FAQ’s
IRSLogics is a web-based tax resolution software and CRM designed for CPAs, enrolled agents, tax attorneys, and tax resolution firms. It helps manage IRS cases, auto-populate IRS forms, track deadlines, and streamline client management.
IRSLogics is used by tax professionals, including CPAs, tax attorneys, and enrolled agents, who need a specialized tax resolution CRM to handle Offer in Compromise, Installment Agreements, IRS audit defense, and other tax relief cases.
IRSLogics runs as a cloud-based tax resolution CRM that automates case intake, fills out IRS forms, manages client data, tracks case progress, and integrates billing, e-signatures, and compliance workflows in one system.
IRSLogics is both a tax resolution CRM and a case management platform. It manages leads, auto-fills IRS forms, and provides dashboards to track the entire client lifecycle from intake to case resolution.
IRSLogics auto-populates IRS forms like Form 433-A, 433-B, 2848, 656, and 911, helping tax professionals prepare Offer in Compromise, Power of Attorney, Installment Agreements, and hardship applications faster.
Yes, IRSLogics automatically updates to match the latest IRS regulations, publications, and tax forms so tax resolution professionals are always compliant.
Yes, IRSLogics supports multi-office management with user roles, permissions, and divisions for teams spread across multiple locations.
IRSLogics includes a tax resolution client intake guide that collects financial data and helps qualify clients for IRS programs like Offer in Compromise or Installment Agreements.
Yes, IRSLogics has built-in billing tools to create invoices, manage payments, and set up installment agreements for clients.
IRSLogics is also a CRM that tracks leads, monitors conversion rates, and generates sales reports for tax resolution firms.
IRSLogics pricing typically starts around $89 per user per month, but actual subscription costs depend on features and number of users.
Yes, IRSLogics includes free customer support to help firms with setup, training, and technical issues.
IRSLogics sometimes offers demos or trial access to help firms evaluate the software before subscribing.
IRSLogics is 100% cloud-based, meaning tax professionals can access it anywhere with an internet connection
Yes, IRSLogics emphasizes compliance-first security, with encrypted data handling and secure storage for sensitive tax resolution information.
IRSLogics integrates with billing tools, e-signature platforms, and email/SMS notifications, although some integrations may require customization.
IRSLogics and IRS Solutions are both tax resolution CRMs. IRSLogics is praised for its auto-filled IRS forms and workflow automation, while IRS Solutions is often noted for stronger client portals and ease of use.
IRSLogics reviews highlight its comprehensive tax resolution tools, strong case management features, and time-saving automation, though some users mention a learning curve and limited customization options.
Yes, IRSLogics is valuable for small tax resolution firms that need a dedicated IRS case management system to handle multiple clients without manual paperwork.
Yes, IRSLogics auto-fills Form 656 and Form 433-A/B, making it easier for tax professionals to submit accurate Offer in Compromise applications.
IRSLogics tracks case timelines, IRS filing deadlines, and upcoming tasks, ensuring tax professionals never miss a critical date.
Yes, IRSLogics creates tax resolution engagement letters, contracts, and client agreements with integrated e-signature options.
IRSLogics has a learning curve, but once mastered, it streamlines IRS case management, form preparation, and client tracking.
Yes, IRSLogics offers onboarding and training support to help tax professionals learn the software efficiently.
Setup time varies, but most firms can begin using IRSLogics within a few days after training and account setup.
