Tax Notice & Agency Correspondence for Fractional CFOs with Fathom
The Problem
IRS and state notices arrive for Outsourced Finance 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 Fathom
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 Fathom — uses the native API or agent integration so nothing leaves the system of record.
Fathom Integration Approach
Audit your Fathom configuration
We map the specific Fathom objects, custom fields, and workflows the automation needs to touch for your outsourced finance practice.
Build on the Fathom API or agent
Integration happens inside Fathom — 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 Fathom with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Fathom instance
30-minute call. We'll look at your actual Fathom setup and show exactly how this workflow fits.