Know which clients need attention. Across your entire practice.
CTAX Intelligence continuously organizes IRS data across your monitored client book, so you can prepare more accurately, find new service opportunities, and reach out before clients have to call.
A quick look at what CTAX Intelligence does. Before the feature walkthroughs, here is the short version — what the product reads, what it organizes, and what it puts in front of you.
Taxometrics
The scoring layer that reads a client's IRS record and tells you where attention is worth spending, before you open a single transcript.
Transcript archive
Every transcript retrieved and preserved, including the years the IRS eventually drops — so the history stays available after the agency stops serving it.
Wage & Income
Unmasked wage and income data across the book, so W-2 and 1099 activity a client forgot to mention surfaces before it becomes next year's notice.
Compliance
A year-by-year filing view that surfaces missing returns, extensions still open, and abatement candidates across every year at once.
Transactions
The account activity behind the account — payments, assessments, notices and adjustments, in the order the IRS actually posted them.
Filter the whole book by what needs doing
Filter your entire client book by the action you want to take — extensions still open, returns not filed, IRS missing-return notices, promised payments, collections notices, referral opportunities — instead of checking clients one at a time.
Answer a few questions for a chance to win a free year — CTAX Intelligence, for all of your clients.
How it works, in plain terms.
What IRS data does it actually read?
Federal IRS transcript data for the clients you have authorization for — account, return, record of account, and wage and income. That is the same record the IRS shows you, organized across all of your clients instead of one taxpayer at a time.
How often does it refresh?
Monitored clients refresh automatically on a weekly cycle, and any client can be pulled on demand. You are not logging in to re-retrieve anything to find out what changed.
How do authorizations work?
Four supported paths, covered in onboarding: an existing 8821 or 2848 already on file, a paper 8821 signed in the office, Tax Pro Account submitted online, or a templated bulk upload for an existing client list. Existing authorizations make setup considerably faster.
What about businesses and spouses?
Individual, spouse, joint, ITIN-to-SSN transitions, and related business EINs sit under one client record — subject to what the IRS makes available.
Does it cover state tax authorities?
Federal IRS data only. State tax authorities do not offer equivalent access, so state withholding documents are still required from clients.
Is this AI making tax recommendations?
No. Evaluations are hard-coded tax business rules written by practicing tax professionals. One AI feature summarizes existing transcript data in plain language — it does not generate tax conclusions, and it does not touch the evaluations.
Do my clients need another portal?
No. The professional uses the intelligence. Nothing here depends on your clients logging into anything.
Who keeps the client relationship?
You do. You stay the client’s advisor. Community Tax handles only the specialist work you escalate, and CTAX Intelligence keeps you looking at the same IRS record we are — so you can see the account through the engagement and after it.
Is it secure?
It’s the platform Community Tax runs its own client base on every day, connected to the IRS through Application-to-Application authorization.
Every transcript, read the moment it arrives.
This is the work CTAX Intelligence does continuously across all of your clients — raw IRS transcripts in, findings and next actions out.