IRS Solutions Software Information

IRS Solutions® has helped Enrolled Agents, tax resolution specialists, CPAs, attorneys, accounting and enterprise tax firms manage cases, monitor IRS transcripts, and stay ahead of enforcement across their entire book of clients since 2011, from solo practitioners to multi-office practices handling thousands of active IRS cases. What's built in: Tax Resolution Management: Full IRS system integration, instant transcript analysis, solution recommendations, bankruptcy discharge calculations, first-time penalty abatement, and forms including 40+ POAs, 2848, 8821, 433-A/B/F, 9465, and more Client Management: White-labeled portal, embedded auto-populating forms, tax analysis reports, and secure document exchange. Practice Management: Customizable invoicing, receivables and balance tracking, native payment processing through CPACharge, and control center reminders. Multi-Office Visibility: Centralized case management across offices with role-based access and complete audit trails. Growth Support: White-labeled Marketing Toolbox, accredited online CPE sessions, and unlimited support from practicing tax pros. Data Security: SOC 2® Compliant. Hosted on AWS GovCloud in a FedRAMP-authorized environment. Purpose-built for IRS resolution casework at enterprise scale. 256-bit AES encryption. U.S.-only data centers. Customer Support: Phone support from experts during business hours. Included with every membership, IRS Advance Notice™ (IAN) is a built-in IRS transcript monitoring and analysis tool that retrieves up to 100,000 transcripts per hour and automatically alerts you to audits, federal tax liens, installment agreement changes, OIC activity, passport certifications, and CAF approvals, often up to six months before the IRS mails a letter. That's time to prepare a defense, strengthen the file, and protect the client. 2024 CPA Practice Advisor Innovation Award Finalist. Capterra Best Value 2026. ASTPS Partner. Based in Valencia, California. Try the full platform risk-free.