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Average Ratings 26 Ratings
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Description
Caseload Manager stands out as a premier cloud-based solution for managing caseloads in mediation, ombuds, family, and human services sectors. Our team collaborates with you to customize Caseload Manager, ensuring it aligns perfectly with your specific case and data management requirements. We offer a comprehensive package at a fixed cost, which encompasses consultation, training, ongoing support, and detailed reporting. All essential services are bundled together—training, continuous support, backups, system enhancements, and more—so you have everything you need at your fingertips. Authorized users can conveniently access their case data from any location and device, enhancing efficiency and accountability in managing staff and resources. With Caseload Manager, you benefit from round-the-clock availability, automated hourly backups, and timely updates. This scalable platform allows you to oversee an unlimited number of cases, staff, and panel members seamlessly. Ultimately, Caseload Manager serves as your all-in-one solution for effective case management, ensuring that you have all necessary components included at a single, clear price, along with ongoing consultation, training, and support to help you succeed.
Description
IRS Solutions Software is all-in-one tax resolution software and an IRS transcript monitoring and analysis tool built by tax pros for tax pros, serving Enrolled Agents, tax resolution specialists, CPAs, attorneys, accounting and enterprise tax firms across the United States since 2011. IRS Advance NoticeTM (IAN), the built-in automated IRS transcript monitoring, analysis and alerts system, retrieves up to 100,000 transcripts per hour and detects audits, liens, and IRS enforcement activity up to six months before official letters are mailed. The platform handles large, high-volume active caseloads, including case management, practice-wide portfolio reporting and dashboards, and case analysis and recommendations. IRS Solutions Software is SOC 2® Compliant, hosted on AWS GovCloud with U.S. data residency. Pricing is a single flat-rate membership, everything included, no add-ons.
Why IRS Solutions?
- Get alerts 3-6 months in advance of a client being audited.
- Pull multiple years and clients in a matter of seconds. Request Bulk Transcripts, CAF checks, Audit Alerts and IRS Action notifications using IRS Solution’s API.
- Find all the necessary IRS forms that you would need to start and complete your clients' resolution cases.
- Automated Solution Recommendations will let you know what you can and can't do as well as what offer would most likely be accepted by the IRS.
- Penalty Abatement opportunities notifications to alert you when a client likely qualifies for a first-time abatement.
- Automatically combines the transcripts and your clients’ financial information and creates a beautifully laid out report.
API Access
Has API
No
API Access
Has API
Yes
Integrations
8am CPACharge
No
DigiSigner
No
Gmail
No
Microsoft 365
No
Integrations
8am CPACharge
Yes
DigiSigner
Yes
Gmail
Yes
Microsoft 365
Yes
Pricing Details
$59 per month
Free Trial
Yes
Free Version
No
Pricing Details
$189 per month
Solo Practitioner: $189/mo or $1,890/yr (twelve months for the price of ten). Multi-User: starts at $378/mo for 3 users ($3,780/yr). Enterprise (22+ licenses): custom quote.
Flat-rate membership. Every feature included at one transparent price. No per-case, per-transcript, per-form, or per-seat add-ons. Monthly or annual billing.
Flat-rate membership. Every feature included at one transparent price. No per-case, per-transcript, per-form, or per-seat add-ons. Monthly or annual billing.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Resourceful Internet Solutions
Founded
1996
Country
United States
Website
www.caseloadmanager.com
Vendor Details
Company Name
IRS Solutions Software
Founded
2011
Country
United States
Website
www.irssolutions.com
Product Features
Legal Case Management
Billing Management
No
Calendar Management
No
Case Notes
No
Client Management
No
Communication Tracking
No
Conflict Management
No
Corporations
No
Court Management
No
Discovery Management
No
Docket Management
No
Document Management
No
Expense Tracking
No
Government
No
Law Firms
No
Records Management
No
Task Management
No
Time Tracking
No
Trust Accounting
No
Product Features
Tax Practice Management
Approval Process Control
No
Billing & Invoicing
Yes
Client Management
Yes
Client Portal
Yes
Document Management
Yes
Due Date Tracking
Yes
Scenario Planning
Yes
Tax Filing
No
Tax Forms
Yes
Workflow Management
Yes
