Frequently Asked Questions
Searching for the best tax resolution platform for your practice?
You’ve got questions. We’ve got answers.
Platform & Pricing
Pricing & Subscriptions
IRS Solutions® offers an all-in-one membership with no hidden fees. Unlike other tax resolution software providers, we include every critical feature you need to succeed—at one affordable price.
Your IRS Solutions membership includes five complimentary e-signature requests to help you get started. E-signatures can be purchased in bulk, with prices ranging from $1 to $2 per signature request, depending on the package.
As tax pros, we know what it takes to provide tax resolution services. You can’t do your job without transcript delivery, reporting, and other similar functions. We don’t charge extra for basic features like these. They’re built into your membership fee.
We’re so confident in the IRS Solutions platform, community, and unrivaled support that we back our product with a money-back guarantee. If you’re not completely satisfied with IRS Solutions during the first 60 days* of your annual membership, simply request a refund by contacting our customer support by calling (844) 447-7765 or emailing support@irssolutions.com, and we’ll cancel your membership and refund your subscription charges.
*Please note that this policy does not apply to renewal memberships. To be eligible, refunds must be requested within the 60-day period. The 60-day money-back guarantee only applies to the member’s first subscription.
A single-user IRS Solutions license supports one login per session. If your practice will require multiple employees to access the platform simultaneously, please consider signing up for a multi-user license.
Offering a free trial often doesn’t convey the full experience and benefits of IRS Solutions, especially considering the complexity and depth of tax resolution work. Therefore, we offer a money-back guarantee within the first 60 days of your membership to provide a risk-free way for you to assess the software’s comprehensive capabilities over a meaningful period. This ensures users have full access to all features, including automatic transcript downloads, client management, and IRS Advance Notice™, granting users a comprehensive experience.
Additionally, if you’re unsure, we encourage booking a 30-minute demo with us. During this session, we’ll guide you through the features and address any questions you have, ensuring you’re well-informed about how our software helps you grow your business.
If you’re not completely satisfied with IRS Solutions during the first 60 days* of your annual membership, simply request a refund by contacting our customer support by calling (844) 447-7765 or emailing support@irssolutions.com, and we’ll cancel your membership and refund your subscription charges. *Please note that this policy does not apply to renewal memberships. To be eligible, refunds must be requested within the 60-day period. The 60-day money-back guarantee only applies to the member’s first subscription.
At IRS Solutions, our membership is designed to support you through the entire resolution process—not just one part. That’s why we don’t offer à la carte services. Our comprehensive membership ensures you have the tools, support, and guidance you need at every step, from start to finish.
Your IRS Solutions membership includes five complimentary e-signature requests to help you get started.
E-signatures can be purchased in bulk, with prices ranging from $1 to $2 per signature request, depending on the package.
IRS Solutions is unique in offering automatic transcript downloads that occur in seconds. There are automated monitoring capabilities, and the type of alerts you receive about transcript changes can also be customized.
Support & Onboarding
You can call us at (844) 447-7765, put time on our calendar for a live demo, or watch this on-demand demo that will give you insights into how the software works.
Not all support is created equal. As you compare solutions, consider how quickly teams respond, whether support is proactive or reactive, and if you’ll have access to knowledgeable specialists who understand your use case. Strong vendors also provide structured onboarding and ongoing guidance as your needs evolve.
Utilize this checklist to compare vendors side-by-side and avoid gaps that only show up after implementation.
Access the Customer Support Evaluation Checklist
We do not charge additional – we want you to use the software. We are always available for quick onboarding training sessions, troubleshooting assistance, and more. We host monthly webinars with our members to walk them through features, capabilities, and best practices.
Whether you’re new to IRS Solutions or a veteran member, you’ll always be able to access tutorial videos and documents that explain every process and part of the platform.
Need more help? The expert IRS Solutions team is just a phone call or email away. We’ll be happy to help you understand how to use the software. We’ll even schedule a convenient one-on-one training during business hours.
Members who are CPAs or EAs can receive up to 12 units of CPE/CE credit each year by attending exclusive live online tax resolution classes presented by IRS Solutions. There is no additional charge for these sessions.
