INTRODUCTION

There is no question that tax resolution is complex in the ever-changing tax environment. The administrative tasks can take you away from what you really want to do with your business. Wouldn't it be great if there was intelligent software that could automate the process for you and save you time and money? This is where a complete tax preparation software suite will help tax resolution professionals to provide greater visibility to your clients, make faster filing and automate billing and grow your business. Overall, with a modern tax resolution tool, you get an effective sales and customer relationship management (CRM) tool as well as the critical back-office features you need to manage your clients and taxes. This makes it easier for you to do your job effectively and efficiently.

Whether you are a solopreneur or an established tax business, modern tax resolution software may be the answer to solving your manual drudgery of tax filing. It can transform your business in a way that businesses have never experienced. Let us break down the top benefits.

1) Huge Time-Saver

If you're frequently struggling to keep track of multiple tasks and deadlines, investing in tax resolution software could be very beneficial for your team and business. Not only can it help you build your customized process workflow, but it can also keep all your customer's data and documents organized and easily accessible. Additionally, tax resolution software can provide you with electronic signatures from your customers anywhere, anytime, which can help streamline your workflow and manage your business in one place.

Maximize your time through better integration with multiple business applications! By streamlining your work process and integrating your tools, you can spend less time on busy work and more time on the tasks that matter. With the time-saving features built into the software, you can make the most of your time and get more done.

2) Auto-fill functional forms

Completing paperwork for individual customers can be tiresome for you and your team. Tax resolution software will save you time and money by populating the paperwork for you. You are also able to create your custom documents that can automatically populate with your client’s information, and all forms can be easily printed, emailed, or faxed to your clients easily.

Tax resolution software includes IRS forms such as 433-A, 433-A (OIC), 433-B, 433-B (OIC), 433-D, 433-F,2848, 656, 656-A, 656-L, 8821, 8857, 13711, 8379, 12509, 12153, 9423, 9465,911, 843, 4180, 4506, 4506-T, 12507 and more for your convenience.

Auto-populated forms are a great way to save time. They can be used for almost any form online and will automatically fill in data with the information provided by the user. This saves a significant amount of time for users and also helps reduce errors.

3) Tailored Contracts

Tax resolution software provides you with custom-created contracts that feature your company logo and information. This gives you full ownership of the documents, freeing up your time from tedious paperwork so you can focus more on your clients. The forms it creates for you include client engagement letters and payment authorizations, ensuring that your business runs smoothly.

This allows you to focus on your clients and business partnerships, rather than paperwork. The custom forms provide you with the necessary tools to handle any customer interactions  and any other forms you need on a regular basis.

4) Easy-to-use task management system and Reminders

Tax resolution software has a task management tool that is unmatched in its ability to help you manage your staff and client interactions. The software includes easy-to-use features that allow you to set up and remind tasks with just a few clicks. Phone calls, follow-ups, and setting appointments turn out to be a breeze with this powerful feature. It ensures that all tasks within your organization can be monitored and updated. In addition, all actions are time-stamped and archived, guaranteeing you accurate and detailed case histories. Any activities can be monitored and reported on, tracking the performance of your team. The system will help you keep track of your deadlines and when they are up. This will prevent any deadlines from expiring and protect your clients from any consequences. So, you never miss a deadline!

Enhance customer relationship

5) Enhances your customer relationship

If you're looking for a way to organize and streamline your tax professional business, tax resolution software is the answer. This software helps you keep track of all communications and interactions with clients, as well as manage your time more efficiently. It provides a quick and easy way to organize client data, which leads to improved time management and a more impressive client base.

Tax resolution software provides a single platform where all sales leads and customer data is consolidated. This allows for efficient communication (via forms, calls, emails, text messages, and meetings), document generation and storage, and task management across your team. As a result, you can successfully close sales and provide superior customer service.

6) Invoice and Billing

The billing and invoicing feature in the tax preparation software provides a fast and accurate way to process payments. You will have access to your client’s complete payment history, as well as a history of all changes made to the invoices. This will allow you to identify who added or removed invoice information. You can also set up single or recurring payments for your clients through automatic scheduler, This will provide an easier and more efficient payment solution for both you and your clients. You can also sort your account receivable based on payment type, invoice items, lead source, or a variety of other options. This will help you stay on top of your payments and keep your business running smoothly.

7) Reporting interface and dashboard

The tax resolution software provides powerful reporting features that give you great insight into all your activities. Managers are able to run reports for both individuals and teams in order to gain a deeper understanding of business operations. It highlights key KPIs and enables strategic decisions.

The convenience of centralized control is also a plus, making it easy to compare and track sales and back-office performance. With in-depth reports on all activity, making it easy to see how your business is performing.

The dashboard offers a convenient way to compare and track sales and back-office performance, by having centralised control. The Dashboard provides a comprehensive overview of your sales performance, including graphical analytics and sale statistics. It also allows you to keep track of all current cases, with total leads, sold leads, gross sales, and closing data conveniently displayed on one screen.

Conclusion

When it comes to the benefits of using a professional tax resolution software, businesses can save valuable time, money, and other resources. Professional tax resolution software can help businesses automate the tax paperwork, as well as reduce the amount of time it takes top repare and submit tax returns for clients. Tax resolution software provides a number of benefits for tax resolution professionals, including reducing the burden of managing tax compliance for clients, avoiding mistakes or errors in tax filings, and saving time and money. All of these benefits can help to increase business productivity. Additionally, tax preparation software can improve communication between employees, clients, suppliers, and others involved in your business. This software is a valuable tool for tax attorneys, enrolled agents and CPAs, as it provides critical reminders about what documents are needed for an audit, how to gather those documents, and when they need to be submitted.

There are many different tax resolution software programs on the market, so it's important to do your research before investing in a program. Make sure the program you choose is compatible with your computer system and is easy to use. Some programs offer free trials so you can try the program before you buy it.

About IRS Logic’s Tax Resolution software

IRSLogics is a comprehensive CRM and case management system for tax resolution professionals. It integrates all current IRS and state forms and regulations, making it simpler for you to manage tax problems for your clients. IRSlogics provides a complete solution for tracking and managing clients throughout the entire tax resolution process, from initial contact through offer-in-compromise or other settlement.

IRSLogics has integrated office management solution that includes billing, case tracking, and centralized calendaring to ensure that every hearing, filing, meeting, and deadline is tracked and handled. Regular updates guarantee that the integrated taxing authority content is always current. Whether you are a sole practitioner or have a multi-level staff working in different locations,

IRSLogics has the tools you need to succeed. IRSLogics makes your process simpler and helps to increase productivity.