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Average Ratings 26 Ratings
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Description
Aptean Respond is a top-tier platform designed for managing cases and complaints, catering to every individual within your customer experience team, including front-line agents, case managers, team leaders, and executives. The platform’s user-friendly and process-oriented tools, along with its comprehensive dashboards, enable your team to expedite case resolutions, complete their responsibilities efficiently, oversee workloads, derive actionable insights, and obtain vital information—functions that typical CRMs often fall short of managing effectively. Respond consolidates all necessary features into a single solution, allowing your team to address all aspects of customer case management, enhance interdepartmental communication, pinpoint underlying issues, and delve into detailed case analytics, all from one unified interface. Additionally, the platform includes industry-specific templates and reporting functions that assist in maintaining compliance with regulatory standards. Respond also offers interactive and customizable dashboards that can be tailored to showcase the essential data required for different user roles while promoting a collaborative environment within the organization. With all these capabilities, Aptean Respond is truly an indispensable tool for improving customer experience management.
Description
IRS Solutions is a Tax Resolution Software with IRS Transcript Monitoring and Analysis that helps tax pros save time while dealing with the IRS. Become more efficient in your operations with an automated software solution to manage IRS collection cases, OICs, and responding to notices. IRS Solutions makes running and growing your tax resolution business easier than ever. Up-to-date on the latest forms and notices the IRS uses for collections and audits, soyou can be confident in front of your clients when facing the IRS.
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
API Access
Has API
Integrations
8am CPACharge
Calendly
DigiSigner
Gmail
Google Sheets
Microsoft 365
QuickBooks Accountants
Xero
Zapier
Integrations
8am CPACharge
Calendly
DigiSigner
Gmail
Google Sheets
Microsoft 365
QuickBooks Accountants
Xero
Zapier
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$159 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Aptean
Founded
2012
Country
United States
Website
www.aptean.com
Vendor Details
Company Name
IRS Solutions
Founded
2011
Country
United States
Website
www.irssolutions.com
Product Features
Complaint Management
Case Management
Complaint Classification
Corrective Actions (CAPA)
Customer Complaint Tracking
Feedback Management
Forms Management
Issue Tracking
Quality Assurance Management
Routing
Self Service Portal
Social Media Monitoring
Survey Management
Product Features
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
