What is irsLogics

Complete Software Solutions for Tax Resolutions Professionals

• Manage all accounts anytime, anywhere
• Generate and send out up-to-date IRS forms
• Monitor all billing and leads activities
• Maximize your ROI with powerful reporting tools
• We solve the complexity of IRS rules, making it simple for you!

 

Special Features

• Lead Management – Directly capture leads from various sources and assign within your own organization. Using the Lead Assignment Functionality, you can customize the features to determine who has access, viewing and editing capabilities based on the User Security Profiles.
• Interview – This intelligent feature walks the client through a detailed series of questions that provides a clear overview of the client’s financial status as well as eligibility for Offer-In-Compromise. This report provides means of fluctuation for optimum settlement with IRS.

 

Task Management

Manage daily tasks effectively to ensure action items are completed on schedule. This helpful feature sets up tasks and reminders with staff and clients such as phone calls, form submissions, or sending emails.

 

Forms & Auto-fill

Filling out forms after forms can be tiresome. irsLogics generates all necessary forms so you can fill out repetitive information in just one click. Forms can be easily printed, emailed, or faxed to respective recipient.

 

Invoicing & Payments

Security is not an issue with irsLogics. The software provides secure invoicing and payment processing system that allows you to generate and print out invoices
and client contracts, and make/setup single or recurring payments. As an added
feature, you can easily add or delete payment accounts, view payment histories,
and print reports.

 

Reporting & Dashboard

Track performance of your sales and marketing efforts to maximize your ROI.
Analyze key business metrics, revenue trends, identify top sales, customers and
opportunities, and utilize other analytics. Use Dashboard to view all the critical information in just one screen.