End-to-end IRS case management features: workflows, automation, client portal, e-sign, billing, analytics, and integrations for tax professionals.
Built Exclusively For
Tax Resolution Firms
Attorneys
Enrolled Agents
CPAs
One powerful tool to unite your teams: manage cases, invoicing, marketing, projects, reports, and sales all in one place.
Multiple Office and Team Management
IRSLogics Suits All Business Types!
Add & Organize Multiple Office & Teams With Ease.
Seamlessly Include External Sales Teams & Staff
Filter Data & Reports By Office/Team Performance
Identify Cost-Generating Vs. Revenue-Generating Units
Stay Connected with Clients & Offices From Anywhere
Leads and Deals Management
Your Sales Team Will Be Happy With IRSLogics!
Organize Your Leads
Task Management at your fingertips
Never miss a lead. With Follow-up reminders
Sales Performance & Commissions Reports & Dashboards
Lead Management
Directly Capture Leads From Various Sources & Assign Within Your Own Organization.
Client Financial Questionnaire
This Report Provides Means Of Fluctuation For Optimum Settlement With IRS.
Document Lifecycle Management
Store unlimited documents, native categorization and advanced search capabilities with version control.
Forms & Auto-Fill
Filling Out Paperwork In This Industry Can Be Tiresome & Costly.
Invoicing & Billing
IRSLogics Provides A Complete & Secure Billing Solution For Your Company.
Reporting & Dashboard
Maximize Your ROI By Tracking The Performance Of Your Sales & Marketing Strategies.
Finance & Accounting
Eliminate Headaches Common To Other Billing Software!
With IRSLogics, billing is easy. Process payments quickly, view full client payment history, and track all invoice changes-who made them & why.
Set up one-time or recurring payments with our scheduler to reduce errors & Boost collections. See payments in real-time once integrated.
Filter Data & Reports By Office/Team Performance
Use our powerful reports to track accounts receivable by payment type, invoice item, lead source & more.
Easy to use and Simple UI
IRSLogics Is A Cloud-Based Software
No hardware or software installation required
Instantly start using the platform upon signup
Access IRSLogics from anywhere with an internet connection
Full Control Over Which Devices and Computers Employees Can Log In From
Accessible
Gain Insight into your business Activities
Built-in reports to track team and individual performance
Real-time view of sales, case progress, and team stats
Monitor leads, sales, and closings easily
Live sales rankings to boost motivation
Use Ms Outlook Calendar For Reminders, Appointments, And Deadlines.
Bridge The Call Center And Phone Systems For Immediate Customer Reach & Call Handling.
Fully Integrated e-sign and fax systems
Turn Forms Into Official Documents With Digital/ Electonic Signature Tools.
Allow Online Merchant Account Processing Systems for Easy And Convenient Payments.
Publish Knowledge Basic Articles And News With Marketing & Email Broadcasting Systems.
Built-in reports to track team and individual performance
Documents, And Keep Clients Happy -
