IRS Solutions Software

What IRS Solutions Software does

IRS Solutions Software is a cloud-based, all-in-one tax resolution software platform purpose-built for U.S. tax professionals (CPAs, Enrolled Agents, Tax Attorneys, Tax Resolution Specialists, and accounting firms). Founded in 2011 by former IRS Revenue Officer David Stone, the platform combines tax resolution case management, IRS Advance Notice (IAN) automated transcript monitoring, client CRM, invoicing, and member-support services into a single membership-priced product. Its certified Intermediary Service Provider (ISP) status with the IRS enables direct integration with the IRS Transcript Delivery System, supporting up to 100,000 transcript downloads per hour and proactive alerts up to six months ahead of official IRS notices.

The platform is hosted on AWS GovCloud within a FedRAMP-authorized environment, is IRS Publication 1075 compliant, and completed SOC 2 Type II examination in December 2025. Distinctive technical features include 40+ automated state Power of Attorney forms, automatic IRS form population (433-A/B/F, 656, 9465), CSED and bankruptcy discharge date calculators, First Time Penalty Abatement automation, and a Discrepancy Report (launched May 2025) that detects income filing variances between IRS-reported and client-filed returns. The product is delivered as a single membership package with no add-on fees.

IRS Solutions operates a sales-led go-to-market combining direct self-service signup for solo and small-team plans, inside sales for mid-market, and an enterprise sales motion for 22+ license buyers with custom quotes. Pricing is published: solo tier at $189/month or $1,890/year, multi-user at $378/month for 3 users with automatic third-user-free scaling, and enterprise via sales quote. Distribution runs through the company website (irssolutions.com), partnered associations (ASTPS, NAEA, AICPA, NASBA, California Society of EAs, and others), content marketing (blog, webinars, eBooks, monthly newsletter), and a members-only Facebook community. Revenue derives from recurring subscriptions plus modest transaction fees on additional e-signature requests and CPACharge-integrated payment processing. The company is private, family-owned, and headquartered in Valencia, California.

Name

IRS Solutions Software

Legal name

IRS Solutions

Website

https://irssolutions.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

1–10 employees

Short description

IRS Solutions Software is a cloud-based tax resolution platform serving U.S. tax professionals (CPAs, Enrolled Agents, tax attorneys, and tax resolution specialists) with automated IRS transcript monitoring, case management, client CRM, and invoicing, sold via subscription membership priced from $189/month solo.

Ownership category

akta.pro rank

Product category

Tax Resolution Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Tax Advisory & Compliance (BPAHABAB)

Keywords

• Tax resolution software
• IRS transcript monitoring
• Audit monitoring platform
• Tax practice management
• Offer in compromise software

Headquarters

HQ city

Valencia

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Software Membership Subscription: IRS Solutions operates on a subscription membership model with tiered pricing based on user count. Single-user license at $189/month or $1,890/year; multi-user license at $378/month or $3,780/year with third user free. Enterprise pricing for 22+ users available via quote. All features included in one price with no add-ons or hidden fees. Annual plans include 12 months for price of 10.
2. E-Signature Requests: Membership includes 5 complimentary e-signature requests. Additional e-signatures available in bulk at $1-2 per signature request depending on package.
3. CPACharge Integration: Payment processing through CPACharge integration for client invoicing and payment collection.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels11 records

Core offering

IRS Solutions Software provides a cloud-based, all-in-one tax resolution platform that combines IRS transcript monitoring via its IRS Advance Notice (IAN) system, case management, automated IRS form population, and client CRM for tax professionals. The membership bundles the software with onboarding, training, free CPE/CE classes, a marketing toolbox, and access to former IRS officers. All features are included in a single subscription priced per user with tiered plans for solo practitioners through to 22-plus-license enterprise tax firms.

Product overview

IRS Solutions Software is a cloud-based, all-in-one tax resolution software platform designed for tax professionals including CPAs, Enrolled Agents, Tax Resolution Specialists, Attorneys, and Accounting Firms. The platform is built around a core unified product that combines Tax Resolution Management, IRS Advance Notice (IAN) transcript monitoring, Client Management/CRM, Invoicing and Payment processing, and Growth Solutions with member support. All features are included in one membership fee with no add-ons. The platform is offered through three pricing tiers: Solo Practitioner (single user), Multi-User License (teams with automatic third-user-free deal), and Enterprise (22+ custom licenses).

