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Tax notice managementas simple as a link.

For tax professionals, EAs and tax resolution firms. Clients upload through your firm's own link, and every IRS and state notice lands in one queue with its amount, deadline and risk already read.

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  • Up and running in 60 seconds
  • No software integration required
  • Works with your existing tools
The TaxNoticePilot Pro dashboard for a sample firm: the firm's client intake link, what is due in the next seven days, the cases requiring action and the open tax-notice exposure; a chart of fees from proposal to cash beside notices by stage; the cases requiring action ranked by risk with their owner, stage, deadline, tax exposure and fee; and a calendar of upcoming and overdue deadlines.

Before TaxNoticePilot

The old way: scattered notices, manual follow-up, and too many places to look.

  • Scattered emails and tax notices

    Notices arrive in different inboxes, often with unclear subjects, making them easy to miss or lose.

  • Manual data entry and spreadsheets

    Key details like notice code, tax period, and amount are manually retyped from each notice into your systems.

  • Disconnected deadlines and case tracking

    You’re tracking due dates in spreadsheets or calendars, with constant risk of something slipping.

  • Manual notice analysis and research

    You (or your team) read and interpret each notice, looking up guidance and figuring out the next steps.

  • Separate proposals, invoices, and payment tracking

    Creating proposals, tracking billable time, and invoicing happen in separate tools, not tied to the actual notice.

After TaxNoticePilot

One workflow for intake, analysis, deadlines, draft responses, and professional fees.

Branded client intake

Give your client a secure, branded link to upload their notice.

taxnoticepilot.com/intake/harborlane
Copy intake link
  • Branded to your firm
  • Secure document upload
  • Lands in your queue, already read

AI-native notice analysis

Extracts key facts, flags risk and gives next steps.

Internal Revenue Service

CP2000

Tax year 2026

Proposed amount due$6,812.00
Agency
IRS
Notice
CP2000
Tax period
2026
Amount due
$6,812.00
Stated deadline
November 25, 2026
Risk
High
Next step
Draft the response

AI-assisted draft responses for professional review

Drafted from the notice and its facts, then yours to edit and send.

Letter to the agency

Draft

Re: Notice CP2000 - Tax Year 2026

To whom it may concern,

Create draft

Risk identification and deadline tracking

All your notices, stages, deadlines and amounts in one place.

Client / NoticeRiskStageDeadlineAmount due
Marcus ReyesCP2000 · 2026HighUnder ReviewNovember 25, 2026$6,812.00
Cedar Ridge Builders LLCLetter 1058 · 2023CriticalNewNovember 17, 2026$18,420.00
Harlow Physical TherapyCP504 · 2023HighUnder ReviewNovember 11, 2026$9,760.00
Marcus ReyesLetter 525 · 2024HighNewNovember 13, 2026$11,204.00
Oakline Bakery Inc.CP161 · 2023MediumUnder ReviewDecember 2, 2026$4,380.00
Priya RamanDTF-960 · 2022MediumNewDecember 9, 2026$2,145.00

Professional fees, proposals & payments

Proposal drafting and client approval, then invoicing and payment tracking, on the notice itself.

  1. Notice AnalyzedNov 7

    CP2000 · High risk

  2. Draft ProposalNov 7

    Proposal

    Tax notice response (CP2000) · Marcus Reyes

    Edit
    • Response preparation$950.00
    • IRS agency call$450.00
    • Transcript review$300.00

    Total$1,700.00

    Drafted from the notice details, the recommended scope and your fees, with the engagement letter attached.

  3. Review & EditNov 8

    Scope, description, pricing and engagement terms, before it goes

  4. Send ProposalNov 8

    Sent to the client from TaxNoticePilot

  5. Client Approval / E-SignatureNov 9

    SentViewedAcceptedSigned

  6. Generate InvoiceNov 10

    Invoice #1042 · $1,700.00, from the accepted proposal

  7. Payment CollectedNov 12

    Invoice $1,700.00 · Outstanding $0.00Paid

One centralized dashboard

Every notice, deadline, draft and fee in one place, the moment you sign in.

