Desktop software for tax professionals to bulk-retrieve IRS transcripts, run resolution calculators, generate pre-filled IRS forms, and manage client cases — all from one window.
From bulk transcript retrieval to resolution analysis and form generation, TRH handles the entire workflow on your machine.
Pull transcripts for hundreds of clients in a single dispatch. Queue requests across 9 module types — account, return, wage & income, record of account, and more — with built-in retry logic and rate limiting.
Parses IRS transcripts into structured data. Decodes transaction codes, computes balances, tracks CSED dates, identifies penalties, and generates 26-section analysis reports with per-year breakdowns.
Run Installment Agreement, Offer in Compromise, CNC, Penalty Abatement, CSED Strategy, Interest Projection, and Collection Alternative analyses — all driven by live financial data from Form 433.
Generate IRS resolution forms (433-F, 433-A/B, 656, 9465, 843, and more), POA forms (2848, 8821), state POA for all 50 states, and income documents — all pre-filled from client data.
29-section Collection Information Statement with employment, income, assets, expenses, and liabilities. Auto-fills from transcripts, applies IRS allowable standards, and feeds all resolution calculators in real time.
Client inventory with card and table views, 12-tab detail windows covering personal info, contacts, transcripts, resolution analysis, Form 433, change log, and document management. Built for firms with hundreds of clients.
Other providers send you back to the IRS Transcript Delivery System to manually pull Form 990, 1041, or any non-standard return. TRH doesn't. If your CAF is authorized, you can pull it — all through one interface.
Pull all of the following*:
*Contingent upon proper authorization. Your CAF number must be registered and authorized for the taxpayer and form types requested.
TRH is a Windows desktop application. Download, install, connect to the IRS, and start pulling transcripts.
Download TRH for Windows. The installer handles everything — you'll be up and running in minutes.
Enter your firm profile, CAF number, and IRS A2A credentials. TRH connects directly to the IRS transcript system.
Add clients, select transcript modules and tax years, and dispatch requests in parallel. TRH handles queuing, retry, and rate limiting automatically.
Review parsed transcript data, run resolution calculators, generate pre-filled IRS forms and analysis reports. Everything stays on your machine.
Every CP, LT, LTR, and 668 notice — mapped to plain-English meaning and urgency tier. Paste a code. Get the answer. Move on with your day.
Every notice tagged red / orange / blue / gray. Open a client, and what's burning rises to the top. You triage in seconds instead of reading everything.
IRS collection notices are a ladder. TRH shows you the rung. Is this a first-notice nudge or the last one before a levy? Answer is instant.
Generate a color-coded Word document of every notice your client roster received in the last 30 / 60 / 90 days. Red clients first. Walk into Monday's review calls already sorted.
Every notice across every transcript across every client, pulled forward and tagged with urgency. Stop scrolling through accounts hunting for every possible notice transaction code and vague description — spend your time on what actually matters: resolving problems.
Calculates Reasonable Collection Potential, compares lump sum vs. periodic payment, estimates minimum offer amount, and generates Form 656 with attachments.
Models guaranteed, streamlined, non-streamlined, and partial-pay scenarios across 24, 36, 72, and 84-month terms. Pre-fills Form 9465 and 433-D.
Evaluates first-time abatement eligibility, identifies abatable penalty years, estimates refund amounts including accrued interest on previously paid penalties.
Assesses financial hardship with debt-to-income ratios, expense analysis, and federal poverty level comparisons. Models CNC wait-out scenarios through CSED.
Compares five resolution strategies accounting for collection statute expiration: full pay, partial pay, CNC wait-out, reduced payment, and OIC settlement.
Side-by-side comparison of 10 collection options — from full pay to bankruptcy — ranked by total cost with eligibility screening for each path.
Tax season's behind you — exhale. The first 100 who sign up take $200 off, on us. Try TRH free for 7 days.
7-day free trial — no credit card required to start
"TRH cut our transcript turnaround from days to minutes. Pulling transcripts for 50 clients in one batch, then having every balance and CSED date parsed automatically — it's saved us hours every single week."
"The resolution calculators are the real game-changer. We used to build OIC and IA scenarios in spreadsheets. Now the 433-F data feeds directly into all 11 calculators and we get side-by-side comparisons instantly."
"As a tax attorney, I need precision in my forms. TRH generates Form 2848 with up to 4 reps per page, auto-fills every 433 variant, and handles state POA across all 50 states. The form library alone justified the cost."
Illustrative examples based on early-access feedback. Verified customer testimonials will replace these as beta users opt in.
From IRS collection forms to state POA packages to detailed analysis reports — no external software required.
Stop toggling between the IRS portal, spreadsheets, and blank PDFs. TRH puts transcript retrieval, analysis, and form generation in one desktop application.
We'll email your license key and download link. 7-day free trial, no credit card required. First 100 sign-ups get $200 off — our thanks for making it through another one.