Doc-heavy, deadline-driven — and risky
Tax resolution is manual work where mistakes and missed deadlines are costly.
Doc-heavy manual work
Read notices, gather records, draft responses by hand.
Deadlines get missed
Late responses mean penalties and worse outcomes.
Generic AI is unsellable
It hallucinates and leaves no audit trail.
Errors are expensive
A wrong filing has real financial consequences.
Governed by design, built for trust
Every step is logged, explained, and signed off by a licensed professional.
LLM reads notices + records
Turns unstructured documents into structured data.
Drafts the response
A ready-to-review draft, in the right format.
Deadline tracking
Never miss a filing or response date.
Full audit trail
Every step and decision is logged.
No-hallucination guardrails
Outputs are grounded in the source documents.
Licensed human signs off
Human-in-the-loop on every response.
From notice to response in four steps
Notice arrives
IRS or state notice, as-is.
LLM reads + structures
Extracts the issues, dates, and facts.
Draft + track deadline
Builds the response and schedules the date.
Licensed human signs off
A professional approves before it's sent.
Tailored to your firm
Every plan is scoped to your case volume and tax types. Book a demo and we'll build it together.
Firm
- Notice reading + response drafts
- Deadline tracking
- Audit trail
Team
- Everything in Firm
- Multi-user + RBAC
- Reporting & analytics
Enterprise
- Everything in Team
- Custom guardrails
- Dedicated support
Built by the CRM & AI experts
- 13 finance clients of proven doc-heavy workflow.
- LexCheck — our own full-stack legal-AI product.
- Deep governance expertise (EACP research).
Frequently asked questions
Yes — governed by design, with a full audit trail and human sign-off on every response.
A licensed professional always approves before anything is sent.
IRS and state notices, audits, and refund claims — we'll scope it to your practice.
Resolve faster. Never miss a deadline.
Book a demo and see a notice become a draft response.
Book a demo