Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 26 Ratings

Total
ease
features
design
support

Description

Enhance the efficiency of your direct and cross-examination processes while slashing your trial management and preparation time by more than 50%! By simply importing transcripts, you can extract trial questions and automatically generate printed materials that include both questions and answers, complete with corresponding page and line numbers from your official transcript. You can effortlessly prepare your trial inquiries directly from the deposition transcript of each witness, requiring minimal typing—just a click of your mouse suffices. With a simple click, you can select and capture the questions you want to use from the deposition transcript, and print these alongside the witness's responses, ensuring that you have the starting and ending page and line numbers for both questions and answers. Additionally, you can easily load the deposition transcript from a CD or an email attachment received from the deposition reporter, allowing you to choose which questions you would like to pose to the witness during the trial, streamlining your workflow even further. This innovative approach not only saves time but also enhances the accuracy of your trial preparation.

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 

Screenshots View All

Screenshots View All

Integrations

8am CPACharge No 
DigiSigner No 
Gmail No 
Microsoft 365 No 

Integrations

8am CPACharge Yes 
DigiSigner Yes 
Gmail Yes 
Microsoft 365 Yes 

Pricing Details

$169 one-time payment
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.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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 Yes 
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 No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

TrialPrep

Founded

2005

Country

United States

Website

www.trialprepllc.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 Yes 
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 

Alternatives

TranscriptPad Reviews

TranscriptPad

Lit Software

Alternatives

PitBullTax Reviews

PitBullTax

PitBullTax Software
OIC Tax Planner Reviews

OIC Tax Planner

iConcepts
Tax1099 Reviews

Tax1099

Zenwork