TaxRock

Continuous IRS monitoring for confident, client-ready practices.

Complete, always-on visibility into every client's IRS account across your entire portfolio, so you're never caught off guard.

Meet TAXROCK

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The reality today

“Am I missing something?”

It’s the question every practitioner with IRS-exposed clients carries.
Manual transcript retrievals can’t keep pace, and the IRS doesn’t wait for you to check.

Reactive by design

You find out when the notice arrives, not when the activity actually happened.

Manual & unscalable

Transcript retrievals eat staff hours and break down past 100 clients.

Exposure you can’t see

New clients carry hidden IRS issues that surface months too late.

What Is TaxRock?

The always-on IRS intelligence layer your practice runs on

TaxRock is a continuous, AI-powered IRS monitoring platform that gives you complete, always-on visibility into every client’s IRS account status across your entire portfolio, simultaneously. Unlike transcript tools that produce a point-in-time snapshot, TaxRock monitors accounts in real time, detecting changes the moment they occur and alerting your team before the situation has a chance to escalate.

Balances Notices Penalties Enforcement Actions Filings Refunds Levies Compliance Gaps

All accounts. All clients. All the time.

How TaxRock Works

From onboarding to resolution: fully automated, fully visible

01

Zero-Friction Onboarding

Rocky collects client information, verifies identity, and completes Form 8821 without manual follow-up.

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02

24/7 IRS Monitoring

TaxRock monitors around the clock. You’re alerted to all new activity, both in-app and by email.

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03

Portfolio Intelligence

Rocky analyzes your entire client portfolio, surfacing risk signals and highlighting where your attention is needed.

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04

Alert-Driven Resolution

Rocky flags critical updates and notifies both you and your client in real time, so you can align on next steps.

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05

Shared Client Visibility

Clients see what you see, creating transparency, reducing inbound questions, and strengthening trust.

Powered by Rocky™

Meet Rocky

Your AI-powered tax assistant

Rocky doesn’t retrieve data and leave the interpretation to you. He monitors every account simultaneously, flags what matters, explains what it means in plain language, and surfaces what needs your attention right now. When you open TaxRock, you don’t wonder what you’ve missed. Rocky has already told you.

Continuously reviews account activity across every client in your portfolio.

Translates complex IRS terminology into plain-language explanations.

Prioritizes which accounts require your immediate attention.

Identifies developing risk signals before they reach the notice stage.

Reduces the mental burden of tracking activity across hundreds of clients.

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To Get Started

Watch the 2026 Tax and Accounting Automation Guide
Playlist on YouTube