FOR CPA FIRMS
First-hour notice intake — consistent across your whole practice
Whether a senior manager or a staff associate handles the first call, TaxRiskOS makes the intake consistent — same deadline capture, same document checklist, same escalation flags, every time. Then it hands a clean, dated packet to whoever owns the matter.
Workflow support only. Not legal or tax advice. No response drafting.
The first-hour problem in a CPA practice
A client emails a notice. The clock is already running. The right deadline needs to be captured, the right documents requested, and the right person assigned — before anyone does substantive work. Whether that first hour happens at the front desk, with a staff associate, or lands directly with a manager, the output should be identical. Right now, it usually isn't.
TaxRiskOS makes the first hour a repeatable process: same intake form, same rule-based deadline math, same document checklist per notice type, same escalation flags — regardless of who handles it.
What TaxRiskOS does in the first hour
Notice intake
Captures the notice type, date, client, and key facts in one structured form. No ad-hoc notes in email threads.
Deadline math
Computes the response window from the notice date using type-specific rules. Same notice always yields the same deadline. Not a legal determination — a workflow starting point.
Document checklist
Generates a notice-specific starter checklist — the documents your team typically needs before substantive work begins.
Escalation flags
Surfaces routing signals: does this need a senior reviewer? Does it need counsel before the firm touches it? Flags are labels for workflow routing — not legal conclusions.
Audit trail
Timestamps every step. Who ran the intake, what was captured, what was flagged, and when. A clear record for the file.
Handoff packet
Produces a structured 11-section handoff packet — facts, deadline, checklist, flags, notes — formatted to drop into your matter file or practice management tool.
What stays with your practitioners
TaxRiskOS handles the intake layer. Everything else stays where it belongs — with your licensed professionals:
- All tax and legal advice on the matter
- Any IRS response drafting or correspondence
- Client communication about the merits or strategy
- The resolution decision — what to do, when, and how
- Representation — before the IRS or otherwise
Works with your practice management tools
TaxRiskOS exports a structured handoff packet that attaches to the PM tool you already use — Canopy, TaxDome, Karbon, or any matter management system. No rip-and-replace. V1 is a structured export; native integrations are on the roadmap.
Frequently asked questions
Does TaxRiskOS replace my staff or reduce headcount?
No. It makes the first-hour intake more consistent across whoever handles it — senior or staff. The practitioner still reviews, advises, and communicates with the client. TaxRiskOS produces a structured file; your people use that file.
What does TaxRiskOS not do?
It does not draft IRS responses, communicate with the IRS, provide legal or tax advice, or make judgment calls on the matter. Every escalation flag is a routing label — what to do with it stays with your licensed professional.
How does the handoff packet get into Canopy, TaxDome, or Karbon?
V1: download the structured packet and attach it to your matter file. Native integrations with Canopy, TaxDome, and Karbon are on the roadmap. See the integrations page for details.
Is this ready to use now?
TaxRiskOS is in a working-prototype stage with a synthetic-data demo available to review. We're working with early-access firms to refine the intake workflow before wider release. Apply on the pilot page.
Also built for
TaxRiskOS is designed for any practitioner who handles IRS notices — not only CPA firms.