Turn transcripts into working data for the whole firm.
Collect, organize, and reuse IRS transcript data across investigations, compliance, servicing, monitoring, and future tax-preparation workflows.
Case workspace
Completion
Transcript PDFs keep IRS account data trapped in documents.
Firms repeatedly pull the same information, store it in different places, and then re-read it for every new question. The underlying IRS record should be structured once and become usable across the entire case.
Build the workflow around the work.
Focused tooling for the repetitive operational layer around professional tax work.
Central transcript record
Maintain the relevant transcript data as a reusable case resource.
Multi-year organization
Keep tax years and transcript types organized instead of scattered across downloads.
Structured extraction
Make key IRS data available to tools instead of only to a human reading a PDF.
Case-level access
Give investigation and servicing teams one place to work from the same underlying record.
Monitoring-ready model
Create the foundation for detecting meaningful IRS changes over time.
API / integration ready
Send structured data into CRM, analytics, tax prep, or internal systems when needed.
A cleaner path from request to next action.
The exact implementation can match the way your firm operates today.
One IRS data layer instead of repeated transcript work.
The goal is not simply to download transcripts faster. It is to make IRS data usable by every process that comes after the pull.
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.
Transcript Hub works standalone or feeds structured data to your existing systems.
Transcript Hub is designed as the IRS-data layer behind other 26T1 tools. It can also feed structured outputs to the systems your firm already uses.
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 26T1 Transcript Hub do?
26T1 Transcript Hub collects, organizes, and reuses IRS transcript data across investigations, compliance, servicing, monitoring, and future tax-preparation workflows. It maintains the relevant transcript data as a reusable case resource, keeps tax years and transcript types organized instead of scattered across downloads, and makes key IRS data available to tools instead of only to a human reading a PDF. Core capability is available now.
Can IRS transcript data be sent into our CRM or tax prep software?
Yes. 26T1 Transcript Hub can send structured data into CRM, analytics, tax prep, or internal systems when needed. It is designed as the IRS-data layer behind other 26T1 tools, and it can also feed structured outputs to the systems your firm already uses. Transcript Hub is a standalone tool today, so the connected workflow can be added when your firm needs it.
How do I keep multiple tax years of transcripts organized for one client?
26T1 Transcript Hub keeps tax years and transcript types organized instead of scattered across downloads. The transcript data is maintained as a reusable case resource, and investigation and servicing teams work from one place and the same underlying record. That removes the pattern where different teams pull the same years again because they cannot trust or find what another team collected.
Who is 26T1 Transcript Hub built for?
26T1 Transcript Hub is built for tax firms, EAs, CPAs, and tax teams. The same transcript record can support investigation, compliance, prep, monitoring, and resolution workflows. 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.
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.