IRS Resolution Engine

Who It's For

Built for Professionals Handling IRS Cases:

• CPA Firms

• Tax Resolution Firms

• Attorneys

• Enrolled Agents

Our Mission

To cut IRS wait times, streamline workflows, and give tax professionals real-time control.

• Stop waiting days for transcripts.

• With IRS Resolution Engine, get whet you during the call - not after.

FEATURES:

• Real-time IRS fax integration

• Automated 8821 & 2848 workflor

• Case-based transcript tracking

• Built-in IRS call + fax tools

• Multi-client case management

• Offer in Compromise (OIC) analysis & feasibility tools

• Penalty Abatement strategy

• workflors

• IRS Installment Agreement (payment plan)

• Currently Not Collectible (CNC) case handling

• Payroll Tax Resolution Support

• Centralized client management dashboard

• Multi-client case tracking and organization

• Automatic case intake and data capture

• Streamlined data entry across all IRS forms

• Secure document storage and retrieval

• Resolution checklists and workflow automation

• Document request templates for faster onboarding

• Case status tracking from start to resolution

IRS Resolution Engine is built as a complete end-to-end system that eliminates the need for multiple tools, manual processes, and repetitive data entry. From initial client intake to final resolution, every step is centralized within one platform—allowing professionals to create cases, manage documents, automate IRS forms, and execute resolution strategies without switching systems.

Client information flows seamlessly across workflows, reducing redundant input and minimizing errors, while built-in automation handles key tasks like authorizations, transcripts, and case tracking.

This streamlined structure not only improves accuracy but significantly reduces the time spent per case, allowing firms to handle more clients, move faster on IRS actions, and increase overall productivity without increasing workload.

How It Works

1. Create a case

2. Send 8821 or 2848

3. Call the IRS

4. Fax authorization instantly

5. Receive transcripts during the call

IRS Resolutions Engine empower tax pros to handle IRS cases faster with instant fax and transcript delivery.

Create Case

Start by opening a new case to organize your client’s IRS matters efficiently.

Send Authorization

Instantly fax 8821 or 2848 forms while on the call with the IRS for quick approval.