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Tax resolution CRM and case management for tax professionals
Updated
IRSLogics is a tax resolution CRM and case management platform for tax resolution firms, tax attorneys, CPAs and enrolled agents. It organizes cases, deadlines, client communication, billing and federal and state forms in one system. The vendor says it has managed over 1 million cases for 1,000+ businesses.
A firm opens a case for each client, assigns tasks and deadlines, and collects documents through the client portal. Billing and payment plans run from the same record, and forms are generated from stored case data. Dashboards show caseload and revenue, and API connections link IRSLogics to other tools. The vendor says most firms are live in under 30 minutes and that training is included in every plan.
Tax resolution firms, tax attorneys, CPAs and enrolled agents use IRSLogics. The vendor shows client logos such as Tax Relief Advocates, Clear Start Tax Relief, Tax Network USA and Rush Tax Resolution.
IRSLogics does not list prices; pricing is requested through a custom pricing form that asks for the number of user licenses. The vendor offers a demo booking, and no free trial is advertised.
IRSLogics mentions API connections but does not name specific third-party integrations on its site.
Sovos, Avalara and Vertex are tax compliance products focused on sales tax, VAT and indirect tax calculation and filing for businesses. Anrok handles sales tax for software sellers. IRSLogics serves a different job, managing client cases for firms that resolve tax debt with the IRS and state agencies.
Pricing Model
QUOTE BASED
Starting Price
Contact vendor
Free Options
None
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
Verify with vendor for your specific region requirements.
