Instant, direct access to up to 10 years of IRS transcripts
Real-time alerts for audits, notices, refunds, and payment updates
Dashboard-based monitoring for individuals, businesses, and tax pros
Free tier for single accounts; scalable plans for multi-client firms
What is TaxNow
TaxNow is a cloud-based tax data automation platform that connects directly to the IRS database to provide on-demand transcript retrieval, continuous account monitoring, and real-time compliance alerts. Aimed at individuals, businesses, lenders, and tax professionals, it eliminates manual IRS e-Services processes and phone wait times, giving users an AI-augmented dashboard to track refunds, audits, payments, and overall tax health.
Key Features
Instant IRS Transcript Access: Retrieve up to 10 years of IRS transcripts within seconds, replacing manual Form 4506-T requests.
Continuous Account Monitoring: Automated daily checks deliver alerts for audits, identity theft, notices, and payment updates.
Smart Client Onboarding & Management: Built-in Section 7216 authorization and compliance checks accelerate new-client setup for tax firms.
Live Refund & Payment Tracker: Real-time status updates help taxpayers and advisors forecast cash flow and address delays quickly.
Year-over-Year Analytics Dashboard: Interactive visuals compare key tax metrics across multiple filing years for deeper insights.
ERC & Credit Status Tracker: Dedicated module tracks Employee Retention Credit progress and other tax credits in one place.
Who is TaxNow for?
Certified Public Accountants (CPAs) and enrolled agents managing multiple clients
Small & medium business owners who need self-serve visibility into tax obligations
Mortgage brokers, banks, and alternative lenders requiring verified income data
Individual taxpayers looking to monitor refunds and prevent identity theft
Fintech and payroll platforms integrating real-time IRS data into their workflows
Key Use Cases & Applications
Automating client IRS transcript pulls during busy tax season
Proactive audit-risk monitoring for corporate finance departments
Verifying borrower income for loan underwriting and mortgage approval
Tracking Employee Retention Credit claim status for SMBs
Preventing tax identity theft through continuous account surveillance
Pros
Free-forever tier enables immediate value with zero cost for single users
Direct IRS connection eliminates phone hold times and paper transcript requests
Comprehensive alert system reduces compliance risks and surprises
Role-based permissions simplify secure data sharing with teams and clients
Cons
Variable pricing for TaxNowPRO requires a sales call
Currently focused on U.S. federal taxes; no state transcript support yet
Pricing Info
TaxNow – $0/month: One personal or business account, tax identity & refund theft monitoring, advance IRS audit notifications, instant notice & penalty alerts, 10-year transcript access, multi-year tax history dashboard, unlimited viewing of other TaxNow users’ accounts.
TaxNow+ – $20/month: Everything in TaxNow plus support for up to five accounts, employment-tax data, role-based account sharing, and premium support.
