01
Ready-to-Use Tools
Use individual tools without changing your existing systems.
- Tax Investigation
- IRS Authorizations
- Transcript Collection
- Compliance Analysis
- Tax Organizer
- Client Portal
- Document Collection
Tools + automation for tax professionals
The first thing every tax professional should use.
Start cases faster, eliminate repetitive tax work, and automate the processes your team still handles manually. 26T1 gives tax professionals ready-to-use tools for IRS investigations, authorizations, transcripts and compliance — plus packaged and custom workflow automation.
Start cases faster Reduce repetitive data entry Eliminate avoidable errors Process more cases with the same team
Less manual work.More time for the case.
26T1 WorkspaceReady to use
T
ToolsReady todayA
AutomationPackaged flowsI
IntegrationsYour CRMC
CustomYour processHow you use 26T1
Three ways to use 26T1: standalone tools, prebuilt automations, or a custom build around your firm.
Use 26T1 at the level that makes sense for your firm today — from one standalone tool to a fully automated servicing workflow.
02
Prebuilt Automations
Deploy common tax workflows without building everything from scratch.
- Authorization → Transcript workflow
- Transcript → Compliance Report
- Document Request workflows
- Client reminders
- Case triggers
- Employee notifications
03
Custom Integrations and Workflows
Connect 26T1 tools to your CRM, practice management system or internal software.
- CRM integrations
- Custom servicing workflows
- Data synchronization
- Workflow triggers
- Internal dashboards
- Custom APIs
Business value
Your people should work cases. Not copy data between old systems.
Tax professionals should spend their time analyzing cases, solving problems and helping clients — not retyping IRS data, checking multiple systems and manually chasing documents.
Process more cases
Increase servicing capacity without adding the same amount of headcount.
Start cases faster
Move from authorization to investigation and actionable findings with fewer manual steps.
Reduce errors
Replace repetitive copying and manual data entry with structured workflows.
Find more opportunities
Use IRS and compliance data to identify additional services your firm can offer.
Featured tool
Available now
Tax Investigation: from Form 8821 to compliance findings
From authorization to actionable case findings.
26T1 Tax Investigation helps tax professionals prepare Form 8821, obtain IRS transcript data, structure taxpayer information, analyze filing and balance history, generate compliance findings, identify services and next steps, and send results into existing workflows or CRM systems.
- Prepare and process Form 8821
- Obtain IRS transcript data
- Structure taxpayer information
- Analyze filing and balance history
- Generate compliance findings
- Identify services and next steps
- Send results into existing workflows or CRM systems
26T1 · Tax InvestigationFeatured tool
Case workspace
AuthorizationReady
TranscriptsCollected
ComplianceReview
Case summaryGenerated
Completion
OwnerTax team
Next actionTracked
CRM syncReady
Tools catalog
Professional tools for real tax work.
Use only the tools your firm needs today. Add more as your workflow grows.
Tax Investigation
IRS data, compliance analysis and case findings.
Learn more →IRS Authorizations
Create and manage 8821 / 2848 workflows.
Learn more →Transcript Tools
Collect, structure and monitor IRS transcript data.
Learn more →Compliance Analyzer
Turn transcript data into clear compliance findings and next steps.
Learn more →Tax Organizer
Collect structured tax-preparation information digitally.
Learn more →Document Collection
Request, collect and classify client documents.
Learn more →Client Portal
A white-label client experience connected to your existing CRM.
Learn more →Income & Expense
Collect structured financial information for resolution workflows.
Learn more →Workflow automation
Use one tool. Connect several. Automate the whole workflow.
26T1 can automate common tax workflows out of the box — or adapt them to the way your firm already operates.
1
Client AuthorizationStart with the IRS authorization needed to begin.2
IRS TranscriptsCollect and structure records for the taxpayer and years.3
Case AnalysisIdentify filing, balance, and compliance issues.4
Compliance FindingsGenerate clear outputs your team can act on.5
Service OpportunitiesSurface follow-up work and servicing needs.6
CRM / ServicingPush status and results into your existing systems.Ready-made workflowUse an existing 26T1 automation.
