| SLIA | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| CSED IA | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| LR60 | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Higher with Savings | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Simple IA | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Step Up IA | — | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Reverse Step IA | — | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| 30/60/90/180 Payoff | ✓ | — | ✓ | ✓ | ✓ | ✓ | ✓ |
| Down Payment Calculator | — | — | ✓ | ✓ | ✓ | ✓ | ✓ |
| 1040 Calculator | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Late-Filed 1040 | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| SSI | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| State | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Paystub | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| BIZ Payment Plan | — | — | ✓ | ✓ | ✓ | ✓ | ✓ |
| Form 9465 | ✓ | — | — | ✓ | ✓ | ✓ | ✓ |
| Form 433-H | ✓ | — | — | ✓ | ✓ | ✓ | ✓ |
| Tax Preparer Cheat Sheet | ✓ | — | — | ✓ | ✓ | ✓ | ✓ |
| PPIA Hardship Determination | — | — | — | ✓ | ✓ | ✓ | ✓ |
| CNC Hardship Determination | — | — | — | — | ✓ | ✓ | ✓ |
| OIC Determination | — | — | — | — | — | ✓ | ✓ |
| Interactive Financial Form | — | — | — | — | ✓ | ✓ | ✓ |
| IRS Standards Auto-Populated | — | — | — | — | ✓ | ✓ | ✓ |
| Editable IRS Standards Comparison Column | — | — | — | — | ✓ | ✓ | ✓ |
| Disposable Income Determination | — | — | — | — | ✓ | ✓ | ✓ |
| Private Client Intake Links | — | — | — | — | ✓ | ✓ | ✓ |
| Client Profile / Case Workspace | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Financial Analysis PDF / Professional Report | — | — | — | — | ✓ | ✓ | ✓ |
| Advanced Resolution Workflow Access | — | — | — | — | CNC Workflow Only | Full | Full |
| Advanced Financial Verification & Substantiation | — | — | — | — | — | ✓ | ✓ |
| Saved Cases & Calculator Results | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Saved Financials | — | — | — | ✓ | ✓ | ✓ | ✓ |
| Save / Reopen / Edit Tools | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Save / Reopen / Edit Financials | — | — | — | ✓ | ✓ | ✓ | ✓ |
| Save / Reopen / Edit Resolution Workflows | — | — | — | ✓ | ✓ | ✓ | ✓ |
| Save / Assign | — | — | — | ✓ | ✓ | ✓ | ✓ |
| BIZ Financials | — | — | — | — | — | ✓ | ✓ |
| Business Hardship Results — CNC / PPIA / OIC | — | — | — | — | — | ✓ | ✓ |
Editable IRS 433-A & 433-F Prefill, Save Draft, Print & Download | — | — | — | — | — | ✓ | ✓ |
IRS 433-A (OIC) Prefill, Save Draft, Print & Editable PDF | — | — | — | — | — | ✓ | ✓ |
IRS 433-B (OIC) Business OIC prefill, Save Draft, Print & Editable PDF | — | — | — | — | — | ✓ | ✓ |
| Case Summary PDF Export (Payment Plan Results) | — | — | — | ✓ | ✓ | ✓ | ✓ |
| Case Summary PDF Export (Alternative Resolution Results) | — | — | — | ✓ | ✓ | ✓ | ✓ |
| Case Summary PDF Export (Hardship Results) | — | — | — | — | ✓ | ✓ | ✓ |
| Custom-Branded Reports & Case Summary PDFs | — | — | — | — | — | — | ✓ |
| Custom-Branded Financial & Resolution Reports | — | — | — | — | — | — | ✓ |
| Firm Branding Controls | — | — | — | — | — | — | ✓ |