Tax Notice & Agency Correspondence for Forensic Accountants
The Problem
IRS and state notices arrive for Fraud Investigation clients with 30-day deadlines and cryptic codes — and the partner doesn't see them until the team finally surfaces the mail pile.
What We Build
AI classifies every incoming notice, links it to the client file in IDEA, drafts the response, and calendars the deadline — no notice slips past a response window.
Tools & Integrations
How It Works
Discovery Call
We map your current tax notice & agency correspondence process and identify exactly where AI saves the most time.
Build & Integrate
We build the AI workflow and connect it to the tools you already use — no software changes required.
Review & Refine
You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.
Ready to automate tax notice & agency correspondence?
Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.