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IRS Solutions Software Logo

Tax resolution and IRS transcript monitoring for tax pros.

Table of Contents

IRS Solutions Software - 2026 Pricing, Features, Reviews & Alternatives

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Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: September 2026

IRS Solutions Software overview

Based on 99 verified user reviews

What is IRS Solutions Software?

IRS Solutions Software is a tax practice management solution with key features that include tax forms, client portal, and more.

Who uses IRS Solutions Software?

By industry, IRS Solutions Software reviewers are most commonly professionals in accounting (77%). The most frequent use case for IRS Solutions Software cited by reviewers is tax practice management (73% of reviewers).

Starting price

189flat rate /
per month

Alternatives

with better value for money


Pros & Cons

Transcript Management

Client Support

Customer Support

Bugs and Issues

Do you work for IRS Solutions Software? Manage this product listing

IRS Solutions Software’s user interface

Ease of use rating:

IRS Solutions Software reviews

Overall rating

4.8

/5

99

Positive reviews

94

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend0.94/10
Rating distribution

5

4

3

2

1

86

10

1

1

1

Pros
“Even in normal Client support of IRS Notices, it makes my life a whole lot easier pulling transcripts, building letters from templates, and addressing my client issues.”
JA

Justin A.

Tax Manager

“I wish I could add "lite" licenses that just allowed my colleagues who only need basic transcripts and letter templates as opposed to forms and financial analysis for full tax resolution work.”
JA

Justin A.

Tax Manager

“I like the fact that it is fast! When I need to download a transcript, depending in the IRS of course, I can retrieve it often within 30 seconds and go over it with a client. ”
MA

Morris A.

Owner

Cons
“I am not sure about this, I can be picky and sometimes I need to realized that user error or failing to read instructions can be the source of angst.”
MA

Morris A.

Owner

“My clients don't answer emails as quickly as they do chats.”
RS

Renee S.

Owner, CPA, CTRS

“I don't like that I have to always click the tab at the bottom to see my entire list of clients - that is SUPER annoying.”
MA

Morgan A.

CEO

Who uses IRS Solutions Software?

Based on 99 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Accounting
Financial Services
Legal Services
Law Practice
Others

Use cases

Tax Practice Management
Tax Management

IRS Solutions Software's key features

Most critical features, based on insights from IRS Solutions Software users:

Tax forms
Tax calculation

All IRS Solutions Software features

Features rating:

Accounting
Activity dashboard
Alerts/Notifications
Audit management
Audit trail
Automation
Billing & invoicing
Client management
Client portal
Communication management
Configurable workflow
Credit card processing
Customizable branding
Customizable reports
Customizable templates
Data import/export
Document management
Document storage
Document templates
Due date tracking
Email management
Email reminders
Expense tracking
Financial analysis
For accountants
For cpa firms
For tax practices
Invoice management
Invoice processing
Invoices
Job status
Messaging
Online payments
Proactive assistance
Project management
Real-Time updates
Reminders
Reporting/Analytics
Reporting & statistics
Search/Filter
Secure data storage
Status tracking
Task management
Tax calculation
Tax compliance
Tax forms
Time
Timer
Workflow management

IRS Solutions Software alternatives

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Empty state illustration for "No pricing info"

No pricing info

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

IRS Solutions Software pricing

Value for money rating:

Starting from

189

Per month

Flat Rate

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about IRS Solutions Software price and value

Value for money rating:

To see what individual users think of IRS Solutions Software's price and value, check out the review snippets below.

“Even in normal Client support of IRS Notices, it makes my life a whole lot easier pulling transcripts, building letters from templates, and addressing my client issues.”
JA

Justin A.

Tax Manager

“I wish I could add "lite" licenses that just allowed my colleagues who only need basic transcripts and letter templates as opposed to forms and financial analysis for full tax resolution work.”
JA

Justin A.

Tax Manager

IRS Solutions Software integrations (0)

Integrations rated by users

We looked at 99 user reviews to identify which products are mentioned as IRS Solutions Software integrations and how users feel about them.

