Tax Notes Talk

Upgrading the IRS Through Tech and Automation

10 snips
Feb 20, 2026
Rozeta Atlas, Director for Product Enablement and Adoption at HubSync, explains IRS digital modernization in plain terms. She covers automation vs staffing trade-offs. She flags privacy and cybersecurity risks with digitization. She explores AI uses for service and audits. She offers practical steps for firms to upgrade processes and data to keep pace.
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INSIGHT

IRS Modernization Targets Service Cybersecurity And Compliance

  • The IRS modernization focuses on improving taxpayer service, cybersecurity, and compliance through digitization.
  • Initiatives include expanded e-filing, eliminating manual paper processing, and a Zero Paper initiative to digitize checks and authorizations.
INSIGHT

Consolidating Taxpayer Data With An Upgraded IDRS

  • The IRS aims to consolidate disparate legacy systems into an improved Integrated Data Retrieval System (IDRS).
  • IDRS consolidation is meant to give agents one view of refunds, audits, notices, and taxpayer data instead of querying multiple decades-old systems.
INSIGHT

Upgrades Increase Short Term Cyber Risk

  • Modernization involves contracting industry partners to improve data integrity and technical infrastructure, which raises new cybersecurity risks.
  • Any IT overhaul triggers lengthy risk assessments and won't be bulletproof from day one, increasing short-term exposure.
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