ERC Tracker - Organized Case Tracking for ERC Workflows

Track ERC cases, client documentation, and filing progress in one place - so nothing slips during long timelines.

Start Tracking An ERC Case

CASE ID

#ERC-2941

PROCESSING

941-X Filed

Amendment submitted for Q2 2021

IRS Processing

Est. completion: 4-6 weeks

Refund Approved

Pending final review

What You Track

Client + Entity Details

Maintain all business information and historical data in one profile.

Case Stage

Intake → Documentation → Filing → Follow-up. Clear progress visual.

Key Dates & Notes

Track filing dates, refund expectations, and critical status updates.

Document Checklist

Identify missing payroll records or qualified wages instantly.

Team Assignments

Assign staff and track next actions to ensure accountability.

Why It Matters

ERC work gets messy because it's long-running and document-heavy. A structured tracker reduces:

Missed follow-ups

Lost documentation

Duplicate work across staff

Risk from unclear status

Enhanced Accuracy

Our platform allows tax professionals to submit an IRS transcript request online, track progress in real time, and securely download transcripts once available.

Built For

CPAs and Accounting Firms

ERC Consultants

SMB Advisors

Ready To Organize Your ERC Pipeline?

Track ERC Cases Clearly

Products

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