Know the tax case before you work the tax case.
26T1 Tax Investigation turns authorization, IRS transcript collection, structured analysis, and compliance findings into one repeatable investigation workflow for tax professionals.
Case workspace
Completion
Investigation work is spread across IRS systems, PDFs, spreadsheets, and CRM fields.
Most firms still start cases by moving between IRS systems, PDFs, spreadsheets, and CRM fields. That costs time, creates inconsistency, and makes the quality of an investigation depend too much on who happens to work it.
Build the workflow around the work.
Focused tooling for the repetitive operational layer around professional tax work.
IRS authorization workflow
Start the investigation with a controlled authorization process instead of disconnected emails and PDFs.
Transcript collection
Collect the IRS records required for the case and organize the underlying data for analysis.
Structured case analysis
Convert transcript data into a consistent view of filing, balance, and account issues.
Compliance summary
Generate a clear investigation output your team can use for the next step in the case.
Service opportunity detection
Surface issues that may require preparation, compliance, or resolution work.
CRM delivery
Move investigation results into the servicing system your team already uses instead of creating another silo.
How the workflow runs: authorize, collect, analyze, deliver.
The exact implementation can match the way your firm operates today.
A repeatable investigation without the repetitive work.
Give every investigator the same starting point, make the case easier to review, and hand servicing a cleaner picture of what the taxpayer actually needs.
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.
Can Tax Investigation run standalone or connect to a CRM?
Tax Investigation can operate as a focused standalone tool or be integrated with your CRM and servicing workflow. 26T1 can deliver investigation results into the servicing systems your team already uses, with integrations built around firm requirements.
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.
How do I get IRS transcripts for a client case?
26T1 Tax Investigation collects IRS transcripts as step two of a four-step workflow: authorize, collect, analyze, deliver. The case starts with a controlled authorization process instead of disconnected emails and PDFs. 26T1 then pulls and structures the relevant IRS transcript data, collecting the IRS records required for the case and organizing the underlying data for analysis. The result is structured data for the case, not another pile of PDFs.
Does 26T1 support Form 8821 and Form 2848?
26T1 handles IRS authorizations in a separate related tool, IRS Authorizations, where the listed status is 8821 available now and 2848 expanding. Inside Tax Investigation, the workflow opens with an IRS authorization step that prepares the client authorization needed to begin the IRS-facing work. It replaces disconnected emails and PDFs with a controlled authorization process, and the rest of the case runs from there: collect, analyze, deliver.
Can IRS investigation results be pushed into our CRM?
26T1 Tax Investigation moves investigation results into the servicing system your team already uses instead of creating another silo. The tool can operate as a focused standalone tool or be integrated with your CRM and servicing workflow, with integrations built around firm requirements. The final workflow step sends clear findings and next steps into the team workflow, so the next person receives a clean investigation summary instead of reconstructing it.
Who is 26T1 Tax Investigation built for?
26T1 Tax Investigation is built for tax firms, EAs, CPAs, and tax teams, and it is listed as available now. It turns authorization, IRS transcript collection, structured analysis, and compliance findings into one repeatable investigation workflow for tax professionals. The design principle is that software handles the repeatable movement of data, documents, status, and tasks so people spend more time on judgment and client work.
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.