Tax Notice & Agency Correspondence for International Tax Specialists with Bloomberg Tax
The Problem
IRS and state notices arrive for Cross-Border Tax 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 Bloomberg Tax
AI classifies every incoming notice, links it to the client file in ONESOURCE, drafts the response, and calendars the deadline — no notice slips past a response window. Purpose-built for teams running Bloomberg Tax — uses the native API or agent integration so nothing leaves the system of record.
Bloomberg Tax Integration Approach
Audit your Bloomberg Tax configuration
We map the specific Bloomberg Tax objects, custom fields, and workflows the automation needs to touch for your cross-border tax practice.
Build on the Bloomberg Tax API or agent
Integration happens inside Bloomberg Tax — 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 Bloomberg Tax with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Bloomberg Tax instance
30-minute call. We'll look at your actual Bloomberg Tax setup and show exactly how this workflow fits.