Transcript Monitoring & Analysis
IRS Advanced Notice™
IAN’s automated alerts let you know about a wide range of critical transcript changes. These include, but are not limited to:
- Impending audits and other IRS actions
- Federal tax lien or Installment Agreement modifications
- OIC activity
- Passport certification to the Secretary of State
- Form 2848/8821 approval
- Confirmation of receipt and correct application of returns and payments
Additionally, IAN keeps your clients protected by sending notifications to alert you that a tax return was filed. If you didn’t file this return, you can be proactive in identifying identity theft.
IAN can monitor your IRS transcripts. In practice, most firms choose to receive ongoing alerts for the transcripts that change most often and carry the most time-sensitive signals, including Account Transcripts and Wage and Income transcripts.
Other transcript types are updated infrequently by the IRS, so continuous alerts are often unnecessary. Those transcripts are still available for on-demand download whenever you need them.
Your clients come to you for more than tax advice. They want peace of mind, and that’s exactly what you’ll give them when you partner with IRS Advance Notice (IAN). Together with IAN, your practice will be able to provide better service to more clients than ever before and be more profitable. We provide a full suite of free marketing materials, including print brochures and social media posts to help you market this service to your clients.
IRS Solutions members have instant access to a wide range of government transcripts and records, many covering a period of more than 30 years. This is just a sampling:
| Individual Income Tax Forms | |
|---|---|
| 1040 and 1040 Separate Assessment | 1990 through the current year |
| Tax Return Transcript (1040, 1040NR, 1040 SS/PR) | The previous 4 years |
| Record of Account | The previous 4 years |
| Wage and Income Statement and Summary | The previous 10 years |
| Estate and Trust Forms | |
| 706 and 706-NA Estate Tax Return | 1990 through the current year |
| 3520-A (Annual Information Return of Foreign Trust with a U.S. Owner) | 1990 through the current year |
| Retirement and Investment-Related Forms | |
| 5329 (Additional Taxes on Qualified Plans) | 1990 through the current year |
| Other | |
| Civil Penalty | 1990 through the current year |
IAN monitors and alerts you to changes on Account Transcripts for businesses, which are available through TDS. Wage and Income Documents for business are not available through TDS , or with IRS Solutions and IAN.
In addition to receiving alerts about liens, levies, and other changes that can tip you off to what the IRS is planning next, you can also automatically monitor and download these business account transcripts:
- 11C
- 706GS(T)
- 720
- 730
- 8752
- 8804
- 940 and 940EZ
- 941
- 943
- 944
- 945
- 990, 990C, 990EZ, 990PF, and 990T
- 1041, 1041A, 1041QFT
- 1042
- 1065, 1065B
- 1066
- 1120C, 1120F, 1120FSC, 1120H, 1120L,
- 1120ND, 1120PC, 1120POL, 1120REIT,
- 1120RIC, 1120S, and 1120SF
- 2290
- 4720
- 5227
- 8288
- CT-1
Beyond changes to client transcripts, you can also stay up to date with automatic alerts about:
- 2848/8821 approval
- Notifications of letters and notices to be sent to clients
- Federal tax liens filed
- Installment Agreement activity
- OIC activity
- Passports certified to the Secretary of State
…and more
IRS Solutions automatically downloads and updates your monitored transcripts every week. If you want updates sooner or more often, it’s fast and easy to get them. All you have to do is manually sign in through IRS Solutions and access the Transcript Delivery System (TDS). Just a few clicks trigger immediate transcript downloads for the clients you are monitoring.
IAN can process transcripts at scale with automated bulk downloads at rates of up to 100,000 transcripts per hour. This power and speed supports high-volume practices and eliminates the need for repeated manual requests within the IRS system.
It’s easy to access the documents that the IRS has placed in your Secure Object Repository. Just log in to IRS Solutions, access e-Services, and select Check Secure Mailbox. The system will retrieve the items stored in your SOR, and populate your reports.
No. TDS provides individual users with Account, Return, Record of Account, and Wage and Income transcripts. Business users can access Account, Return, and Record of Account transcripts. Wage and Income documents for businesses are not available through the IRS online system (you may be able to call the IRS and ask them to put these in your Secure mailbox).
You decide which transcripts to monitor, which IRS Transaction Codes to track, who receives alerts, and whether you want to receive them in-app or via email. Once set, IAN runs in the background, automatically downloading weekly updates and notifying your team when changes occur.
