Last Updated
Overview
IRSLOGICS offers complete IRS form library and tax-diagnosis tools to accelerate case preparation. While the platform provides limited customization options, its extensive CRM and billing features streamline client management and enhance scalability, leading to long-term business growth.
Overall Rating
Based on 6 users reviews
3.8
Rating Distribution
Positive
83%
Neutral
0%
Negative
17%
Starting Price
Custom
IRSLOGICS Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Customer Communication Tracking
What Is IRSLOGICS?
IRSLOGICS software provides an all-in-one platform allowing tax professionals to access up-to-date IRS tax forms, internal manuals, and diagnostic tools. Its qualifier and planner modules support Offer-in-Compromise cases using current IRS standards. The platform’s CRM features handle leads, auto-generated documents, task scheduling with calendars, secure billing/invoicing with electronic payments, and reporting dashboards. It also delivers a document repository that facilitates seamless filing.
IRSLOGICS Pricing
IRSLOGICS pricing varies according to the following plans:
- Standard Plan: $89/user/month
- Premium Plan: $109/user/month
Disclaimer: The pricing is subject to change.
IRSLOGICS Integrations
IRSLOGICS integrates with:
- Microsoft Outlook Calendar
- PayPal
- Authorize.net
- Velocify
Who Is IRSLOGICS For?
IRSLOGICS is suitable for
- Tax resolution firms.
Is IRSLOGICS Right For You?
IRSLOGICS software is suitable for businesses aiming to streamline tax-resolution workflows by consolidating forms, diagnostics, CRM, and billing tools into one platform. It enables efficient lead tracking, automated document generation, deadline management, and secure client billing. The platform also supports multi-location operations with granular role permissions and centralized reporting.
Still not sure if IRSLOGICS is right for you? Contact our customer helpline at (661) 384-7070 for further guidance.
IRSLOGICS Features
Auto Populated Forms
IRSLOGICS generates and auto-fills IRS and state tax forms such as 433-A, 2848, and payment agreements from client interview data. It enables printing, emailing, or faxing these documents directly to clients.
Automated Updates
The software maintains current IRS and state form versions by updating forms and procedures immediately after regulatory changes. It provides direct access to IRS publications and internal manuals for reference.
Custom Created Contracts
The platform creates branded client engagement and payment authorization letters using firm-specific logos and information. It provides full ownership of generated documents and supports various case types such as OIC and garnishment.
Lead Management
The system captures and assigns leads manually or automatically via HTTP/XML integration. It supports filtered and probabilistic distribution based on team roles or ratios. The platform also delivers real-time visibility into lead sources, assignments, and status.
Pros And Cons of IRSLOGICS
Pros
Comprehensive IRS/state tax form library
Integrated CRM with lead and task tracking
Multi-office user and role management
Integrated billing, invoicing, and payment automation
Cons
No on-premise or self-hosted option
Lacks customization options
IRSLOGICS Reviews
Total 6 reviews
3.8
All reviews are from verified customers
Rating Distribution
5
Stars33%
4
Stars50%
3
Stars0%
2
Stars0%
1
Stars17%
Share your experience
Enterprise, 500+ employees
“Excellent Support & Service”
Pros
The support team has been amazing and they really give me their full attention. What stands out most is how flexible the platform is. They've customized several things to fit our business needs perfectly. Anytime I've reached out, customer service responds fast and genuinely seems to care about helping. The help ticket system works smoothly with no hassle at all. I've asked for a bunch of changes beyond the standard settings and they've always done their best to make it happen. I also really appreciate the admin controls, they make it easy to manage different permission levels. This platform clearly puts flexibility and efficiency first and working with their back office team has been a great experience.
Cons
I can't connect my personal email account like I can with other CRMs which is frustrating.
Rating Distribution
Ease of use
9
Value for money
8
Customer Support
10
Functionality
9
Mid-Market, 51-100 employees
“Essential for our daily operations”
Pros
It has completely transformed how we handle client data and stay compliant with IRS and state tax requirements. The wide-ranging functionality makes it perfect for maximizing revenue, and I'm constantly impressed by what it can do. Their support team is very friendly and always responds quickly and they really go above and beyond to ensure our processes run smoothly.
Cons
The API feels very restricted since you can't update existing data in the system which has forced us to create workarounds for basic functionality.
Rating Distribution
Ease of use
9
Value for money
8
Customer Support
9
Functionality
8
Small-Business, 11-50 employees
“Very portable solution”
Pros
Once I got the hang of how everything works, it's been really solid. This tool handles all our CRM needs perfectly while being cloud based, so I can access it from anywhere.
Cons
The interface is a bit awkward at first and kind of hard to use, but you do get used to it over time. What really frustrates me is that we can't customize some parts of the forms ourselves. It would be much easier if we had full control so we could make changes whenever we need to, instead of having to contact customer support every time.
Rating Distribution
Ease of use
6
Value for money
8
Customer Support
7
Functionality
8
Frequently Asked Questions
What level of support does IRSLOGICS offer?
IRSLOGICS offers support through videos, FAQs, articles, blogs, and contact.
Does IRSLOGICS has a mobile app?
No, IRSLOGICS does not offer a mobile app.
What other apps does IRSLOGICS integrates with?
IRSLOGICS integrations include Microsoft Outlook, PayPal, Authorize.net, and Velocify.
What types of pricing plans does IRSLOGICS offer?
The vendor offers various pricing plans. It offers a Standard Plan at $89/user/month and a Premium Plan at $109/user/month. Get a customized IRSLOGICS cost breakdown for your business today.
Does IRSLOGICS offers an API?
Yes, IRSLOGICS does offer an API.
Who are the typical users of IRSLOGICS?
The typical users of IRSLOGICS include businesses like tax resolution firms.
What language does IRSLOGICS support?
IRSLOGICS supports English language only.