TaxNow + Karbon
App integration via Karbon — Monitor clients’ IRS transcripts and receive automated, prioritized alerts on important IRS activities for your clients, right within Karbon.
Actively monitor and get alerted for your clients’ IRS transcripts and tax activities with the Karbon and TaxNow integration.
Automated IRS transcript monitoring in Karbon
- Set-and-forget monitoring: Once connected, TaxNow runs nightly checks for IRS transcript updates and automatically pushes relevant alerts directly into your client timelines in Karbon—no manual checking required.
- Smart client matching: New transcript data is automatically matched to your existing Karbon clients, so alerts appear exactly where you expect them in your workflow.
- Zero disruption to your process: Continue working in Karbon as usual while TaxNow monitors IRS activity in the background and delivers updates when they matter.
Priority-based notifications that work with your Karbon workflow
- Intelligent alert routing: Low-priority alerts (like representative appointments) appear in client timelines, medium-priority alerts tag your client managers in Karbon, and high-priority alerts (like refund issues) notify both client owners and managers.
- Karbon Triage notification: Tagged alerts automatically appear in Triage, so you can handle IRS updates alongside your other daily tasks without switching systems.
- Team coordination made simple: Your team gets notified about the right clients at the right priority level, all through your familiar Karbon notification system.
Full transparency with source documentation in Karbon
- One-click transcript access: Every alert in your client timeline includes direct access to the raw IRS transcript that triggered it, giving you complete source-of-truth documentation without leaving Karbon.
- Structured data you can act on: Each alert shows IRS code explanations, tax periods, forms, dates, and dollar amounts formatted for quick review and client communication.
- Complete client history: All IRS activity becomes part of your client's permanent Karbon timeline, integrating seamlessly with your existing notes, tasks, and communication records.
About TaxNow
TaxNow is an end-to-end IRS tax transcript solution designed to automate the collection of client tax information authorizations, streamline IRS transcript access, and put IRS tax account monitoring on autopilot. Purpose-built for third-party professionals such as CPAs and advisors, TaxNow provides continuous IRS data surveillance and proactive alerts. This ensures firms are notified weeks before their clients receive a notice, penalty, or audit letter in the mail.
