Recorded session · 55 min
Proactive Case Management: Building a Real-Time IRS Monitoring Workflow
Tom Wangaard, EA · Implementation and Product Specialist, TaxRock
About this session
Most IRS case work still runs on periodic transcript pulls, which means changes on a client’s account can sit unnoticed until the next manual check. In this session, Tom Wangaard, EA, walks through how to build a case management workflow around continuous IRS monitoring, so meaningful activity surfaces as it happens and your team knows which cases need attention first.
- Where periodic transcript pulls leave gaps in a case
- How real-time IRS monitoring changes the way cases are prioritized
- Turning IRS account changes into clear next steps for your team
- What a monitoring-first workflow looks like across an entire client base
See TaxRock in action
Walk through continuous IRS monitoring with our team and see how it fits your practice.
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