When clients come to you, they want more than tax advice. They want peace of mind. With IRS Advance Notice (IAN) on the team, that’s exactly what you’ll give them – and in fewer desk hours than ever. We’ll give you a full suite of free materials, including print brochures and social media posts to help you achieve your growth and profitability goals by marketing IAN to your clients as essential to their ongoing financial health.
Wondering what it looks like in action?
IRS Solutions can process over 100,000 IRS transcripts per hour.
How IRS Solutions is Superior for Notifying Members of IRS Transcript Changes
IRS Solutions Software automatically monitors transcript updates by logging into the IRS system on your behalf. If changes are detected, the software downloads the updated transcripts and immediately sends you an email notification, eliminating the need for manual checks.
No, you don’t need to log in manually. IRS Solutions Software automates the entire process by logging into the IRS on your behalf, checking for updates, and notifying you via email when any changes to your transcript occur.
IRS Solutions offers fully automated transcript monitoring, which reduces the time spent on manual checks. Its real-time notifications ensure you’re always up-to-date without extra effort, and its seamless integration with IRS systems makes the process secure and efficient.
The software sends you a detailed email notification whenever a change is detected. This ensures you’re aware of updates immediately without needing to log in or manually track changes.
IRS Solutions saves time by automating transcript retrieval and change notifications, providing peace of mind with secure data handling and proactive communication. Its ease of use and hands-free process make it a market leader for tax professionals managing IRS transcripts.
Tax Resolution & Case Management
The intelligent IRS Solutions OIC calculator has been programmed to follow the rules of the Internal Revenue Manual. It analyzes the data you input to create a quick representation of the most likely outcome.
Yes, whether you are helping an individual or business client, you can easily access the Form 433 and 656 series from within the IRS Solutions platform.
All of the letters and templates built into the IRS Solutions system are automatically populated with your logo and firm information. You can edit, and customize them and can save your favorite templates.
Using the data that the client has already supplied, you can toggle between Form 433-A, Form 433-A (OIC) or even Form 433-F without having to re-enter any data.
The intelligent IRS Solutions software will help you determine whether Offer in Compromise (OIC), Installment Agreement (IA) or Currently Not Collectible (CNC) is optimal in each case and present the best option to your client.
Your IRS Solutions membership includes all forms you need for IRS collection. Our intuitive software guides you to the documents for each case. We provide simple instructions, and data input couldn’t be easier.
IRS reports can be hard to understand and what you need to find can be difficult. IRS Solutions simplifies and streamlines the process giving you exactly the data you need and the easy-to-read reports you can give to your client.
Links can be found throughout the software to bring you directly to the most current changes in the IRM.
While IRS Solutions provides the necessary state Power of Attorney forms to help you manage client representation, our software currently does not support other state-specific tax resolution forms. This means we focus primarily on federal tax resolution services. If you need state tax resolution forms beyond the POA, you may need to source them separately according to each state’s regulations.
IRS Solutions automatically analyzes IRS transcript data after it is downloaded into the system. The software reviews transaction codes, balances, assessment dates, and account activity to identify important case indicators.
The system then highlights potential issues such as:
- Active collection activity
- Compliance gaps
- Collection Statute
- Expiration Dates (CSEDs)
- Substitute for Return (SFR) assessments
- Penalty exposure and potential abatement opportunities
- Bankruptcy discharge timelines
- Passport certification risk indicators
This allows you to quickly understand the client’s case status without manually reviewing every transcript line.
No. IRS Solutions provides analysis and highlights potential issues, but professional judgment remains with you. The software is designed to support decision‑making—not replace it.
Working with Large Case and Client Loads
How IRS Solutions Software Handles Large Cases
Yes, IRS Solutions Software is designed to efficiently manage large cases, providing tools for organizing, storing, and accessing extensive documentation across multiple clients, ensuring seamless case management.
The software offers step-by-step workflows, automated calculations, and built-in IRS guidelines, making it easier to handle complex tax cases. It also provides real-time updates and tools to streamline communication with the IRS.
Absolutely. IRS Solutions Software processes large volumes of IRS transcripts, allowing you to organize them by year, type, and other categories, ensuring quick access and easy analysis for even the most data-heavy cases.
Features such as centralized client dashboards, automated reminders, and customizable templates enable users to track deadlines, manage tasks, and communicate effectively, even in large, complex cases.
