IRS Notice Response Tracker for Tax Pros
Log each notice by client, agency and notice type, compute the response deadline, attach the notice and the response, track agency follow-ups to resolution, and report open notices by deadline.
- Target market
- Independent tax preparers, enrolled agents and small CPA firms with 100-2,000 clients.
Problem snapshot
What this solves
Tax preparers receive client IRS and state notices by photo, email and mail, and a missed response deadline turns a simple fix into penalties and an angry client.
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