Intellirose Solutions

irsLogics


5 / 5
2 reviews

Who Uses This Software?

Tax resolution Professionals, Attorneys, CPA, Enrolled Agents


Average Ratings

2 Reviews

  • 5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $89.00/month/user
  • Free Version
    Yes
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Webinars
    Live Online
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Intellirose Solutions
  • www.irslogics.com
  • Founded 2008
  • United States

About irsLogics

Web-based CRM software for tax resolution firms Lead Management * Auto-generated IRS Forms (Federal/State) * Reporting and Analytics * Workflow Management * Billing and Finance * Pipeline Management * E-Signature * Rules Engine * 100+ Integrated Payment Gateways * SMS and Email Features * 100% Browser-based - accessible from anywhere * Pay by monthly subscription


irsLogics Features

  • Account Alerts
  • Asset Management
  • Expense Tracking
  • Household Tracking
  • Influence Tracking
  • Lead Management
  • Marketing Management
  • Relationship Tracking
  • Team Assignments
  • Territory Management
  • Approval Process Control
  • Billing & Invoicing
  • Client Management
  • Client Portal
  • Document Management
  • Due Date Tracking
  • Scenario Planning
  • Tax Filing
  • Tax Forms
  • Workflow Management

irsLogics Reviews Recently Reviewed!


IRS Logics is the most in debth software for lead and case management for tax resolution.

Apr 17, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money

Pros: We love that this software seems to have thought of everything from auto populating tax forms to communication within the office on cases.

Cons: If there is any cons to this software it would be customer services. It is not always easy to reach somebody with questions or help. Also, it's almost impossible to upload prior clients easily on your own.

irsLogics Review

Oct 08, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I think the program has be used as a CRM or replace if the practice is mainly tax resolution. The form section is the most attractive function, is easy to use and user-friendly.

Cons: there are some function that need additional help. Such as forms and categories.

Report can also use improvement. I can write a detail feedback after the tax season.

Overall: I love my rep, she is friendly and has been a wonderful help. I couldn't do it without her. The program was new to us and she really hold our hands and guide us. The software can also use some improvement but I think the customer is really what does it for us!