Peace of mind. Yours to sell.
CTAX Intelligence reads your clients' IRS transcripts around the clock, warns you before the mail lands, and runs the whole resolution workbench under your brand. They sleep because someone is watching their account. You sleep because that someone is you.
What it does to your book.
More revenue in. Better retention. Nothing to build.
More revenue
A recurring subscription clients are glad to pay for — someone watching the IRS so they don't have to. It renews itself.
Better retention
You call first when the IRS moves. Leaving you means losing that head start — and nobody walks away from it.
Effortless setup
No dev team, no roadmap, no maintenance. The engine already runs — you're live under your brand in days, not quarters.
Stop reselling other people's software. Put your name on it.
White-label means exactly that: your logo on the login screen, your domain in the address bar, your invoice in the client's inbox. Underneath, the TaxVero engine does the heavy lifting — transcript pulls, intake, standards math, documents, form generation — and never introduces itself to your clients.
The portal your clients will assume you built.
Stop finding out when your client does.
You didn't build a practice to fill in forms. You built it to stand between your clients and the IRS. Monitoring reads their account transcripts every day and tells you the moment something moves — so you reach out first, with a plan, before the panic. Every client. Automatically.
Every IRS action ends in one of two phone calls.
"I just got this in the mail. Why didn't you catch it?"
The client opens a levy notice before you've heard a word. Now you're explaining, not protecting — and they're quietly wondering what they pay you for.
"The IRS moved on your account this morning — here's our plan."
You saw it post to the transcript days before the mail. You called first. That's the preparer nobody leaves — and the one their friends hear about.
Monitoring puts you on the right side of that call, on every client you carry — here's the head start, running quietly in the background:
Everything the IRS knows is in the transcript. Monitoring reads it every single day, on every client — watching for:
Be the preparer who calls first — on every client you carry.
Get the white-label demo →See monitoring running under your own brand — usually within the week.
Five jobs it does under your logo.
Clients enter their own financials
Your branded portal walks them through personal info, income, assets, and expenses — section by section, with progress they can see. No email ping-pong, no shoebox of statements.
IRS Standards apply themselves
Every expense line compares the client's number against the IRS Standard — lesser or greater resolved automatically, no table-hunting by county.
Assets and income reconcile line by line
Property, vehicles, lenders, equity — captured once, calculated once, flowing into every form that needs them.
Documents live with the case
Requests, uploads, and pending items tracked in one Document Manager — findable when the IRS asks, visible to the client, filed under your brand.
Forms generate in one click
Pick the form, click generate — the case data flows straight into the IRS paperwork. 433-A to 656, no re-keying, no transposition errors.
Three steps and it's yours.
Brand it
Your logo, your colors, your domain. The platform stops looking like ours the day you start — there is no "powered by" badge on the client side.
Invite clients
Send the portal link in your normal engagement email. Clients onboard themselves; monitoring authorizations ride along with intake.
Set your price
We charge you the platform rate. What you charge your clients — and what you bundle it with — is your business. Monitoring makes an easy recurring line item.
One platform. Your brand on every screen.
The portal, the standards engine, and a 433 generating itself.
Get the white-label demo →Demos arranged through your partner rep — usually same week.
The detail, if you want it.
The essentials are above. Everything below unfolds only if you want to look under the hood.
What's actually in an IRS transcript?
More than most people ever look at: assessed balances by year, penalties and interest as they accrue, filing and payment history, collection statuses, and the transaction codes that telegraph what the IRS is about to do. TaxVero's transcript services pull all of it, translate the codes into plain English, and keep the picture current — so you diagnose a case from the record, not from the client's memory.
What does Tax Monitoring actually watch?
For each client who authorizes it, monitoring tracks the account transcript continuously: new notices, lien filings, levy intent, changes to installment-agreement status, and fresh transcript entries. When something posts, it lands in your dashboard as an alert — under your brand — with the transcript line that triggered it.
How early are the alerts?
IRS systems record actions before the mail goes out. When an action posts to the account first, you know before the envelope exists — sometimes by days. We don't promise a fixed lead time, because the IRS doesn't run on one; what we promise is that when the account moves, the alert fires.
Can I offer monitoring under my own brand?
That's the whole point. Alerts, the client portal, and every report carry your name. Your clients experience a firm that watches the IRS for them — the plumbing underneath stays invisible.
The forms library — what generates when
Every form pulls from the same case file, so nothing is re-keyed. Open any form below for where it fits.
Form 433-A
The full Collection Information Statement for wage earners and the self-employed — the deep financial disclosure revenue officers work from.
Form 433-A (OIC)
The Offer-in-Compromise variant of the 433-A, filed alongside Form 656 to substantiate what the client can actually pay.
Form 433-B
The business version — corporations, partnerships, and LLCs with tax debt disclose assets, receivables, and income here.
Form 433-D
The installment-agreement form: locks in the monthly payment plan, including direct-debit setup.
Form 433-F
The streamlined statement used by ACS for simpler collection cases — shorter than the 433-A, same underlying numbers.
Form 656
The Offer in Compromise itself — the settlement proposal, packaged with its supporting 433-A (OIC) figures.
How the Standards engine decides "lesser vs greater"
For each allowable-expense line, the engine pulls the applicable IRS Standard and places it beside the client's actual figure. Line by line it resolves which value the form should carry — the lesser or the greater, per the rules for that category — and totals both columns so you can see exactly how the number on the 433 was built.
Where the data lives and who sees it
One case file per client: financials, uploads, alerts, and every generated form stay together. You and your client see the case — that's the list. The data exists to resolve the case and produce the paperwork, not to be reused.
Getting your white label live
Start with one live case rather than a migration project. Brand the portal, send the link in your normal engagement email, and generate your first 433 from the result. Turn monitoring on for that client and let the first alert make the case for the rest of your book.
Put your name on their peace of mind.
Community Tax partners get a direct introduction — no sales queue, no procurement maze. Bring one live case, pull the transcript, and watch it run under your brand.