Transcript Tool — 7 days free

Every IRS transcript, pulled and read for you

TaxResOS pulls every transcript type straight from the IRS, re-checks your clients every week, and tells you what changed — the levy that just posted, the hearing window that closes Friday, the income the return never reported.

Start your free trialSee pricing
  • $59 per seat per month
  • 7 days free, cancel anytime
  • Connects to your own IRS TDS access
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Recent changes

This week · 214 monitored clients

6 new

Needs you today

  • Marcus Webb2021–2022

    Federal Payment Levy Program

    Levy IssuedMon

  • Dana Ortiz2023

    Hearing window closes in 9 days

    Final NoticeMon

  • Ruth Calloway2022

    IRS underreporter review opened

    Unreported Income ReviewTue

Confirmations

  • Priya Nair2019–2022

    Installment agreement in place

    IA EstablishedWed

  • Tomás Reyes2018

    Certificate of release filed

    Lien ReleasedThu

  • Kendra Alvarez2020

    Recalled from private collection

    Debt Back With IRSThu
Transcript Tool

More than a download button

Pulling a transcript is the easy part. TaxResOS reads it, keeps reading it every week, and puts the few things that matter in front of you.

Every transcript type

Account, Wage & Income, Return, Record of Account, Civil Penalty, Separate Assessment and business transcripts, pulled inside the case. What the IRS drops in your SOR mailbox is downloaded and matched to the client too.

Bulk ordering

Order every year for every client in one pass. TaxResOS queues the requests and works through them while you do something else.

Weekly change tracking

Monitored clients are re-pulled every week, and you are shown what changed — a new notice, a payment, a balance movement — rather than asked to re-read the whole transcript.

What needs you today

A levy posting, an agreement terminated, a hearing window about to close, an offer rejected — the few things across your whole book that cost a client money if they wait.

Confirmations

A lien released, penalties abated, an installment agreement established, a return filed. Proof the work landed, without opening the case to check.

Income discrepancies

What the return reported set against what employers and payers told the IRS — so under-reported income is found before an underreporter notice finds it for you.

Collection statute dates

The CSED on every year, computed from the transcript with the bankruptcy, offer and appeal tolling that moves it, and flagged as it approaches.

Unfiled years

Which of the six years the IRS expects are missing a return, and the withholding already sitting against them that filing could recover.

Forms 2848 and 8821

Generate the authorization you need to pull a transcript at all, pre-filled from the client record, and send it for eSignature.

Why TaxResOS

Stop reading forty-page transcripts to find one line

The IRS already records everything that happens on a client's account. The work is noticing it in time — and that is the part people do by hand.

Pulling transcripts by hand
  • One client, one year, one download at a time
  • PDFs saved into folders nobody re-opens
  • Re-reading the whole transcript to spot a change
  • Levies and final notices found when the client calls
  • Statute dates worked out on paper
With TaxResOS
  • Every year for every client, ordered at once
  • Each transcript stored against the case it belongs to
  • Weekly re-checks that show only what changed
  • Collection activity flagged the week it posts
  • Collection statute dates computed with their tolling
How it works

Pulling transcripts the day you start

If your firm already has IRS e-Services access, setup takes an afternoon. TaxResOS walks you through every IRS screen along the way.

01

Start your trial

Pick monthly or annual and add a card. Nothing is charged for seven days, and you can cancel before then.

02

Connect to the IRS

Sign in to e-Services with ID.me and authorize TaxResOS for the Transcript Delivery System. No TDS access yet? That is an IRS application — the one step we cannot speed up.

03

Add your clients

Import the clients you are authorized for, or send a Form 8821 or 2848 for eSignature straight from the client record.

04

Pull everything

Bulk-order every transcript year for every client in one pass. Each lands on the case it belongs to.

05

Let it watch

Turn on weekly monitoring and TaxResOS re-checks each client, telling you what changed and what needs you today.

Pricing

One price. Every transcript the IRS will give you.

Unlimited pulls, unlimited clients, every transcript type — $59 per seat. Pay monthly or save with annual billing.

Most popular

Transcript Tool

Transcript delivery, on its own.

$59/seat/mo
Per seat, no seat cap — billed monthly, cancel anytime
  • Unlimited manual IRS transcript pulls
  • Every transcript type — account, wage & income, return, record of account, civil penalty, separate assessment, and business
  • Bulk ordering
  • Weekly change tracking
  • Secure Object Repository (SOR) mailbox
See everything included →Start with Transcript Tool

Full Suite(Coming Soon)

The whole practice, nothing held back.

$149/seat/mo
or $89/seat/mo without transcript accessPer seat, no seat cap — not available to buy yet
  • Everything in Transcript Tool, plus:
  • Unlimited clients & cases with full CRM
  • Document collection & client portal
  • Task management and firm-wide reporting
  • Financial analysis — Forms 433-A, 433-B and 433-F
See everything included →Book a demo

Every new firm gets 7 days free. A card is collected at signup and nothing is charged until the trial ends.

FAQ

Common questions

See what changed on your clients’ accounts this week

Seven days free, then $59 a seat a month. Want the resolution side too? Book a demo and we will show you Full Suite.

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