Stop building spreadsheets and chasing forms. Get the exact same OIC intake, document, and e-sign system used by a successful practice — deployed under your brand, on your infrastructure, with zero technical work on your end.
The same proven system running at contactyourcpa.com — now available for your firm. Purpose-built for IRS Offer in Compromise practice.
The 4-number free assessment that qualifies leads instantly. Prospects enter income, assets, expenses, and equity — your system calculates whether they're a candidate before they even schedule a call.
Step-by-step Form 433-A(OIC) and 433-B(OIC) financial data collection. No more chasing clients for incomplete forms. The system guides them through every section.
Encrypted client file submission with organized storage. Tax returns, bank statements, pay stubs — all in one place, accessible when you need them.
Digital execution of IRS Form 2848. Clients sign from their phone. No printing, no scanning, no faxing. Integrated directly into the intake flow.
Track time, manage retainers, and bill clients — all within the system. Supports hourly billing, retainer-based engagements, and automatic balance tracking.
Each client gets a private portal to check case status, exchange messages, view documents, and manage their engagement. Reduces phone calls and emails by 70%.
From decision to go-live in under a week. We handle everything technical.
Whether you're adding OIC to an existing practice or starting fresh, you need a system that looks professional and works reliably. This is it.
You send us your logo, brand colors, and chosen domain. We deploy the system on your own Contabo VPS (in your account — you control it). We configure everything: SSL, DNS, branding, database.
On a 30-minute call, we show you the system, how to add clients, how intake works, and how billing flows. You'll be confident enough to use it immediately.
Clients land on your branded site, complete their pre-check, submit their financials, upload documents, and e-sign. You review, approve, and submit to the IRS. We handle the host, the updates, and the backups.
Email and ticket support with 4-hour response. Monitoring alerts us before you notice an issue. Backups run daily. You focus on cases, not servers.
One setup fee. One monthly fee. Everything included. No hidden costs, no per-client overages.
All prices in USD. Hosting on Contabo VPS S (€5.50/mo ≈ $6.60) is included in your monthly fee. Annual prepay available — 2 months free.
Here's what firms are saying about running their OIC practice with this system.
"We were chasing clients for Form 433 data via email for months. With this system, clients complete it online in one sitting. Our case intake time dropped from weeks to days."
— Maria T., CPA | Partner at Alvarez & Torres Tax"The pre-check calculator alone has been worth it. Prospects self-qualify before they ever call us. Our lead-to-client conversion rate doubled in the first quarter."
— David Chen, CPA | Chen Tax Resolution Group"I looked at custom development — quotes were $20k-50k. This was deployed in 4 days under my own brand. Same functionality at 10% of the cost. No-brainer."
— Stephanie Brooks, CPA | Brookside Financial ServicesGet your branded, managed OIC Practice System deployed in under a week. No technical work. No development. Just results.
Email Us to Get Started →Or call us: (555) 123-4567 · Response within 2 hours during business hours