IRSLogics
Tax resolution CRM and case management for tax professionals
About IRSLogics
IRSLogics is a cloud CRM and case management platform built for tax resolution firms, tax attorneys, CPAs, and enrolled agents. It covers the full IRS case lifecycle, from lead capture and sales through IRS transcripts, federal and state form generation, client portal, billing, and reporting. It is a product of Logics, a Chicago-based company that also builds CRMs for student debt relief, insurance, and credit repair firms.
Pros & Cons
Pros
- Purpose-built for tax resolution, with IRS transcripts, OIC planning, and federal/state forms in the same system as the CRM
- Covers sales and lead management as well as case work, so intake and resolution teams share one record
- Public per-user pricing with unlimited users and cases on both plans
- Multi-office and affiliate support suits firms with external sales teams or call centers
- Long track record, with some customers reporting use since 2010
- Users frequently praise responsive onboarding and support staff
Cons
- Client portal, workflow engine, API access, and transcript delivery require the Professional plan
- Fax, e-signature, SMS, and transcript pulls are billed per use on top of the subscription
- Reviewers report that migrating prior client data on your own is difficult
- Some users note occasional glitches in form handling and duplicate detection
- Niche focus makes it a poor fit for general tax preparation or bookkeeping practices
Key Features
Case & Workflow Management
Organize every IRS case with tasks, deadlines, and a workflow and rule engine that automates repetitive steps.
Federal & State Forms Auto-Fill
Generate federal and state tax forms with client data bound automatically, including data from the digital financial questionnaire.
IRS Transcript Delivery (TDS)
Pull authorized IRS transcripts into the case record and turn them into review tasks and case decisions.
Offer in Compromise Planner
Built-in planner and tax resolution interview to model settlement options for clients.
Lead & Sales Management
Capture leads from multiple sources (Excel, HTTP/XML import, call center integration), assign them, set follow-up reminders, and track commissions.
Client Portal
Secure portal where clients upload documents through structured document requests, check case status, and book appointments synced to Google Calendar.
Billing & Invoicing
One-time and recurring payment scheduling, payments tied to invoices, merchant account integration, and full payment history with audit trail.
Integrated Fax, e-Signature & SMS
Send faxes, collect e-signatures, and run threaded SMS conversations inside the platform, billed per use.
Multi-Office & Team Management
Organize multiple offices, affiliates, and external sales teams, with reports filterable by office or team performance.
Reporting & Dashboards
Real-time dashboards for sales, case progress, lead sources, accounts receivable, and live sales rankings.
Credit Report Integration
Pull 3-bureau credit reports through the iSoftpull integration to inform resolution strategy.
Pricing
- Unlimited users and cases
- Document repository up to 100 GB
- Federal & state forms, OIC planner, tax resolution interview
- Task & calendar management
- Email notifications, integrated fax (9c/page), e-signature (70c/txn)
- SMS number $4/mo, $0.04 per message
- Import leads via Excel
- Standard online support
- Everything in Standard
- Unlimited document repository
- IRS Transcript Delivery (5c per success)
- Workflow & rule engine, API access, multiple office/affiliate
- Client portal
- Lower usage fees: fax 5c/page, e-signature 50c/txn, SMS $3/mo + $0.03/msg
- Lead import via HTTP/XML and call center integration
- Premium online & phone support
Best For
Tax Resolution Firms
Run lead intake, sales, case work, and billing for IRS debt resolution clients from one platform.
Enrolled Agents and CPAs Handling IRS Cases
Pull transcripts, prepare financial statements and resolution forms, and track penalty abatement or installment agreement cases.
Tax Attorneys
Manage IRS representation cases with document control, audit trails, and client portal communication.
Multi-Office Practices with Call Centers
Route leads from call centers and web forms to offices and teams, and compare performance and revenue by unit.
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