---
title: "IRS Solutions Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about IRS Solutions Software - reviews, pricing plans, popular comparisons to other Tax Preparation products and more."
source_url: "https://www.capterra.com/p/176134/IRS-Solutions-Software/"
page_type: "product"
language: "en"
publication_date: "2026-10-01"
---

# 

 IRS Solutions Software Review 2026: Features, Integrations, Pros & Cons

Last updated on October 1, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

IRS Solutions Software

## What is IRS Solutions Software?

IRS Solutions® is an all-in-one Tax Resolution Software with IRS Transcript Monitoring and Analysis platform that helps tax pros earn more in fewer hours with automated tax resolution, IRS monitoring/alert software and more. Calculate and submit OICs and IAs, manage IRS collection cases, respond to notices, submit forms and reports, communicate with and invoice clients, and process payments more efficiently than ever before. IRS Solutions helps you stay ahead of potential issues through automatic analysis of transcript changes and timely alerts, giving you the confidence to protect your clients and manage cases effectively. IRS Advance Notice™ (IAN) continuously monitors IRS transcripts for updates, including subtle code changes that may indicate an imminent audit. Its further detects and notifies you of critical events such as approvals of Forms 2848 and 8821, impending audits, federal tax liens, installment agreement modifications, offer in compromise activity, and passport holds.

## What is IRS Solutions Software used for?

[Tax Practice Management](https://www.capterra.com/tax-practice-management-software/)[Accounting Practice Management](https://www.capterra.com/accounting-practice-management-software/)[Tax Preparation](https://www.capterra.com/tax-preparation-software/)

Recognitions

Best ease of use

Top alternative

Featured

Overall rating

Based on 99 user reviews

Reviews sentiment

Positive

97%

Neutral

1%

Negative

2%

Starting price

$189

Flat Rate, Per Month

Free trial  
not available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

-   Accounting Practice Management / 2025

Our "Best of" badge program showcases products with the highest ratings...

-   Accounting Practice Management / 2026

Do you work for IRS Solutions Software?[Manage this product listing](https://www.g2.com/products/irs-solutions/claim_requests/new?auto=true)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### IRS Solutions Software

4.8 (99)

VS.

[4.5 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/)

Starting Price

$189

Flat Rate, Per Month

Starting Price

$22

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.7 (99)

Ease Of Use

4.5 (3,626)

Value For Money

4.8 (97)

Value For Money

4.2 (3,035)

Customer Service

4.9 (93)

Customer Service

4.5 (2,932)

## IRS Solutions Software alternatives

Highest Rated

[4.8 (272)](https://www.capterra.com/p/186837/Financial-Cents/reviews/)

Starting price

$19.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

99%

of reviewers

rated it above 4 stars

[4.6 (86)](https://www.capterra.com/p/10009476/Basil/reviews/)

Starting price

$45.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

[4.2 (2,080)](https://www.capterra.com/p/135757/NetSuite/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

[4.7 (400)](https://www.capterra.com/p/148032/Suralink/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

## FAQs about IRS Solutions Software

Overview

### What problems does IRS Solutions Software solve?

IRS Solutions Software solves slow transcript retrieval, scattered client tax records, manual form preparation, and missed IRS account changes by centralizing transcripts, notices, POAs, templates, monitoring, and client intake. Tax resolution firms, CPAs, enrolled agents, and tax attorneys benefit most by speeding case setup, improving organization, and reducing administrative rework.

Answer based on 82 reviews

Overview

### Which roles and teams benefit most from IRS Solutions Software?

IRS Solutions Software is most used by tax resolution professionals, including enrolled agents, CPAs, accountants, and tax attorneys, who manage IRS cases, client communications, and compliance workflows. Firm owners, presidents, and managing partners use it to oversee caseloads, standardize processes, and improve visibility across tax practices and legal teams.

Answer based on 99 reviews

Overview

### What company size and industries is IRS Solutions Software built for?

IRS Solutions Software is built for small tax practices, with 99% of reviewers from small businesses and 77% in Accounting. It serves CPAs, tax attorneys, enrolled agents, and tax professionals, with additional use in Financial Services at 9% and Legal Services at 6%, mainly for tax practice management.

