IRS Logics

IRS Logics is a comprehensive web-based software solution designed specifically for tax resolution professionals, including attorneys, CPAs, and enrolled agents. The platform streamlines the management of client interactions and tasks through features such as an interview guide for effective lead qualification, automatic form population, and custom contract generation. It keeps users updated with the latest IRS rules and regulations, while providing tools for sales and customer relationship management (CRM), billing and invoicing, and performance reporting.

Key functionalities include the ability to manage leads, set reminders for tasks, and monitor deadlines effectively. Furthermore, IRS Logics emphasizes data security, ensuring that client information is protected through encryption and server authentication. The software enables seamless integration with existing work tools, accommodating both single and multi-office operations. This allows for effective management of employee permissions and roles, making it suitable for various business structures.

The platform also features a tax problem diagnosis tool, offer in compromise qualifier, task management, document repository, and comprehensive reporting capabilities. With its web-based nature, users can access IRS Logics from any device with internet connectivity, providing flexibility in managing tax resolution cases.

For pricing, IRS Logics offers two plans: the Standard Plan at $89 per user per month, and the Premium Plan at $109 per user per month, each with unique features designed to cater to different business needs. Both plans support multiple office configurations and include options for branding and white labeling.