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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

8am CPACharge
DigiSigner
Gmail
Microsoft 365

Integrations

8am CPACharge
DigiSigner
Gmail
Microsoft 365

Pricing Details

$169 one-time payment
Free Trial
Free Version

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
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

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
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

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

Alternatives

TranscriptPad Reviews

TranscriptPad

Lit Software

Alternatives

PitBullTax Reviews

PitBullTax

PitBullTax Software
OIC Tax Planner Reviews

OIC Tax Planner

iConcepts
Tax1099 Reviews

Tax1099

Zenwork