Integration rating: 4.0 (1)

This software is the main reason I am using TD. The ability for automation and for my clients to be able to follow the progress as I complete their returns is really important to me. I am still learning on building the pipelines and I am not sure it is as integrated as I would like. For instance, when I update my client status in PS, will it update the pipeline. That I do not know yet as I haven't started tax returns and I have only used this product for a week and am still in the set up phase.

RR

Rachel R.

EA

Integration rating: 5.0 (1)

Online payments made by clients are applied directly to their account without the need for manual entry. Clients actually pay sooner.

This is how we accept payments!

JO

Jane O.

Office Manager

1/2

IRS Solutions Software customer support

What do users say about IRS Solutions Software customer support?

Customer support rating:

We analyzed verified user reviews to identify positive and negative aspects of IRS Solutions Software customer support.

Widespread user sentiment highlights prompt and almost immediate responses from the customer support team.

A significant portion of users appreciate the knowledgeable, one-on-one assistance provided for case-specific questions.

Frequently reported by users, the support team is described as friendly, helpful, and consistently goes above and beyond.

Support options

Phone support
Faqs/forum
Email/help desk
Knowledge base

Training options

Documentation
Live online
Videos
Webinars

To see what individual users say about IRS Solutions Software's customer support, check out the review snippets below.

“One of the best features was that I could ask the people running the program a question an get a response back almost immediately.”

RC

Richard C.

owner

“I am also impressed with the outstanding customer service that I receive when I have questions.”

RV

Richard V.

Enrolled Agent

“Customer service feels robotic and not tailored to company needs.”

DM

Daniel M.

Owner

IRS Solutions Software FAQs

Q. Who are the typical users of IRS Solutions Software?

IRS Solutions Software has the following typical customers:
Small Business, Mid-size Business, Freelancers

These products have better value for money


Q. What is IRS Solutions Software used for?

IRS Solutions Software is tax resolution software with an IRS transcript monitoring and analysis tool, built for tax pros since 2011. The platform brings case management, IRS transcript monitoring and analysis, practice-wide portfolio reporting and dashboards, case analysis and recommendations into one system for Enrolled Agents, tax resolution specialists, CPAs, attorneys, accounting firms, and enterprise tax firms across the United States. IRS Advance Notice™ (IAN) is the built-in automated IRS transcript monitoring, analysis and alerts system inside IRS Solutions Software. IAN continuously reviews transcript activity and can detect audits, federal tax liens, installment agreement changes, Offer in Compromise activity, and other IRS enforcement events up to six months before official letters are mailed. Direct IRS Transcript Delivery System (TDS) integration supports automated retrieval and analysis of up to 100,000+ transcripts per hour across an entire book of clients. Tax resolution workflows help practitioners manage Offers in Compromise, Installment Agreements, Currently Not Collectible cases, collection matters, notices, and other IRS casework from a centralized platform. IRS Solutions Software can auto-populate federal forms and letters from case data, including Forms 2848, 8821, 433-A, 433-B, 433-F, and 9465. The platform also includes a 40+ state POA library, resolution calculators, CSED calculations, a white-labeled client portal, secure document exchange, client self-onboarding, invoicing, and CPACharge payment processing. IRS Solutions Software uses a single flat-rate membership with everything included and no per-case, per-transcript, per-POA, per-form, or per-training add-ons. Multi-user pricing gives every third user free, and annual memberships provide twelve months for the price of ten. First-time annual memberships include a 60-day money-back guarantee. IRS Solutions Software is SOC 2® Compliant. The platform is hosted on AWS GovCloud with U.S. data residency. IRS Solutions Software is an IRS-authorized Intermediate Service Provider (ISP). Membership also includes accredited IRS CPE/CE, a white-labeled Marketing Toolbox, and unlimited member support from practicing tax pros. IRS Solutions Software is designed to help tax professionals manage individual cases and high-volume portfolios with the same system, while reducing repetitive administrative work and creating earlier visibility into IRS activity.


Q. What level of support does IRS Solutions Software offer?

IRS Solutions Software offers the following support options:
Phone Support, FAQs/Forum, Email/Help Desk, Knowledge Base

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