The software has saved me hours upon hours of work that I would have been doing manually. I love the software because of its affordability. It allows capacity for me to expand to add additional users as my business will grow in the future.

The client portal is what I love most. I can allow the client to participate in this process which is critical. They get to learn more intimately about how their income and expenses flow through their household.

There are features of the software that I am not taking full advantage of because I am not certain in what ways I can utilize the feature to my advantage.

I like the interface, easy to navigate and easy on the eyes. The fields and relation between them are logical. Also the support team has been great, and has actually made me aware of features I was not using which add to the value.

sometimes API messes up with weird error messages but not common. Also at first I would sometimes end up in the account/billing area when I sign on, not the client access area, but this seems like it was fixed.

over they have been really great to work with. The customer service is wonderful they go above and beyond to help with any problems

that the forms auto fill and you can make changes and it follows through to other forms they are always trying to improve.

it would be nice to have a per case charge instead of paying monthly if you aren't using it. Also would be nice to be able to turn off some features not needed to reduce the cost.

Overall IRS Solutions is a wonderful product and is continuing to develop and change with everyone's input. This product has definitely made it easier and more efficient.

Ease of use with the notes, streamline process, fast and efficient, love having one piece of software to do most everything.

Wish that transripts would automatically save when you download them instead of replacing. Little cumbersome to download and combine into a pdf. Also, wish that there were more options for the client profile when dealing with separated or divorced individuals.

It's good as a run of the mill program. I cannot stand that I always have to click the button at the bottom of the client page to see my entire caseload... that's obnoxious.

I like that it maintains my client's tax debt issues in one concise area for our use, and that we can easily pull transcripts whenever we need.

I don't like that I have to always click the tab at the bottom to see my entire list of clients - that is SUPER annoying. I also don't like that you can't split a personal financial statement to reflect the percentage one spouse brings into the household versus the other.