Built for EAs, CPAs & tax attorneys

Transcript work,
without the chaos.

IRS transcript software for EAs, CPAs and tax resolution professionals. Validate authorizations, analyze uploaded records and manage every next step in one clear workspace.

Explore the demo
✓ Useful tools live now✓ No payment today✓ IRS connection approval pending
app.transcriptkarma.com
GOOD MORNING, ALEX

Your practice at a glance

Active clients128↑ 8 this month
Transcripts4612 processing
Alerts7Needs attention
Transcript activity Last 30 days
Priority feed

New balance postedR. Martinez · 1040 · 2023

CAF authorization activeD. Wilson · moments ago

Transcript readyGreenview LLC · 941

✓
AI ANALYSIS COMPLETE3 issues found · 2 actions suggested

One calm command center for your entire transcript workflow

TRANSCRIPTSAUTHORIZATIONSMONITORINGCASEWORKBILLING
THE COMPLETE WORKFLOW

From authorization to resolution,
nothing falls through.

Replace scattered portals, downloads, spreadsheets, and reminders with one guided workspace built around how tax professionals actually work.

01

Transcript intelligence

Turn dense IRS transcript data into a clean timeline, balances, filing status, CSED indicators, penalties, and plain-language next steps.

  • Account, return, wage & income
  • Side-by-side year comparison
  • AI-assisted issue summaries
  • Downloadable branded reports
Account analysis2023 ▾
Estimated total liability$18,429.31
!Collection riskIntent to levy notice detectedHigh
✓Filing complianceAll required returns appear filedClear
↗Suggested actionReview installment agreement fitReview
02
✓

Authorization rejection guard

Guided Form 2848 and 8821 preparation checks required fields, dates, signatures, tax matters, periods, representative details, and conflicting selections before e-sign or export.

03
◫

A client portal people can actually use

Guided intake, secure document exchange, e-signature status, messages, invoices, and a clear “what’s next” list.

04

Case management, without the clutter

Tasks, deadlines, notes, documents, time, fees, status, and team ownership organized around each client.

NEW 3LMLopez ManufacturingTranscript reviewAJAndrea JonesAwaiting 8821
IN PROGRESS 5BWBrian WoodPrepare 433-ARSRiverstone LLCPenalty analysis
REVIEW 2TCTara ChenResolution plan
THE KARMA FLOW

Four steps. One clear outcome.

1

Add your client

Send a secure, mobile-friendly intake link and collect the information your authorization requires.

2

Validate authority

Build Form 2848 or 8821 with live error checks. E-sign and export stay locked until required information passes validation.

3

Retrieve & understand

Request permitted products, then translate the record into issues, timelines, and recommended review items.

4

Monitor & resolve

Automate follow-up checks, client updates, tasks, reports, and billing until the case is closed.

SMART AUTHORIZATION BUILDER

Catch authorization problems before the IRS does.

Choose a form and watch Transcript Karma test completeness in real time. This demonstration uses fictional data and does not create or submit an IRS form.

INTERACTIVE PRODUCT TOUR

See clarity in action.

This launch demo uses fictional data. Choose a client to preview the transcript command center.

RMRosa MartinezIndividual · Active monitoring
● Authorization active
Balance$18,429
Years available6
Open items3
Last checkedToday
ProductTax periodStatusAction
Account transcriptForm 10402023Ready
Wage & incomeAll sources2023Ready
Return transcriptForm 10402022Processing

Demo only · No IRS connection or taxpayer data is used on this preview.

FAIR FROM DAY ONE

Pricing that grows
with your practice.

CLIENT BUNDLE
$24/ taxpayer

Up to six requested years of available account and wage & income transcripts.

  • No subscription
  • Authorization check
  • Analysis workspace
  • Subject to IRS availability
SOLO
$39/ month

For independent pros building a streamlined transcript service.

  • 2 client bundles monthly
  • $18 each additional bundle
  • Upload analysis
  • Authorization workflow
MOST POPULAR
PROFESSIONAL
$99/ month

For active tax resolution practices that need automation and oversight.

  • 8 client bundles monthly
  • $14 each additional bundle
  • 3 team members
  • Case workflow
  • Planned monitoring
FIRM
$199/ month

For growing teams managing higher-volume resolution work.

