IRSLogics

What IRSLogics does

IRSLogics, operated by Intellirose LLC since its 2008 launch, is a cloud-based SaaS platform purpose-built for IRS tax resolution professionals rather than a generalized CRM. The platform unifies case and workflow management, lead and client (CRM) management, billing and invoicing, an IRS form library with 433-series and OIC worksheet auto-population, a client portal with e-signature and document exchange, multi-office team management, reporting dashboards, and direct integrations including the IRS Transcript Delivery System, ISoftpull credit reports, Google Calendar, SMS, and merchant payment processing. Domain-specific automation — financial questionnaire data auto-binding into IRS forms, workflow triggers tied to case progression, audit trails, and API/replica-database access for enterprise — is the primary technical differentiator versus generic practice-management tools.

The company sells on a per-seat monthly subscription (commonly $89-$109 per user per month) with bundled pricing rather than modular add-ons, plus month-to-month flexibility and guided onboarding. Go-to-market is sales-led, combining enterprise field sales for larger firms with inside sales and a three-step buyer journey (Book a Demo, Choose Your Plan, Onboard & Migrate) supported by content marketing, SEO comparison pages against Canopy, IRS Solutions, and PitBullTax, and a small in-house marketing/inside-sales team. The customer base of 1,000+ businesses spans US tax resolution firms, enrolled agents, CPAs adding resolution services, and tax attorneys, with long-tenured accounts such as Platinum Tax Defenders (since 2010). The company is privately held, founder-operated, and operates from a Chicago, IL headquarters without disclosed external venture or private-equity backing.

Name

IRSLogics

Legal name

Intellirose LLC

Website

https://irslogics.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

11–50 employees

Short description

IRSLogics is a cloud-based SaaS platform built since 2008 for US tax resolution professionals — firms, enrolled agents, CPAs, and tax attorneys — providing end-to-end case management, IRS form automation, billing, and a client portal on a per-seat monthly subscription.

Ownership category

akta.pro rank

Product category

Tax Resolution Software

NAICS

Software Publishers (5132)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Tax & Financial Document Preparation Organization (Non-Advisory) (HSAFAEAG)

Keywords

• Tax resolution software
• Tax resolution CRM
• Practice management software
• IRS case management
• Tax professional SaaS

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Subscription: IRSLogics generates revenue through per-user monthly subscription plans. Pricing is tiered based on features and support levels, with commonly cited price points of $89 to $109 per user per month. The platform offers all-inclusive pricing without module add-ons, and no long-term contracts with flexible pay-as-you-go pricing.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

IRSLogics is a cloud-based SaaS tax resolution CRM platform built exclusively for tax professionals such as enrolled agents, CPAs, tax attorneys, and tax resolution firms. The platform unifies case and workflow management, CRM/sales, billing and invoicing, client portal, IRS form auto-fill (including 433-series and OIC worksheets), real-time reporting, and multi-office management into a single subscription sold on a per-user monthly basis with all-inclusive tiered pricing.

Product overview

IRSLogics is a unified all-in-one tax resolution CRM platform operated by Intellirose Solutions, founded in 2008. The platform is built exclusively for tax resolution professionals (enrolled agents, CPAs, attorneys, and tax resolution firms) and provides complete end-to-end case management through a single subscription. The core IRSLogics Tax Resolution CRM Platform integrates Sales & CRM, Billing & Invoicing, Client Portal, IRS Form Library & Auto-Fill, Reporting & Dashboard, Multiple Office Management, Document Collection Tab, SMS Conversation View, Client Financing, and Credit Report Integration modules — all working together from lead intake through case resolution without requiring separate modules or add-ons.

Differentiator

Problem solved

Functional benefit

Products and services

• IRSLogics Tax Resolution CRM Platform The primary all-in-one tax resolution case management platform providing end-to-end IRS case management including workflows, automation, client portal, e-signature, billing, analytics, and integrations for tax professionals including enrolled agents, CPAs, attorneys, and tax resolution firms.

Quantifiable outcome

• 1 Million+ cases managed on the platform
• +4 more outcomes

Named customers10 records

Segments4 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

AI capability8 records

Feature14 records

Partnerships

One partnership is on record.

• ISoftpullcoreTechnology or IntegrationISoftpull integration enables pull credit reports from all three bureaus directly within the IRSLogics platform. This allows tax resolution professionals to make stronger, data-backed resolution strategies using comprehensive credit information integrated into their case management workflow.

Scale indicators12 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• CCH (Wolters Kluwer): CCH provides professional tax software and research for tax practitioners. As a broad incumbent in tax software, it competes with IRSLogics for tax professionals through practice and compliance products with wider scope but less tax resolution specialization.
• TaxSlayer Pro: TaxSlayer Pro offers professional tax software for preparers and firms. As a broad incumbent, it competes with IRSLogics for tax professionals' wallets but lacks the dedicated tax resolution case management and IRS-specific automation focus.
• Drake Software: Drake Software is a long-established tax preparation and practice management vendor serving a broad base of tax professionals. It competes with IRSLogics for the same professional buyer through its tax resolution and workflow offerings, though as part of a much wider portfolio.
• Intuit ProConnect Tax: Intuit's ProConnect Tax suite targets tax and accounting professionals with preparation and practice tools. As a broad incumbent, it competes indirectly with IRSLogics for the same professional customer base, especially CPAs adding resolution services.
• Thomson Reuters UltraTax: UltraTax CS is an established professional tax preparation platform serving accounting firms. It competes for the same professional buyer as IRSLogics through tax preparation and workflow tooling, though it is not specialized in IRS resolution.

Emerging players

• Karbon: Karbon is a workflow and practice management platform for accounting firms, addressing client communication, workflow automation, and team collaboration. It overlaps with IRSLogics on workflow automation but lacks tax resolution-specific IRS forms and transcript tooling.

Direct peers

• TaxDome: TaxDome is an all-in-one practice management platform for tax and accounting firms offering CRM, client portal, workflow automation, and billing — overlapping heavily with IRSLogics' bundled feature set for tax resolution professionals.
• Canopy: Canopy is a leading practice management platform for tax and accounting firms, directly competing with IRSLogics in tax resolution CRM, case management, and client workflows. IRSLogics explicitly compares against Canopy on pricing transparency and bundled features.
• PitBullTax: PitBullTax is a tax resolution-focused software suite that competes head-to-head with IRSLogics for the same EA, CPA, and tax attorney buyer. IRSLogics has published comparison pages highlighting pricing and feature differences.
• IRS Solutions: IRS Solutions is a direct tax resolution software competitor, offering case management, IRS forms, and resolution-specific tooling for tax professionals. IRSLogics positions against it on tiered pricing and included modules.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/irslogics1
• Facebookfacebook.com/Logicscrm
• LinkedInlinkedin.com/in/logics-crm-770425a6

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about IRSLogics