THE FIRST HOUR AFTER AN IRS NOTICE
Workflow software for the first hour after a client forwards an IRS notice
TaxRiskOS captures the notice, the deadline, and the document checklist — then hands your team a clean, dated file. It doesn't give advice or draft responses. You stay in control.
Workflow support only. Not legal or tax advice. No response drafting.
IRS notices arrive messy. The first hour gets rebuilt every time.
- A client forwards a PDF, a phone photo, or a forwarded email.
- The response deadline may be unclear and is already running.
- Key documents are missing and have to be requested.
- Staff have to figure out who owns the matter and what is next.
- The practitioner needs organized facts before any advice begins.
The first-hour workflow
- IntakeStructure the notice and its facts
- DeadlineCapture the statutory response date
- Document checklistBuild the notice-specific checklist
- Escalation flagsSurface routing labels, not conclusions
- Audit trailTime-stamp every step
- Handoff packetHand off a clean, dated file
Product modules
Notice Intake
Capture the notice and its key facts in one structured place.
Deadline Capture
Record the user-confirmed response deadline and days remaining.
Document Checklist
Track which documents are in hand, missing, or pending from the client.
Escalation Flags
Surface rule-based workflow signals for routing and review — the same notice always yields the same flags. Flags are routing labels, not conclusions.
Audit Trail
Keep a time-stamped record of what was captured and when.
Handoff Packet
Produce a practitioner-controlled packet for the next step.
Built before practice management, before drafting, before representation.
- Practice-management systems run the whole firm.
- Tax-resolution tools manage full cases.
- AI tools draft and research.
- TaxRiskOS organizes the first-hour notice workflow and hands off.
Practitioner-controlled by design
- Deterministic V1 — the same notice yields the same workflow.
- No AI production decision-maker in V1.
- No tax or legal advice, and no response drafting.
- Human review at every confirmation point.
- The public demo uses synthetic data only.
Built for CPA firms, enrolled agents, and tax attorneys
CPA firms
Consistent intake across every staff level — same deadline, same checklist, same flags, whoever fields the first call. More →
Enrolled agents
Structured intake before representation begins. Notice-type- specific workflows and a clean handoff for the substantive work. More →
Tax attorneys
A complete, timestamped intake packet ready before the brief reaches you. Criminal-investigation contact triggers an immediate stop-and-counsel flag. More →
Fits into your existing workflow
TaxRiskOS exports a structured handoff packet that drops into Canopy, TaxDome, Karbon, or any practice management tool your firm already uses. Complement, not replacement.
See it on synthetic cases
The demo runs synthetic IRS-notice cases through intake → triage → handoff packet, with every output passing a workflow-only boundary check.
Common questions
What TaxRiskOS is, how the first-hour workflow works, the no-advice boundary, integrations, pricing, and where things currently stand — all in one place.
Help shape the founding-firm workflow
- We are looking for practitioners who handle IRS notices.
- A 20-minute workflow call, with an optional prototype review.
- Anonymized workflow-pattern findings shared back to participants.