Complete Software Solutions for Tax Resolutions Professionals
Manage all accounts anytime, anywhere
Generate and send out up-to-date IRS forms
Monitor all billing and leads activities
Maximize your ROI with powerful reporting tools
We solve the complexity of IRS rules, making it simple for you!
Special Features
Lead Management – Directly capture leads from various sources and assign within your own organization. Using the Lead Assignment Functionality, you can customize the features to determine who has access, viewing and editing capabilities based on the User Security Profiles.
Interview – This intelligent feature walks the client through a detailed series of questions that provides a clear overview of the client’s financial status as well as eligibility for Offer-In-Compromise. This report provides means of fluctuation for optimum settlement with IRS.