Elevating the CPA’s approach to tax planning
From tax strategy to cash flow management, as a CPA you are entrusted with a high level of responsibility. You’re expected to be accurate, fast, and always a step ahead.
Beyond retrieving and organizing financial documents for new clients, advising business leaders on a tailored tax strategy requires time, energy, and accuracy.
In order to provide a client with the best possible financial advice, it’s imperative that you gain access to that client’s most updated and accurate financial information. The more time you spend on collecting this information, the less time you spend planning and strategizing.
And what happens when there is an unforeseen or unshared change to your client’s tax profile? This can put you at risk for inaccurate advising and potentially loss of clients and reputation.
You’re in a reactive cycle. You’re constantly playing catch-up, relying on potentially outdated information, and spending valuable hours on administrative tasks instead of strategic advising.
It’s exhausting. It’s inefficient. And it’s risky, for both you and your clients.
Beyond retrieving and organizing financial documents for new clients, advising business leaders on a tailored tax strategy requires time, energy, and accuracy.
In order to provide a client with the best possible financial advice, it’s imperative that you gain access to that client’s most updated and accurate financial information. The more time you spend on collecting this information, the less time you spend planning and strategizing.
And what happens when there is an unforeseen or unshared change to your client’s tax profile? This can put you at risk for inaccurate advising and potentially loss of clients and reputation.
You’re in a reactive cycle. You’re constantly playing catch-up, relying on potentially outdated information, and spending valuable hours on administrative tasks instead of strategic advising.
It’s exhausting. It’s inefficient. And it’s risky, for both you and your clients.
How TOD can help
Tax on Demand (or TOD) provides ongoing IRS transcript access for 3 years with just one client signature.
Not only does this mean simplified access to all necessary documents— like income unemployment, and civil penalty filings— in one secure platform, but it also eliminates the need to manually monitor client tax profiles.
TOD alerts CPAs to any changes in a client’s profile and issues financial health reports, making their strategy as timely and accurate as possible without extra hassle.
Here’s how TOD helps CPAs shift to proactive management.
Tax Planning & Strategy
Tax planning is no longer a once-a-year task. Businesses expect their CPAs to provide year-round guidance that minimizes liabilities and maximizes opportunities. But without real-time IRS data, CPAs are working with outdated or incomplete information.
TOD solves this by offering ongoing access to IRS tax transcripts, including real-time alerts for:
For example, if a client incurs a new tax debt mid-year, TOD alerts the CPA immediately, allowing them to advise on payment plans or adjust estimated tax payments. Further, you can confirm your client’s payment of quarterly estimates and see whether the IRS has accepted and processed any tax returns you’ve filed on your client’s behalf.
- New tax liabilities
- Missed filings
- IRS notices or changes in taxpayer status
For example, if a client incurs a new tax debt mid-year, TOD alerts the CPA immediately, allowing them to advise on payment plans or adjust estimated tax payments. Further, you can confirm your client’s payment of quarterly estimates and see whether the IRS has accepted and processed any tax returns you’ve filed on your client’s behalf.
Loan Preparedness & readiness
CPAs often play a critical role in helping clients secure financing. This process can prove quite tedious, involving a lot of back-and-forth.
TOD eliminates these bottlenecks by:
- Automating transcript retrieval with borrower authorization
- Providing secure, organized access to transcripts for up to three years
- Alerting CPAs in an instance of lost transcript access
Budgeting & Cash Flow Management
Tax liabilities directly impact a business’s cash flow. Unexpected debts or missed filings can throw off budgets and create financial strain.
TOD’s ongoing monitoring gives CPAs the visibility they need to:
- Track changes in tax obligations
- Adjust budgets and forecasts accordingly
- Advise on cash reserves or payment strategies
Growth Strategy & Advisory
Clients rely on CPAs to guide decisions around expansion, hiring, capital investment, and more.
TOD supports this advisory role by:
- Providing organized, searchable access to IRS transcripts
- Allowing CPAs to filter by taxpayer, business name, or CPA representative
- Offering alerts that highlight financial red flags or opportunities
The CPAs competitive Edge
TOD is a convenience, but also a competitive advantage.
By offering ongoing monitoring and instant access to IRS tax transcripts, CPAs can:
By offering ongoing monitoring and instant access to IRS tax transcripts, CPAs can:
- Provide proactive tax planning
- Support loan applications with speed and accuracy
- Deliver smarter budgeting advice
- Guide strategic growth decisions
Ready to elevate your practice?
If you’re a CPA looking to streamline your workflow, improve client service, and expand your advisory capabilities, TOD is the solution you’ve been waiting for.
With TOD, you’re not just managing tax data, you’re leveraging it to drive better outcomes for your clients and your practice.
Contact our partnership team to explore how TOD can transform your role and help you stay ahead in a rapidly evolving financial landscape.
With TOD, you’re not just managing tax data, you’re leveraging it to drive better outcomes for your clients and your practice.
Contact our partnership team to explore how TOD can transform your role and help you stay ahead in a rapidly evolving financial landscape.