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All-in-One Tax Software for Enrolled Agents

Boost Efficiency, Help Vulnerable Clients, and Provide Premium Service

Enrolled agents must quickly provide clients with outstanding, impeccable service to clients in their time of need. Exceed your goals with comprehensive tax resolution software from IRS Solutions®.
tax software for enrolled agents
Best tax software for enrolled agents

Built for Enrolled Agents by Enrolled Agents

One membership. Every tool representation work actually needs.

Most tax software was built for preparers, with representation features added later and priced separately. Transcripts cost extra. Notice response costs extra. Case management costs extra. By the time you’ve assembled the stack, you’re paying for four tools to do one job.

 

IRS Solutions was built by EAs who got tired of that math. Transcript monitoring, notice response templates, case management, and CAF-authorized access are all included. One membership fee, published on the pricing page, no per-client surcharges.

Get to Know the Best Tax Software for Enrolled Agents

Everything you need to launch, manage, or expand a resolution practice, in one membership.

Full-Spectrum Features

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The all-in-one IRS Solutions software is ready to use from the minute you sign up. No installation is necessary.

  • Input client data for optimized solution recommendations including Offer in Compromise (OIC), Currently Not Collectible (CNC) status, and Installment Agreements.

  • Monitor client transcripts 24/7 with IRS Advance Notice™ (IAN). Receive automated notifications of changes. 

  • Auto-fill and electronically sign  IRS forms 2848 and 8821.

  • Download transcripts at the push of a button and access many pre-filled forms including POAs.

  • Meet deadlines with automated reminders.

  • Streamline communications securely with a custom-branded client portal.

  • Get the support you need when you need it. We answer our phones during business hours.

Tax resolution clients are scared and vulnerable. Provide compassionate, specialized service with IRS Solutions.

  • Thoroughly understand each client’s unique history and current situation.

  • Determine and present the solution most likely to be accepted by the IRS.

  • Strategize tax debt reduction and pinpoint the soonest possible discharge dates with the built-in calculator.

  • Generate year-round income when you position yourself as a trusted advisor who can protect financial health long after tax resolutions cases have concluded. Use IAN to continue monitoring IRS activity and alert clients to any transcript changes.

Client Support Tools

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Premium Support

IRS Solutions combines today’s modern technology with customer service the way you remember it. We’re Enrolled Agents, too, and we know what you need. We help our members expand their practices and stay current in the ever-evolving world of tax resolution.

  • Got a question? Call us during business hours. We’re always happy to answer.

  • Join our Facebook group to get peer support around complex scenarios.

  • Participate in free, members-only continuing education sessions and seminars throughout the year.

  • Leverage the exclusive IRS Solutions Marketing Toolbox for social media content and other materials to attract and engage clients.

One EA Firm, 1,000+ Clients, Zero Add-On Fees

Bruce Hicks, Enrolled Agent manage tax resolution cases

Enrolled Agents evaluating resolution software often find the essentials priced as extras: transcript monitoring, state POAs, and client communication sold piecemeal across multiple vendors. Bruce Hicks, EA, founder of The Freedom Group in Nashville, tested several platforms before moving the firm’s 1,000-plus client profiles into IRS Solutions.

 

“A lot of the other software out there charges extra for what they call ‘add-ons,’ but those ‘add-ons’ are critically important features. It would be like buying a car and finding out that windows and headlights are extra.”

Bruce Hicks, EA
The Freedom Group
Member since 2022

View Bert Salazar EA, CFEI, LUTCF’s profile

Try IRS Solutions® 100% Risk-Free

Membership in IRS Solutions comes with a money-back guarantee. Try the full platform for 60 days – everything we offer, not a pared-down trial version. We are so sure that you’re going to love it that we’ll give you a full refund if you don’t, no questions asked.

Let IRS Solutions Do the Heavy Lifting for You.

What Do Enrolled Agents Say About IRS Solutions®?

Tax resolution specialists, Enrolled Agents, CPAs, accounting professionals, and attorneys all praise IRS Solutions.

"Great company, great service, quite educational, and systems oriented. I enjoy several things about IRS Solutions, including the ease of software navigation, the quality of information provided, educational perspectives, great people, and outstanding service."
Bert Salazar - All in One Tax Software for Enrolled Agents
Bert Salazar
LB Taxes
Member Since 2023
"Simple, easy to use, support is great. Quick access to transcripts. Love the notifications via email with transcript updates and when I first get access to transcripts. I have been using IRS Solutions for close to 5 years and it has been great. I have used one of the competitors and IRS Solutions is so much easier to use, great/fast support with questions, and they are reasonable in their pricing."
Dan Henn
Dan Henn, Owner
Tax Resolution Academy
Member Since 2021
"I really like the speed of transcript downloads; it is much more efficient than other products. I also really appreciate the POA notification and account activity monitoring. The emails and notifications within IRS Solutions make it very easy to address issues and access client information. The secure document exchange portal, and the ability for clients to enter financial information are huge time savers."
Mark Willi - Success Stories
Mark Willi, EA
Willi Law Office LLC
Member Since 2023

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

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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

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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



 

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Invoicing & Payments

Easily manage billing and receivables:

  • Customizable invoicing
  • Track receivables and balances
  • Payment processing



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Growth Solutions

A silent partner who invisibly helps your business thrive every day:

  • Easy onboarding
  • Ongoing training
  • Marketing toolbox
  • Professional development

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Data & Security

IRS Solutions prioritizes your data security:
  • AWS Government Cloud
  • 256-bit AES encryption and TLS 1.2+
  • SOC 2® Compliant

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Reports

Turns your case data into reports:

  • Single-client case analysis on demand
  • Practice-wide reports surfaces actionable data
  • Customizable Tax Analysis Reports in minutes

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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.

Serve more. Win more. Earn more.

Increase productivity when you partner with an intelligent platform that tells you exactly what each client needs and lays out the best steps for a successful outcome.