Best Tax Practice Management Software for Microsoft 365

IRS Solutions is a full-service tax resolution software 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.

You can manage CPAs by identifying what is needed for which client and when. Drag and drop to reprioritize and reassign work. Filter your view by due dates, status, assignee and more. This ensures that all tax preparers are always in the know and the work never stops. You can instantly pull all of your email inbox to take immediate action. You can leave a comment for tax preparers on your team, tag staff to take actions, file the correspondence into a digital client folder and add it to you to-do list. Or, simply reply as usual. You can either modify pre-made templates or create your own to make it easy for your team to follow the same workflows. Once a task has been marked as complete, the next one is automatically assigned to the correct tax preparer and appears in their to-do lists. You can keep every client's email, document, task, etc. organized at your fingertips. You can view a complete audit history in one glance. You can even pin important items to the top so you can quickly access them.

Streamline your practice to increase productivity. Your staff will save an average of 10 hours per week in non-billable time over the next 30 days. This will allow you to spend your time growing your practice and providing outstanding service to your clients. Your firm will save time and money by replacing 5+ legacy systems with one seamless experience. All in one platform. All you need to do the job! All-in-one platform that allows you to manage your entire business. All the features you need to do your job in one place. Stop jumping between different platforms. Automating tasks can help you save time and money. Automating tasks can increase efficiency and productivity. Firm 360 allows you to work anywhere in the world. Your firm will be available to you 24/7.

PracticePro 365 is a unique platform that helps businesses achieve their highest performance. A powerful platform that helps to improve enterprise business efficiency. It also provides a variety of unified features that provide your team with the necessary tools to succeed. PracticePro 365 is here to help you now and into the future thanks to the power of cloud scaling. PracticePro 365 is a tool that allows users to keep track of daily projects, customer information, and other operations. You can keep track of the pulse of your business no matter where you are or how you travel.