Generated from real user reviews
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Verified User
Small-Business (50 or fewer emp.)
5.0/5
"Excellent software"
What do you like about IRS Solutions?
It's easy to use and has a lot of features. Customer support is very good. The amount of pre-written letter templates is very impressive.
Harvey F.
Small-Business (50 or fewer emp.)
5.0/5
"Great Software to have"
What do you like about IRS Solutions?
This software is great and allows me to help my clients even more in their tax and IRS situations. So many features are available and easy to use and
See Related User Reviews
Verified User
Small-Business (50 or fewer emp.)
5.0/5
"Excellent software"
What do you like about IRS Solutions?
It's easy to use and has a lot of features. Customer support is very good. The amount of pre-written letter templates is very impressive.
Harvey F.
Small-Business (50 or fewer emp.)
5.0/5
"Great Software to have"
What do you like about IRS Solutions?
This software is great and allows me to help my clients even more in their tax and IRS situations. So many features are available and easy to use and
See Related User Reviews
Harvey F.
Small-Business (50 or fewer emp.)
5.0/5
"Great Software to have"
What do you like about IRS Solutions?
This software is great and allows me to help my clients even more in their tax and IRS situations. So many features are available and easy to use and
Verified User
Small-Business (50 or fewer emp.)
4.5/5
"Life saver"
What do you like about IRS Solutions?
Getting transcripts in one click instead of waiting HOURS on hold! (We found IRSS at a time when IRS hold times were at a peak- I literally waited 9 h
See Related User Reviews
Harvey F.
Small-Business (50 or fewer emp.)
5.0/5
"Great Software to have"
What do you like about IRS Solutions?
This software is great and allows me to help my clients even more in their tax and IRS situations. So many features are available and easy to use and
Verified User
Small-Business (50 or fewer emp.)
4.5/5
"Life saver"
What do you like about IRS Solutions?
Getting transcripts in one click instead of waiting HOURS on hold! (We found IRSS at a time when IRS hold times were at a peak- I literally waited 9 h
See Related User Reviews
Verified User
Small-Business (50 or fewer emp.)
4.5/5
"Life saver"
What do you like about IRS Solutions?
Getting transcripts in one click instead of waiting HOURS on hold! (We found IRSS at a time when IRS hold times were at a peak- I literally waited 9 h
Todd G.
Small-Business (50 or fewer emp.)
4.5/5
"IRS Solutions is a valuable tool for managing my clients relationship with the IRS"
What do you like about IRS Solutions?
The monitoring system has improved immensely. While it is primarily used to pull transcripts as needed, we also monitor the IRS account of clients th
See Related User Reviews
Verified User
Small-Business (50 or fewer emp.)
5.0/5
"Excellent software"
What do you dislike about IRS Solutions?
I don't like having to scan to my computer and then uploading to the software. A direct link to be able to scan documents to would be really good.
Todd G.
Small-Business (50 or fewer emp.)
4.5/5
"IRS Solutions is a valuable tool for managing my clients relationship with the IRS"
What do you dislike about IRS Solutions?
It is a comprehensive tool, therefore sometimes it may seem complex. Complexity leads to users not knowing how to accurately use all the features.
See Related User Reviews
Todd G.
Small-Business (50 or fewer emp.)
4.5/5
"IRS Solutions is a valuable tool for managing my clients relationship with the IRS"
What do you dislike about IRS Solutions?
It is a comprehensive tool, therefore sometimes it may seem complex. Complexity leads to users not knowing how to accurately use all the features.
Morgan A.
Small-Business (50 or fewer emp.)
4.5/5
"Easy software program that checks the boxes!"
What do you dislike about IRS Solutions?
The only hiccup we have encountered is not being able to edit the pdf files it generates. We often add notes to pdf documents while working on a case
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Verified User
Small-Business (50 or fewer emp.)
4.5/5
"Life saver"
What do you dislike about IRS Solutions?
Hmm... I wish it could communicate with our other softwares, like Drake or our CRM. We already have client portal and e-sign functionality there so ad
See Related User Reviews
Verified User
Small-Business (50 or fewer emp.)
5.0/5
"Excellent software"
What do you dislike about IRS Solutions?
I don't like having to scan to my computer and then uploading to the software. A direct link to be able to scan documents to would be really good.