Answer based on 99 reviews

Features and Usability

### What are the key features of IRS Solutions Software?

IRS Solutions Software includes core tax resolution features like transcript management, POA upload, Form 433 preparation, and auto-filled tax forms and letter templates. Differentiators include transcript monitoring with alerts, a client portal for financial questionnaires and document exchange, plus calculators and case checklists for tracking resolution work.

Answer based on 43 reviews

Pricing

### How much does it cost and what fees or limitations are included?

IRS Solutions Software starts at $159/month for the Single User plan, with an annual subscription option and no free version or free trial noted. Reviewers often call the pricing affordable and reasonable, but some say it feels expensive for intermittent use, especially since payments cannot be started and stopped.

Answer based on 20 reviews

Integrations

### Which third-party tools and platforms does IRS Solutions Software integrate with?

IRS Solutions Software integrates with IRS, ProSeries Tax, and Senta. It supports tax and practice workflows such as client import from CSV files and accessing transcripts to view client information.

Answer based on 7 reviews

Getting Started and Support

### How easy is it to onboard and train a team on IRS Solutions Software?

IRS Solutions Software is generally quick to onboard, with live online sessions, webinars, videos, and documentation available for training. Reviewers describe it as self-explanatory and beginner friendly, so frontline users often get started fast. Admins or teams adopting newer features may need more time, while support helps fill gaps.

Answer based on 13 reviews

Getting Started and Support

### What customer support options does IRS Solutions Software offer, and how do users rate the experience?

IRS Solutions Software offers email/help desk, FAQ/forum, knowledge base, and phone support. Users generally describe support as fast, responsive, and hands-on, with helpful answers to questions and issue resolution by phone or email. A few reviewers mention less tailored interactions or usability frustrations, but overall support experiences are positive.

Answer based on 64 reviews

Client support

### How good is the customer support in IRS Solutions Software?

IRS Solutions Software provides responsive customer support and hands-on guidance that many tax resolution firms find genuinely useful. Accountants, law firms, and newer practitioners often mention helpful onboarding, webinars, and case assistance, though some users still want better client chat, broader integrations, Spanish-language options, and a few workflow improvements.

Answer based on 38 reviews

## Features

AI summary

Based on 1,580 Tax Preparation reviews

Capterra reviewers point to the following as the top priorities when choosing tax practice management software:

-   **Client Portal** (**67%** of reviewers rated this feature as critical)
-   **Document Management** (**62%**)
-   **Workflow Management** (**56%**)

IRS Solutions Software supports all three of the features reviewers value most: **Client Portal**, **Document Management**, and **Workflow Management**. Together, these capabilities help tax practices securely share information with clients, keep case files organized, and manage work across each stage of the process, allowing teams to improve visibility, reduce manual follow-up, and handle client matters more efficiently.

Client Portal

4.2 (41)

70.73% of 41 reviewers that rated this feature as important or highly important

IRS Solutions Software offers a secure and organized portal for document exchange and client communication. Some reviewers find it easy to set up and use, but others mention navigation difficulties and wish for separate logins for spouses.

Document Management

4.4 (35)

68.57% of 35 reviewers that rated this feature as important or highly important

Store, manage, and track all electronic documents in a centralized location

Document Storage

4.4 (14)

57.14% of 14 reviewers that rated this feature as important or highly important

Store and organize documents in a centralized system

Client Management

4.7 (41)

82.93% of 41 reviewers that rated this feature as important or highly important

Manage contact details and communication with clients

Task Management

4.5 (28)

46.43% of 28 reviewers that rated this feature as important or highly important

Create, manage and track all task activities and progression

Tax Forms

4.7 (48)

77.08% of 48 reviewers that rated this feature as important or highly important

With this capability, you can quickly prepare, prefill, and edit a wide range of IRS and state tax forms. Reviewers appreciate how it eliminates double entry, speeds up resolution work, and keeps form preparation consistent and efficient across clients.

