Big August Updates to TaxNowPRO: Faster Alerts, CAF Check, and Client Info Fixes

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TaxNow
04 Sep 2025

We’ve been busy behind the scenes making TaxNowPRO even faster and more user-friendly. This month’s updates are all about saving you time, giving you more visibility, and helping you stay in control when things get stuck.

Here’s what’s new:

⚡ Faster IRS Alerts

Good news: alerts are now running on IRS time, not ours.

We’ve upgraded our alerting system to process transcript updates in under 24 hours (down from up to three days). This means your client alerts will now arrive in tighter, predictable windows—usually once or twice per week—in sync with the IRS’s update cadence (Saturday through Monday morning).

Less waiting, more clarity.

✅ CAF Check

Ever wonder which years and forms you’re actually authorized to access for a client? That’s where CAF Check comes in.

  • Green checkmarks = active authorization (click to instantly open that transcript)
  • Red Xs = no authorization

CAF Check gives you a clear, visual snapshot of your access so you know exactly what’s covered in our automated alerting job—and what isn’t.

🔄 Update Client Info

Sometimes a client gets stuck in “Awaiting IRS” longer than the usual 5–10 days. Now, you can fix it yourself without waiting on support.

From Client Manager, you can:

  • Update client details
  • Upload a corrected Form 8821

We’ll take it from there—updating the info and resubmitting to the IRS to get things moving again.

These new tools are designed to make your TaxNowPRO experience smoother and more efficient. Check them out in your account today, and let us know what you think—we’re always building with your feedback in mind.

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