IRS Solutions™ is tax resolution software and an IRS transcript monitoring and analysis tool for tax pros, serving Enrolled Agents, tax resolution specialists, CPAs, attorneys, accounting and enterprise tax firms across the United States. Since 2011, the platform has combined case management, IRS transcript monitoring and analysis, practice-wide portfolio reporting and dashboards, case analysis, and scenario recommendations in one system built specifically for IRS resolution work.
IRS Advance Notice™ (IAN) is the built-in automated IRS transcript monitoring, analysis and alerts system inside IRS Solutions™. IAN retrieves and analyzes up to 100,000+ IRS transcripts per hour across an entire book of clients, then parses transcript data and brings relevant information into the client record for faster review. It automatically monitors for transcript changes and can detect audits, federal tax liens, installment agreement changes, Offer in Compromise activity, and other IRS enforcement activity up to six months before official IRS letters are mailed. This gives firms a way to monitor large client portfolios without manually reviewing every transcript for every client.
IRS Solutions™ also supports the analysis that happens after transcript data is retrieved. Guided resolution workflows compare collection alternatives against a client’s financial information and provide recommendations grounded in the Internal Revenue Manual. Practitioners can compare Offer in Compromise, streamlined installment agreements, partial-pay installment agreements, routine installment agreements, Currently Not Collectible status, and bankruptcy discharge considerations within the same workflow. The platform is designed to help practitioners evaluate available resolution paths while keeping the professional in control of the final case strategy.
Built-in resolution calculators extend that analysis into common tax resolution scenarios. The platform includes tools for Offer in Compromise analysis, installment agreement analysis, Currently Not Collectible hardship analysis, First Time Penalty Abatement qualification, Collection Statute Expiration Date calculations, and bankruptcy tax discharge timing. CSED tools can identify mismatches between calculated collection statute dates and IRS data, helping practitioners surface issues that may require additional review. Case analysis and scenario recommendations are connected to the same client record, so firms can move from transcript review to resolution planning without rebuilding information in separate systems.
Case management tools help firms organize active work from intake through resolution. IRS Solutions™ centralizes client records, transcripts, financial information, forms, letters, documents, reminders, and case activity. Multi-office case management provides centralized visibility for firms managing work across teams or locations, while the platform is also used by solo practitioners and small firms. It is purpose-built for IRS resolution casework at enterprise scale and can support large, high-volume active caseloads.
Forms and document workflows are included with the membership. IRS Solutions™ includes all federal forms used within the platform plus more than 40 state Power of Attorney forms. Federal forms include commonly used tax resolution documents such as Forms 2848, 8821, 433-A, 433-B, 433-F, and 9465. Forms can be auto-populated with information already stored in the client record, reducing repetitive data entry. The platform also supports electronic signatures and workflows for submitting authorization documents to the CAF Unit.
The client experience is supported through a white-labeled client portal and secure document exchange. Firms can use the portal to collect information and documents, communicate with clients, and keep resolution work connected to the client file. Client information can flow into financial analysis and case workflows, helping reduce the need to move data manually between separate tools. Centralized document storage and case visibility make it easier for staff to see what has been completed, what is still needed, and what requires follow-up.
Practice-wide reporting helps firms look beyond one client at a time. IRS Solutions™ provides portfolio reporting and dashboards that help practitioners identify activity and opportunities across their book of clients. Transcript monitoring and analysis can surface clients affected by new IRS activity, while resolution and case-management data provide visibility into active work. This approach is designed for firms that need to manage a high volume of cases without losing visibility at the individual client level.
IRS Solutions™ connects directly with IRS e-Services and the Transcript Delivery System through its IRS-authorized Intermediate Service Provider (ISP) capability. Direct IRS Transcript Delivery System integration supports high-volume automated transcript retrieval and analysis without requiring practitioners to retrieve and interpret each transcript manually. The platform turns raw transcript data into structured information that can be used within the client account, financial analysis, monitoring, and resolution workflows.
