Zoho CRM empowers small to large-sized organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system. Zoho has over 40 in-built app integrations and 500+ third-party extensions to choose from. More than 60 million users worldwide trust Zoho.
Become more efficient in your operations with an automated solution to manage IRS collection cases, OICs, and responding to notices. We help tax pros become more profitable by giving them the tools they need to stop wasting time when dealing with the IRS. We stay up to date on the latest forms and notices the IRS uses for collections and audits, so our members can be confident in front of their clients when facing the IRS.
Why IRS Solutions? - Get alerts 3-6 months in advance of a client being audited. - Pull multiple years and clients in a matter of seconds. Access, download, and print all of your client transcripts, CAF checks, audit alerts and IRS Action notifications with our ultra-fast transcript retrieval using IRS Solution’s API. - Request electronic signatures. - Bankruptcy Tax Discharge Date Calculator. - Automated Solution Recommendations will let you know what you can and can't do as well as what would most likely be accepted by the IRS, be it an installment agreement, an OIC, or not collectible status. - Penalty Abatement opportunities notifications to alert you when a client likely qualifies for a first-time abatement. -Auto-populates forms with the IRS. - Automatically combines the transcripts and your clients’ financial information and create beautiful reports. - The highest level of security and fully compliant protocols to maintain the security of your data. - Easily invoice your clients and process payments from within the system. - And more.
IRS Solutions's answer:
David Stone, an enrolled agent and founder of IRS Solutions, leverages his comprehensive IRS experience to empower tax professionals in navigating complex tax disputes. David’s journey began as a Revenue Officer at the IRS, where he embraced diverse roles, including working the lien desk and becoming an Offer in Compromise specialist. His transition from the IRS to founding IRS Solutions Valencia was driven by a vision to simplify tax resolution. David’s ingenuity led to the creation of IRS Solutions Software, embodying his commitment to providing effective tools and sharing his extensive knowledge with professionals in the field.
Zoho CRM empowers SMBs & enterprises with a 360º customer relationship lifecycle management solution. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system.
Based on our record, Zoho CRM seems to be more popular. It has been mentiond 1 time since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
Another option would be zoho.com/crm. We used this one at a much smaller firm that I worked at (5 attorneys, 3 paralegals, 1 secretary). Source: over 1 year ago
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