  • 20 client bundles monthly
  • $11 each additional bundle
  • 10 team members
  • Priority onboarding

Founding planning prices; no payment is collected today. Direct retrieval and monitoring activate only after IRS approval. A client bundle avoids charging separately for every product-year.

BUILT TO REPLACE THE PATCHWORK

More workflow. Less overhead.

Planned launch positioning based on publicly listed competitor capabilities and pricing. Final production features depend on integration approvals.

CapabilityTranscript Karma
Professional · $79/mo		PitBullTax
Transcript add-on · $44/user/mo*		Manual stack
Varies
Transcript retrieval & viewer●●Partial
Analysis & branded reports●●—
Change monitoring & alerts●●—
Authorization workflow● Guided●Manual
Client portal●Integrated suiteSeparate app
Case management & billingIncludedPaid add-on*Separate app
Pay-per-pull option●——
AI-guided next steps● Human review requiredAI alerts listed—

*Competitor information reflects public pricing viewed October 2026 and may change. Transcript Karma is not affiliated with PitBullTax or the IRS.

SECURITY BEFORE SPEED

Taxpayer data deserves a serious foundation.

The production platform is designed around least-privilege access, MFA, encryption, immutable audit history, short-lived sessions, authorization checks, and documented incident response.

See the IRS readiness path →
01MFA & role-based access02Encryption in transit & at rest03Complete audit trail04Consent & retention controls05Human-reviewed AI outputs
IRS CONNECTION READINESS

One approved platform.
Each firm uses its own authority.

Transcript Karma is being designed as multi-tenant software. Accounting Karma's EFIN, CAF number, PTIN, credentials, and taxpayer authorizations will never be shared with or used for subscribers.

01

Platform approval

Transcript Karma applies for the appropriate IRS e-Services TDS/SOR API Client ID, completes required testing, and operates the secure software connection.

02

Firm connection

Every subscribing firm connects through its own eligible IRS e-Services identity and approved e-file or Circular 230 access.

03

Client authority

The requesting professional must have their own valid CAF authorization through Form 2848 or 8821 for the taxpayer, form, and period requested.

04

Enforced separation

Firm data, credentials, permissions, transcripts, documents, billing, and audit logs remain isolated from every other firm.

Important

Direct transcript retrieval will only be available to eligible users with their own IRS access and valid taxpayer authorization. Other users may use workflow, uploaded-document, portal, and case-management features without direct IRS retrieval. Transcript Karma is independent and is not yet approved, endorsed, or connected to the IRS.

QUESTIONS, ANSWERED

Clear before
you commit.

Launch information for tax professionals evaluating Transcript Karma.

Does the launch site connect to the IRS today?+

No. The launch is a working product demonstration and waitlist. Live taxpayer data and IRS retrieval stay disabled until the required approvals, production integration, and security controls are complete.

Will subscribers use Accounting Karma's CAF or EFIN?+

No. Every firm must use its own eligible IRS e-Services identity, CAF authority, and taxpayer authorizations. Accounting Karma's credentials and authorizations are never shared or used for another firm.

Who can retrieve transcripts?+

Only users who independently qualify for IRS TDS access and hold valid authority for the taxpayer, forms, and periods requested. Other users may use workflow and uploaded-document features without direct retrieval.

Which transcript products are planned?+

Account, return, record of account, wage and income, and verification of non-filing products, subject to each user's IRS eligibility and authorization.

What does the AI do?+

It helps summarize codes, dates, balances, changes, and possible review items. It does not replace professional judgment, provide legal advice, or take action with the IRS on its own.

How will taxpayer authorization work?+

The workflow will track Form 2848 or 8821 status and prevent a transcript request unless the requesting firm has authority covering the taxpayer, tax form, and period.

Can I cancel a monthly plan?+

Yes. Proposed monthly plans are month-to-month. Annual plans receive two months free and remain active through the prepaid term.

BETTER TRANSCRIPTS. BETTER PRACTICE.

Put your transcript work
on the right path.

Apply for founding access, onboarding help and launch pricing. No payment is collected today.
Demo action completed — no real data was used.