Explain IRS and state tax notices to clients in plain English
The problem
Clients panic when an IRS or state notice (CP2000, CP14, balance-due or missing-return letters) arrives, then call or email the firm with photos of the letter, and each one takes time to read, explain and turn into a clear next step.
How AI solves it
Have clients upload notices through your secure client portal instead of email. Remove the SSN and account numbers, then ask an AI assistant to summarize the notice: what type it is, what the agency says changed, the amount and response deadline, and the client's options. Turn that into a calm, plain-English client email or portal message with what you'll do, what you need from them, and your fee for the response if any. A preparer always checks the notice against the return and the tax code before anything is sent to the client or the agency.
Tools that do this
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What you can expect
Time saved: 15-30 min per notice (estimate)
Cost saved: More billable notice-response work and fewer panicked calls (estimate)
Difficulty: Easy
Industry guides: AI for Accountants, Bookkeepers & Tax Pros
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