Continuous IRS intelligence across your entire practice.
TaxRock monitors authorized taxpayers across your client base, transforming new activity into clear, prioritized intelligence for your team.
You shouldn’t have to search every account to find the work.
Traditional transcript tools only show what was true the last time someone looked. Important changes can stay buried until a notice arrives, a deadline approaches, or a client calls expecting answers you don’t have yet.
Know every meaningful IRS change across every client.
TaxRock continuously analyzes IRS activity across your authorized clients, turning raw data into intelligence that explains what changed, why it matters, and which cases require attention first.
See what’s happening across your entire client base from one place, without pulling transcripts or checking taxpayers one by one.
Understand what changed, why it matters, and how it affects the client, without interpreting raw IRS activity on your own.
See which clients require attention and why, so your team can focus on the most important work first.
Reach out with timely answers and informed guidance before the client calls asking what happened.
Every meaningful IRS change is an opportunity to add value.
One illustrative client, connected into a clear progression.
Illustrative account activity. Signals and timelines vary by taxpayer.
TaxRock connects individual IRS events into a clear progression, helping your team understand what is happening and engage the client with context.
More than alerts. A live view of the work developing across your practice.
TaxRock helps distinguish routine activity from changes that deserve professional review.
See when a balance is assessed, changes, or begins increasing.
Know when returns post, or when an expected filing remains outstanding.
See payments, estimated tax deposits, refunds, and account credits as they appear.
Surface balance-due notices, collection activity, levies, and liens.
Understand when new assessments are increasing a client’s total exposure.
Follow meaningful developments across resolution, examination, or compliance matters.
Ask one question. Understand what’s happening across your practice.
Rocky connects the IRS activity across every authorized taxpayer, so you can quickly see what changed, which clients need attention, and what your team should do next.
Establish access once. Keep the client picture current.
With an approved Form 8821 authorization, TaxRock can maintain ongoing access to available IRS account data, without requiring your team to repeatedly retrieve and reconcile new transcripts.
No repeated transcript pulls. No restarting the review each time something changes. IRS processing time for authorizations can vary.
Give your team and your clients the same IRS picture.
TaxRock can extend beyond your internal workflow. When client access is enabled, clients can view their IRS information, ask Rocky questions, and better understand what is happening, while your team maintains practice-wide visibility across every monitored taxpayer.
Client access is optionalA shared view reduces status-chasing and helps client conversations begin with the same underlying information.
Let the work come to your team.
When TaxRock surfaces meaningful IRS changes across your client base, your team can identify service opportunities, engage clients earlier, and spend less time searching for what changed.
See when a filing, balance, notice, or collection change may require professional support.
Reach out with relevant context before the client calls with a notice or question.
Maintain a meaningful client relationship beyond tax season or an individual engagement.
Direct your team toward the accounts and cases where their expertise matters most.
Bring IRS intelligence into your practice management workflow.
TaxRock is designed to bring continuous monitoring, meaningful signals, and Rocky’s context into the systems your team already uses, so IRS activity can become part of the way your practice manages clients and work.
Integrations are underway. Tell us which practice management platform your firm uses and where TaxRock could fit into your workflow.
Monitoring that scales with your client base.
Start with a defined group of clients or expand coverage across your practice. Pricing is based on the number of authorized taxpayers monitored.
See what continuous IRS intelligence looks like across your practice.
See TaxRock in action and bring your questions. We’ll walk through how it surfaces meaningful change, prioritizes attention, and creates a clearer view across every authorized account.
Book a demo →