Due in 7 days
4
Cases requiring action
23
Open tax-notice exposure
$148,960
Cash collected
$19,450
Cash collected of signed case value$19,450 of $28,600

From the client's upload to the fee you collect.

A notice comes in, is read and scored, priced and answered, and its fee lands in your numbers. Six stages in one place, and no figure is typed twice between them.

  1. 01IntakeClients send their notices through your firm's own secure link.
  2. 02AnalysisEvery notice read for its facts, each one traced to the page.
  3. 03RiskA five-factor score your firm can adjust and approve.
  4. 04EngagementQuote from your own fees and send the engagement letter.
  5. 05ResponseClient requests and agency letters, drafted from the facts.
  6. 06RevenueFees proposed, accepted, invoiced and collected, in one view.

Intake

Your intake link travels in every email you send.

Choose a handle, paste the link into your signature, and the next time a client opens a letter from the IRS they click instead of calling. The page they land on wears your firm's name and asks for the notice and little else.

  • A link with your firm's name on it

    Choose a handle and the link is yours. Paste it into your email signature and every message you already send carries it.

  • Your logo, your color

    The upload page shows your firm's logo, name and brand color, with your phone, email and website underneath.

  • Nothing for the client to learn

    No account and no password. A PDF or a phone photo, an optional email address, and one button that sends it to you.

  • Ask for what is missing

    Request exact files or written answers from one client through a private link that expires in 7 to 60 days.

  • Everyone knows it arrived

    Each new notice emails your team, and the client gets a confirmation in your firm's name.

  • Your client list, brought over

    Drop in a client export and map its columns. Intuit ProConnect exports map on their own.

Works alongside the software you already use

  • Drake Tax
  • UltraTax CS
  • Lacerte Tax
  • ProConnect Tax
  • CCH Axcess
  • TaxSlayer Pro
  • Canopy
  • TaxDome
  • Karbon
  • IRSLogics
  • PitBullTax
  • Any spreadsheet export

Product names are trademarks of their respective owners. TaxNoticePilot is independent and is not affiliated with or endorsed by any of them.

Analysis

Every notice arrives already read.

Who sent it, which notice it is, the tax period, the amount and the deadline are read off the letter when it lands. Each fact points back to the line it came from, so checking it takes a second and retyping it takes none.

  • Read off the letter itself

    Agency, notice code, tax period, amount and stated deadline, taken from the page they are printed on.

  • Every fact shows its source

    Read from the notice, from our notice library, or generated for you to verify. One click opens the page it came from.

  • The risk, the clock, the first move

    A plain-language read of what is at stake, how long you have and what to do first, before you open the file.

  • What the notice asks for

    Its demands as a list, with the decisions your firm owes and what the response will need.

  • Missing pages caught

    A scan that skipped a page is flagged on the case, and the client can send the rest through their own link.

  • Matched to the right client

    The notice is matched to the client it names, with a warning when the name on the letter does not fit.

Risk

A risk score your firm signs off on.

Five factors, weighted the way a practitioner weighs a notice: where it sits in the agency's process, how close the deadline is, what rights are at stake, how much money, and how much work the answer takes. The score starts as a suggestion and reads Preliminary until someone at your firm approves it.

  • Five factors, weighted

    Procedural position and time sensitivity count most, then rights, money and the work a response takes. Points add up to the score.

  • Your rating wins

    Move any factor with a slider and say why if you like. The change is recorded under your name.

  • Preliminary until approved

    A score nobody has approved is marked Preliminary, and an approval names who gave it and when.

  • Only confirmed dates count

    A deadline nobody has confirmed is never counted as due soon or overdue, so the clock you see is one a person stood behind.

  • Why it matters, in words

    Each assessment explains what the score means for this client and recommends the engagement the notice calls for.

  • A report for the file

    The same assessment as a PDF on your letterhead, for the case file or for the client.

Engagement

Price the work and send the engagement letter the same day.

