We have previously advised all members to enroll in and use IRS e-services. I recommend that everyone go to the IRS e-services site now before busy season to try to get a transcript for any of your clients for whom you have a POA. I did this and found some issues. I'm happy I did this now when I am not under the crunch time.
I logged into e-services two weeks ago but wan unable to access individual transcripts. Meanwhile I got a solicitation from Canopy to pull transcripts for free. They were also unable to pull individual transcripts for me and could not tell me why they were having a problem. I called the e-services help desk at 7:30 AM (EST) and got an assister within 1 minute. We went through my account and she told me (incorrectly) that I had to use the old internet explorer. She said that Chrome, Yahoo and Microsoft Edge would not work. I thanked her and got off the call. I called back ½ hour later (8:00 AM) and had to wait 30 minutes to get someone to pick up. She was more knowledgeable and looked at my account. It turns out that when I renewed my e-services account last year (which I did with e-services help) they dropped my access to individual transcripts. This was updated and corrected. I was also reminded that I cannot pull my own transcript using TDS. I can only pull transcripts for clients for whom I have a valid POA with the CAF unit. Once I got this all corrected, the e-services TDS is an easy system to use. But I again want to suggest that you do this now so that you have fewer issues during busy season. I also want to remind everyone that it takes a few business days for a POA to get posted to the CAF system, so plan ahead.