TaxNow provides instant access to clients' IRS account information and historical tax returns through a streamlined dashboard, eliminating the need for cumbersome CAF Numbers or E-Services Accounts. The platform offers continuous monitoring and real-time alerts, enabling tax professionals to manage client accounts efficiently and stay informed about critical tax deadlines.
Funding
Funding not disclosed
Founders
Product
Problem
Tax professionals often face delays and complexities in accessing client IRS data, relying on outdated methods like CAF numbers or E-Services accounts. This can lead to inefficiencies in client management, delayed insights, and difficulties in monitoring critical tax deadlines.
Solution
TaxNow offers a streamlined dashboard that provides instant access to clients' IRS account information and historical tax returns, eliminating the need for traditional, cumbersome processes. The platform delivers continuous monitoring and real-time alerts, enabling tax professionals to efficiently manage client accounts and stay informed about important tax deadlines. By simplifying IRS data access and providing proactive monitoring, TaxNow empowers tax professionals to enhance client service and optimize their workflow.
Target Audience
Tax professionals, including CPAs, enrolled agents, and tax attorneys, who need efficient access to client IRS data and proactive monitoring capabilities.
Features
- Instant IRS access via Section 7216 authorization, bypassing the need for CAF numbers or E-Services accounts.
- Continuous tax account monitoring with daily updates and real-time alerts.
- Smart client onboarding with built-in IRS compliance checks and instant access to past tax transcripts.
- Live tax refund and payments tracker for real-time monitoring.
- Year-over-year analytics dashboards and reporting features for key tax metrics.
- Personalized tax alert and calendar feed to stay on top of deadlines.