Back to Overview
- Client Portal
- Client Questionnaire for Individuals and Business (English and Spanish)
- Incoming and Outgoing Email Correspondence
- Step by Step Workflow
- Resolution Evaluation
- Case Diagnostics
- Fee Calculator
- Integrated IRS Forms and Supporting Schedules
- Engagement Letter and Document Request
- Searchable Internal Revenue Manual
- Customizable Response Letters
- Expert Tips and Techniques
- Enhanced Forms Preview
- History Log
- IRS Contact List
- 2- Factor Autentication (2FA)
- Zoom Integration and Recording of Meetings with Integrated Billing
- File Storage Synchronization with Dropbox, OneDrive and Google Drive
Searchable Internal Revenue Manual

Access the Internal Revenue Manual by searching keywords and phrases that are visually highlighted to laser target the answers you need.
An easily browsable tool to find the information you require from the IRM
Just enter the keyword you need to search in the software´s browser and you will quickly find in the Internal Revenue Manual the information you are looking for in order to guarantee you information at your fingertips.