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TaxRock
IRS account intelligence that connects to clients' IRS accounts, monitors them continuously and decodes notices, with Rocky, an AI assistant.
| What the AI does | Rocky, the AI tax assistant: explains the connected IRS account and notices in plain English, answers questions in context, guides and takes action; IRS Notice Decoder; continuous IRS account monitoring with alerts |
|---|---|
| Who it serves | Solo practitioners, Small CPA firms, Tax offices |
| Starting price | Quote-based for professionals (per monitored taxpayer, month to month, no platform fee); individuals $9.99/mo, sole proprietors $19.99/mo, businesses $39.99/mo per EIN |
| Pricing model | Per taxpayer/month (professionals); per account for individuals |
| Free trial | Free plan available |
| Best fit | Solo practitioner, Small firm |
| Category | Tax Planning & Projection AI |
| Also fits | Tax Research & Knowledge Assistants |
| Works with | TaxRock API |
| SOC 2 | Not stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
TaxRock is listed as a fit for solo practitioners and small firms, and the vendor names solo practitioners, small CPA firms and tax offices on its own site. The job it gets hired for: modeling strategies and projections from the return so the client sees the savings before year-end. It also fits the Tax Research & Knowledge Assistants category.
What it costs
TaxRock is priced by quote, so the demo is where you get a number tailored to your firm (per taxpayer/month (professionals); per account for individuals). There is a free plan.
Good to know
TaxRock connects to clients' IRS accounts for a complete account assessment and continuous monitoring with alerts, decodes notices in plain English and can file a simple installment agreement for a one-time $249 when eligible; Rocky, the AI assistant, explains what the account and notices mean, answers questions in context and guides the next step. Tax professionals pay per taxpayer monitored, month to month with no platform fee, priced by demo or sales@taxrock.com; the taxpayer-facing plans post at $9.99/mo for individuals, $19.99 for sole proprietors and $39.99 per EIN for businesses, with two months free on annual billing. The IRS Notice Decoder is free to use without an account.
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