IRS Solutions Software 102 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
- Accounting Integration: Integrate with a third-party accounting system
- ACH Payment Processing: Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Adaptive Learning: Intuitive interface and user-friendly design which seamlessly integrate with existing workflows
- AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling
- Approval Process Control: Manage the process of evaluating documents or requests submitted for approval
- Approval Workflow: Route documents and other data through one or more stakeholders for review and approval
- Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
- Audit Trail: A record of all activities within the system, including user access, changes made, etc.
- Automation: Automates manual tasks such as visitor arrival and departure notifications, guest badge printing and contact information autofilling.
- Autonomous Task Execution: Completes tasks independently without constant human intervention
- Bank Reconciliation: Compare and match accounting/financial records with corresponding bank statements
- Billing & Invoicing: Create, manage, and send invoices or bills to customers
- Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances
- Checklists: An itemized to do list that can be edited as tasks are completed
- Client Management: Manage contact details and communication with clients
- Client Portal: IRS Solutions Software offers a secure and organized portal for document exchange and client communication. Some reviewers find it easy to set up and use, but others mention navigation difficulties and wish for separate logins for spouses.
- Cloud: Provides Cloud deployment options (private or public cloud, hybrid cloud).
- Collaboration: Easily compare experiments—code, hyperparameters, metrics, predictions, dependencies, system metrics, and more—to understand differences in model performance.
- Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
- Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
- Configurable Workflow: Configure existing workflows to meet your organization's needs
- Consolidation: Centralize payments data from multiple sources such as gateways or payment service providers
- Credit Card Processing: Accept and process credit card transactions
- Cross-system Integration: Works across multiple software systems or databases
- Customizable Branding: Add customized logos and colors to align with company branding
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Data Export: Allows users to export grading and assessment data in multiple formats for easy sharing and integration.
- Data Import/Export: Import and export data to and from software applications
- Decision Making: Makes informed choices based on available data and objectives
- Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Storage: Store and organize documents in a centralized system
- Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
- Due Date Tracking: Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken
- Electronic Payments: Electronically collect payments for goods or services
- Email Management: Manage, store and organize emails within the system or via third-party apps
- Email Reminders: Reminders sent via email
- Employee Management: Track employee schedules, availability, and performance across projects and tasks
- eSignatures: Allow convenient e-signature collection from clients for any document
- Expense Tracking: Monitor and record expenses such as purchases or charges incurred
- Federal Tax: Include various tax forms for individual, partnership and corporation at federal level
- File Organization: Organizes information in logical formats specified through folders and access paths.
- Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk
- Financial Management: Plan, manage, and track the financial activities of an individual or organization
- For Accountants: Software specialized for accountants and accounting firms
- For CPA Firms: Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals
- For Tax Practices: Designed for tax practices
- Generative AI: Use AI to generate content in the form of text, images, videos, etc.
- Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes
- Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made
- Invoices: Create invoices for services provided and track payments
- Job Status: Know where every job stands, who’s working on what, and what’s being said to clients
- Messaging: Communicate using messages within the system
- Metrics: Implemented appropriate metric to ensure ongoing project success
- Mobile Access: Access software remotely via mobile devices
- Multi-Currency: Manage and handle various international currencies
- Multi-step Planning: Ability to break down and plan multi-step processes
- Natural Language Interaction: Allows users to give natural-language instructions for browser-based tasks.
- New Client: Create new client in system once propsal is accepted
- Online Payments: Accept and process online payment transactions
- Payment: Contains built-in payment processing capabilities or integrates with payment processing software.
- Proactive Assistance: Uses webpage, tab, browsing session, or selected text context to generate responses and suggestions
- Progress Tracking: Reporting on how each user, task or process has advanced since its initiation
- Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments
- Project Time Tracking: Measure time to completion or hours worked for projects
- Property Tax Management: Calculation of consumption tax imposed on properties
- Real-Time Data: Receive data and information in real time
- Real-Time Updates: Receive system updates as soon as any changes are made
- Receipt Management: Upload, track, and submit receipts in a central database
- Refund Management: Oversee the process of issuing refunds
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting: Empower brands with an intelligent reporting tool and dashborads to provide visibility into number of viewers, likes, number of asked questions, and chat entries, total number of clicks, CTR, and entire stream health
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- Secure Data Storage: Securely stores data to prevent data loss or breaches
- Staff Management: Schedule shifts for staff/employees, track hours worked, and manage staff payroll
- Status Tracking: Track the status over time for a request, process, asset, or transaction
- Task Management: Create, manage and track all task activities and progression
- Tasks: Assign and track onboarding tasks to internal and external stakeholders.
- Tax Advisor: Provide tax advisor functionality to assist in tax planning
- Tax Calculation: Calculate tax and make deductions on gross income from sources like wages, investments or self-employment
- Tax Compliance: Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors
- Tax Filing: The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return
- Tax Forms: With this capability, you can quickly prepare, prefill, and edit a wide range of IRS and state tax forms. Reviewers appreciate how it eliminates double entry, speeds up resolution work, and keeps form preparation consistent and efficient across clients.
- Tax Management: Implementation of various strategies to manage tax obligations via planning and maintaining compliance
- Tax Planning: Financial planning for tax purposes
- Taxation & Assessment: Determining value of properties/purchases to calculate tax
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Time: Track the status of each project and calculate billable time
- Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing
- Time Tracking: Measure and track time including hours worked and paid time off (PTO)
- Timesheet Management: Track the amount of time spent on a job or task
- Version Control: Track revisions and updates made to files and navigate between different versions
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

