Stop Dreading Tax Over/Underpayment Notices
Quickly notify taxpayers of overpayments or underpayments and manage refunds or requests with ease.
Manually reviewing records and drafting payment notices eats up hours you don’t have. Chasing details across systems, double-checking calculations, and sending emails is tedious, repetitive, and error-prone.
The hidden cost
What this is really costing you
Every week, you comb through payment records, cross-check amounts, and prepare notifications for taxpayers who have overpaid or underpaid. Each case means hunting for supporting documents, verifying calculations, and ensuring compliance before you can even send a notice. The process is slow, draining, and leaves you little time for higher-value work.
Time wasted
1.8 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$2,610/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
Manual work increases the risk of errors, delayed notifications, and missed refunds or collections—leading to compliance issues and frustrated taxpayers.
Return on investment
The math speaks for itself
Today — without agent
1.8 hrs/week
of manual work
With your AI agent
0.4 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.
Batch Overpayment Notifications
You ask your agent to review last quarter’s payments and draft refund notices for all taxpayers who overpaid.
Single Underpayment Follow-Up
You ask your agent to prepare a payment request and supporting documents for a taxpayer with a recent underpayment.
Compliance Audit Preparation
You ask your agent to summarize all over/underpayment cases and generate an audit-ready report.
Supporting Documentation Assembly
You ask your agent to gather and attach all relevant payment records to each notification for easy reference.
How to hire your agent
Connect your tools
Link your accounting, tax compliance, and document management tools to give your agent access to the records and files you use daily.
Tell your agent what you need
Type: 'Draft refund notices for all taxpayers who overpaid last month, with payment records attached.'
Agent gets it done
Your agent reviews the data, drafts personalized notices, attaches supporting documents, and delivers ready-to-send files.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Identify Overpayments & Underpayments
Analyzes payment records to spot discrepancies and flag accounts needing action.
Draft Personalized Notices
Prepares clear, compliant notification letters for taxpayers, tailored to each situation.
Prepare Refund or Payment Requests
Generates refund instructions or payment requests based on the specific case details.
Attach Supporting Documentation
Collects and attaches relevant payment records or calculation summaries to each notice.
Summarize Case Outcomes
Creates a summary report of all notifications sent and actions taken for easy tracking.
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