Tax notice managementas simple as a link.
For CPA, EA 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.
- Up and running in 60 seconds
- No software integration required
- Works with your existing tools
3,200+
Notices analyzed
150+
IRS notice types covered
< 5 min
Average case summary
Keep your tax software. We handle the notices.
Bring your client list into TaxNoticePilot Pro in minutes. Nothing to migrate, nothing to re-key, and not one thing changes about how your firm files.
Tax preparation software
Import your client list from the software you already file from.
Practice management and resolution
Or from the tools you use to run the practice and work the cases.
Not on the list?
Anything that exports a spreadsheet works. Match your columns once and the whole book comes across.
- No integration to configure
- No software to replace
- Your whole book, in minutes
You already know this email
A panicked client, a blurry phone scan, half the pages missing, and now it's your problem to organize.
Your inbox today
Real client email · received Jul 7 · redacted
Through your TNP link
Elk Medical PLLC
$12,437.00
proposed, pulled off the scan, not re-typed
- Notice
- IRS CP2000 · Tax year 2024
- Response deadline
- Aug 14, on your calendar
- Pages
- 6 of 6 · all readable
- Drafts
- Summary + client reply ready
Same client. Same notice. Zero chasing, zero re-typing, nothing sitting in your inbox.
How it works for your firm
The link lives in your email signature. Everything after the click is automatic.
01.
Your link rides in your signature
Every client email you already send carries your firm-branded, secure intake page. Connect Gmail or Outlook once, done.
02.
Clients upload the moment they panic
No account, no phone call. Phone photos accepted, missing pages added later, all under one case.
03.
You get the case, not the chaos
Classified, deadline extracted, risk scored. Summary in your inbox, client confirmed, calendar set, drafts waiting.
See your firm's branded intake page in 60 seconds
Get startedYour signature becomes your intake channel
You send dozens of client emails a week. Each one now carries your secure upload link, so when a notice lands, clients click instead of calling.
Busayo Ogunsanya
to James Whitfield · Elk Medical PLLC
9:14 AM
James, Q2 estimates are filed and confirmed. Receipts attached.
Best,
Busayo Ogunsanya, CPA MST
Managing Partner · BigApple Accounting CPA
(646) 572-8621 · www.bigappleaccountingcpa.com
One line added to the signature you already use. Nothing else about your email changes.
Get startedOne 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 CPAs, enrolled agents, tax resolution firms and accounting professionals.
$199per firm / month
Includes 1 firm user$49 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
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. How we protect it
NYS CPA License #105662Two decades of answering these exact notices
Busayo Ogunsanya, CPA MST, is the Managing Partner of BigApple Accounting CPA in New York. He built TaxNoticePilot out of that work, and out of watching every firm he knew handle intake the same way: panicked calls, blurry scans, and deadlines on sticky notes.
“Every screen in this product exists because I needed it in my own practice first.”
Built by a CPA, not a software company.
Credentials & press
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 $49 per additional user / month.