Every filing season, something slips through the cracks. A client tells you their estimated payment was one number. The IRS apparently has another. A new W-2 mysteriously lands in a client’s mailbox days after you’ve gotten the e-file confirmation. Nobody notices until an underpayment or CP2000 notice shows up, often many months later.
That is the gap the Tax Readiness Report is built to close.
The Tax Readiness Report runs two checks on every client, automatically, before you file.
Two checks, built on real IRS data, done before you file. Not after a client gets a letter and calls you in a panic. That is not a lot to ask. It is exactly what most clients already assume you are doing.
Most firms catch a mismatch the hard way: pulling a transcript, comparing it line by line to the return or client organizer, usually because a notice sparked a review. The Tax Readiness Report provides a one-stop shop to efficiently run these checks the moment you open a client's profile, so the comparison is already done and waiting, no manual pulling, no cross-referencing by hand.
Less digging, less guessing. Just open the report and see where that client stands.
Blake Meester, CEO & Managing Shareholder at MCO Advisors, put it simply after using Tax Readiness Report on his own client list:
"Transparency and visibility we would not have otherwise had. It solves a problem of alerting us to issues that are coming, so we can be proactive on something that we would have otherwise had to be reactive to, to put out a fire.”
That is the actual shift here. Not more work, less of it, and earlier, while it is still easy to fix.
The Tax Readiness Report is live inside your TaxNow dashboard. Setup takes minutes, not weeks, and there is nothing new to train your team on beyond pointing them to the new tab.
Already a TaxNowPRO user? Log in here and see it live on your own client list.
New to TaxNow? Book a demo here!
