PitBullTax, a leading provider of professional tax resolution software, announced the launch of IRS Transcripts Monitoring Automation, the first fully end-to-end automated solution designed to help tax professionals proactively monitor IRS accounts and automatically notify clients when account changes occur.

Built for both tax resolution professionals and tax preparers, the new solution transforms IRS transcript monitoring into a scalable, high-value recurring service without requiring additional staff, increasing overhead, or consuming hours of manual work. By automating the entire monitoring and client engagement process, PitBullTax enables firms to turn transcript monitoring into a source of recurring passive revenue while improving client service.

With the new automation, professionals securely connect their IRS e-Services account to retrieve updates, while the PitBullTax platform manages the rest of the workflow automatically. The process begins with a sales email sent to clients, allowing them to enroll with a single click. Once enrolled, the system automatically sends an engagement letter for electronic signature, generates and processes an invoice, creates the required authorization form, schedules the CAF check, and activates IRS transcript alerts — all without manual intervention.

A key differentiator of IRS Transcripts Monitoring Automation is its ability to provide early visibility into changes on a client’s IRS account and deliver automated client notifications. When any activity occurs — including audits, notices, penalties, substitute-for-return (SFR) filings, or collection actions — PitBullTax detects the change and immediately notifies the client via their preferred communication method, either email or SMS.

In many cases, these alerts are delivered weeks before the IRS issues a notice by mail. In some instances, no IRS notice is sent at all, meaning that without active transcript monitoring, both taxpayers and their advisors may remain unaware that a change has occurred. Continuous monitoring allows tax professionals to identify and address issues early, often before the client is aware a problem exists.

As IRS audits and collection actions increasingly occur without advance notice, PitBullTax’s IRS Transcripts Monitoring Automation provides tax professionals with a critical advantage — enabling proactive client service, improved risk management, and a new, recurring revenue opportunity through automated, always-on transcript monitoring.