Differentiator

Problem solved

Functional benefit

Products and services

• IRS Solutions Software Platform Cloud-based, all-in-one tax resolution software platform integrating transcript monitoring, case management, client CRM, invoicing, IRS form auto-fill, and compliance workflows for U.S. tax professionals.
• Tax Resolution Management Full-featured tax resolution case management module with full IRS systems integration, automatic transcript downloads, instant analysis, solution recommendations, Power of Attorney management, bankruptcy discharge date calculation, first time penalty abatement, and email notifications for transcript changes, designed for tax professionals handling IRS representations.
• IRS Advance Notice (IAN) Award-winning proactive transcript monitoring system that peers into the IRS system and alerts users to transcript changes often months in advance of official notification, including possible audits, federal tax liens, installment agreement changes, OIC activity, and passports certified to the Secretary of State, for CPAs, Enrolled Agents, tax attorneys, and tax resolution firms.
• Client Management and CRM Built-in CRM with custom-branded client communications portal, customizable file management system, tax analysis reports, easy-populating embedded forms, and control center reminders for tax resolution practices managing client engagements.
• Invoicing and Payment Billing and receivables management with customizable invoicing, receivables tracking, balances management, and integrated payment processing through CPACharge for tax resolution and accounting practices.
• Growth Solutions and Member Support Membership benefits package including easy onboarding, ongoing training, free CPE/CE classes for EAs and CPAs, a Marketing Toolbox with social media posts and email communications, and an active professional community, delivered as part of the IRS Solutions membership.
• Data Security Security infrastructure offering SOC 2 Type II compliance, AWS Government Cloud hosting, 256-bit AES encryption and TLS 1.2+, continuous backups with built-in redundancy, and 100% U.S.-based programming to protect sensitive client financial information.

Quantifiable outcome

• 50%+ revenue increase for tax professionals using the platform
• +4 more outcomes

Named customers14 records

Segments7 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability3 records

Feature8 records

Partnerships

Nine partnerships are on record, tiered core and minor.

• American Society of Tax Problem Solvers (ASTPS)coreGTM or Marketing Partner · 10 March 2025IRS Solutions named as ASTPS Partner in March 2025. ASTPS is an organization for tax professionals specializing in tax problem resolution. Partnership provides marketing and networking benefits for members.
• National Association of Enrolled Agents (NAEA)coreGTM or Marketing PartnerPartnership with the professional association for Enrolled Agents. Logo displayed on partnerships page indicating ongoing relationship.
• AICPAcoreGTM or Marketing PartnerPartnership with the American Institute of Certified Public Accountants. AICPA SOC compliance badge displayed on website footer indicating integration/compliance relationship.
• AWS GovCloudcoreTechnology or IntegrationCloud infrastructure provider. IRS Solutions is hosted on AWS Government Cloud (FedRAMP-authorized environment) specifically designed for government-level data with IRS Publication 1075 compliance.
• NASBA (National Association of State Boards of Accountancy)minorGTM or Marketing PartnerPartnership for CPE/CE credit administration and professional development. IRS Solutions offers accredited continuing education for tax professionals.
• California Society of Enrolled AgentsminorGTM or Marketing PartnerState-level professional association for Enrolled Agents in California. Logo displayed on partnerships page.
• Latino Tax ProminorGTM or Marketing PartnerProfessional organization serving Latino tax professionals. Logo displayed on partnerships page indicating marketing relationship.
• Certified Tax PlannersminorGTM or Marketing PartnerProfessional association for certified tax planners. Logo displayed on partnerships page.
• IRS (as certified Intermediary Service Provider)coreTechnology or IntegrationCertified ISP status allowing connection to IRS e-Services Transcript Delivery System (TDS) for automated transcript retrieval. Legal compliance relationship.

Scale indicators6 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• PitbullTax: PitbullTax is a tax resolution software platform built specifically for tax professionals handling IRS cases, including forms, transcripts, and resolution workflows — a direct overlap with IRS Solutions' core offering.
• Canopy: Canopy is a practice management platform for accounting and tax firms with workflows for client management, documents, and resolution cases, making it a direct competitor in the tax practice software category.
• Tax Help Software: Tax Help Software is purpose-built for tax resolution and IRS representation, offering IRS forms, transcripts, and case management for tax professionals — directly comparable to IRS Solutions.
• IRSLogics: IRSLogics provides tax resolution software, marketing, and operational support for tax professionals handling IRS cases, competing head-on with IRS Solutions in the resolution niche.

Emerging players

• TaxDome: TaxDome is a fast-growing practice management platform for accounting and tax firms with CRM, document management, and client portal features that overlap with IRS Solutions' broader workflow modules.
• Karbon: Karbon is a workflow and practice management platform for accounting firms with team collaboration and client communication features that increasingly compete for the same practitioner wallet.

Broad incumbents

• Drake Software: Drake Software is a long-established tax preparation and practice management suite serving tax professionals, representing a broader incumbent that overlaps with IRS Solutions' professional client base.
• Intuit ProConnect: Intuit's ProConnect is a major tax and accounting platform for professionals with deep Intuit distribution and integrations, competing for the same CPA and tax firm buyers as IRS Solutions.
• Wolters Kluwer CCH (ProSystem fx Tax): Wolters Kluwer's CCH suite is an established professional tax and accounting software platform for large CPA firms, providing an alternative to IRS Solutions in the professional tax software category.
• Xero TaxTouch / Xero for Accountants: Xero is a broad cloud accounting platform with a growing accountant and bookkeeper ecosystem, representing an adjacent incumbent competing for the same professional services buyer segment.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat7 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/irssolutions1
• YouTubeyoutube.com/channel/UC5MK0vVbxDOJWW3wE4ToCUw
• Facebookfacebook.com/IRSsolutions
• LinkedInlinkedin.com/company/irs-solutions-inc.

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about IRS Solutions Software