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
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.
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.
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.
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.
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