Reply To: Keeping Track of the Facts of Status of Multiple Clients

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#43967
Michael Diyanni
Participant

I am using IRS Logics.com It is easy to use add notes and track the status of clients.

Eric suggests Tax Help software, I just havent had the time to try it yet. I think he has a free code to try it for fee.

I find the most difficult one to keep on track is gathering Financial Documents to complete
433-A/OIC/B/F ect

My Process:
QA/Sent – Financial Questions Document Sent
QA/Received –
Tax Prep Progress
Tax Prep Completed
Ro Assigned
CDP requested
Tax Audit in Progress
Financial Requested
Financials in Progress
Financials Completed/Resolution Pending
OIC Submitted
IA Established
CNC -Status
PA (Penalty Abatement) in progress/ submitted

Hope this helps to begin to tailor your process