See Related User Reviews
Verified User
Small-Business (50 or fewer emp.)
4.5/5
"Life saver"
What do you dislike about IRS Solutions?
Hmm... I wish it could communicate with our other softwares, like Drake or our CRM. We already have client portal and e-sign functionality there so ad
Having used the software for client management, this reviewer finds the monitoring system has greatly improved. The tool's comprehensive nature can make it feel complex, leading to challenges in using all its features.
View Full ReviewI love how easy it is to use! I've used similar products in the past, but they were always so clunky and "overdone." IRS Solutions is easy to use, easy to navigate, and doesn't overwhelm the user with filler that isn't necessary. There isn't a long learning curve, as much of the platform is easy to figure out. We use it daily with great success! Review collected by and hosted on G2.com.
The only hiccup we have encountered is not being able to edit the pdf files it generates. We often add notes to pdf documents while working on a case and you can't do that on the pdf files generated (for example, a 433-A). Review collected by and hosted on G2.com.
Getting transcripts in one click instead of waiting HOURS on hold! (We found IRSS at a time when IRS hold times were at a peak- I literally waited 9 hours and never spoke to a human). Also love the IRS forms that pre-populate client and representative data. The weekly updates save so much time checking for approvals or transcripts. Monthly CPE courses are a bonus! Review collected by and hosted on G2.com.
Hmm... I wish it could communicate with our other softwares, like Drake or our CRM. We already have client portal and e-sign functionality there so adding an additional client portal is somewhat cumbersome, especially with non-tech-savvy clients. We did the initial import, but any new people have to be manually entered every time. Also would love to see more IRS forms available, if possible, to pre-fill with client info. Review collected by and hosted on G2.com.
The simplicity and intuitive flow. The TABS are simple and to the point without unnecessary bells & whistles. The PDF preview is great for when I need to see the IRS forms for proofing.
NOTES: I just found this feature now and it is a feature I use on other programs. I like having a place to take notes on the fly.
The Letter Templates & Documents areas are one of the main reasons I like IRS Solutions because the time wasted on correspondents adds up quickly.
Keep it simple because tax is already complicated enough.
IRS Solution also has the best people to work with for someone who is NOT tech savvy. Review collected by and hosted on G2.com.
It would be nice if under "Other alerts" that it would be possible to click on that alert to take me to the forms uploaded or details of the IRS alert. It would be nice if clients receive an IRS alert that there could be a Notice preview for that specific client notice. I see the example notices provided but it would be awesome to see what the IRS sees for when I need to call into the IRS abyss. Review collected by and hosted on G2.com.
The staff is immediate with answering questions and helping us meet our clients needs. The program does exactly what we need for tax resolution and the tools inside the program are geared for ease of use. Review collected by and hosted on G2.com.
Really have no dislikes - as they take suggestions and try to rework the program to help the tax professionals. Review collected by and hosted on G2.com.
This software is great and allows me to help my clients even more in their tax and IRS situations. So many features are available and easy to use and implement. Customer support is great and easy to integrate the software. I would recommend this software to anyone who wants to help their clients even. I use it on a daily basis. Review collected by and hosted on G2.com.
I haven't found anything I disliked about this software. Review collected by and hosted on G2.com.
It's easy to use and has a lot of features. Customer support is very good. The amount of pre-written letter templates is very impressive. Review collected by and hosted on G2.com.
I don't like having to scan to my computer and then uploading to the software. A direct link to be able to scan documents to would be really good. Review collected by and hosted on G2.com.
I enjoy several things about IRS Solutions, including the ease of software navigation, the quality of information provided, educational perspectives, great people, and outstanding service. Review collected by and hosted on G2.com.
I would enjoy more information about client acquisition, marketing programs, and client engagement process. Review collected by and hosted on G2.com.
Ease of use. Works well as a secure portal for client communication. Review collected by and hosted on G2.com.
E-signatures for forms added by the practitioner to clients that did not originate in the program. Review collected by and hosted on G2.com.
They are open to hearing feedback. willing to make changes. ?Gts the job done. Review collected by and hosted on G2.com.
wuld like better state support. Would love a better dashboard with due dates and task assignment. Review collected by and hosted on G2.com.