Get Advice

We can help you find the software with the features you need.

Features

4.8 (99)

4.8

Based on 99 reviews

## Pricing

Value for money

4.8 (97)

[View pricing plan details](https://www.capterra.com/p/176134/IRS-Solutions-Software/pricing/)

Single User

$189.00

Flat Rate,Per Month

It includes:

-   Auto-Populated IRS Resolution Forms
-   Bankruptcy Tax Discharge Date Calculator
-   Branded Client Portal 433 Interview
-   Case Analysis With Resolutions Acceptable to the IRS (OIC
-   CNC)
-   IA
-   IRS Notice Response Templates
-   Marketing Toolbox With Social Media Posts
-   Monthly Classes With CPE Credit

Value for money

4.8 (97)

4.8

Based on 97 reviews

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.9 (93)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.9 (93)

4.9

Based on 93 reviews

## User reviews

Overall rating

4.8

Based on 99 reviews

Filter by rating

5(86)

4(10)

3(1)

2(1)

1(1)

Mentioned topic

Sorted by most recent

MA

Morris A.

Owner

Financial Services

### "Great Product with Good Peeps!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 24, 2025

It has been a delight. I was having some issues uploading my data base of clients and I called there support. They were wonderful and suggested that perhaps a CSV file would work and sure enought it did. They also softly advised me of a few misspellings!

Pros

I like the fact that it is fast! When I need to download a transcript, depending in the IRS of course, I can retrieve it often within 30 seconds and go over it with a client. Also, the reports are compiled quickly. Of course, with this type of program, they will prepare the common forms which you need for resolution.

Cons

I am not sure about this, I can be picky and sometimes I need to realized that user error or failing to read instructions can be the source of angst.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

DH

Dan H.

President

Accounting

### "Best IRS Representation Case Management Software"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 13, 2025

I have been using IRS Solutions close to 5 years and it has been great. I have used one of the competitors and IRS Solutions is so much easier to use, great/fast support with questions, and they are reasonable in their pricing.

Pros

Simple, easy to use, support is great. Quick access to transcripts. Love the notifications via email with transcript updates and when I first get access to transcripts.

Cons

Would love more workflow processing in it and being able to automate it. Would love the ability to insert images, documents, pdfs to the notes section.

