Running a successful tax resolution business means being as efficient and effective as possible. Tax resolution software helps practitioners keep organized, analyze cases, and make recommendations.
Tax Resolution Software
There are several tax resolution software programs available to help you run your practice more effectively. Each software program has its strengths and it’s important to thoroughly research and investigate each option to find the perfect fit for your needs.
Please Note: No matter how powerful the software it is absolutely critical to understand the processes and calculations going on behind the scenes. Software can screw up and when the IRS questions you on how you arrived to a recommendation – “the software told me” – will not be an acceptable answer. Learn how to effectively represent before the IRS at the Tax Resolution Practice Accelerator!
Here are the main tax resolution software programs available:
PitBullTax Software
IRS Solutions
IRS Logics
Tax Help Software
Canopy
PitBullTax Software | Single User License starts at $1,095
PitBullTax was founded in 2010 has a lot of features useful to those in the tax resolution business. They are well known for their step-by-step workflow, resolution evaluation, case diagnostics, and fee schedule. Other features include:
- Resolution Evaluation
- Client Questionnaire
- Case Diagnostics
- Fee Calculator
- Integrated IRS Forms and Supporting
- Schedules
- Engagement Letter and Document Request
- Email IRS Forms and Documents
- IRS Contacts List
- Client Portal
IRS Solutions Software | Single User License starts at $1,290
IRS Solutions was founded in 2012 and is a full-service tax resolution software that helps tax pros save time while dealing with the IRS. It will help you automatically calculate and recommend solutions; submit forms and reports; communicate with and invoice clients. A few features include:
- Lightening Fast transcript delivery and analysis
- Branded Client Portal 433 Interview
- IRS Notice Response Templates
- Case Analysis with resolutions acceptable to the IRS (OIC, IA, CNC)
- Bankruptcy Tax Discharge Date Calculator
- Marketing Toolbox with Social Media posts
- Auto-populated IRS Resolution Forms
IRS Logics | Single User License starts at $1,308
IRS Logics was founded in 2008 and is a web-based CRM software for tax resolution firms and specializes in lead management. A few features include:
- Offer In Compromise Planner
- Tax Resolution Interview
- Internal Revenue Manual
- IRS Resources and Publications
- Engagement Letter
- Activity/Audit Trail
- Task Management
- Calendar & Event Management
- Custom Forms & Letters
- Lead Source Management
- Billing and Invoicing
- Document Repository
- Integrated Fax Service
- Integrated SMS
- Workflow & Rule Engine
- Call Center Integration
- Multiple office/Affiliate
- IRS Transcript Delivery (TDS)
- Client Portal
Tax Help Software | Single User License Starting at $750
Tax Help Software was founded in 2014 and is a desktop based tax resolution software program. It started out exclusively analyzing transcripts and since and expanded to be a full solution for any tax resolution firm.
Some of the top features include:
- Transcript Analysis Report
- Client onboarding
- Predictive Post Filing Compliance
- No 7216 required
Canopy | Need to talk to sales to get a price
Canopy was founded in 2014 and started out as a tax resolution software program exclusively. Over the years it has gone through several iterations and now appears to be more focused on practice management.
They still offer their original tax resolution software which includes:
- Automated Collection Calculations
- Client Interviews
- Recommended Resolutions
- Letter generator