Whether you’re evaluating TaxNow for the first time or already using it in your firm, one thing is universal: onboarding friction can slow everything down.
For many tax professionals, that friction starts with IRS authorizations. You already have valid Forms 2848 and 8821 on file for your clients—yet you find yourself needing to collect new ones for IRS data access. That extra step can cost time, create delays, and often prevent firms from onboarding additional clients quickly.
That’s why we built CAF Connect.
CAF Connect allows tax professionals to use their existing 2848 and 8821 authorizations to onboard clients into TaxNow, no new client signatures required.
Simply CAF Connect your account and import your clients and you can begin accessing your clients irs data in real-time.
This means less paperwork, faster onboarding, and quicker access to the information you need to get to work.
If you’re new to TaxNow:
CAF Connect lets you get up and running faster by using the authorizations you already rely on in your practice. No need to restart the authorization process just to evaluate or adopt a new tool.
If you’re an existing TaxNow user:
CAF Connect makes it easy to add more clients without slowing down to chase signatures. If you already have a valid authorization, you can onboard that client and move forward.
Once your existing 2848 or 8821 is connected, you can access:
CAF Connect makes it easier to get started with client data. You’ve already secured IRS authorization, TaxNow takes care of the rest.
The result:
CAF Connect is now available in TaxNow. Learn more and see how it can streamline your onboarding.