Yes, IRS Solutions Software employs robust encryption and exceeds industry security standards to protect sensitive client data. Backup systems are also in place to prevent data loss.
IRS Solutions can process over 100,000 IRS transcripts per hour.
How IRS Solutions Works With Large Teams
IRS Solutions is designed to support firms of all sizes, including offices with multiple team members handling different roles in the resolution process. With IRS Solutions, firms can scale up or down as needed based on team size and operational needs. Because IRS Solutions is hosted in AWS GovCloud and is SOC 2 compliant, there is no limit on team members.
All client data, transcripts, reports, and documents are stored in one centralized system. Your entire team works from the same up‑to‑date information—no duplicate files or version confusion.
Yes. IRS Solutions allows multiple authorized users to access the same client file, enabling teams to collaborate efficiently while maintaining centralized data and consistency.
Data Management & Security
Data Management
We’re confident that you’ll be thrilled with your membership but, if you’re not, we’ll work with you to ensure that your exit process is simple and pleasant.
Because your data includes social security numbers and banking information for your clients, for security purposes, we purge all data after 60 days of account cancellation. Prior to cancelling you should export your data and download any forms created.
It’s easy to import client data from any other software via an Excel spreadsheet or .csv (comma delimited) file. Our team will be happy to help if you need a hand with this or any other aspect of your onboarding.
Our client portal is a secure, web-based platform that enables your clients to access, share, and complete tax-related documents and information conveniently. This portal is custom-branded with your logo or photo and comes with a unique URL, all included in your membership at no additional cost.
Key Features:
- Secure Access: The portal is password-protected and requires two-factor authentication (2FA) for each login, ensuring data remains confidential and compliant with IRS standards.
- Efficient Document Management: Easily share information, exchange documents, and communicate with your tax resolution clients, saving you hours each week.
- Client Data Entry: Clients can directly enter their Form 433 data, streamlining the information-gathering process.
Accessible through any web browser, the client portal enhances collaboration and simplifies the management of your tax resolution services
You can tag your clients for items such as “waiting on me”, “waiting on the IRS”, “Pending OIC”, “Preparation” and many more. Easily create reports based on your client tags.
Data Security
IRS Solutions is a cloud-based platform requiring a standard broadband internet connection for access. We recommend using Google Chrome, Firefox, or Microsoft Edge browsers on a Windows or Apple system for optimal performance.
At IRS Solutions, nothing is more important than the security of member and client information:
- Encrypted data is stored in the United States through the same Amazon Web Services Government Cloud (AWS GovCloud) used by over 6,500 government agencies.
- Access to your account is password protected and two-factor authorization (2FA) is required with each login.
- Once you’re logged in, browser indicators will let you know that your connection is secure.
- You have our pledge. IRS Solutions will never share or sell your confidential information.
IRS Solutions Software invests significant resources to ensure that your data is secure and protected at all times. Here is a partial list for your review:
Encryption Standards:
- 256-bit AES (Advanced Encryption Standard) encryption for all data at rest, matching the same encryption level used by financial institutions and government agencies
- TLS 1.3 encryption for all data in transit between your system and IRS servers
- End-to-end encryption for credential storage using industry-standard cryptographic libraries
Authentication & Access Security:
- Multi-factor authentication (MFA) is required for all user accounts
- OAuth 2.0 secure token-based authentication for IRS system access
- Credentials stored in encrypted vaults with a zero-knowledge architecture – even IRS Solutions staff cannot access your stored credentials
- Session tokens automatically expire and rotate to prevent unauthorized access
Compliance & Monitoring:
- SOC 2 Type II certified infrastructure
- Compliant with IRS Publication 1075 requirements for tax information security
- Regular third-party security audits and penetration testing
- Real-time intrusion detection and automated threat response systems
Data Protection Measures:
- Automated daily encrypted backups are stored in geographically distributed locations
- Role-based access controls limit data access to authorized personnel only
- Complete audit trails of all system access and actions
- Automatic data purging policies to minimize retained sensitive information
Infrastructure Security:
- Hosted on the AWS GovCloud – authorized cloud infrastructure
- Redundant firewalls and network segmentation
- 24/7 security operations center monitoring for threats
- Regular security patches and vulnerability management
These protocols ensure your clients’ sensitive tax information remains protected while enabling automated transcript monitoring.
