Tax resolution software
Built for professional practice
Everything you need to run a tax resolution practice.
Understand every case, manage every deadline, prepare professional work, and keep your entire firm moving—from one system.
Built for CPAs, EAs, attorneys, preparers, and tax resolution teams.
30-day free trial · No credit card required
Payroll tax resolution
Harrison Freight LLC
Six periods reconciled. Installment agreement strategy is ready for professional review.
- Total assessed
- $184,620
- Tax periods
- 6
- Earliest CSED
- Aug 14, 2032
- Open notices
- 1
Case team
Activity
Case timeline
AI analysis complete
Six transcript periods reconciled. CSED dates and collection activity verified.
Strategy ready for review
Streamlined installment agreement identified from current financial profile.
Proposed monthly payment$2,840Form 433-A updated
Client financials synchronized from 12 reviewed source documents.
IRS transcript received
Account and wage & income transcripts added to the case record.
The complete operating layer
Everything your firm already needs. Now with the intelligence to run it.
Not an AI add-on. The system your firm actually operates inside.
How it works
Watch a real case move through the system.
Follow Harrison Freight LLC from raw IRS data to professional judgment, coordinated execution, and long-term monitoring—without losing the source record or the next responsible action.
Turn IRS transcripts into a case you can actually understand.
Truidian converts raw transcript data into a structured view of the taxpayer's situation—balances, periods, filing history, collections activity, deadlines, and the signals your team needs to make decisions.
- Account events and collection signals translated into plain language
- CSEDs, notice dates, and balances organized by tax period
- Every conclusion remains traceable to its source line
Raw IRS account transcript
FORM 1040 · TAX PERIOD DEC 2021
————————————————————————
150 Tax return filed$48,210.00
806 W-2 withholding-$31,004.00
276 Failure-to-pay penalty$2,410.55
196 Interest assessed$1,882.19
971 Notice issued · CP504—
Structured by Truidian
- Balance due
- $52,502.74
- principal + penalty + interest
- Earliest CSED
- Aug 2032
- collection statute expiration
- Open notice
- CP504 · Final
- levy warning — respond by day 30
AI proposes. A licensed professional approves.
Truidian can analyze the record, surface viable paths, and prepare the work. Your licensed professional reviews the evidence, exercises judgment, and decides what moves forward.
- Recommendation, rationale, periods, and financial basis in one review
- Approval state and professional changes recorded against the case
- No autonomous advice—professional judgment always controls
Form 433-A · monthly income
suggested · needs approvalTruidian suggests
$6,240/mo
avg of 3 mo. deposits, transfers excluded
pending
—
Every value carries a provenance ladder — observed, client-reported, professional-adjusted. Nothing reaches a federal form without a licensed professional signing off.
Every case knows what should happen next.
Truidian turns your firm's process into a durable case workflow—assigning work, tracking dependencies, watching deadlines, and keeping the next responsible person clear.
- Completed, current, blocked, and upcoming work stay distinct
- Owner, due date, and dependency travel with every step
- Client actions and firm actions remain in one sequence
Onboarding workflow · Harrison Freight LLC
- 1
Draft 8821 authorization
running…
- 2
Client e-signs in portal
- 3
Pull transcripts
- 4
Build financial profile
- 5
Prepare resolution package
The IRS takes its time. Truidian keeps watch.
Half of resolution work is waiting on the IRS. Cases sit in supervised waiting states with expected windows — surfacing only when a response arrives or a deadline is about to slip.
- Expected response windows tracked per case
- No false alarms, no forgotten follow-ups
- Escalates for review only when it cases
CDP hearing request · Harrison Freight LLC
on trackThe IRS is expected to respond within ~60 days. Truidian holds the case in a supervised waiting state — no false alarms, no dropped threads.
Know where the firm needs attention.
See workloads, stalled cases, overdue work, approaching deadlines, and cases waiting on clients or the IRS—without opening every file.
- Firm-wide attention across all active cases
- Waiting, overdue, and unassigned work surfaced by consequence
- Every professional, commitment, and deadline in one operational view
Firm load · 96 active cases
3 preparersReassign work, spot bottlenecks, and see every deadline across the firm in one view.
A calm client portal that speaks their language.
Clients get a single, secure place to sign authorizations, upload documents, follow their case, and message the firm — no email chains, no lost attachments, no confusion about what happens next.
- One clear next step at a time
- Secure document upload and messaging
- Status that mirrors the firm's real record
Current step
Sign IRS authorization
1 task waiting for you
Secure messaging with your firm
One record, five jobs
Everything a resolution case touches, in a single operating record.
No exports, no reconciling three tools. From the first lead to long-term monitoring, every object shares one source of truth — so the attention list, calendar, and client portal all reflect the same reality.
Intake
- Lead pipeline
- 8821 / 2848 authorization
- Client onboarding portal
Understand
- Transcript ingestion
- Balance & CSED analysis
- Financial reconciliation
Resolve
- Form 433 preparation
- Resolution strategy
- Professional approval
Operate
- Firm-wide attention
- Deadline & commitment tracking
- Durable workflows
Monitor
- Ongoing transcript watch
- Waiting-state supervision
- Client messaging & billing
Proof of depth
See the whole case, not a staged AI moment.
One case moves from lead through authorization, transcripts, financial analysis, professional approval, resolution, and monitoring without losing its source record or audit history.
6
resolution stages
47
linked source records
1
continuous case history
Complete case · Harrison Freight LLC
Payroll tax resolution
- Periods
- 6
- Assessed
- $184,620
- Open notices
- 1
- Source records
- 47
Intake
Day 0
Lead qualified and engagement opened
Conflict check clear · engagement signed · portal invited
Moving in
Bring your firm across without starting over.
Import your clients, cases, documents, and case history through guided, import-assisted workflows. You keep working while your records come online — no rip-and-replace weekend.
Clients
Contacts, engagement details, and portal access.
Matters
Active cases with stage, balances, and deadlines.
Documents
Authorizations, notices, statements, and work product.
History
Prior actions and correspondence, preserved in context.
Trust & control
Built for work that carries real consequences.
Tax resolution is regulated, adversarial, and unforgiving of dropped threads. Truidian is designed so the automation earns trust — and the professional always holds the pen.
Firm isolation
Each firm is a separate tenant. Data never crosses between firms.
Role-based access
Staff see only what their role permits, case by case.
Secure authentication
Email and password sign-in with managed sessions.
Audit history
Actions and approvals are recorded against the record.
Professional approval
AI suggests; licensed professionals approve before anything is filed.
Not a CRM with AI attached
Run the whole firm on one supervised system of record.
Let the machine do the reading, watching, and reconciling. Keep every decision in the hands of the professionals your clients trust.