The IRS Gives You Data.
TaxVero Gives You Answers.

IRS Transcript Automation is the process of using cloud-native software to securely log into the IRS e-Services Transcript Delivery System (TDS), retrieve raw taxpayer files, and automatically structure them into actionable insight. Instead of requiring a practitioner to manually click through screens for every individual tax year, TaxVero pulls Account, Return, Wage & Income, Separate Assessment, and Civil Penalty transcripts simultaneously across all available years in under two minutes.

TaxVero securely connects to the IRS e-Services TDS portal using your firm's authorized credentials and an active CAF authorization obtained through Form 2848 or Form 8821. Once authorized, the platform generates a secure access token, encrypts and signs the request using industry-standard security protocols, and submits the required taxpayer information directly to the official IRS TDS endpoints. TaxVero then automatically retrieves all authorized transcripts across multiple years, consolidating the data into a single, organized workspace without manual downloads or processing.

Absolutely. TaxVero features advanced TDS e-Services scheduling, allowing your organization to establish automated, recurring transcript updates for your active caseload. You can set the system to poll the IRS automatically on a weekly or monthly basis. If the engine detects a new IRS transaction code, an updated balance, or a fresh compliance flag, it updates the case workspace and alerts your team immediately.

Manual transcript tracking means you only see a levy or lien threat if you happen to log in and look for it. TaxVero's continuous automated e-Services polling acts as an early-warning system. The moment the IRS issues a transaction code associated with collection enforcement, such as a Notice of Intent to Levy or a Federal Tax Lien filing, the platform flags the critical event instantly, giving you a crucial window to file for a Collection Due Process (CDP) hearing or establish a collection alternative.

Yes. The automation engine is built to scale across both individual (Form 1040) and complex business tax accounts. It executes real-time multi-year pulls for civil penalties, trust fund recovery assessments, corporate income tax (Form 1120), partnership returns (Form 1065), employment tax returns (Form 940/941), and other forms, instantly mapping out overlapping corporate and personal liabilities.

The moment transcripts are parsed, Taxometrics structures the IRS position data into the case workspace: compliance status, CSED timelines, penalty history, collection activity. That analysis informs the Resolution Path, which guides which forms need to be filed and what the strategy requires. The practitioner then builds the resolution worksheet using the client's financial information, with IRS standards auto-populated and equity auto-calculated. The completed worksheet is what drives pre-filling Form 433-A, Form 433-B, Form 656, Form 9465, and the rest of the resolution form library.

TaxVero does not access or store your IRS e-Services or ID.me credentials. Instead, your firm authorizes TaxVero to pull transcripts on your behalf through an active Form 2848 or Form 8821 on the Centralized Authorization File. From there, TaxVero handles the retrieval automatically, generating secure access tokens, submitting requests directly to the official IRS TDS endpoints, and consolidating the results into your case workspace.

Statement of Record processing allows TaxVero to centralize and organize taxpayer records received through your firm's authorized IRS communication channels, separate from, and complementary to, the TDS transcript pull workflow. When records arrive, the platform analyzes their contents, matches them to the correct client and case, extracts structured data, and merges everything with existing TDS transcript data into a unified workspace. If TDS transcripts have not been pulled, SOR records still display independently, so no authorized taxpayer information goes unorganized.