The services a notice usually calls for are switched on from its risk, at the fees your firm set in its own price list. From the same screen, send the client a proposal on your letterhead with the engagement letter to sign. TaxNoticePilot never tells you what to charge.

  • Services suggested by risk

    Response preparation from low risk up, an agency call from high. Rush handling and the power of attorney stay your call.

  • Your price list, your fees

    Set each service's fee once in Settings and every quote starts from it. We ship no prices of our own.

  • Engagement letter included

    Your default terms go with every proposal, and you can edit them for one client before it leaves.

  • Sent in your firm's name

    Emailed with a PDF on your letterhead: the notice, the risk assessment, the services and the letter. Replies come to you.

  • Accepted, invoiced, paid

    Mark the client's answer, then record invoices and payments against the proposal they accepted.

  • Your payment link

    Add your QuickBooks or Payoneer link and the proposal email carries a Pay online button. The money moves there, not through us.

Response

The letters, drafted from the notice's own facts.

Ask for a draft and it is written from what was read and the calls your firm made: the request to your client, the letter to the agency, a rights memo, the case for penalty relief. Edit it, send it yourself, and every version is kept. The case has one owner, one stage and a deadline in your own calendar.

  • Four drafts, on request

    The client request, the letter to the agency, a rights and remedies memo, and the grounds for penalty abatement.

  • Every version kept

    Edit freely and redraft when the facts change. Every version stays on the case, and you mark one final when it is ready.

  • Documents from the client

    List what the response needs and share a secure link, so the client sends their part without an email thread.

  • One owner per case

    Assign a case to someone on your team and they hear about it by email, with what changed.

  • Six stages, plainly named

    From New to Resolved/Closed. Moving a case can email the client too, when you choose to.

  • Deadlines in your calendar

    Subscribe once in Google, Apple or Outlook. Edit a deadline here and the event moves there.

Revenue

See what notice work earns your firm.

Every proposal and invoice adds up in Reports: fees proposed, accepted, still owed and collected, and the pipeline from a draft opportunity to cash in hand. Your clients' tax at issue is counted on its own, and never as your revenue.

  • Fees from quote to cash

    Proposed, accepted, outstanding and collected, each one a click from the proposals or invoices behind it.

  • Pipeline versus collections

    Draft opportunities, sent proposals, signed case value, invoiced and cash collected, side by side.

  • Client exposure, kept apart

    What the agencies claim from your clients is its own figure, never mixed into what your firm has billed.

  • Workload by owner

    Who holds which open notices, so work can move before a deadline does.

  • The day, at sign-in

    Deadlines in the next seven days, cases requiring action and open exposure, on the dashboard.

  • Every proposal and invoice

    One list of proposals by status and one of invoices paid or unpaid, across all your clients.

How it works for your firm

The link lives in your email signature. Each notice arrives read, and your team takes it from there.

See your firm's branded intake page in 60 seconds

Get started

One plan. Your whole firm.

No tiers to decode, no per-notice metering, no quote to request.

No contract. Cancel anytime. First month money-back.

TaxNoticePilot Pro

For tax professionals, enrolled agents, tax resolution firms and accounting professionals.

$199per firm / month

Includes 1 firm user$99 per additional user / month

  • Unlimited notices - never metered
  • Branded client intake
  • AI notice analysis and summaries
  • Document and request checklists
  • Draft responses
  • Judgment-call / reviewer workflow
  • Deadline tracking and reminders
  • Firm dashboard and case tracking
  • Client import from Drake, UltraTax CS, Lacerte, ProConnect, Canopy, TaxDome and more, or any CSV
  • Audit trail
Get started

One notice costs a firm one to two hours of staff time. Your whole firm costs $199 a month, so the first notice each month pays for it. Client data is held with role-based access and encrypted at rest, and our SOC 2 Type II audit is under way. How we protect it

Questions firms ask

The three answers that matter before you join.

Put your intake link to work

Early-access firms are onboarding now, founding firms lock in $199 per firm / month, plus $99 per additional user / month.

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