All IRS Solutions Software Reviews

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User Profile

Kenneth

Verified reviewer

Accounting, 1 employee

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2022

IRS Solutions Software is Crystal Clear

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.

PROS

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.

CONS

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.

Reasons for switching to IRS Solutions Software

I got tired of being nickel and dimed to add on this module or that module. I became price sensitive to how they were pricing the product.

Vendor Response

Hi Kenneth, Thanks for letting us know about how IRS Solutions has helped your business. We greatly appreciate your feedback. Thanks for being a valued member! Regards, The IRS Solutions Team

Replied September 2022

Luis

Legal Services, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed January 2024

Good interface and support

PROS

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.

CONS

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.

Reason for choosing IRS Solutions Software

much better interface, better price, support equivalent in either

Vendor Response

Hi Luis, Thanks for letting us know about how IRS Solutions has helped your business. We are here to help and greatly appreciate your feedback. Thanks for being a valued member! Regards, The IRS Solutions Team

Replied February 2024

Debi

Professional Training & Coaching, 1 employee

Used monthly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2022

Great people to work with they go above and beyond customer service.

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

PROS

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

CONS

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.

Reason for choosing IRS Solutions Software

recommendation from my teacher also less expensive when I started than other softwares.

Morgan

Financial Services, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

FUNCTIONALITY

4

Reviewed February 2024

It's a good choice for consistent IRS account transcript access

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.

PROS

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.

CONS

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.

Vendor Response

Hi Morgan, Thank you for your review of IRS Solutions! We greatly appreciate the feedback and have passed along your recommendations to our product team for review. Please call or email us if you have other items you would like changed or added. A lot of the time, programming something simple can take a day, and you won't be annoyed. Thanks for being a valued member! Edit: We have implemented your suggestion of last week. Our software depends on our member's suggestions to constantly improve! Sincerely, The IRS Solutions Team

Replied February 2024

Krystal

Accounting, 11-50 employees

Used weekly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2024

Review of IRS Solutions Software for Efficient Tax Resolution

IRS Solutions Software has become an integral tool in my tax resolution practice. The software's efficiency in transcript retrieval, document preparation, and extensive template library make it an indispensable asset. As a CPA dedicated to providing high-quality service to clients, I can confidently state that IRS Solutions Software has not only eased the complexities of tax resolution but has also contributed to elevating the overall quality of my work.

PROS

One of the standout features of IRS Solutions Software is its seamless integration for pulling IRS transcripts. This functionality not only simplifies the often cumbersome task of obtaining necessary documents but also enhances the overall efficiency of the tax resolution process. Furthermore, the software's capability to prepare Power of Attorneys is a valuable time-saving feature, allowing practitioners to navigate the complexities of tax representation effortlessly.

CONS

While the overall functionality of IRS Solutions Software is highly commendable, I must express a reservation regarding the template formats, specifically the heading customization. As a practitioner who values a polished and professional presentation, I find the formatting options for incorporating logos and contact information to be somewhat limiting. Personally, I prefer to use the built-in templates, copy the content to our letterhead, and make further edits as needed.

Jason

Accounting, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2024

IRS Solutions is great

I was using another software provider and it was overly complex. I used this software for an Offer in Compromise and was impressed with the layout. It was very intuitive and easy to use. Plus, the IRS accepted it first time, so I was very happy with the result.

PROS

IRS Solutions is easy to use. It has lightning fast transcripts and an easy to use interface. Plus, the owners are very responsive and are accessible. Their customer support is top notch. They really care about their product and making it better for us.

CONS

Nothing so far. I really like the product and the ease of use.

Reasons for switching to IRS Solutions Software

IRS Solutions was a cleaner interface, has responses to IRS letters and the ease of use with my OIC made me make the switch.

Vendor Response

Hi Jason, Thanks for letting us know about how IRS Solutions has helped your business. We are here to help and greatly appreciate your feedback. Thanks for being a valued member! Regards, The IRS Solutions Team

Replied February 2024

Peter

Accounting, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2024

Excellent Product

PROS

Being a former revenue officer I am easily able to use the software. You can get an idea of how the IRS operates.

CONS

I have no issues in using the software. It meets all of the needs that I have for my tax resolution business to track cases.

Vendor Response

Hi Peter, Thanks for letting us know about how IRS Solutions has helped your business. We are here to help and greatly appreciate your feedback. Thanks for being a valued member! Regards, The IRS Solutions Team

Replied February 2024

Chris

Accounting, 2-10 employees

Used weekly for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2024

Great Tax Resolution Software at affordable pricing

This is one of my favorite software solution to use. It is user friendly and easy to use.

