Software for Tax Resolution Firms and Pros
If you're a tax professional who offers (or is thinking about offering) tax resolution services, you may want to look into software that can help you improve processes and save time. In the following sections, we look at software that helps with transcript analysis, firm management software, and software that helps you call the IRS more easily.
Transcript Analysis
Transcript analysis tools make it easy to get tax transcripts for your clients. Typically, you upload a Power of Attorney or Tax Information Authorization, and when the IRS processes that document, you can instantly download the tax transcripts you need from the software. Here is the most common transcript analyzer tool:
Tax Help Software (THS) IRS Transcript Tools
This software generates easy-to-understand reports based on IRS transcript data. Designated as an Intermediate Service Provider by the IRS, Tax Help Software's Transcript Tool leverages decades of tax pro knowledge and experience to determine which transcripts need to be ordered. Since 2009, tax professionals have used this system to download over 2 billion transcripts.
The software also examines previously filed client returns so that you can calculate future fees, find missing tax credits, and identify risky claims. This tool saves you time, improves the onboarding process with clients, and monitors clients' IRS accounts so that you are aware of notices or other issues.
Roger W. Nemeth, EA, decided to create this program after noticing how much time the enrolled agents at his firm were wasting ordering and waiting for tax transcripts. He initially looked for a transcript analyzer product, but after realizing that one didn't exist, he invented Tax Help Software in 2009.
As of 2024, THS costs $700 for a 12-month license. You can get a six-month license for $350. There is an optional resolution package that includes the IRS tax relief forms for $150 and a bankruptcy calculator for $400.
Use this link to get $100 off a six-month trial. Note that this is an affiliate link. We receive a commission from anyone who uses this link. However, we have personally worked with the company and talked with many tax pros who have used this software, and it comes very highly recommended.
Note that most client management and analysis software also includes tax transcripts. PitBullTax, IRS Solutions Software, and include free transcript downloads with their subscription packages. IRS Logics includes transcript delivery for a small fee with a standard or premium subscription. Canopy Tax has a subscription add-on that includes IRS tax transcripts.
Firm Management, Client Relationships & Case Analysis
Client management and analysis tools are designed to help you run a tax relief firm. They include tools that help with onboarding, choosing the best relief option, and requesting tax relief from the IRS. Here is an overview of some of the most popular options.
PitbullTax Software
PitBullTax lets you generate engagement letters, make document requests, collect info from clients, request and analyze IRS tax transcripts, and compare resolution options. The software also helps you prepare the documents and supporting schedules you need to apply for the chosen resolution option. Additionally, it includes tools that facilitate e-signing POAs in bulk, case management, time tracking, billing, IRM schedules, docu-signing, and Zoom integration.
As a certified continuing education (CE) provider, PitBullTax is committed to the success of its clients. The company also offers software training and hybrid virtual/in-person workshops through the PitBullTax Institute.
As of 2024, the software costs $205 annually for a one-time use license that covers one individual and one business client. It is $1,155 annually for a single-user license with unlimited clients. Multi-user licenses with unlimited clients are based on the number of users with three users being $2315 annually and 20 users being $12,345 annually.
Note that annual fees are about 30% less than paying monthly. All levels include resolution evaluation, client questionnaire, case diagnostics, free calculator, IRS forms and schedules, engagement letters and document requests, IRS contact lists, file storage, a client portal, and more.
The company was founded by Jaime S Buchwald, CPA, and Jose Alfaro, IT specialist. Buchwald is Certified in Financial Forensics (CFF) by the American Institute of Certified Public Accountants (AICPA). He's been named the Top Practitioner of the Year by the American Society of Tax Problem Solvers (ASTPS), and he's a Certified Member of the Tax Freedom Institute. He has handled countless IRS collection, audit, and appeals cases, and he uses his knowledge and experience to improve PitBullTax software. Alfaro is an expert in Service-Oriented Architecture (SOA) and Artificial Intelligence (AI), and he has worked with many major consulting and IT firms including LDDS Communications, MCI Worldcom, Corporate Express, RR Donnelley, Velocity Express, and many others.
Get special discounts for PitbullTax using promo code: 8GEWQO
IRS Solutions Software
This tax resolution management software aims to help with case management and firm profitability. It integrates with IRS systems and includes automatic transcript downloads. It provides instant analysis of your client's case and recommends solutions. Its built-in customization file management system facilitates POA forms and tax info authorization and also makes it easy to fill out embedded forms.
The software calculates bankruptcy discharge dates, and it helps with first-time penalty abatement. It also features an IRS Advance Notice™ (IAN) system that monitors transcript activity and sends you email notifications about audits, tax liens, IA changes, OIC activity, and passport certification to the state department. The system also helps with customizable invoicing and payment processing.
