Automates handling of critical tax management emails for finance professionals.
Finance & AccountingAutomates handling of critical tax management emails for finance professionals.
Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.
Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.
subject contains: tax return, IRS notice, compliance document, payment confirmation, audit request OR from: clients@, IRS@, @tax.gov
Search knowledge base for client tax profiles and recent filings. For tax return inquiries, forward to returns@taxfirm.com with client details and deadlines. For IRS notices, reply with acknowledgment and forward to compliance@taxfirm.com with high priority. For compliance documents, forward to documents@taxfirm.com and mark as 'compliance'. For payment confirmations, label with 'payment' and forward to accounts@taxfirm.com. Add 'urgent' label for audit requests and star them.