CPA & Advisory Firms
CPA & Advisory Firms
Connect client records, tax engagements, professional review, planning opportunities, advisory work, and IRS notice response without separating each service from the client context behind it.
Supported scope
What this workflow is designed to do.
Visible capabilities are separated from configuration requirements, preview surfaces, and roadmap work.
Deadline and issue summary
Supporting-document checklist
Draft response workflow
Tax-planning intake
Professional review and approval
The workflow
Four clear handoffs. Human control where it matters.
The exact action changes by product status and firm configuration, but the ownership boundary stays explicit.
Understand
Classify the notice or planning event and organize available facts.
Collect
Build the evidence, deadline, and open-question checklist.
Prepare
Create a response draft or planning scenario for review.
Approve
Keep advice, representation, response, and filing decisions with the authorized professional.
Straight answers
Know what you are buying—and what remains outside the claim.
Does TaxAutomate answer an IRS notice without professional review?
No. It supports classification, evidence collection, drafting, and workflow; an authorized professional decides the response and any representation.
Can the same client record support year-round planning?
Yes. Available return, notice, document, and client context can support planning intake and scenarios, subject to the firm's configured workflow and professional review.
Connected lifecycle
Continue through the practice workflow.
Map this workflow to the systems your firm actually uses.
We will separate current capability, connector requirements, preview work, and roadmap needs before recommending a rollout.
Request a workflow review →Status reflects the verified repository scope for this release. Provider configuration and firm permissions can further limit availability.