IRS Solutions Software

What is IRS Solutions Software?

IRS Solutions is a tax resolution software platform that connects directly to IRS systems, downloads transcripts automatically, and analyzes them to surface case details such as Collection Statute Expiration Dates (CSEDs), first-time penalty abatement eligibility, bankruptcy discharge dates, and income-versus-transcript discrepancies. It generates solution recommendations for Offers in Compromise (OIC), Installment Agreements (IA), and Currently Not Collectible (CNC) status, with pre-populated federal forms and a library of 40+ state Powers of Attorney.

Categories & Use Cases

Tax Practice Management
Tax Compliance

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Screenshot of Tax pros instantly see which clients have received an IRS Intent to Levy notice, with transaction dates and affected tax years linked by form — so practitioners can act within the 30-day CDP hearing window before the IRS moves to enforce collection.

Screenshot of Tax pros pull Account Transcripts, Wage & Income, Tax Return, and Record of Account transcripts directly from IRS systems without leaving the client file. Automatic A2A connection and bulk download keep transcript libraries current, so resolution work starts on real data — not stale records.

Screenshot of Tax pros see federal tax owed, collection alternative links, open tasks, and client portal access in one hub — so nothing slips between case stages. Tags, CAF monitoring, and activity alerts keep the full resolution picture current without switching screens.

Screenshot of Tax pros search or browse every major IRS notice type — from Audit Reconsideration and OIC to CNC, FTA, and Installment Agreements — and get plain-language guidance on each, so they can identify the right resolution path for any client situation without leaving the platform.

Screenshot of Tax pros see every electronically signed POA and Tax Information Authorization in one queue, download completed forms, and bulk-dismiss processed entries — keeping the IRS submission workflow clean. CAF monitoring ties directly to Client Center for automatic approval alerts.

Screenshot of Tax pros access every IRS form they need — POA, financial statements, OIC, installment agreements, and appeals — organized by category and searchable by name or number. Pre-populated forms eliminate manual entry, keeping resolution cases moving without leaving the client record.

Screenshot of Tax pros see every year's account balance, accrued interest, accrued penalty, total owed, and estimated CSED in one table — so they can instantly spot expiring collection windows, like the flagged 2016 balance of $24,766, and prioritize resolution strategy without manual IRS lookups.

Screenshot of Tax pros generate branded, pre-written client letters — like OIC Accepted — in seconds, with firm letterhead and editable fields for tax debt and savings amounts. A full library of resolution-specific templates covers IAs, penalty abatements, audits, and more.

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Screenshot of Tax pros instantly see which clients have received an IRS Intent to Levy notice, with transaction dates and affected tax years linked by form — so practitioners can act within the 30-day CDP hearing window before the IRS moves to enforce collection.

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IRS Solutions Software

What is IRS Solutions Software?

Categories & Use Cases

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