PROS

We handle more than just taxes, so we use another software that overlaps in functionality. We use this software for our Tax Resolution practice. This software is excellent for us and is affordable. There have been constant improvements over the time we have used the software making it an even better value.

CONS

I don't have any dislikes. Our frustrations are all IRS related. The software has adapted to the IRS' constant changes.

Vendor Response

Hi Chris, Thanks for letting us know about how IRS Solutions has helped your business. We greatly appreciate your feedback. Thanks for being a valued member! Regards, The IRS Solutions Team

Replied February 2024

Jason

Accounting, 2-10 employees

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2024

A great add-on to our services

We use it to monitor accounts, pull transcripts, and offer resolution services.

PROS

As a tax pro, being able to add on IRS account monitoring, pulling transcripts, and resolution services to our clients gives us an advantage over our competitors.

CONS

Some notices are missing samples. Could not figure out how to utilize my CPA Charge account through the software.

Vendor Response

Hi Jason, Thanks for letting us know about how IRS Solutions has helped your business. We are here to help and greatly appreciate your feedback. I'll call you to go over linking accounts with CPA charge and take a look at the notices. Thanks for being a valued member! Regards, The IRS Solutions Team

Replied February 2024

Eman

Accounting, 1 employee

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2024

It is very critical for my business to utilize IRS Solution Software.

IRS Solutions Software turns my business to be more professional.

PROS

Very user-friendly software that contains videos to illustrate any issue you encounter.

CONS

Truly, I like everything about IRS Solutions Software.

Vendor Response

Hi Eman, Thanks for letting us know about how IRS Solutions has helped your business. We are here to help and greatly appreciate your feedback. Thanks for being a valued member! Regards, The IRS Solutions Team

Replied February 2024

Monica

Accounting, 2-10 employees

Used monthly for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2019

BEST Investment You'll Ever Make

PROS

So easy to use. IRS Solutions makes my life so much easier.

CONS

Nothing so far and I have been using it for 6 months now.

Reason for choosing IRS Solutions Software

Better bang for my buck.

Reasons for switching to IRS Solutions Software

Pitbull was expensive and nowhere near as user-friendly. I love the hands-on webinars that IRS Solutions has. I can ask questions and get personalized help.

Harvey

Accounting, 1 employee

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2022

Great Software to use for Tax Resolution

I have been very pleased by using this software. It has really helped me service my clients in much better way when it comes to their tax situation with the IRS.

PROS

Very easy to use, many options to use, easy to download the clients tax history.

CONS

I don't see anything at this time I don't like.

Vendor Response

Hi Harvey, Thanks for letting us know about how IRS Solutions has helped your business. We greatly appreciate your feedback. Thanks for being a valued member! Regards, The IRS Solutions Team

Replied September 2022

Nicole

Accounting, 2-10 employees

Used weekly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

FUNCTIONALITY

4

Reviewed July 2020

IRS Solution is good

Great. Left and came right back.

PROS

I switched from them to another irs software and quickly came back when I realized how much more effective IRS Solutions was. Easy to connect to the IRS system and update plus provide a report to clients.

CONS

I wish I could modify some of the information the forms easily.

Reasons for switching to IRS Solutions Software

ease of use and functionality and cost

Benjamin

Accounting, 2-10 employees

Used monthly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2022

Great product, even better support team

PROS

The product is intuitive, and easy to use. The support team is awesome. They will help you out whenever you get into a bind

CONS

I wish it had better way to track IRS updates w a client

Vendor Response

Hi Benjamin, Thanks for letting us know about how IRS Solutions has helped your business. I would love to discuss your need for a better way to track IRS updates. We are currently testing automatic updates and if you would like to be a part of that test, let me know. We greatly appreciate your feedback. Thanks for being a valued member! Regards, The IRS Solutions Team

Replied September 2022

Dwight

Accounting, 1 employee

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2022

Easy to use

PROS

Easy to use, intuitive software which provides access to IRS records.

CONS

No particular cons. Engagement letter could be a little more robust.

Vendor Response

Hi Dwight, Thanks for letting us know about how IRS Solutions has helped your business. We greatly appreciate your feedback. Thanks for being a valued member! Regards, The IRS Solutions Team

Replied September 2022

Yulia

Accounting, 2-10 employees

Used monthly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2022

Best Tax Resolution Software

PROS

I chose IRS Solutions because it is logical, easy to use, it provides all the necessary tools for resolution cases, it is affordable, and great customer service. It is all-in-one package for all of your tax resolution needs. No hidden fees. You can find templets to letters, all forms, updated client transcripts and other helpful tools. IRS solutions marketing tools are the best, I use it all the time on social media. I have successfully closed a few complex tax resolution cases using their software.

