Bulk Transcript Fetching — Fetch and download IRS transcripts in bulk — instantly. No queue, no waiting, no delays.
Instant Transcript Reports — Generate detailed analysis reports from transcripts the moment they're fetched.
Account Overview — Get a clear, organized summary of any taxpayer's IRS account — balances, penalties, payments, and activity at a glance.
CSED Report — Identify which tax liabilities are approaching their Collection Statute Expiration Date so you can advise clients on what will expire and when.
Penalty Abatement Analysis — Automatically evaluate eligibility for First Time Penalty Abatement and surface opportunities to reduce what your clients owe.