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Proactive Case Management: Building a Real-Time IRS Monitoring Workflow
★★★★★
4.9 · 8 attendee ratings
Most tax professionals still operate in a reactive model—pulling transcripts only when needed, responding to IRS notices after they arrive, and relying on clients for updates. The issue isn’t a lack of technical knowledge – it’s a lack of real-time visibility into client accounts. This session introduces a proactive case management approach designed to help practitioners stay ahead of IRS activity, reduce surprises, and improve client outcomes. Attendees will see how to use IRS transcripts as an ongoing monitoring tool, identify early indicators of compliance risk, and implement a structured workflow for managing accounts beyond filing. The session also explores how automation and AI can support scalable monitoring, streamline communication, and reduce the manual burden of post-filing compliance – allowing firms to operate more efficiently without expanding into full-time resolution work.
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What's included
Every registration comes with the course materials — yours to keep.
- Course handout PDF
- Course presentation PDF
- Additional course files TXT
Course details
- Recommended CPE credit
- 1
- Field of study
- Taxes
- Program level
- Basic
- Delivery method
- Group Internet Based
- Prerequisites
- None
- Advance preparation
- None
- Course number
- 26c01509
CPE Today (Devmatics, LLC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 167619). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].
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Your instructor
Tom Wangaard
Tom Wangaard is an Enrolled Agent specializing in IRS collections and proactive tax compliance. He works directly with tax professionals to help them move from reactive, notice-driven workflows to scalable, system-driven client management. With hands-on experience negotiating with the IRS, Tom focuses on helping practitioners identify compliance risks earlier, streamline resolution workflows, and reduce the...
Full profile →Attendee feedback
4.9
8 attendee ratings
Common questions
How many CPE credits is Proactive Case Management: Building a Real-Time IRS Monitoring Workflow worth?
Proactive Case Management: Building a Real-Time IRS Monitoring Workflow is worth 1 CPE credit in Taxes. CPE Today is a NASBA National Registry sponsor (ID 167619), so the credit is accepted by state boards of accountancy nationwide.
What are the prerequisites, and what level is it?
The program level is Basic. No prerequisites or advance preparation are required.
Who should take Proactive Case Management: Building a Real-Time IRS Monitoring Workflow?
Update this attribute value to the course desired audience.
What is the format, and how long does it run?
It is delivered as a webinar, running about 50 minutes. Live sessions include the real-time attendance checks NASBA requires; your certificate is issued automatically on completion.
What if it doesn't meet my expectations?
Every purchase carries a 100% satisfaction guarantee — a full refund within 30 days, no questions asked.
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