AI Payment Follow-Up
Catch missed IRS payments before they become a problem
Flag clients falling behind on an IRS payment plan and trigger follow-up — using monitored transcript data instead of a manual check-in schedule.
This is on our roadmap, not available in TaxResOS today. We’re publishing what we’re planning so you know where the product is headed — not to imply it’s shipped.
Payment-plan monitoring
Cross-reference monitored transcript data against expected payment plan status.
Automatic flags
Surface cases where a client appears to have missed a payment.
Triggered follow-up
Kick off a task or client reminder automatically instead of a manual check-in cadence.
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