IRSLogics

Tax resolution CRM and workflow platform for tax professionals

IRSLogics is a product of Logics, aimed at tax resolution professionals. The platform runs a workflow from lead creation through to case resolution, covering investigation, sales, resolution, and finance & service stages. It includes case and workflow management, client portal and collaboration, billing, payments and forms, and reporting with compliance and integrations.

12 alternatives to IRSLogics

Ranked by how well each tool replaces IRSLogics: shared features, audience, price and popularity.

Lawmatics
AI-powered legal CRM and marketing automation platform for law firms
Covers 0 of 15 key features.
59 out of 100 matchContact sales
TLDCRM
CRM software designed for insurance businesses.
Covers 0 of 15 key features.
56 out of 100 match$100/mo
Redtail
CRM for financial advisors combining contact management, workflows, document storage, and
Covers 0 of 15 key features.
55 out of 100 match$39/mo
Law Ruler
Legal Software for Growing Law Firms
Covers 0 of 15 key features.
55 out of 100 matchContact sales
IRS Solutions
Tax resolution and IRS audit monitoring software for CPAs, enrolled agents, and tax attor
Covers 0 of 15 key features.
55 out of 100 match$189/mo
CRM.io
All-in-one CRM, reborn
Covers 0 of 15 key features and has a free plan.
Free plan
54 out of 100 matchContact sales
Litify
Legal software: the leading platform of action.
Covers 0 of 15 key features.
54 out of 100 matchContact sales
Relaw
The Legal Operating System: practice management, intake, a branded client portal, CRM,,
Covers 0 of 15 key features.
53 out of 100 match$269/mo
LetsInsure
Compliance-First Insurance CRM
Covers 0 of 15 key features.
53 out of 100 match$29.99/mo
Retape (Resolve)
The AI-native CRM for debt settlement.
Covers 0 of 15 key features.
53 out of 100 match—
JustCRM
CRM for law firms and lawyers.
Covers 0 of 15 key features.
52 out of 100 matchContact sales
Insycle
Data integrity infrastructure for CRM data
Covers 0 of 15 key features.
52 out of 100 match$100/mo

Key facts

Starts at: Contact sales
Free plan: No
Free trial: No
Open source: No

What it does

Case and workflow management with tasks reminders and deadlines
Client portal and collaboration for document sharing updates and messages
Billing payments and forms including invoicing payment plans and federal state form generation
Reporting compliance and integrations with real time dashboards audit trails and api connections
Lead intake with interview guide and questionnaires
Lead and deal management lead assignment and routing
Sales commission tracking and reporting
Offer in compromise oic qualification checks
Irs transcript pulls
Custom workflows and automations
E signature and document management including irs power of attorney signing
Automated billing and invoicing with autopay
Multiple offices and teams management
Real time dashboards and reports
Custom reports and dashboards activity logs for compliance ar and payment reports billing summary reports e signature sms email logs in a tools tab described as available in finance service stage but not explicitly listed as a standalone feature on the features list included as part of reporting compliance capabilities described on the features page note the features list itself enumerates case management client management teams offices software integrations api sales and marketing lead and deal management performance reporting dashboards form auto fills download irs transcripts custom workflows client portal and history qualification and interviews workflow e signature doc management automated billing and invoice view real time dashboards and reports manage multiple offices and teams access from anywhere any device capture and assign leads instantly follow ups and notifications

Information is collected from irslogics.com and public sources. Spotted something wrong? Tell us