01
Intake
Notice enters one controlled channel.
Mail, email, upload, or forwarded client messages start in the same queue.
Built by a former CPA firm partner, not adapted from generic task software.
Built by Accountants,Powered By Intelligence
IRS notices are stealing firm time. TaxNotice.ai gives it back.
Centralize every IRS notice, draft responses faster, track deadlines, route partner approvals, and keep every case moving from intake to resolution.
Built and tested inside a 2,000-return CPA firm.
TaxNotice.ai is in MVP buildout. We are selecting founding firms now.
5 founding firm slots available. Lifetime free access in exchange for real workflow feedback.
Founder story
This started inside a real CPA firm.
"I was a partner at a 2,000-return CPA firm. When I finally calculated what IRS notices were costing us, it was six figures a year in partner-grade time. The work was buried in inboxes, spreadsheets, shared drives, and memory. There was no system. Just people, spreadsheets, and prayer. I looked for the platform we needed. It did not exist. So I left to build it."
Former CPA Firm Partner
The problem
Your notice process is probably more expensive than you think.
Most firms do not have a notice system. They have a patchwork.
Notices arrive everywhere.
Staff re-researches the same notice types.
Drafts start from old templates or blank pages.
Partners cannot see what is open.
Deadlines depend on memory and follow-up.
Clients only notice when something goes wrong.
There is no margin in chaos.
Cost of doing nothing
The real cost is not the notice. It is everything around it.
The work gets done. The margin disappears.
Partner hours spent finding status instead of advising clients
Staff time wasted re-decoding common notice types
Write-offs when notice work cannot be billed cleanly
Client trust lost when deadlines or updates slip
Admin time spent chasing signatures, mailings, and follow-ups
Firm visibility lost because every notice lives in a different place
Same professional judgment. A cleaner operating system around it.
Before TaxNotice.ai
Forwarded email, spreadsheet row, shared drive draft, partner ping, mailing note, calendar reminder, and someone hoping the IRS response gets noticed.
Notice work lives in4 places
Forwarded email
Owner unclearSpreadsheet row
Status staleShared drive draft
Version unknownCalendar reminder
Depends on memoryNo single owner. No reliable source of truth.
After TaxNotice.ai
One case, one owner, one deadline, one draft, one approval trail, one mailing record, one follow-up ladder, and one audit history.
CP2000 response case
Tax year 2024 · $18,240
Case owner
AssignedDeadline
T-7 visibleDraft
VersionedPartner approval
TrackedMail proof
LoggedAudit history17 events
One workflow
One workflow from notice to resolution.
TaxNotice.ai turns every IRS notice into a tracked case with clear ownership, deadlines, drafts, approvals, mailing, follow-up, and audit history. Your team still does the judgment work. TaxNotice.ai removes the chaos around it.
02
Triage
Confirm type, client, owner, and deadline.
Fields are reviewed before the notice becomes a tracked case.
03
Draft
Start from notice-specific structure, not a blank page.
Templates and case data create a draft your preparer can edit.
04
Review
Partner reviews, comments, approves, or returns.
Drafts are locked during review and tracked through approval.
05
Mailing action and tracking number are logged.
Certified mail details stay with the case history.
06
Follow-up
Pre-due reminders keep the case alive.
Upcoming deadlines and overdue follow-ups stay visible until the IRS responds.
07
Close
Outcome, notes, and audit history are finalized.
Resolution details become part of the immutable case record.
Core value
Built around the work your firm already does.
Centralize the mess
Every notice starts in one place, whether it came from mail, email, upload, or a forwarded client message.
Draft without starting over
AI-assisted drafts use notice-specific templates, case data, and firm-approved language.
Power of Attorney, handled.
Auto-detect when a POA is needed based on notice type. Pre-fill Form 2848 from case data. Generate, send to client for signature, track receipt, and attach to the case. Replace a 20-minute scavenger hunt with a one-click flow.
Keep partners out of the weeds
Partners review, comment, approve, and sign without chasing staff or asking for status updates.
Protect the judgment work
AI helps with intake, extraction, templates, and first drafts. Your professionals review the facts, decide the position, and approve the final response.
Founding firm access
We are choosing 5 founding firms.
Founding firms help shape the MVP before launch and receive lifetime free access to TaxNotice.ai.
What you get
- Founding firms receive free lifetime access to the core platform.
- Direct input into product priorities
- Early MVP access
- Founder-led onboarding
- Workflow shaped around real firm operations
What we ask
- One intro call
- Real workflow feedback
- Optional anonymized notices for testing
- Biweekly feedback during the first 90 days
Why lifetime free
We are trading software revenue for real workflow pressure while we build the MVP. Founding firms give us honest operating feedback. In return, they get the product free for life.
No equity. No cash. No long contract. If it does not work, you walk.
Request Founding Firm AccessFirm fit
Built for firms where notices are a real workflow.
Best-fit profile
Notice pain, not firm size.
Firm size
Solo to 50+
context, not qualification
IRS notices
Recurring
regular workflow pressure
Current process
Manual
spreadsheets, inboxes, shared drives
Lost time
Visible
staff or partner follow-up drag
Qualification signal
Notices are costing enough time to justify a system.
Notice volumeStrong
Workflow complexityVisible
Partner time leakagePainful
Best fit when notices are frequent enough to need ownership, deadlines, approval flow, mail proof, and audit history.
Best fit for firms that
- Handle IRS notices regularly
- Want a centralized workflow instead of spreadsheets and email
- Need visibility into notice status and deadlines
- Are losing staff or partner time to notice follow-up
- Want a more consistent process across the firm
Works for
- Solo practitioners
- Boutique tax firms
- Multi-partner CPA firms
- Firms with dedicated notice teams
FAQ
The trust questions, answered first.
Does AI make tax decisions?
No. AI assists with extraction, classification, templates, and first-pass drafting. Your firm reviews the facts, decides the position, edits the response, and approves the final letter.
What happens if AI extracts something wrong?
Extracted fields are reviewed before a case moves forward. Confidence flags, human review, and partner approval are part of the workflow.
How do you handle TINs and sensitive data?
MVP is designed around TIN masking, role-based access, encrypted storage, and no full SSNs in model prompts.
Who owns the data?
Your firm does. Always. Data is exportable and is not used to train models for other firms.
Does this replace our existing tax software?
No. TaxNotice.ai is standalone in MVP and sits around your notice workflow. It is not replacing your tax prep system, document portal, or practice management software. Integration with major tax software (UltraTax, ProSystem FX, CCH, and more) is on the roadmap.
Why are founding firms free forever?
Because we want real workflow pressure before we scale. Founding firms help shape the product while it is still being built, and we lock their access at zero in return.
How much does it cost?
Founding firms pay zero forever. After MVP, pricing will be based on notice volume.
When does MVP ship?
MVP is scheduled for summer 2026. Founding firms get day-one access.
If IRS notices are costing your firm partner time, we should talk before the MVP is finished.
Request founding firm access or join the waitlist for MVP launch.
Request access or join the waitlist
One form, two routes.
Founding firm requests are prioritized by notice volume, and firm size is context, not a gate.