Tax Help Software: Save Time, Improve Processes

To help clients, you need to know as much about their situations as possible, and a lot of the information you need is in their tax transcripts. If you're still spending a lot of time sending in POA requests, checking on CAF files, or even worse, standing over a fax machine, it's time to streamline your process with tax transcript retrieval software. 

Tax Help Software, invented by owner and founder Roger Nemeth, helps to simplify this process with transcript retrieval and analysis tools, IRS account monitoring, form generation, and other features. However, this is not the only option on the marketplace. To help you decide on the right tools, this guide looks at the benefits of Tax Help Software and then compares other options such as IRS Solutions and Pitbull Tax.

Tax Help Software Core Features

Tax Help Software offers transcript retrieval and analysis, automated monitoring and alerts, predictive post-filing compliance analysis, advanced reporting and analytics, and a streamlined workflow. Take a look at the software's features in each of these categories.

Transcript retrieval and analysis

• Lets you request and download IRS transcripts instantly
• Generates transcript analysis reports with key data points such as balance due, filing status, CSED, etc.
• Uses intelligent transcript ordering to automatically determine which transcripts to request - for example, account transcripts on open years and years with issues based on intervals set by users.
• Checks if 2848/8821 forms have been processed and allows you to create those forms in bulk
• Identifies compliance gaps and upcoming deadlines
• Checks for prior bankruptcy, audits/exams, collection actions, liens, and penalties 
• Calculates the CSED for 1040 tax liabilities
• Offers optional CSED calculations for business and payroll taxes

Automated Monitoring and Alerts

• Monitors clients' IRS accounts and shows you results on an intuitive dashboard
• Reviews accounts for changes related to audits, liens, collections, balance due, compliance, etc.
• Alerts you about new notices or changes in balances
• Reduces the risk of missed deadlines or overlooked issues.

Predictive Post-Filing Compliance

• Provides real-time data on clients’ IRS compliance status
• Compares reported wage data with filed return data, alerting you if your client underreported weeks after filing, so you can fix the error and minimize penalties.
• Detects IRS exams and CP2000s six months in advance of the notices going out, 95% of the time
• Tracks estimated payments
• Integrates with phone systems for quick compliance checks (if applicable)

Advanced Reporting & Analytics

• Features a dashboard for high-level insights into each client’s status
• Generates custom reports to help professionals plan resolution strategies
• Fills out 433s, 9465, and 656 forms, including IRS National Standards, with client data for faster filing

Streamlined Workflows

• Includes centralized client data storage
• Automates deadline alerts, reminders, and task management
• Offers e-signature capabilities (depending on subscription)
• Allows remote access for employees if desired

Which IRS transcripts can you get with Tax Help Software?

Tax Help Software can retrieve account transcripts back to 1990, tax return transcripts for the last four years, and wage and income transcripts for the last 10 years.

Can Tax Help Software find separate assessments for my client?

Yes, this tool can find separate assessments (aka mirrored accounts) related to civil penalties and/or forms 1120/1120S, 1041, 1065, 940, 941, 943, 944, and 945. 

Key Benefits for Tax Professionals

This transcript retrieval and analysis software offers a lot of benefits for tax professionals, including:

• Time Savings: Automation cuts down on manual processes, and instant transcript retrieval is faster than waiting for IRS responses or online client authorizations.
• Greater Accuracy: There is a reduced risk of human error when retrieving and analyzing transcripts using this tool.
• Scalability: By giving you the ability to handle more clients efficiently, this type of software is crucial for a growing practice.
• Client Satisfaction: Tax Help Software lets you help clients faster and more efficiently. It also helps identify unclaimed credits or refunds. That, coupled with the software's monitoring capabilities, leads to increased client trust and higher client retention rates.
• Passive Income Opportunities: Some practitioners use the monitoring capabilities of this software to generate passive income by letting their clients subscribe to alerts. 

Tax Help Software makes a direct connection with the IRS's servers, so you can enjoy enhanced security - there's no need to worry about browser hijacking or phishing. You can install the system on your computers or your network, based on who you want to have access - it can work with a remote or in-house workforce. 

Automating parts of the initial investigation process frees up your time so that you can bring on more clients without sacrificing efficiency or results. Additionally, the real-time reporting lets you detect issues proactively, helping to improve client satisfaction. 

Client Testimonials

Tax Help Software has a strong reputation in the tax resolution industry, with users sharing the following testimonials:

"This product has changed the way we run our business, saving us hundreds of hours spent otherwise on hold with the IRS. It makes pulling client reports from the IRS simple, and the report generated impresses our clients as well as the IRS." -Eric Green, tax attorney.

