Everything you need to monitor clients year-round.
IRS transcript monitoring, change alerts, Form 2848 authorization, and a clean compliance record — all in one branded workspace.
Automated daily checks across your authorized clients surface new activity the moment it posts to the IRS.
CP2000s, balance changes, and new notices trigger alerts — so you reach out before your client panics.
In-portal e-signature and IRS authorization, so you're cleared to pull transcripts and act on your client's behalf — properly.
A clean, on-demand record for every client, ready the moment they — or the IRS — ask for it.
Your monitoring practice runs in a branded portal under our reseller — professional from day one, with no infrastructure to manage.
Add member seats as your team grows: individual logins, per-member engagements, and document vaults, without rebuilding your workspace.
Your client onboards and the monitoring engagement is set up in the workspace.
Form 2848 is e-signed and filed, authorizing IRS transcript access.
Transcripts are pulled and reviewed, and monitoring begins.
Ongoing transcript checks, change alerts, and a maintained compliance record.