Your data includes social security numbers and banking information for your clients. To maintain security, IRS Solutions purges all data 60 days after account cancellation. If you cancel your membership, please plan to export your data by then. We are not be responsible for your data after that date.
IRS Solutions Software has the honor of being hosted on the Amazon Web Services Government Cloud (AWS GovCloud), the same service that manages data for over 6,500 government agencies.
We’ve chosen to partner with AWSGovCloud because it meets all compliance mandates and keeps IRS Solutions® in compliance with numerous government regulations and mandates, but that’s not the biggest reason. We trust it, and so can you. From Controlled Unclassified Information (CUI) and Personally Identifiable Information (PII) to confidential financial data, AWS GovCloud helps IRS Solutions® keep data safe as it moves among clients, pros, and the IRS, traveling safely from your desk to the cloud and back again.
No. IRS Solutions Software is a web-based, hosted platform. You can access the software from anywhere via the internet.
Two-factor authentication (also known as 2FA or dual authentication) is a type of multi-factor authentication (MFA) that increases account security by using two methods to verify your identity. Online, 2FA usually refers to a second layer of security on top of a password. The two-step verification of 2FA sometimes feels like a hassle, but it’s crucial for staying safe online. The 2FA involves authenticating yourself in two different ways, which provides significant extra security in a world where personal data is often up for grabs.
Is IRC 7216 Consent Required When Using IRS Solutions?
A 7216 consent is required under Internal Revenue Code (IRC) Section 7216 when a tax return preparer discloses or uses a taxpayer’s information for purposes that are not directly related to preparing, filing, or assisting with their tax return.
7216 consent may be required if your software company processes taxpayer information outside the United States. The IRS has strict rules regarding the disclosure of taxpayer information, and transferring such data to a foreign country—even for programming or processing—can require explicit taxpayer consent.
IRS Solutions software does not require 7216 consent letters because it is designed specifically for tax professionals to interact with their clients and manage tax matters while adhering to IRS guidelines.
7216 consent may be required if you use any client data for purposes other than the original intended use. This is true for ALL tax software.
Invoicing & Payments
Client invoicing is included with your subscription. You’ll even have over 20 item templates to choose from, or you can add your own.
IRS Solutions has partnered with CPACharge to offer you the ability to take payments directly from your clients using their credit card or an e-check.
Yes, you have access to payment, deposit reports, and detailed aging.
Yes, you can manually enter checks, cash, etc. and post the payment to the appropriate invoice.
IRS Solutions will allow you to input the retainer and then later apply it to appropriate invoice.
If you are using CPA Charge, you’ll be notified both in the application as well as an email if you wish.
Tax Resolution Software for Professionals
Accomplish more in less time with our comprehensive suite of tools.
Tax Resolution Management
Make managing complex tax resolution cases easy and profitable:
- Full integration with IRS systems
- Automatic transcript downloads
- Solution recommendations
- Power of Attorney and Tax Information Authorization
- Bankruptcy discharge date calculation
- Notifications of changes
IRS Advance Notice™ (IAN)
Monitor transcript activity and receive advance notification as much as six months ahead of changes:
- Possible audits
- Federal tax liens
- Installment agreement changes
- OIC activity
- Delinquent passports
Client Management
Take better care of more clients with:
- Custom-branded communications portal
- Built-in file management system
- Tax analysis reports
- Easy-populating, embedded forms
- Control center reminders
Invoicing & Payments
Easily manage billing and receivables:
- Customizable invoicing
- Track receivables and balances
- Payment processing
Growth Solutions & Support
A silent partner who invisibly helps your business thrive every day.
- Easy onboarding
- Ongoing training
- Marketing toolbox
- Professional development
Data & Security
IRS Solutions prioritizes your data security:
- AWS Government Cloud
- 256-bit AES encryption and TLS 1.2+
- Continuous backups
What Do Tax Pros Say About IRS Solutions®?
Tax resolution specialists, CPAs, Enrolled Agents, accounting professionals, attorneys
and even ex-IRS agents all praise IRS Solutions.
Partnerships and Integrations
We work with the tax industry’s best and have developed a network of partnerships and integrations, united by a shared commitment to provide cutting-edge resources for tax professionals.
