Balance and assessment changes
Highlight new assessments, payments, penalties and balance movement.
Planned after IRS approval
IRS account monitoring without spreadsheet chasing.
Focused alerts for meaningful account changes, connected to the client, authorization and next task.
Monitor what matters
Notices and collection events
Surface indicators that require professional attention and document the response.
Authorization status
Block monitoring when authority is missing, expired or does not cover the requested matter and period.
Direct automated monitoring is not yet live and requires IRS production approval plus each firm's eligible e-Services access and valid taxpayer authority.