Get Taxpayer Agreements Faster—No Chasing
Secure agreements to discharge tax assessments or prep appeals in minutes, not hours.
Manually tracking taxpayer responses and compiling appeals documentation eats up your day. Every step is a bottleneck—endless emails, document prep, and cross-checking details. It’s tedious, error-prone, and keeps you from closing cases efficiently.
The hidden cost
What this is really costing you
Securing taxpayer agreements and preparing contested determinations for appeals is a repetitive, detail-heavy process. Each case requires careful review, personalized communication, and meticulous documentation. Manual handling slows you down and increases the risk of missed deadlines or errors.
Time wasted
1.7 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$2,465/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
If you keep doing it manually, you’ll continue to waste hours on administrative back-and-forth, risk compliance errors, and delay case resolutions—impacting your performance metrics and taxpayer satisfaction.
Return on investment
The math speaks for itself
Today — without agent
1.7 hrs/week
of manual work
With your AI agent
0.3 hrs/week
agent-handled
You save
$2,030/year
every year, reinvested into growing your business
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
Drafting a Discharge Request Email
You ask your agent to generate a compliant, personalized email requesting the taxpayer’s agreement to discharge a tax assessment.
Preparing an Appeals Packet
You ask your agent to compile all necessary documents and a summary for submission to an appeals conferee.
Summarizing Key Case Facts
You ask your agent to review the taxpayer’s file and summarize the main facts for your appeal notes.
Tracking Pending Responses
You ask your agent to list all open cases awaiting taxpayer agreement or appeals submission, with deadlines.
How to hire your agent
Connect your tools
Link your accounting software, document management system, and online databases to centralize taxpayer records and case files.
Tell your agent what you need
Type: “Draft a discharge agreement request for taxpayer ID 12345 and prepare the appeals packet for contested assessment.”
Agent gets it done
The agent generates a ready-to-send agreement request, compiles the appeals packet, and provides a checklist for your review.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Draft Discharge Agreement Requests
Generates personalized, compliant agreement request drafts ready for your review and sending.
Prepare Appeals Documentation
Compiles and formats contested determination files for submission to administrative or judicial conferees.
Summarize Case History
Quickly reviews and summarizes relevant taxpayer records to support your case documentation.
Track Response Status
Organizes and tracks taxpayer responses and deadlines, so nothing falls through the cracks.
Generate Submission Checklists
Creates step-by-step checklists to ensure all required documents and steps are completed before submission.
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