result, embracing such technologies can lead to a remarkable improvement in both a firm's efficiency and its clients' satisfaction levels, ultimately contributing to long-term success. With the right tools in place, firms can not only keep pace with industry demands but also exceed client expectations.
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.
Integrations Supported
CPACharge
Calendly
Candis
DigiSigner
Gmail
Google Sheets
Microsoft 365
Oneview Healthcare
QuickBooks Accountants
Xero
Integrations Supported
CPACharge
Calendly
Candis
DigiSigner
Gmail
Google Sheets
Microsoft 365
Oneview Healthcare
QuickBooks Accountants
Xero
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
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
Wolters Kluwer
Date Founded
1987
Company Location
United States
Company Website
www.wolterskluwer.com/en/solutions/tax-accounting-us/digital-tax-workflow
Company Facts
Organization Name
IRS Solutions
Date Founded
2011
Company Location
United States
Company Website
www.irssolutions.com
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
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