"Tax Help Software is only for practitioners who want to be spoiled and like to put in less time and get better results. Get this program and do not forget to send me a thank you note." - Steve Kiltzner, tax attorney.

"Is it possible to fall in love with a piece of software? I just got several years' worth of information in less time than it would have taken me to log into E-Services. I'm amazed; it is so rare that a product works so well and as easily as it is promoted to work." - Catherine, enrolled agent.

How to Optimize Tax Help Software at Your Practice

To make the most of this software, keep these tips in mind:

• Use the company's training tools - Utilize Tax Help Software's tutorials and user guides to ensure you understand the software's features and how to use them.
• Assign specific roles to employees - Consider having different employees focus on different aspects of each case to improve efficiency and streamline processes. For example, have one team member work on client intake, while another focuses on gathering transcripts.
• Update the software - Whenever updates become available, download them to ensure that you're using the most up-to-date features. 
• Get feedback - Get feedback from your team about what's working and what's not. As needed, consider additional software training or provide the company with feedback on their offerings. 

Meet Tax Help Software's Founder, Roger Nemeth

Roger Nemeth, EA, President of Tax Help Software, invented this product to address a hole in the marketplace. In 2010, he was managing a tax relief firm with over a dozen enrolled agents, and he saw how much time they were wasting ordering IRS transcripts, waiting for faxes, and analyzing confusing reports. He knew that there must be a more effective way, so he started searching for a tax transcript analysis product. 

At that point, there was nothing on the market, so Roger decided to get creative - he developed the Audit Detective. Over the years, that evolved into Tax Help Software, and according to their website, this is the only tool that has over 1 billion transcripts downloaded. 

Roger's background is in both taxes and technology. After he was injured in the line of duty, he retired from the Florida Sheriff's Association and started doing tax prep in 2006. Through the years, he managed a large firm in Atlanta and served as the technology manager for several tax relief companies. He became an enrolled agent in 2011 and is also an NTPI Fellow.

Alternative/Comparative Software Solutions

Since Roger Nemeth created the first tax transcript retrieval tool, several others have also waded into this space. Here are some additional tax transcript tools that you may want to consider:

IRS Solutions

IRS Solutions is a cloud-based tax resolution management software that facilitates transcript downloads, transcript analysis, POA authorization, and bankruptcy discharge date calculations. It recommends which solutions you should pursue for your clients and also emails you of transcript changes, such as possible audits, tax liens, IA changes, OIC activity, and passport certification to the Secretary of State. 

It helps you manage your firm through automated form filing, robust reporting, and integrated billing. The software is available for subscription pricing at different levels based on the number of users in your firm, and the subscription also comes with a marketing toolkit to help you market your tax firm.

Pitbull Tax

Pitbull Tax offers a stand-alone web-based transcript retrieval tool for a low annual fee, as well as an integrated add-on that includes firm management tools such as resolution evaluations, client questionnaires, case diagnostics, integrated IRS forms and schedules, engagement letters, and more. This software also features a client-facing portal to help streamline client communication and requests. Annual subscription pricing is available for single or multi-user licenses.

How to choose?

Tax Help Software, IRS Solutions, and Pitbull Tax are the top competitors in the tax transcript retrieval space, and to choose the right option, you need to think about your professional priorities. 

Get a free demo or talk with other professionals. Then, focus on aspects such as user interface, pricing, features, and customer support so that you get the right fit for your firm. Also, consider data security and compliance. If you have cybersecurity insurance, make sure that your new software meets the compliance requirements of your policy. 

TaxCure: More Help Growing Your Practice

The right software will help with firm management and client satisfaction, but first, you need clients, and finding them isn't always easy. That's where TaxCure comes in. 

TaxCure is a lead generation platform - it connects taxpayers seeking help with qualified tax professionals. On TaxCure, clients can specify what type of problem they're having or the solution they want, and then, the site shows them licensed tax pros with the experience they need. 

A TaxCure profile increases your visibility to clients who need tax resolution services, and it helps you create a steady flow of leads. Combining tax transcripts and firm management software with TaxCure allows you to get more leads and manage them more effectively. 

Sign Up for TaxCure Today

If you offer tax resolution services, the right firm management tools can be critical, but they aren't enough on their own. You also need a marketing strategy that keeps your pipeline full - if you're ready to grow your practice, it's time to enhance your visibility with TaxCure - the only nationwide directory of tax relief professionals. 

If you aren't already a member, sign up for an account today or call us to learn more.

At the time of writing, TaxCure members also get a $250 discount on Tax Help Software - check with THS to see if this limited-time offer is still available.