As of 2024, the software is $1590 for a solo practitioner for a year. It's $3180 annually for three users and $6360 for six users. The number of users is based on the number of people who access the software simultaneously, and the company will provide you with a specialized quote if you have a large firm that needs access for more than six users. If you don't like the platform, you can get a refund in the first 60 days. Note that the cost may be higher with a monthly subscription.
The company was founded by former IRS Revenue Office David Stone and his wife Suzanne to help them manage their tax resolution business.
IRS Logics
Created over 10 years ago, IRS Logics bills itself as the complete business operating software solution for tax resolution professionals. It is a cloud-based tool that can be accessed anywhere, and it uses server authentication and data encryption to ensure only the registered users in your organization can access the system.
IRS Logics includes everything you need to streamline the resolution process from the first contact with your client to the end of the case. It features a step-by-step interview to guide you or your sales team through the first call. It integrates up-to-date IRS financial standards so that you can easily assess eligibility for the offer in compromise, and if your client isn't eligible for an OIC, it suggests other resolution options.
The software includes IRS forms and instructions with auto-fill features so you don't have to type in repetitive information. It generates a custom contract with your company name, POA forms, and IRS documents, and it allows you to send the form to your client over fax or email for a signature. The software also lets you set reminders for phone calls, follow-ups, and document submissions, it manages client payments and invoices, and it creates a record of all recorded client interactions with time stamps.
IRS Logics lets you assign tasks to different team members and affiliates, and it also integrates with existing tools including MS Calendar, phone systems, digital signature tools, email broadcasting, etc.
As of 2024, IRS Logics' fee is per user per month. The standard package is $89/user/month for an unlimited number of users with an unlimited number of cases, and it includes federal and state forms, OIC planner, tax resolution interview, IRM, IRS resources and publications, engagement letter, activity trail, email notification services, task management tools, calendar and event management, email template, custom forms and letters, lead sources management, role management, reporting, billing and invoicing, payment gateway integration for 5 cents per transaction, up to 100 GB document repository, and online support.
The premium package is $109 per user per month, and it includes all of the features of the standard plan plus unlimited document repository storage, workflow and rule engine, call center integration, lead imports via HTTP and XML, multiple office/affiliate functionality, IRS transcript delivery for 50 cents per transaction, a client portal, API access, and phone support.
Both plans include integrated fax service for less than 10 cents per page, integrated e-signatures for 70 cents per transaction on the standard plan and 50 cents on the premium plan, and integrated SMS for a few dollars a month and a few cents for every SMS sent.
IRS Logics was created by Intellirose, Inc. which was founded by Houda Tahbaz in Santa Ana, California in 2008.
Canopy Tax Resolution Sofware
Canopy aims to simplify the tax resolution process for pros. It features pre-filled forms, a client survey for easy data collection, and automated payment plan calculations. The software does not facilitate POA submissions, but once the IRS has your POA, Canopy can help you access IRS transcripts. It includes a mobile app so that you and your team can use it on the go, as well as a client-facing portal. The software also helps you track time and bill your clients.
Canopy's pricing depends on the features you add to the software. As of 2024, the base client engagement feature is free for 250 or fewer active clients per month. It's $14 per month for up to 300 active clients, $27 per month for up to 350 active clients, and goes up incrementally for every 50 additional clients. Then, you can add document management for $40/per user per month, workflow for $35 per user per month, and time and billing tools for $25 per user per month. Note the per-user costs start to go down as you add more users. There are also add-ons for tax resolution for $50 per user per month, transcript and notice for $50 per user per month, and $100 per collection case per month.
Canopy Tax Inc. was founded by Kurt Avarell in 2014. In 2019, he left the company, and David Bell took over as CEO.
Other Software for Tax Pros
There is also software that can make it easier for tax pros to contact the IRS over the phone. Take a look:
enQ
enQ is a service that helps tax pros reach the IRS's general line, over 15 specialized IRS departments, and the CA FTB quickly and efficiently. Its website says that it reduces hold times by up to 90%, saving time for you and reducing costs for clients.
It creates extended IRS interaction times by letting you call the IRS outside of your local time zone restrictions—as long as the agency is open in another time zone, you can call. It also prevents courtesy disconnects from the IRS and allows tax pros to call the IRS while their client is on the line. You can also use this process to speed up IRA transcript retrieval by faxing the POA/tax information request to the agent while you're on the phone.
As of 2024, the service is $300 per month or $3000 per year. You receive 30,000 credits per month and unused credits roll to the next month.
If you know of another type of software designed to help tax pros and you think it should be added to this list, please contact us at [email protected] and we will consider adding it to the article. To learn more about this industry, check out our guide to tax resolution training and mentorship options.
Remember, while the right software can help you run your firm, you also need marketing and visibility so that you can attract new clients consistently—that's where TaxCure can help. A TaxCure pro membership helps you reach clients who are searching for local tax pros to help with their state or federal tax problems. To learn more about the benefits of a TaxCure profile, contact us today.