Transcript Analysis
Pull and monitor IRS transcripts without leaving the case
Connects directly to the IRS Transcript Delivery System to pull Account, Wage & Income, and Return transcripts — and re-checks monitored cases so you don't have to.
Direct transcript delivery
Pull Account, Wage & Income, and Return transcripts from the IRS without a separate TDS login or manual download.
Automatic monitoring
Monitored cases are re-checked on a schedule, flagging what changed — new notices, balance movement, CSED shifts — instead of a full manual re-review.
Transcript viewer built in
Read pulled transcripts directly inside the case file, formatted for review instead of raw IRS output.
Bulk monitoring controls
Turn monitoring on or off across many cases at once as your monitored caseload changes.
Explore the rest of the platform
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