Switched from

[Canopy](https://www.capterra.com/p/182823/Canopy/)

Did not like their pricing structure and a bit cumbersome to use compared to IRS Solutions

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Response from Vendor

November 20, 2025

Hi Dan, Thank you for sharing how IRS Solutions has supported your business. We're here to help and truly appreciate your feedback. Thanks for being a valued member of our community! Regards, The IRS Solutions Team

MD

Michael D.

CPA

Accounting

### "Happy Camper with IRS Solutions Software"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 12, 2025

I am extremely happy with IRS Solutions Software. The software provides everything I need and the support is excellent.

Pros

IRS Solutions Software provides all of the necessary tools and features needed to handle a tax resolution case from start to finish. The software is easy to use and provides excellent analysis and information. I was able to setup clients and begin working the case in a short amount of time.

Cons

I have not found any issues with the software to report. The price and features are all within my budget. I am very happy.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Response from Vendor

November 20, 2025

Hi Michael, Thank you for sharing how IRS Solutions has supported your business. We're here to help and truly appreciate your feedback. Thanks for being a valued member of our community! Regards, The IRS Solutions Team

BJ

BA J.

Owner and CPA

Accounting

### "Why I brag about IRS Solutions "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 12, 2025

Delightful! Yes, I seriously brag about what I can do with this software. Not only is it genuinely helpful, but they are teaching me how to monetize it.

Pros

Client support is fabulous. They seem to be personally invested in my mastery of the software. Solid and continuing easy to understand and pertinent topics. User interface is much better than another product in this genre that confused me into disuse.

Cons

The only problems I have are of my own making. The other product I used built bad habits. With diligent use, I will overcome these.

Switched from

[PitBullTax](https://www.capterra.com/p/163644/PitBullTax/)

Very confusing, and very expensive. Too many add-ons, learning another feature required a paid class.

Alternatives considered

[MyTAXPrepOffice](https://www.capterra.com/p/179883/my-TAXprep-office/)

Reasons for choosing IRS Solutions Software

I did the trial and it was a no brainer.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Response from Vendor

November 20, 2025

Hi BA, Thank you for sharing how IRS Solutions has supported your business. We're here to help and truly appreciate your feedback. Thanks for being a valued member of our community! Regards, The IRS Solutions Team

MW

Mark W.

Enrolled Agent

Legal Services

### "Great Value for Tax Resolution Professiomals "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 12, 2025

Our overall experience with IRS Solutions Software is very positive. \[sensitive content hidden\] and the others are very responsive to our queries. We like the monthly "What's New" presentations as well as the monthly continuing education offerings. All in all, we think this product brings great value to our tax resolution services.

Pros

I really like the speed of transcript downloads; it is much more efficient than other products. I alos really appreciate the POA notification and account activity monitoring. The emails and notifications within IRS Solutions make it very easy to address issues and accesss client information. The secure document exchange portal, and the ability for clients to enter financial information are huge time savers.

Cons

We use other software for detailed reporting and account analysis of the tax transcripts. We wish that the software could calculate estimated installment agreement monthly payments based on the balances and CSEDs.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Response from Vendor

November 19, 2025

Hi Mark, Thank you for sharing how IRS Solutions has supported your business. IRS Solutions does have a report that calculates estimated installment agreement monthly payments based on the balances and CSEDs. I'll send you an email showing you where you would find that report. We're here to help and truly appreciate your feedback. Thanks for being a valued member of our community! Regards, The IRS Solutions Team

BD

Bernitha D.

Accountant

Accounting

### "Great software and is my top rated software!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 12, 2025

I have always had a great experience with IRS Solutions since joining. No complaints! It is user friendly and has great customer service

Pros

Client management and the value of the program for the money. Also, the client support with IRS Solutions are excellent.

Cons

I really don't have any negatives at this time. The program works well for me. So, no I do not have any cons!

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Response from Vendor

November 18, 2025

Hi Bernie, Thank you for sharing how IRS Solutions has supported your business. We're here to help and truly appreciate your feedback. Thanks for being a valued member of our community! Regards, The IRS Solutions Team

DH

David H.

