Continuous IRS intelligence across every active account.
Maintain a current view of every authorized taxpayer throughout representation, so your team can see what changed, understand the account progression, and respond with context.
The IRS data keeps changing while the tax resolution strategy is in progress.
New balances, filings, payments, notices, and collection activity can appear throughout representation. When compliance depends on periodic transcript pulls, your team may be working from historical data.
Keep every case grounded in current IRS intelligence.
TaxRock turns ongoing IRS account activity into clear, prioritized intelligence, helping your team maintain the knowledge they need to keep progressing their client’s resolution strategy.
Bring balances, filing history, notices, account activity, and available compliance information into the initial account assessment.
Continuously watch every authorized taxpayer for new activity throughout representation.
See when meaningful events appeared and how the account has developed over time.
Identify which client accounts changed, what triggered the signal, and where professional review may be appropriate.
See the changes that can affect the path forward.
TaxRock brings IRS activity into one current view, helping practitioners evaluate new developments in the context of the broader account.
See when additional liabilities or assessments post during representation.
Identify newly posted returns and periods that may remain outstanding.
Surface balance-due notices, CP504 activity, levy developments, and lien filings.
See payments, offsets, credits, and balance reductions as they post.
Track changes that affect the client’s total IRS exposure.
Monitor available account activity related to payment arrangements and case resolution.
See the case progression as the IRS account changes.
Illustrative account activity. Signals and timelines vary by taxpayer.
TaxRock connects individual IRS events into a clear account history, helping your team understand what changed and adjust the resolution strategy as required.
Ask what changed. Get the full account context.
Rocky understands the IRS activity TaxRock is monitoring across your authorized client accounts. Ask which accounts changed, the status, and how the latest activity fits into the broader resolution strategy.
Current IRS intelligence at every stage of representation.
TaxRock complements your existing case-management system and resolution workflows with a continuously updated view of authorized IRS activity.
Establish the client’s available balances, filing history, notices, and account activity.
Use the current IRS picture to support professional analysis and determine what additional information is needed.
Monitor for new assessments, payments, filings, notices, and collection developments.
Maintain visibility into the account while compliance progresses and after a resolution is established.
Establish access once. Keep the account status current.
With an approved Form 8821 authorization, TaxRock can maintain ongoing access to available IRS account data throughout the monitoring relationship.
No repeated transcript pulls. No adjusting the resolution strategy every time something changes. IRS processing time for authorizations can vary.
Keep your team and your client aligned.
When client access is enabled, clients can view their IRS information, ask Rocky questions, and better understand account activity, while your team maintains professional oversight across the client account.
Client access is optionalA shared view can reduce routine status-checking while keeping important account decisions with the practitioner.
Focus your team where the account has actually changed.
Instead of reopening every client account or repeatedly reviewing every resolution, TaxRock helps your team identify client accounts with meaningful new IRS activity.
Bring accounts with new balances, notices, filing activity, payments, or collection developments to the surface.
Spend less time retrieving and comparing transcripts account by account.
Maintain a clear progression of relevant IRS activity throughout representation.
Begin conversations with a current, shared understanding of what has happened.
Bring current IRS intelligence into your case workflow.
TaxRock is designed to connect ongoing IRS account activity with the systems your team uses to manage active clients, keeping new balances, filings, payments, notices, and collection developments closer to the implemented strategy.
Integrations are underway. Tell us which case or practice management system your firm uses and how your team wants IRS activity to flow into it.
Monitoring that scales with your active client accounts.
Start with current resolution matters or expand coverage across a broader group of authorized clients. Pricing is based on the number of taxpayers monitored.
Keep the IRS side of every case current.
See how TaxRock monitors account activity, connects account progression, and helps your team focus on the matters that require attention.
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