IRS Transcripts Instantly and Securely From Your Computer Not The Cloud, Plus The Patent Pending Transcript Analysis Report That Will Change The Way Your Practice Serves Your Clients.
ProPlus License $350/year
IRS Transcript Requestor, Downloader &
Patent Pending Report Processor
- Requests & instantly downloads IRS Transcripts back to 1990.
- Works with individual & business transcripts.
- Requests, downloads transcripts & creates report in less than 5 minutes.
- Reduce the research and analysis required to correctly assess a client’s current IRS account and provide helpful advice.
- Program is installed on your computer, not a cloud app.
- Discover First Time Penalty Abatement Opportunities in seconds.
Executive License $600/year
Complete IRS Transcript Management System
- Has all the features in the ProPlus Product.
- Import your client list from your tax software.
- The software checks your client's IRS account for changes on their account: Audits, Liens, Collections, Significant Balance Changes, Compliance, and more.
- Monitor all of your clients in one easy to read dashboard.
- Check your clients for ID Theft.
- Optional Auto Ordering of Transcripts.
- Optional CSED Calculator that calculates CSED's on all individual and business transcripts with unparalleled accuracy.
- Optional IRS Form Generation: 433, 2848, 8821, and more.
Stand Alone Bankruptcy Calculator $800/year
Includes a free ProPlus Transcript Downloader Product
- Has all the features in the ProPlus Product (Including IRS Transcript Downloads).
- Calculates Bankruptcy Tax Discharge Dates.
- Calculates IRS 10 Year Debt Expiration Dates (CSED).
- Imports Tax Assessments and Tolling Events directly from IRS Transcript import or manually.
- Calculates return due date, return filed date and assessment dates directly from transcript import.
- Checks for SFR and fraud indicators.
- Import multiple transcripts, one at a time, or manually enter the values.
- Create multiple custom bankruptcy logic profiles for different scenarios and Federal Districts.
Tax Help Software Product Comparison
|Product||ProPlus||Executive||Standalone Bankruptcy Calculator
*Includes ProPlus license
|How Many Installations Per Product License||2||1||2|
|Checks if 2848/8821 has been processed by IRS||Included in ProPlus|
|Requests and downloads IRS Transcripts instantly||Included in ProPlus|
|Patent Pending Transcript Analysis Report||Included in ProPlus|
|Tracks estimated payments and federal tax deposits|
|Checks your Client's IRS Account for changes on their account: Audits, Liens, Collections, Significant Balance Changes, Compliance, and more.|
|Bulk import your clients from any tax software|
|Monitor all Individual & Business Client's IRS Account Status From an Easy To Read Dashboard.|
|IRS Form Generator (433s, 9465, 8821, 2848)||optional|
|Auto Transcript Ordering (Software automatically requests account transcripts on open years and years with issues at interval set by user example every week or every month)||optional|
|IRS Transcripts Processed|
|Tax Years Covered||Back to 1990||Back to 1990||Any|
|Tax Return Transcripts||Included in ProPlus|
|Wage & Income||Included in ProPlus|
(AKA Mirrored Accounts)
|Detailed Tax Account Analysis||Included in ProPlus|
|Detailed Bankruptcy Tax Discharge Analysis||optional|
|Prior Bankruptcy Check|
|Bankruptcy Tolling Events||optional|
|Audit/Examination Check||Included in ProPlus|
|Collections Check||Included in ProPlus|
|Active Lien Check||Included in ProPlus|
|Penalty Check||Included in ProPlus|
|CSED Calculations (1040 only)||Included in ProPlus|
|CSED Calculations (Individual, Business, & Payroll)||optional|
|Tax Returns Filed Check||Included in ProPlus|
|Audit Red Flag Report||Included in ProPlus|
|10 Year Wage & Income Analysis||Included in ProPlus|