What is TaxNotice.ai

TaxNotice.ai is IRS notice management software for accounting firms. It takes the IRS notices your firm receives and turns each one into a single controlled case — with one owner, one deadline, one response package, and a full audit trail — so notice work stops living in inboxes and shared drives and starts being firm work your team can stand behind.

What it does

A notice arrives, and your firm runs it down one controlled path from start to finish:

• Intake & triage — the notice is read, its facts are checked, and it is classified for urgency.
• Case — a reviewed notice becomes an assigned case tied to the right client, owner, and deadline.
• Evidence — the case tracks what documents are on file, what is still owed, and whether the required Power of Attorney is satisfied.
• Response draft — a preparer builds the response package from approved templates and verified case facts.
• Partner review — a partner reviews the exact submitted version, requests changes or approves and signs it.
• Delivery — the approved package is sent to the IRS and the proof of delivery is recorded.
• Follow-up & closeout — the case is monitored for the IRS response, handled, and closed with an outcome.

Each step has to be earned: drafting doesn't open until evidence is ready, delivery doesn't happen without an approved package and recorded proof, and a closed case is read-only. That discipline is the product. For the full walkthrough, see the notice lifecycle.

Who it's for

TaxNotice.ai is built for CPA and tax firms that work IRS notices for their clients. Three roles do the everyday work — Case Preparers, Case Administrators, and Partners — with a Superadmin / Firm Owner managing access. The app shows each person the work that is theirs and keeps approval authority with partners. See roles at a glance.

What stays your firm's judgment

TaxNotice.ai assists with the mechanical parts of notice work: reading the notice, extracting its facts, assembling the evidence checklist, prefilling forms, and drafting a first-pass response from your approved templates.

It does not make tax decisions. Your firm confirms the facts, decides the position, and approves the final response that goes to the IRS. The software keeps the work controlled and visible; the judgment stays with your people.

How your firm's data is handled

• Taxpayer identification numbers are masked in the interface.
• Access is role-based — people see the surfaces their role needs.
• Data is encrypted in storage, and your firm owns its data.
• Full SSNs are never sent into model prompts.
• Client evidence files generally stay in your existing system, such as ShareFile; TaxNotice.ai tracks the checklist state and where each document lives rather than holding the files itself.

Where to start next

• The notice lifecycle — how a notice moves from intake to closeout.
• Roles at a glance — what each role can do.
• Triage an incoming notice — the first hands-on step.