Apps tagged with 'Enrolled Agents'

All apps in Apps tagged with 'Enrolled Agents' category. Use the filters below to narrow down your search. 
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  1. Tax resolution software with automated IRS transcript monitoring and analysis. Built by tax pros for tax pros, serving Enrolled Agents, CPAs, and accounting, legal, and tax firms.

    Cost / License

    • Paid
    • Proprietary

    Platforms

    • Online
    • US flagUnited States
    Tax pros instantly see which clients have received an IRS Intent to Levy notice, with transaction dates and affected tax years linked by form — so practitioners can act within the 30-day CDP hearing window before the IRS moves to enforce collection.
    Tax pros pull Account Transcripts, Wage & Income, Tax Return, and Record of Account transcripts directly from IRS systems without leaving the client file. Automatic A2A connection and bulk download keep transcript libraries current, so resolution work starts on real data — not stale records.
    Tax pros see federal tax owed, collection alternative links, open tasks, and client portal access in one hub — so nothing slips between case stages. Tags, CAF monitoring, and activity alerts keep the full resolution picture current without switching screens.
    +6
    Tax pros search or browse every major IRS notice type — from Audit Reconsideration and OIC to CNC, FTA, and Installment Agreements — and get plain-language guidance on each, so they can identify the right resolution path for any client situation without leaving the platform.
    3 alternatives