Tax Notice & Agency Correspondence for Bookkeepers with Xero
The Problem
IRS and state notices arrive for Small Business Bookkeeping 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 in Xero
AI classifies every incoming notice, links it to the client file in QuickBooks Online, drafts the response, and calendars the deadline — no notice slips past a response window. Purpose-built for teams running Xero — uses the native API or agent integration so nothing leaves the system of record.
Xero Integration Approach
Audit your Xero configuration
We map the specific Xero objects, custom fields, and workflows the automation needs to touch for your small business bookkeeping practice.
Build on the Xero API or agent
Integration happens inside Xero — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Xero with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Xero instance
30-minute call. We'll look at your actual Xero setup and show exactly how this workflow fits.