AI-native IRS intelligence across your entire portfolio.
Turn complex IRS activity into clear signals your team can understand, prioritize, and act on.
You can’t manage what you can’t see.
When IRS activity is spread across dozens, hundreds, or thousands of clients, important changes are easy to miss. TaxRock brings every client into one intelligent view, so your team can see what changed, understand what matters, and know where to focus.
Don’t pull IRS data. Put it to work.
Traditional transcript tools retrieve IRS data when you go looking for it. TaxRock continuously monitors every authorized client for new activity, while Rocky helps your team understand what changed, why it matters, and what requires attention.
TaxRock continuously watches across your entire portfolio for meaningful IRS activity.
New activity becomes clear, actionable signals instead of remaining buried in raw IRS data.
Rocky helps your team assess changes, prioritize clients, and determine what requires action.
Ask one question. Understand your entire portfolio.
Rocky continuously analyzes IRS activity across your entire client portfolio, surfacing meaningful changes, ranking risk, and showing your team where to act first. Ask a question, move from portfolio-wide insight to client-level detail, and never let a critical issue hide in the noise.
Rocky connects the dots.
Across every client. Every change. Every signal.
One authorization. Ongoing intelligence.
For tax professionals, TaxRock establishes ongoing access to IRS account data, so you never have to rebuild the picture every time you need an answer.
No repeated transcript pulls. No re-authorizing every quarter. No starting over each time a question comes up.
One intelligence layer. Different ways to put it to work.
TaxRock brings continuous IRS intelligence into the workflows of tax professionals, lenders, factors, and tax resolution firms.
Tax Professionals
Stay connected to what happens after filing. TaxRock continuously monitors IRS activity across your client portfolio, helping your team identify changes and create new opportunities to advise.
Explore TaxRock for Tax Professionals →Lenders
See changes in IRS exposure throughout the credit lifecycle. TaxRock gives your team continuous visibility into emerging tax risk before it becomes a larger credit event.
Explore TaxRock for Lenders →Factors
Monitor IRS activity across your portfolio to identify new balances, filing issues, collection activity, and other changes that may affect risk.
Explore TaxRock for Factors →Tax Resolution
Replace manual transcript pulling with continuous IRS intelligence across every active case. Know what changed, what requires attention, and where your team needs to act.
Explore TaxRock for Tax Resolution →One view for your team. A better experience for your clients.
TaxRock can extend beyond your internal workflow. Clients can access a consumer-grade experience to understand their IRS account, ask Rocky questions, and stay connected to what’s happening. Your professional view stays built for managing the portfolio. Their experience stays built for them.
Client access is optionalBuild more with IRS intelligence.
Whether you want to connect TaxRock to your platform, bring it to your customers, or grow alongside us, there are multiple ways we can work together.
Bring TaxRock intelligence into products and workflows your customers already use.
Introduce TaxRock to organizations that could benefit from better IRS intelligence.
Explore strategic integrations, distribution, co-marketing, and other opportunities.
See what changes when your entire portfolio starts talking back.
Connect IRS accounts. Monitor what changes. Let Rocky help your team understand what matters.
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