FOUNDING-FIRM PILOT
Help shape the IRS notice workflow layer before it is overbuilt
TaxRiskOS is inviting a small number of CPA and EA firms to test a rule-based workflow for IRS notice intake, deadlines, document requests, escalation flags, and practitioner handoff packets.
A research and pilot conversation — not a sales pitch.
Who this is for
- Solo and small CPA and EA firms.
- Tax-resolution practitioners.
- Firms handling recurring IRS notices.
- Firms using email, calendar, spreadsheets, and manual follow-up today.
- Practitioners who want better intake before advice begins.
What the pilot tests
- How notices enter the firm.
- How deadlines are captured.
- How documents are requested.
- How escalation gets flagged.
- How handoff packets help the next step.
- Whether this saves time or reduces workflow risk.
What participants get
Early access
Early access to the workflow demo and prototype.
Direct influence
A direct say in how the workflow is shaped.
Anonymized findings
An anonymized workflow-pattern summary shared back.
First look
First look at improvements as they ship.
Founding-firm standing
If pricing is introduced later, founding firms are first in line.
We are not promising discounts or custom build work — only what is listed here.
What TaxRiskOS will not do
- No tax advice.
- No legal advice.
- No IRS or state response drafting.
- No taxpayer representation.
- No AI production decision-maker in V1.
- No real client data in the public demo.
Time commitment
- A 20-minute workflow call.
- An optional 20-minute prototype review.
- An optional 30-day pilot if the fit is strong.
Start a conversation
No client-identifying details are needed. Send a short note, or book a 20-minute workflow call — whichever's easier.
Prefer to talk live? Book a founding-firm workflow call (~20 min) →