Stop reading transcripts just to rebuild a compliance picture by hand.
Turn IRS transcript data into a clear view of filing status, balances, affected years, and issues that require action from the tax team.
Case workspace
Completion
Compliance review is valuable work buried inside repetitive work.
A skilled professional should decide what an issue means and what to do next. They should not spend the first part of every case transcribing the IRS record into a summary that software could prepare consistently.
Build the workflow around the work.
Focused tooling for the repetitive operational layer around professional tax work.
Filing compliance view
Identify filing years and issues that need professional review.
Balance analysis
Organize federal tax balances by year and account context.
Issue detection
Surface missing, inconsistent, or notable account information for the team.
Investigation summary
Produce a cleaner handoff from investigation into servicing.
Service opportunities
Help the firm see where preparation, compliance, or resolution work may be needed.
Human review retained
Automate the repetitive synthesis while leaving professional judgment with the tax professional.
The analyzer moves a case through four steps: collect, normalize, analyze, review.
The exact implementation can match the way your firm operates today.
The analyzer assembles the compliance picture; the tax professional interprets it.
The analyzer reduces the clerical part of compliance review so the team can spend more time deciding what the findings mean for the client.
Reduce the operational weight around the tax professional.
26T1 is designed around a simple principle: software should handle the repeatable movement of data, documents, status, and tasks so people can spend more time on the judgment and client work that actually require a tax professional.
Standalone tool today. Connected workflow when you need it.
Compliance outputs can be attached to the case, mapped to CRM fields, routed to servicing, or used as triggers for preparation and resolution workflows.
Connect the next piece when your team is ready.
26T1 tools are useful individually and more powerful when the workflows connect.
Common questions from tax professionals.
What does a tax compliance analyzer do with IRS transcript data?
The 26T1 Compliance Analyzer turns IRS transcript data into a clear view of filing status, balances, affected years, and issues that require action from the tax team. It uses the transcript data already gathered for the case, organizes years, balances, filing information, and relevant account facts, then applies consistent rules to surface issues that deserve attention. The tax professional receives a concise output to confirm and act on.
Does an automated compliance review replace the tax professional's judgment?
No. The 26T1 Compliance Analyzer automates the repetitive synthesis while leaving professional judgment with the tax professional. It organizes the record and flags issues, then gives the tax professional a concise output to confirm and act on. The analyzer reduces the clerical part of compliance review so the team can spend more time deciding what the findings mean for the client.
What issues does the analyzer flag on a client's IRS account?
The 26T1 Compliance Analyzer identifies filing years and issues that need professional review, organizes federal tax balances by year and account context, and surfaces missing, inconsistent, or notable account information for the team. It also helps the firm see where preparation, compliance, or resolution work may be needed, and produces an investigation summary for a cleaner handoff from investigation into servicing.
Can compliance results be sent into our CRM or passed to another team?
Yes. Compliance outputs from the 26T1 Compliance Analyzer can be attached to the case, mapped to CRM fields, routed to servicing, or used as triggers for preparation and resolution workflows. The analyzer is a standalone tool today and a connected workflow when a firm needs one. 26T1 states that the exact implementation can match the way your firm operates today.
Who is the 26T1 Compliance Analyzer built for?
The 26T1 Compliance Analyzer is built for tax firms, EAs, CPAs, and tax teams, and it is available in Tax Investigation. The tool targets the repetitive operational layer around professional tax work: staff no longer copy years, balances, and filing information into a separate summary by hand, and the EA, CPA, or tax professional decides what the picture means.
See the working 26T1 workflow.
Talk to us about using this tool on its own or connecting it to the systems your firm already relies on.