All IRS Solutions Software Reviews
1-25 of 80 Reviews
Sort by
Kenneth
Verified reviewer
Accounting, 1 employee
Used daily for more than 2 years
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.
PROSThe 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.
CONSThere 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
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed January 2024
Good interface and support
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.
CONSsometimes 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
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
PROSthat the forms auto fill and you can make changes and it follows through to other forms they are always trying to improve.
CONSit 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
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.
PROSI 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.
CONSI 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
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.
PROSOne 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.
CONSWhile 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
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.
PROSIRS 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.
CONSNothing 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
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2024
Excellent Product
Being a former revenue officer I am easily able to use the software. You can get an idea of how the IRS operates.
CONSI 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
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.
PROSWe 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.
CONSI 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
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.
PROSAs 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.
CONSSome 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
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.
PROSVery user-friendly software that contains videos to illustrate any issue you encounter.
CONSTruly, 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
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
So easy to use. IRS Solutions makes my life so much easier.
CONSNothing 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
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.
PROSVery easy to use, many options to use, easy to download the clients tax history.
CONSI 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
OVERALL RATING:
5
EASE OF USE
4
FUNCTIONALITY
4
Reviewed July 2020
IRS Solution is good
Great. Left and came right back.
PROSI 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.
CONSI 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
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
The product is intuitive, and easy to use. The support team is awesome. They will help you out whenever you get into a bind
CONSI 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
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2022
Easy to use
Easy to use, intuitive software which provides access to IRS records.
CONSNo 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
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2022
Best Tax Resolution Software
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.
CONSI 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
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.
PROSThe 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.
CONSI 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
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.
PROSI 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.
CONSBecause 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
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
This offers a very clean interface, filtering out any un-necessary and distracting forms and topics.
CONSA 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
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
PROSEase of use and getting started makes the product
CONSwould 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
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.
PROSHas 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.
CONSAt 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
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.
PROSSupport is Great!.
CONSN/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
John
Verified reviewer
Financial Services, 2-10 employees
Used daily for less than 6 months
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.
PROSThe ease of use is incredible. Everything is at your finger tips.
CONSI have not found an issue with the software.
Keith
Accounting, 2-10 employees
Used monthly for less than 2 years
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.
PROSThe ease in set-up and great functionality.
CONSWould 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
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.
PROSEasy to use and with update tax changes.
CONSNothing. The application is great. I highly recommend it to ever tax professional.