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Identify Audits & Track Compliance with Our
Easy to Read Reports
Easy Access to...
Individual and
Business Reports
Balance Due and
CSED Analysis
Audit Flag Reports
Change Alerts
Better Client Relationships
How It Works
1.
Sign an IRS Release​
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3.
Important Alerts Sent to
Your Email and Our App
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2.
Tax Shield Starts
Monitoring Your Account
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4.
Easy to Read Monthly Reports Help You Understand Your IRS Activity
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What Reports are Provided?
Monthly Summary
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Includes a change summary from the prior month's report so you can quickly identify what has changed on the account and understand it's impact
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Account overview that shows what returns have and have not been filed along with which returns, if any, are under audit.
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Balances due for each tax period along with balance expiration estimates
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For Each Tax Period We Are Monitoring
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Transcript Summary and a copy of all transcripts. Our transcript summary breaks down your transcripts in an easy to understand format. You'll have copies of what the IRS has on file, but also receive explanations on how it impacts your tax account.
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Payment History report that shows all payments for the period. Catch any payments that have not been properly applied.
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Account Transactions report shows all of the activity on your account. See when balances, penalties, and interest have been assessed. See changes that have been made by the IRS on your account and how it effects your pocketbook.
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Audit Flag Reports give you a picture of commonly seen red flags that may indicate an audit is more likely or that your return has been chosen for an audit.
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When Important Changes are Found on Your Account
When important changes are found on your account we send you an alert. These alerts include the information on your account, but also provide additional information on what those changes mean. Your important changes alert will let you know what the changes mean, how long you have to respond, and other information based on the type of change that has occured. ​
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State and Local Tax Notices
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State and Local Notice Analysis is included in all of our plans for free
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In the event you receive a tax notice from either a state or local tax authority you can upload it to your portal and receive an explanation of what the notice is and recommended next steps
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Want to Loop Your Tax Professional Into the Conversation?
We can loop your tax professional into updates on your account and your monthly reports. Don't have a tax professional? We can help you find one!
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