Configured workflowAdjust rules, steps and outputs for your team.
Custom workflowConnect internal systems and automate your unique process.
Revenue & opportunity detection
Tax automation should do more than save time.
26T1 can help your team identify issues and service opportunities directly from IRS and compliance data.
Missing tax returns
Filing compliance issues
Outstanding balances
Resolution opportunities
Tax preparation needs
Additional services requiring follow-up
Turn IRS data into actionable work — and potential revenue.
No vague platform promises. Just structured findings your team can review and act on.
Integrations
Keep the systems your team already uses.
26T1 does not need to replace your CRM or practice management platform. We can connect our tools and automations to the systems your firm already depends on.
IRSLogicsCustom integration
SalesforceCustom integration
CanopyCustom integration
PitBullTaxCustom integration
KarbonCustom integration
Other APIsCustom integration
Integration depth depends on the API capabilities available from each platform.
Client Portal
Available now
Keep your CRM and replace the client experience with a firm-branded portal.
Give clients a modern, firm-branded portal for messaging, documents, organizers, IRS authorizations, balances, and tasks — connected to the systems your staff already use.
IRS balance$28,804
Documents3 of 5 received
Next stepUpload 2023 W-2
Authorization8821 complete
Who 26T1 is for
Built for tax resolution firms, CPA and accounting firms, enrolled agents and tax operations teams.
26T1 is professional infrastructure for tax businesses — not consumer tax software.
Tax Resolution Firms
Standardize case starts, investigations, and servicing workflows across the team.
CPA & Accounting Firms
Use focused tools for compliance, transcripts, and client workflows without replacing your stack.
Enrolled Agents
Get IRS-facing work done faster without building your own operational system.
Tax Operations Teams
Reduce manual handoffs, document chasing, and repetitive data movement between systems.
26T1
Why the name is 26T1: Title 26, Tool One.
The first thing every tax professional should use. Use one tool. Connect several. Automate the whole workflow. 26T1 gives tax professionals ready-to-use tools, packaged automations, and custom integrations for the repetitive work behind tax investigations, compliance, preparation and resolution.
Questions
Common questions from tax professionals.
How do I get IRS transcripts for a client?
26T1 collects IRS transcript data through two tools: Tax Investigation and Transcript Tools. Tax Investigation helps tax professionals prepare Form 8821, obtain IRS transcript data, structure taxpayer information, and analyze filing and balance history. Transcript Tools collect, structure and monitor IRS transcript data, and the workflow collects and structures records for the taxpayer and years. Results can be sent into existing workflows or CRM systems. 26T1 lists both tools as available now.
Do I have to replace my CRM to use 26T1?
No. 26T1 does not need to replace your CRM or practice management platform. 26T1 connects its tools and automations to the systems your firm already depends on, including IRSLogics, Salesforce, Canopy, PitBullTax, Karbon and other APIs, each listed as a custom integration. Integration depth depends on the API capabilities available from each platform. Status and results are pushed into those existing systems, and no platform migration is required.
How do I run a tax investigation for a new client from start to finish?
26T1 Tax Investigation runs a case in seven steps: prepare and process Form 8821, obtain IRS transcript data, structure taxpayer information, analyze filing and balance history, generate compliance findings, identify services and next steps, and send results into existing workflows or CRM systems. 26T1 describes Tax Investigation as moving a case from authorization to actionable case findings, and lists the tool as available now.
Is 26T1 built for CPA firms and enrolled agents, or for consumers?
26T1 is professional infrastructure for tax businesses, not consumer tax software. 26T1 is built for tax resolution firms, CPA and accounting firms, enrolled agents, and tax operations teams. Tax resolution firms standardize case starts, investigations, and servicing workflows across the team. CPA and accounting firms use focused tools for compliance, transcripts, and client workflows without replacing their stack. Enrolled agents get IRS-facing work done faster without building their own operational system.
Show us one workflow your team still handles manually.
In a demo, we can walk through where your team is spending manual effort, which 26T1 tools can be used immediately, which workflows can be automated, and how 26T1 can connect to your current systems.
No platform migration required.