The Tax Monitor Pro journey, installed for you.
Every client moves through the same monitoring path — so you and your clients always know where things stand. We provision, brand, and configure it; you onboard.
Lead capture, intake & payment
A client comes in through your branded intake, selects monitoring, and pays — all in one flow. You receive a funded, qualified engagement with the context you need, no back-and-forth.
- Branded intake under your firm
- Funded before work begins
E-sign 2848 & review
The client e-signs Form 2848 inside the portal, with a timestamped audit trail. You review the authorization, and transcript access is set to begin — no mailing forms, no scan-and-upload.
- Form 2848 e-sign in-portal
- Authorization reviewed and on file
Processing & due diligence
Transcripts are pulled and monitored, and the workspace runs due diligence on the client's IRS account. The client sees a clear, branded status while the work happens behind the scenes.
- Transcripts pulled and monitored
- Live status, no "any update?" emails
Tax record & discuss results
Findings are compiled into the client’s tax record, and you walk them through it on a Zoom call booked right inside the workspace. They leave understanding their standing — and what comes next.
- Compiled tax record per client
- Results reviewed over Zoom
Stop finding out after the panic call.
Book a 30-minute discovery call. We confirm fit, walk the workspace, and map your ~30-day buildout.
Book your discovery call →