IRS notice response software for CPA firms
An IRS notice just landed.From notice to strategy to implementation.
When a client's IRS notice arrives, the Defender Agent processes it, examines the evidence in the unified client record, and proposes a strategy and how to carry it out. Your firm reviews it and decides.
A notice lands with a deadline on it
Someone has to work out what the IRS is claiming, find the documents that answer it, decide how to respond, and then write to the IRS and to the client. That work is often done from scratch, from whatever is in the file. AccuMax does the gathering, proposes a strategy and the steps to implement it, and drafts the responses, all from the client record. The practitioner starts from a prepared plan and spends their time on the decision.
From notice to implementation
The notice goes on the client's record
It sits with the client's returns, documents, correspondence and workflow, so everything the Agents need is in one place.
The Defender Agent processes itDefender Agent
It reviews the notice and works out what the IRS is claiming.
Evidence comes from the unified client recordDefender Agent
It extracts evidence from the client's own record and compares the IRS view against the evidence available.
It proposes a strategy and how to carry it outResearcher Agent
It suggests a course of action and the steps to implement it, and drafts the response along with the emails each party needs. The Researcher Agent can back a position with citations from IRS guidance.
Implementation is tracked in the same system
The steps live with the client's workflow, so who does what, and by when, is visible to the whole team.
Your firm decidesScribe Agent
A qualified member of your firm reviews everything, edits it, and decides what goes out. The Scribe Agent can adjust the tone for each recipient.
Every Agent drafts and assists. A qualified member of your firm reviews the output and decides.
The Agents on this job
Handle an IRS notice
Defender Agent
Processes IRS notices, examines the evidence in the client record, proposes a strategy and how to implement it, and drafts the responses. Your firm decides what goes out.
Research a tax question, with citations
Researcher Agent
Answers from federal and state tax sources, the client's own context and the documents, audio and video your firm uploads to its Knowledge Hub, with citations every time.
Write letters and messages
Scribe Agent
A custom content generator and tone refiner: engagement letters, notes, messages and IRS correspondence, in your templates and your tone.
All fourteen Agents run on one engine and one client record, inside a complete practice OS. Meet all fourteen.
Questions firms ask
- Does the Defender Agent send the response to the IRS?
- No. It drafts the response and the related emails. A qualified member of your firm reviews the drafts and decides what goes out.
- Does the Defender Agent propose a strategy?
- Yes. It suggests a course of action and the steps to implement it, based on the notice and the evidence in the client record. Your firm decides whether to follow it.
- What does the Defender Agent work from?
- The notice itself and the unified client record, which holds the returns, documents and correspondence. The Researcher Agent adds citations from IRS guidance when you ask for them.
- Does it replace a tax professional?
- No. The Agents assist and your firm stays responsible for the work. The point is to hand the practitioner a prepared response instead of a blank page.
- Is client data used to train AI models?
- Never. The models come from the Azure AI platform, so client data is not handed to an outside model provider and is not used to train anyone's models.
See it on your own returns
Book a 30-minute walkthrough, or start the trial and try it against a real engagement.
60-day free trial · full platform access · no credit card · no multi-year lock-in