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Average Ratings 26 Ratings

Total
ease
features
design
support

Description

Your representatives and clients have the ability to manage tasks independently. Representatives can access client information, generate real-time reports, log leads, and perform various other functions. Meanwhile, clients can easily reprint invoices, monitor shipments, and place orders at their convenience. Our infrastructure is supported by Microsoft Azure and HostDime data centers, ensuring reliable service. We prioritize security with full SSL encryption, and our data centers hold PCI and SOC 2 Type 2 certifications. The information from your ERP system is automatically updated to the Crik-IT portal every 30 minutes for seamless integration. This enables users to access browser-based information, enter orders, and more from any desktop or mobile device at any time. We also utilize the Stripe credit card processing engine to facilitate secure payments for invoices and order submissions by your customers. Allow your B2B clients and representatives to handle data entry efficiently, as orders placed through Crik-IT can be directly integrated into your order management system without manual input. This streamlined process not only saves time but also enhances overall productivity.

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

Screenshots View All

Screenshots View All

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

$29 per month
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

Crik-IT

Country

United States

Website

www.crik-it-portal-for-quickbooks.com

Vendor Details

Company Name

IRS Solutions

Founded

2011

Country

United States

Website

www.irssolutions.com

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory 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

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