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

Order Before January 1st and get 1 Free Year IRS Form Generator ($100 Value)!!!

  • 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
($350 Value)!!!

  • 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

Products
Product ProPlus Executive Standalone Bankruptcy Calculator
*Includes ProPlus license
Product Features
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
Account Transcripts
Tax Return Transcripts Included in ProPlus
Wage & Income Included in ProPlus
Separate Assessments
(AKA Mirrored Accounts)
Civil Penalties
1120/1120S
1065
940/941/944
Analysis Types
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