Investigation

Collect and organize every client document in one secure place. Handle all backend processing without slowing down your workflow. Manage billing from scheduling payments to sending invoices and running autopay. Send SLAs for approval, complete and submit federal and state forms, and use e-signatures to get the IRS Power of Attorney signed so you can take action for your client immediately.

Sales

Assign and route leads to the right person, update case status, and capture details with the built-in questionnaires. Track commissions and view reports instantly to see how your sales are performing.

resolution

Review your client’s documents and confirm if they qualify for an Offer in Compromise. Keep their case status updated so they can see progress instantly in the client portal on web or mobile. Pull IRS transcripts in seconds, let clients upload documents or make payments directly through the portal, and access exportable reports anytime to track performance.

Finance & Service

Answer your clients’ questions and keep them up to date on case status. Schedule calls between customers and case managers seamlessly. Manage payment plans for service fees and monitor AR in real time. Use the Billing Summary, AR & Payment reports, Activity logs for compliance, and the Tools tab to view all e‑signatures, SMS, and email logs.