Tax Attorney

Law Practice

### "IRS Solutions - It's in the Name"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 12, 2025

Overall, it is super helpful and I'm glad to have it. It makes my job easy and I can support my clients in an efficient manner. It is easy to use, it provides real time updates, and I can be the best representative that I can be.

Pros

It is an easy to use tool that is very affordable. I am able to have everything I need at my fingertips for all my clients. I can accurately and efficiently give my clients tax advice and assist with their support in seconds.

Cons

I haven't really worked with other software so I am not sure how it compares but it doesn't seem to have any issues that I can tell.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Response from Vendor

November 18, 2025

Hi David, Thank you for sharing how IRS Solutions has supported your business. We're here to help and truly appreciate your feedback. Thanks for being a valued member of our community! Regards, The IRS Solutions Team

JA

Justin A.

Tax Manager

Accounting

### "Can't live without it!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 11, 2025

My experience with the IRS Solutions software has been great! The security is something trustworthy I can count on to manage my client's confidential information, while making my life easier to address their IRS problems!

Pros

I can't imagine doing tax resolution work without a great software like IRS Solutions. Even in normal Client support of IRS Notices, it makes my life a whole lot easier pulling transcripts, building letters from templates, and addressing my client issues. The user interface is fairly intuitive, with an easy guided learning curve through several weekly initial training e-mails. The value for money is a no brainer!

Cons

I wish I could add "lite" licenses that just allowed my colleagues who only need basic transcripts and letter templates as opposed to forms and financial analysis for full tax resolution work.

Alternatives considered

[PitBullTax](https://www.capterra.com/p/163644/PitBullTax/)

Reasons for choosing IRS Solutions Software

Better price and more intuitive to my workflow

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Response from Vendor

November 17, 2025

Hi Justin, Thank you for sharing how IRS Solutions has supported your business. We're here to help and truly appreciate your feedback. We’ve always believed in offering everything for one straightforward price. Breaking features into separate tiers just never felt right to us and felt like we would be “nickel and diming” our members. Thanks for being a valued member of our community! Regards, The IRS Solutions Team

JH

JACQUELINE H.

CEO

Professional Training & Coaching

### "Peace of Mind Results LLC. Will be using IRS Solutions for many years to come!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 11, 2025

Easy to use; very educational. Lots of guidance and training videos. IRS Solutions also has live training.

Pros

Everything; however, the customer service is second to none. Sandy is always here for us if there is something we do not understand.

Cons

We truly have not run into any cons so far. However, if we have something we do not understand or need help with, it is available.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Response from Vendor

November 17, 2025

Hi Jacqueline, Thank you for sharing how IRS Solutions has supported your business. We're here to help and truly appreciate your feedback. Thanks for being a valued member of our community! Regards, The IRS Solutions Team

RS

Renee S.

Owner, CPA, CTRS

Accounting

### "Best Tax Resolution Software in the Industry"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 11, 2025

I LOVE this product. I had been with a competitor for many years. Their product offered so many bells and whistles the average resolution specialist would not use and the cost was not worth it. Anytime I have a question about IRS Solutions, I can get an answer. \[sensitive content hidden\]was great in helping with the onboarding from the other vendor. I have been very pleased with IRS Solutions and highly recommend it.

Pros

The software is easy to learn to use. It is affordable and offers everything you need. The interface with the IRS is extremely efficient. Security is a high priority. Client management and tax management go hand in hand. And best of all there is WONDERFUL support.

Cons

I would love to see a chat feature to more easily communicate with clients. My clients don't answer emails as quickly as they do chats.

Switched from

[PitBullTax](https://www.capterra.com/p/163644/PitBullTax/)

Not pleased with the product; costs was constantly increasing; no support with paying; too many items I did not use for the money.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Response from Vendor

November 17, 2025

Hi Renee, Thank you for sharing how IRS Solutions has supported your business. We're here to help and truly appreciate your feedback. Thanks for being a valued member of our community! Regards, The IRS Solutions Team

[View all Reviews](https://www.capterra.com/p/176134/IRS-Solutions-Software/reviews/)

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