irsLogics

irsLogics is a browser-based software platform for businesses that resolve tax problems with the IRS and state agencies. It combines client management, case handling and form generation in one system, and it targets tax resolution firms, tax attorneys, CPAs and enrolled agents.

What irsLogics offers

• Case and workflow management — organises cases, sets tasks and keeps deadlines on track.
• Tax forms — generates federal and state IRS forms automatically, including agreements and custom forms.
• Tax tools — a problem diagnosis tool, an offer in compromise qualifier and planner, and a searchable internal revenue manual.
• Billing and payments — invoicing and payment plans, with many payment gateways connected.
• Client portal — a shared space for documents, updates and messages, plus e-signature.
• Reporting and compliance — dashboards, audit trails, performance tracking and API connections.

Who it works with

A single office with a few staff or several offices and affiliates. Teams can be set up by role, division and geography, with user security and role management.

Key facts

• Delivery: fully web-based, usable from any device with an internet connection
• Other features: lead management, pipeline management, SMS and email, task calendar