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Not at all. You’ll receive a secure link that allows IRS access, and from there, we take care of everything—no tech integration required.
It’s entirely under your brand—portal, letters, notifications, and domain.
Only what you choose—letters, transcripts, and/or any documents they upload to you.
Our white‑glove onboarding gets you set up and trained in under a week, with dedicated support available afterward.
Absolutely. We offer support for escalated cases, resolution strategies and staff training—think of us as an extension of your team.
We’ll show you how seamless it is to add this into your service offering and start seeing results immediately. Contact us today!
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