# IRS Solutions Review: Pricing, Features, Alternatives IRS Solutions: Resolution case software with transcript pulls and weekly IRS account monitoring in the base price. Pricing from $189 / month, SOC 2 yes, and how it compares to the alternatives, for US accounting and bookkeeping firms. Source: https://node8.ai/accounting-tools/tax-resolution/irs-solutions/ --- [Accounting Tools](https://node8.ai/accounting-tools/) · [Tax Resolution & IRS Representation](https://node8.ai/accounting-tools/tax-resolution/) # IRS Solutions Top Pick · IRS Solutions · founded 2011 Resolution case software with transcript pulls and weekly IRS account monitoring in the base price [Visit IRS Solutions](https://www.irssolutions.com/) [All 6 tax resolution & irs representation tools](https://node8.ai/accounting-tools/tax-resolution/) Best for Solo practitioners and firms under 15 staff running an ongoing collections inventory rather than occasional one-off cases Starting price $189 / month (Solo $189 per month or $1,890 per year; three users $378 per month or $3,780 per year, with every third user free; 22 or more licences quoted; no setup fee) SOC 2 Yes Multi-factor auth Yes Ownership independent, family owned Integrates with CPACharge, IRS Transcript Delivery System The read ## What IRS Solutions does David and Suzanne Stone built this in 2011 because their own resolution practice in Valencia, California could not buy what it needed, and the product still reads that way. The centre of it is the transcript pull and what gets done with the result. Transcripts download automatically, the software parses them, and the output is a summary of collection alternatives showing the installment agreement figure, the lump-sum and periodic offer amounts, and whether currently not collectible is in range. Around that sit an income versus transcript discrepancy report, a wage and income summary, a first-time penalty abatement review, a bankruptcy dischargeability and tolling calculator, and a CSED calculator that shows the assessment events and each tolling extender separately rather than printing one date and asking the preparer to trust it. The distinguishing feature is that monitoring is included rather than sold separately. IRS Advance Notice checks the IRS system weekly, with manual pulls available in between, and flags impending exams, federal tax lien filings, installment agreement changes, offer in compromise activity, passport certification to the State Department, and 2848 or 8821 approval. The firm chooses which transaction codes to watch and who gets the alert. On an inventory of thirty open collection cases that is the difference between learning about a new assessment now and learning about it from the client after the levy. Practice-wide reports extend the same idea across the whole book: CAF Monitor, Collection Due Process Finder, First-Time Abatement Finder, Non-Filers, Upcoming CSEDs and a CSED mismatch report. Transcripts still run on the firm's own CAF authorization and e-Services credentials, and IRS e-Services registration goes through ID.me, so the first-time setup is an IRS chore rather than a software one. IRS Solutions describes itself as an approved intermediate service provider connecting directly to the Transcript Delivery System, which is what lets the weekly monitoring run without somebody logging in each time. The weak points are commercial and editorial. There is no free trial, only a 60-day money-back guarantee on a first annual membership, so evaluation means paying first. At $189 a month solo it is the most expensive per-seat entry point among the resolution-first tools here. The site does not publish a form count or say which forms beyond the collection set are supported, and it does not state whether the offer calculation applies the current IRS Collection Financial Standards automatically or requires allowable living expenses to be keyed by hand, which is worth asking on the demo. There is no tax preparation and no general practice management, so this is a second system alongside whatever the firm already runs. PitBullTax undercuts it at $135 a month for a single unlimited-client user but charges $44 per user per month for transcripts, which closes most of the gap and lands the two within a few hundred dollars a year. Canopy is the choice only for firms already on that platform. Top-pick is where the evidence puts it: monitoring in the base price, a report set built by people working cases, published SOC 2 compliance with MFA required and AWS GovCloud hosting, and fifteen years of continuous development. Capabilities ## What you get Automatic transcript downloads with analysis and a summary