CONS

I cannot tell what I like least about IRS Solutions. So far it's been great!

Vendor Response

Hi Yulia, Thanks for letting us know about how IRS Solutions has helped your business. We greatly appreciate your feedback. Thanks for being a valued member! Regards, The IRS Solutions Team

Replied September 2022

Vicki

Accounting, 1 employee

Used monthly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2020

Wouldn’t do resolution work without it

I have successfully obtained installment agreements and CNC statuses for clients and would not have done these engagements without the software.

PROS

The product is easy to use and there are webinars every month that help with using features. The features I like best are the ability to download transcripts, the CSED and new bankruptcy date calculators and the ability to create a client engagement with just a few clicks that includes all the steps needed. I have also received one-on-one help with cases which is very valuable.

CONS

I wish the library of IRS notices was more extensive. I used to use Beyond415 and they had all of the IRS letters and notices, what each one meant, and what to do to respond. IRS Solutions has some of them, but many are missing.

Michael

Accounting, 1 employee

Used more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2020

For anyone dealing with tax resolution issues this is a great help

Great company to deal with and willing to answer questions you have.

PROS

I think the software's help in completing things like Form 433-A are great because it tells you what is allowable, and gives ideas on items you may not have thought about including.

CONS

Because I have not used it extensively I am sure I am not using anywhere near all the features in the program.

Jeff

Accounting, 1 employee

Used weekly for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2022

A refreshing alternative to the other folks

PROS

This offers a very clean interface, filtering out any un-necessary and distracting forms and topics.

CONS

A more discernible resolution roadmap for a given task might be helpful.

Reason for choosing IRS Solutions Software

Recommendations from other tax resolution peers.

Reasons for switching to IRS Solutions Software

I did not like the constant upsell pressure from the former company. The program was too rigid in its presentation. "Do it my way or the highway".

Vendor Response

Hi Jeff, Thanks for letting us know about how IRS Solutions has helped your business. We greatly appreciate your feedback. Thanks for being a valued member! Regards, The IRS Solutions Team

Replied September 2022

Anonymous

2-10 employees

Used weekly for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2024

My review of the software

Positive experiences so far and to continue

PROS

Ease of use and getting started makes the product

CONS

would love Lacerte tax clients to download

Vendor Response

Hi Thanks for letting us know about how IRS Solutions has helped your business. We greatly appreciate your feedback. You can download your Lacerte tax clients. Please call me and I'll show you. Thanks for being a valued member! Regards, The IRS Solutions Team

Replied February 2024

James

Accounting, 1 employee

Used weekly for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed February 2024

New to the software

So far, so good. Cannot complain being I am still new in using the software.

PROS

Has a client portal. Has plenty of letters ready for use. The constant ability to see changes in a clients IRS transcript is a huge game changer.

CONS

At times can be tough to navigate. No search bar to help assist in finding what you may be looking for.

Vendor Response

Hi James, Thanks for letting us know about how IRS Solutions has helped your business. We are here to help and greatly appreciate your feedback. We know that learning new software can be challenging and we're more than happy to get with you and show you the navigational tools within the software. Thanks for being a valued member! Regards, The IRS Solutions Team

Replied February 2024

Bill

Accounting, 2-10 employees

Used weekly for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed February 2024

Review....

We are too new to using Tax Resolution Program Support to say.

PROS

Support is Great!.

CONS

N/A .

Vendor Response

Hi Bill, We are here to help and greatly appreciate your feedback. Thanks for being a valued member! Regards, The IRS Solutions Team

Replied February 2024

User Profile

John

Verified reviewer

Financial Services, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2021

Exceptional software and customer service

Have been welcomed with open arms with the Facebook private group. The support people work with you one to one. Information is updated almost daily. Just a great team and great software that will help my business step to the next level faster than normally would be expected.

PROS

The ease of use is incredible. Everything is at your finger tips.

CONS

I have not found an issue with the software.

Keith

Accounting, 2-10 employees

Used monthly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2020

Excellent Product & Client Service

Overall I would recommend this product. Easy to set-up, excellent customer service. A great value for the price. In addition, the classes offered are excellent.

PROS

The ease in set-up and great functionality.

CONS

Would like to see on multi user accounts - Access controls so each partner can opt to share client account information.

Reason for choosing IRS Solutions Software

For the ease of use and price - It was a great value. A No Brainer!

Anonymous

1 employee

Used less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2019

Great product

My clients are satisfied and have not complained.

PROS

Easy to use and with update tax changes.

CONS

Nothing. The application is great. I highly recommend it to ever tax professional.

Showing 1 - 25 of 80 Reviews