irsLogics Reviews & Product Details

When you have a support representative who genuinely cares, like Michael, it truly elevates the entire experience with the system. I do wish there were a simpler way to set up integrations. My team and I use this every day during the work week, and it consistently gets the job done. Review collected by and hosted on G2.com.

needs more integration with outside products. direct not through Zap Review collected by and hosted on G2.com.

Fast, responsive support and an all-in-one platform for IRS documentation. Most importantly, IRSLogics is—so far as we know—the only provider in the tax-relief space that offers a true API, enabling real automation beyond the limits of built-in features. That said, their current API still has notable constraints. Review collected by and hosted on G2.com.

Some limitation of synchronization but I could use 3rd party resource to solve this. Review collected by and hosted on G2.com.

IrsLogics maps cleanly to the way a tax resolution shop actually works. Case timelines, role-based permissions, and payment schedules make it easy to keep everyone aligned without side spreadsheets. We’ve asked for several customizations to match our internal process and the support team has consistently delivered—quick replies, clear follow-ups, and real fixes. Document tracking and templated communications reduce hand-offs and help new hires get productive faster. It is a system that adapts to our workflow rather than the other way around. Review collected by and hosted on G2.com.

The reporting is fairly generic and doesn’t let us tailor views to our workflows. We’d benefit from custom report builders with selectable fields, advanced filters, groupings, and the ability to save dashboards for different roles Review collected by and hosted on G2.com.

What I appreciate most about working with the Logics team, is the attention I get from the support team, & the flexibility of the platform. We have had multiple requests to customize the system to fit our business needs which have been fulfilled.

The customer service support team is quick to respond to our inquiries. I feel they genuinely care. The system to report a help ticket is seamless.

I have made multiple requests beyond the default system settings & I must appreciate that every effort has been made to accommodate. I appreciate the admin level of control in managing the different permission levels within the system.

The platform is truly designed for flexibility and efficiency. Working with the back office has been a pleasurable experience. Review collected by and hosted on G2.com.

I don't like the inability to link my personal email like other CRMs. Review collected by and hosted on G2.com.

Once you learn the ins and outs of the software, it's actually really good. Logics helps my company with everything we need for CRM use while being cloud-based software so we can log in anywhere. Review collected by and hosted on G2.com.

Feels clunky and a bit of a learning curve, however once you play around for a while you get a feel for it. I do not like that we can't customize some things about forms unless we contact customer service. Just seems like it would be easier if we had complete control over our forms so we can update them at a whim instead of bugging someone else to do it for us. Review collected by and hosted on G2.com.

We utilize IRS Logics CRM system at our company to manage all of our client's data and stay compliant with the IRS and State tax governing bodies. This software has changed the way we look at our data and with its wide-ranging functionality has become the ideal tool to maximize revenue! The support team has always been friendly and assisted us in a timely manner as well as always going the extra mile to make sure our processes are running efficiently. Review collected by and hosted on G2.com.

The API is a bit limited with no option to update any data that is in the system and that has forced us to build workarounds for that. Review collected by and hosted on G2.com.

It is serving all my client and management needs and more. It is affordable and the support is stellar! IRS Logics and my firm are partners now and into the future! Features and support! Review collected by and hosted on G2.com.

No dislikes here. If there are any issues, support answers them right away. I'm so glad I discovered this software. Review collected by and hosted on G2.com.

The billing module to run payments and create schedules Review collected by and hosted on G2.com.

Not too much functionality to scale up if you have a lot of clients. Lacks a lot of basic CRM functionality Review collected by and hosted on G2.com.

Honestly, looking at this software it is simple- I use to think that there was a total lack in the software, but after using it for so long Ive realized its so much more than a software- it has everything . Review collected by and hosted on G2.com.

The fax is horrible- sometimes they dont send out, and I dont know why. Sometimes the system will shut for a short while and we would lose deals since we use the CRM for everything. But i still love it. Review collected by and hosted on G2.com.