Automate retrievals
Recurring pulls for every authorized client.
AI-informed compliance for accountants
IRS transcripts and notices, without the hassle
Secure, seamless and designed around accountants’ workflows.
Average 4.8/5 from 1,200+ reviews
What AI transcripts can do
Spot issues before your clients do
- Auto-pull IRS transcripts on a schedule
- Flag balances, penalties and changes instantly
- AI summaries of every transcript
- Notice workflows created automatically
Less admin
Get transcript data with none of the hassle
IRS integration
Request transcripts without leaving the app.
Simplify notices
Prebuilt responses for common notices.
Transcripts
IRS-integrated transcript access
- Download all relevant documents in one request
- Automate regular transcript pulls
- Review all data in one easy-to-read table
Notices
Prebuilt workflows for IRS notices
- Templates updated every year
- Respond quickly and appropriately to client notices
- See every notice project and its status
FAQ
Frequently asked questions
Can’t find what you need? Our team is happy to help.
Yes. Valid authorization is required; the app helps you prepare and track it.
Typically the current year plus prior years available from the IRS for each transcript type.
Yes. Request transcripts for many clients at once.
Yes. Scheduled pulls compare results and alert you to changes.
Book a demo
Ready to get started?
See it working with your own clients, workflows and billing setup.
- 30-minute personalized walkthrough
- Migration plan for your current tools
- Transparent pricing for your team size