The software also includes practice management capabilities that support the business side of a tax resolution firm. Membership includes client management, case-level workflow tools, invoicing and receivables functions, and a white-labeled client experience. CPACharge is available as a native payment-processing integration. These tools allow firms to keep more of the tax resolution workflow in one platform rather than maintaining separate systems for cases, transcripts, client documents, and practice administration.
Every feature is included in one flat-rate membership, with no per-case, per-transcript, per-form, or per-seat add-ons. Membership includes unlimited clients and transcripts, the federal forms available in the platform, more than 40 state Power of Attorney forms, CSED calculators with IRS-mismatch detection, training, and practitioner-staffed support. Multi-user plans scale for growing firms, and every third user is free. Monthly and annual billing options are available, and the first annual membership includes a 60-day money-back guarantee with access to the full feature set.
Training and support are part of the membership rather than separate add-ons. Members can access up to 12 CPE or CE credits per year, along with practitioner-staffed support that includes tax professionals with real resolution experience. IRS Solutions™ was built by tax pros for tax pros, with product development shaped by the workflows and requirements of an active tax resolution practice.
IRS Solutions™ was co-founded by David Stone and Suzanne Stone. David Stone is a former IRS Revenue Officer who spent 14 years inside the agency working in collections and enforcement before transitioning to private practice as an Enrolled Agent. His experience managing tax resolution cases helped shape the platform around real IRS procedures, compliance requirements, and practitioner workflows. Suzanne Stone brings more than 35 years of experience in systems implementation, operational leadership, and tax practice support, and works closely with tax resolution firms on workflow, process, and client communication needs.
Security and compliance are built into the platform. IRS Solutions™ is SOC 2® Compliant. The platform is hosted on AWS GovCloud with U.S. data residency and uses 256-bit AES encryption at rest and TLS 1.2+ in transit. Programming is performed in the United States. These controls are designed to support firms handling sensitive taxpayer information and organizations with formal security and procurement requirements.
IRS Solutions™ serves firms at different stages of growth, from solo practitioners opening a new tax resolution practice to accounting firms and enterprise tax organizations managing large caseloads across multiple offices. The same membership model provides access to transcript monitoring, case management, resolution analysis, forms, client workflows, training, and support without requiring firms to assemble separate feature packages as they grow.
For firms evaluating tax resolution software, IRS Solutions™ brings transcript retrieval, monitoring, analysis, case management, resolution calculations, client workflows, and practice-wide visibility into one platform. IRS Advance Notice™ (IAN) continuously extends that workflow by monitoring IRS transcript activity after a case is opened, helping practitioners identify important changes earlier and bring those changes directly into ongoing client work.
Average Rating: 4.9/5.0
Total Reviews: 10
Who Is the Company Behind IRS Solutions?
Who Uses This Product?
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Top Industries: Accounting
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Company Size: 100% Small
What Do G2 Reviewers Say About IRS Solutions?
AI-generated summary from verified user reviews
Pros
- Users value the ease of use of IRS Solutions, enabling seamless navigation and efficient client assistance.
- Users value the excellent customer support from IRS Solutions, enhancing their overall experience and client assistance.
- Users value the efficiency improvement of IRS Solutions, enabling quicker client support and easier management of tax situations.
- Users value the efficient document management features of IRS Solutions, enhancing client support and saving time on tasks.
- Users appreciate the visibility of information and easy access to IRS transcripts without long wait times.
Cons
- Users find the software inefficient due to cumbersome scanning and uploading processes hindering their overall experience.
- Users find IRS Solutions to have overwhelming complexity, making it difficult to utilize all features effectively.
- Users find it challenging due to the lack of software communication, making client management cumbersome for non-tech-savvy clients.
- Users often face download issues as they prefer direct scanning to the IRS Solutions software for convenience.
- Users express frustration with limited email integration, complicating connections with other software and manual data entry requirements.
