Powered by Rocky - Your AI Tax Assistant

Continuous IRS Visibility that Eliminates Blind Spots.

TaxRock tracks IRS account activity 24/7 and alerts you the moment something meaningful changes — with on-demand access to IRS transcripts when you need details.

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A view of TaxRock's main IRS dashboard's Monitor tab showing a taxpayer their outstanding balance by year
TaxRock dashboard button showing active IRS threats by severity level
TaxRock app view showing IRS updates and recent account activity
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Meet ROCKY Your AI Tax Assistant —
Connecting the dots between ‍firms, monitored clients and live IRS data

Manual transcript retrieval leaves firms flying blind

TaxRock combines continuous IRS monitoring with an AI assistant that analyzes transcripts, account data, and risk in real-time so your team can act faster & smarter.

Always-on IRS monitoring

Continuously monitor live IRS activity across every taxpayer in your portfolio — no gaps, no delays

One shared IRS view

Stay aligned through one clear dashboard accessible to both tax professionals & montitored clients

Proactive threat detection

Stay ahead of IRS risk with early visibility into notices, balances, and actions.

The first all-in-one IRS intelligence platform — with built-in AI guidance

TaxRock brings monitoring, alerts, transcripts, balances, and risk signals into one connected platform — with Rocky continuously analyzing the data to surface insights & provide clear guidance

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One Time Setup. Continuous Protection.

From authorization to peace of mind.
TaxRock takes the heavy lifting off your team.

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01.
Authorize

Grant secure, read-only IRS access — no disruption, no risk.

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02.
Sync

Always-current IRS data, synced automatically.

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03.
Monitor

Live notifications for IRS account activity.

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04.
Act

Get insights from Rocky, grounded in real IRS data

Built to IRS standards. Trusted by tax professionals.

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IRS-approved software vendor
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Trusted by 500+ tax professionals and firms
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Read-only IRS access

What our clients are saying

TaxRock reduced manual transcript checks and follow-ups across our entire client base. It’s now a core system for our firm.
David Lee
Senior Accountant, CPA
TaxRock removed a huge amount of guesswork and liability from our process. It’s peace of mind for both our team and our clients.
Deborah Shaw
Enrolled Agent
TaxRock gives us confidence in the IRS data we rely on for underwriting. Having real-time visibility reduces risk and speeds up decisions.
Marcus Waters
VP, Credit & Risk
We finally have a single, reliable source of truth across all client accounts. It’s made our internal reviews far more efficient.
Stacy Wheeler
Tax Manager
Instead of reacting to IRS notices after the fact, we’re now staying ahead of them for our clients. That shift alone is a huge win for our busy firm.
Jason Reinhart
Senior Associate
TaxRock has been a lifesaver for us. Our team spends less time checking and more time solving problem for our clients.
Tom Lund
Tax Manager, CPA
TaxRock reduced manual transcript checks and follow-ups across our entire client base. It’s now a core system for our firm.
David Lee
Senior Accountant, CPA
TaxRock removed a huge amount of guesswork and liability from our process. It’s peace of mind for both our team and our clients.
Deborah Shaw
Enrolled Agent
TaxRock gives us confidence in the IRS data we rely on for underwriting. Having real-time visibility reduces risk and speeds up decisions.
Marcus Waters
VP, Credit & Risk
We finally have a single, reliable source of truth across all client accounts. It’s made our internal reviews far more efficient.
Stacy Wheeler
Tax Manager
Instead of reacting to IRS notices after the fact, we’re now staying ahead of them for our clients. That shift alone is a huge win for our busy firm.
Jason Reinhart
Senior Associate
TaxRock has been a lifesaver for us. Our team spends less time checking and more time solving problem for our clients.
Tom Lund
Tax Manager, CPA