of collection alternatives covering installment agreement, offer in compromise and currently not collectible IRS Advance Notice transcript monitoring checking weekly for liens, exams, installment agreement changes, offer activity and passport certification CSED calculator breaking out assessment events and tolling extenders, plus a practice-wide CSED mismatch report Practice-wide reports including CAF Monitor, Collection Due Process Finder, First-Time Abatement Finder, Non-Filers and Passport Status Bankruptcy dischargeability and tolling calculator White-labelled client portal, invoicing and CPACharge payment processing Pricing, security, integrations ## What it costs and what it connects to IRS Solutions starts at $189 per month (Solo $189 per month or $1,890 per year; three users $378 per month or $3,780 per year, with every third user free; 22 or more licences quoted; no setup fee). Pricing is per firm, per month, scaling by user block. A free trial is available: none; 60-day money-back guarantee on a first annual membership. IRS Solutions holds a SOC 2 report, multi-factor authentication is available. IRS Solutions does not integrate directly with a general ledger. Beyond that: CPACharge and IRS Transcript Delivery System. [Vendor pricing page](https://www.irssolutions.com/pricing/) · [Vendor security page](https://www.irssolutions.com/features/data-security/) Our rating ## Why we rate IRS Solutions a Top Pick IRS Solutions is one of 3 tools we rate a Top Pick among the 6 tax resolution & irs representation products in this directory. What we would shortlist first in this category: proven with real firms, actively developed, and priced and integrated in a way that suits a US accounting or bookkeeping practice. [How these ratings are decided](https://node8.ai/accounting-tools/methodology/). Alternatives ## IRS Solutions alternatives ### [PitBullTax](https://node8.ai/accounting-tools/tax-resolution/pitbulltax/) Resolution case software with an unlimited-client single-user licence and a separately priced transcript module Top Pick ### [Canopy Tax Resolution](https://node8.ai/accounting-tools/tax-resolution/canopy-tax-resolution/) Resolution case module bolted onto Canopy's practice management platform Strong Option ### [Tax Help Software (THS)](https://node8.ai/accounting-tools/tax-resolution/tax-help-software/) Locally installed bulk IRS transcript retrieval, parsing and account monitoring Top Pick ### [IRSLogics](https://node8.ai/accounting-tools/tax-resolution/irslogics/) Sales-led CRM and case workflow for tax resolution firms, with transcript pulls attached One to Watch ### [CFS TaxTools](https://node8.ai/accounting-tools/tax-resolution/taxtools/) Windows desktop worksheet and fill-in forms toolbox that happens to include the IRS collection forms Dated [Compare all 6 tax resolution & irs representation tools](https://node8.ai/accounting-tools/tax-resolution/) Sources ## Where these facts came from Researched from public sources. Pricing and security claims change without notice, so check the vendor before you buy. Last reviewed September 8, 2026. ### [IRS Solutions product overview](https://www.irssolutions.com/) Retrieved 2026-09-08 ### [IRS Solutions pricing](https://www.irssolutions.com/pricing/) Retrieved 2026-09-08 ### [IRS Advance Notice transcript monitoring](https://www.irssolutions.com/features/irs-transcript-monitoring-software/) Retrieved 2026-09-08 ### [IRS Solutions reports](https://www.irssolutions.com/features/reports/) Retrieved 2026-09-08 ### [IRS Solutions data security](https://www.irssolutions.com/features/data-security/) Retrieved 2026-09-08 Keep browsing ## Other categories [Practice Management (49)](https://node8.ai/accounting-tools/practice-management/)[General Ledger & Bookkeeping (26)](https://node8.ai/accounting-tools/general-ledger/)[Tax Workflow & Document Automation (26)](https://node8.ai/accounting-tools/tax-workflow/)[Payroll & PEO (19)](https://node8.ai/accounting-tools/payroll/)[Tax Preparation (18)](https://node8.ai/accounting-tools/tax-preparation/)[Tax Planning & Advisory (13)](https://node8.ai/accounting-tools/tax-planning/)[Tax Research (13)](https://node8.ai/accounting-tools/tax-research/)[Month-End Close Automation (11)](https://node8.ai/accounting-tools/close-automation/)[Proposals & Engagement Letters (9)](https://node8.ai/accounting-tools/proposals-engagement/)[Spreadsheet Reporting & Ledger Sync (6)](https://node8.ai/accounting-tools/spreadsheet-reporting/)[AI Meeting Assistants (5)](https://node8.ai/accounting-tools/meeting-assistants/) ## Got the stack, still doing the work by hand? 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