Manage cases, monitor and analyze IRS transcripts, prepare forms, organize client data, and streamline tax resolution work in one platform. IRS Solutions® offers tax resolution software for Enrolled Agents, tax resolution specialists, CPAs, attorneys, accounting and enterprise tax firms use the all-in-one platform to manage cases, monitor IRS transcripts, and stay ahead of enforcement across their entire book of clients. Included with every membership, IRS Advance Notice™ (IAN) is a built-in IRS transcript monitoring and analysis tool capable of retrieving up to 100,000 IRS transcripts per hour. IAN automatically alerts you to audits, federal tax liens, installment agreement changes, OIC activity, CAF approvals, and passport certifications, often up to six months before the IRS mails a letter. What's built in:
• Tax Resolution Management: Full IRS system integration, instant transcript analysis, solution recommendations, bankruptcy discharge date calculations, first-time penalty abatement, pre-populated federal forms (2848, 8821, 433-A/B/F, 9465, and more), and a 40+ state POA library.
• IRS Transcript Monitoring: Configure automated alerts through IAN. Choose which transaction codes to monitor, who receives alerts, and how. Weekly automated checks and manual checks on demand.
• Client Management: White-labeled client portal, customizable file management, tax analysis reports, embedded auto-populating forms, and control center reminders that keep every case moving forward.
• Practice Management: Customizable invoicing, receivables and balance tracking, native payment processing through CPACharge, and case-level insights on every client.
• Growth Support: Accredited IRS CPE/CE sessions, the white-labeled Marketing Toolbox with regularly updated assets, and unlimited support from practicing tax pros.
• Data Security: Direct integration with IRS e-Services and the Transcript Delivery System (TDS). Hosted on AWS GovCloud in a FedRAMP-authorized environment. 256-bit AES encryption and TLS 1.2+. Continuous backups with built-in redundancy. All programming done in the USA. Every feature is included in one flat-rate membership. No per-case, transcript, form, or POA fees. Never an add-on for training. Multi-user pricing gives every third user free. Annual memberships receive twelve months for the price of ten. IRS Solutions is an IRS-authorized Intermediate Service Provider (ISP) and an American Society of Tax Problem Solvers (ASTPS) Partner. The public Trust Center at trust.irssolutions.com documents security, compliance, and uptime. The company is based in Valencia, California and serves tax, financial, and legal firms of all sizes across the United States. Its led by co-founders David Stone, a former IRS Revenue Officer with 14 years at the IRS and a practicing Enrolled Agent, and Suzanne Stone, who brings 35+ years in systems implementation and tax practice operations to her role. Both remain actively involved in day-to-day product and practice work. When members call for support, they reach expert tax pros, including the founders themselves. Recent recognitions:
• 2024 CPA Practice Advisor Innovation Award Finalist
• Capterra Best Value 2026, 4.8/5.0 rating
• Software Advice Most Recommended 2026 and Best Customer Support 2026
• SourceForge Summer 2026 Leader
Try the full platform risk-free with a 60-day money-back guarantee and full access to every feature. Find out why IRS Solutions is a tax pro's best friend. Learn more and schedule a demo at irssolutions.com.
