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You've got dozens of clients and they all have different needs. Many financial and legal professionals have developed systems for managing tasks and deadlines to keep track of everything and get
everything done on time. This strange system often involves multiple to-do
lists, whiteboards on every wall, and sticky notes everywhere.
You've probably learned the hard way that, while using a system like this may appear efficient enough, it's a very uncertain and stressful way of working. The best tax IRS tax resolution
software includes multiple reports and functionalities to streamline client
services. Here are some reports, functionalities, and tools that will help you
save time and increase client trust and satisfaction:
Download bulk transcripts
Get ready to say goodbye to time-consuming one-on-one client status inquiries and chaos caused by a lack of timely updates. Whenever you connect to eServices through the IRS solution, the
ultra-fast API connects to the IRS
resolution software and notifies you of any changes to your client
transcript. You will receive push notifications of updates including potential
audits, potential first-time abatement opportunities, CAF approval
acknowledgments, and alerts that the IRS has certified a passport as seriously
delinquent.
CSED support
Data shows that the longer time passes, the less likely the IRS resolution software will take action. You can use this information to your client's benefit, but be aware that certain actions, such
as submitting an OIC application, will trigger those collection statute
expiration dates (CSED). IRS Solutions calculates the CSED expiration date each
time you download an account transcript.
Elegant communication
Understanding the forms and jargon around a tax resolution is no problem for you but you see how overwhelming it can be for a client who is already dealing with the concerns of a tax issue. Serving
clients in crisis means that tax
resolution professionals hold many hands.
Instead of allocating this time to revenue-generating tasks, you'll spend it explaining complex IRS transcripts to stressed clients. IRS Solutions helps you share information with your clients
or their bankruptcy attorney by converting transcript information into
beautiful built-in reports that are easy to read and understand.
Client Portal
You're not the only one who can log into IRS Solutions. Your clients will have their login credentials so you can easily exchange information through our client portal, white labeled with your brand at no extra charge.
Simple solutions for offers in compromise
Guiding a client through the OIC process is a routine task for tax resolution professionals but the process is complex and success can be elusive. The acceptance rate of offers in compromise has
been around 30% in recent years. While 300 might be a pretty good batting
average for a ballplayer, it also means that the odds are stacked against you
submitting to the IRS. You need to do everything you can to increase the
chances of a favorable outcome.
In this article, you can get knowledge to impress your client with the Best IRS Tax Resolution Software Tools.
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