AI-Powered Audit Responses for Tax Professionals
Transform time-intensive IRS response drafting into efficient, accurate work that scales with your practice.
Document Processing
Intelligent OCR & Parsing
Automatically extract text from IRS notices and letters. Before: preparers retyped key details for hours. After 6 weeks: 200+ documents processed without manual entry.
Multi-Format Support
Handle mixed IRS formats—CP521 notices, 566 requests, audit letters. Parse tables, dates, and penalty language automatically.
Context Preservation
Link current-year issues to prior returns and filings. No more hunting through client file folders or spreadsheet archives.
Secure Upload Portal
Drag-and-drop client documents into encrypted case files. SOC 2 compliant storage maintains professional privilege standards.
Entity Extraction
Automatically identify taxpayer names, TINs, tax periods, and disputed amounts from unstructured IRS correspondence.
Response Drafting
AI-Generated Draft Responses
Draft complete response letters from parsed notice data in under 90 seconds. Sarah at Acme Tax Services halved her response time in the first 30 days.
Citation Matching
Reference IRC sections, Treasury regulations, and relevant case law directly in response drafts. Matches IRS authority style for professional credibility.
Audit Type Templates
Pre-built templates for correspondence audits, math error notices, and examination requests. Customize without starting from scratch.
Professional Tone Calibration
Adjust formality level based on audit severity. CBP notices get different treatment than statutory deficiency determinations.
Multi-Draft Comparison
Generate and compare three response versions side-by-side. Select, edit, or combine approaches before submission.
Compliance & Accuracy
Math & Logic Validation
Validate all calculations, dates, and regulatory references before export. Reduces clerical error risk that triggers secondary inquiries.
Cross-Reference Verification
Confirm every cited figure against source documents. Highlights discrepancies before they reach IRS examiners.
Version Control
Track every draft revision with timestamps and author attribution. Audit trail logging supports practice defense if questioned later.
IRS Format Compliance
Auto-format exports to IRS submission standards. PDF output matches IRM requirements for correspondence submissions.
Practice Workflow
Client Case Organization
Structure client folders by audit type, tax year, and response status. Route-level visibility across your entire inventory without opening individual files.
Deadline Tracking
Monitor response windows from IRS receipt to filing deadline. Dashboard view prevents missed_cutoff incidents that escalate cases.
Submission Status Dashboard
Track pending responses, awaiting IRS acknowledgment, and closed cases. Filter by preparer, client, or audit type.
Client Communication Log
Record all client interactions tied to specific audit responses. Full history available for future audits involving same taxpayer.
Team Collaboration
Invite and manage team member access with role-based permissions. Manage multi-preparer practices without information leakage between staff members.