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.

The platform includes IRS Advance Notice (IAN), a transcript monitoring and analysis feature that retrieves up to 100,000 IRS transcripts per hour. IAN detects transcript changes, including potential audits, federal tax liens, OIC activity, installment agreement modifications, and delinquent passport flags, and sends alerts. In many cases these alerts arrive months before clients receive official IRS notification.

Case and practice management features cover a white-labeled client communications portal, customizable file management, branded tax analysis reports, a control center with reminders, and cross-client portfolio reports. Invoicing and payment processing run through a CPACharge integration with e-signature support and receivables tracking.

IRS Solutions is used by Enrolled Agents, CPAs, tax attorneys, and accounting and tax firms that handle active resolution caseloads. Membership includes accredited CPE/CE continuing education, a marketing toolbox with social media posts and email templates, and one-on-one training. All features ship under a single flat-rate membership with no per-case, per-transcript, or per-form charges, and every third user seat is free. Data is hosted on AWS GovCloud with SOC 2 compliance, 256-bit AES encryption, TLS 1.2+, and continuous backups with redundancy, with all programming done in the USA.