Make IRS authorization a workflow, not a paperwork problem.
Create cleaner authorization experiences for clients and staff with structured data capture, secure verification, signature flows, submission support, and status handling.
Case workspace
Completion
Authorization is the gate to the rest of the case.
When authorization is slow or inconsistent, every downstream step waits. Firms lose time correcting taxpayer data, regenerating forms, chasing signatures, uploading documents, and figuring out whether authorization has actually posted.
Build the workflow around the work.
Focused tooling for the repetitive operational layer around professional tax work.
Form generation
Generate authorization documents from structured case data instead of retyping every field.
Client verification
Confirm key taxpayer details before the client signs the authorization.
Secure signature flow
Send a dedicated client link for review and signature with a controlled, case-specific flow.
Form 8821 creation and submission
Support the current 26T1 8821 creation and submission workflow.
Form 2848 (POA) preparation and lifecycle
Extend the same operational model to POA preparation and lifecycle management as the tool expands.
Status & revocation readiness
Design the authorization lifecycle around submission, active status, replacement, and revocation.
A cleaner path from request to next action.
The exact implementation can match the way your firm operates today.
Faster starts. Cleaner authorizations. Fewer avoidable corrections.
Treat authorization as the beginning of the digital case workflow, not as a PDF attachment floating between inboxes.
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.
Authorization events can update your CRM, create tasks, trigger transcript collection, or notify the right employee. Enterprise firms can also use branded client-facing domains and experiences.
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.
Does 26T1 support both Form 8821 and Form 2848?
26T1 IRS Authorizations covers Form 8821 now, with Form 2848 expanding. For 8821, the tool supports the current 26T1 8821 creation and submission workflow. For 2848, 26T1 extends the same operational model to POA preparation and lifecycle management as the tool expands. Both sit in the same 8821 / 2848 workflow, built for tax firms, EAs, CPAs, and tax teams.
Why does an IRS authorization form hold up a tax case?
IRS authorization holds up the case because authorization is the gate to the rest of the case: when it is slow or inconsistent, every downstream step waits. Firms lose time correcting taxpayer data, regenerating forms, chasing signatures, uploading documents, and figuring out whether authorization has actually posted. A typo or stale taxpayer detail can delay a case before investigation even begins, and the CRM often knows a form was sent, but not whether the IRS authorization is usable yet.
How does a client review and sign an 8821 authorization online?
26T1 IRS Authorizations sends the client a dedicated client link for review and signature with a controlled, case-specific flow. Before signing, the client confirms critical information, so key taxpayer details are verified rather than assumed. The authorization document itself is generated from structured case data instead of retyping every field. Once it is signed, the authorization moves into the firm submission workflow.
Who is the 26T1 IRS Authorizations tool built for?
26T1 IRS Authorizations is built for tax firms, EAs, CPAs, and tax teams. It 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. The result is less repetitive data entry, clearer case status, and fewer manual handoffs.
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.