Can the agent actually send mail or make phone calls?

No, the agent drafts letters and scripts for you but does not send physical mail or make calls. You review and send as needed.

Will the agent integrate with my specific tax software?

The agent works alongside your existing tools but does not directly integrate with specific software. You can copy outputs to your preferred platforms.

Is my data secure when using the agent?

Yes, all information processed by the agent is handled securely and is not stored beyond your session.

Can the agent handle multiple cases at once?

Yes, you can ask the agent to assist with several cases in sequence, but each request is handled individually.

Does the agent track responses automatically?

The agent tracks deadlines and flags cases for follow-up, but you’ll need to update response status as you receive documents.

Resolve Tax Discrepancies Faster

Instantly draft and organize taxpayer outreach for missing or unclear documentation.

Manually contacting taxpayers is tedious and time-consuming. Tracking down documents, following up, and organizing responses eats up hours you can’t spare.

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The hidden cost

What this is really costing you

Every week, you spend hours reaching out to taxpayers about discrepancies and missing documents. Sorting through records, composing letters, and logging calls takes away from higher-value work. The repetitive nature of this task makes it easy to fall behind or miss critical follow-ups.

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

If you keep handling this manually, you risk delayed case resolution, compliance issues, and mounting backlogs that impact your overall performance.

Return on investment

The math speaks for itself

Today — without agent

1.8 hrs/week

of manual work

$2,610/year/ year

With your AI agent

0.4 hrs/week

agent-handled

$580/year/ year

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.

Request Documentation for Unmatched Income

You ask your agent to draft a letter requesting pay stubs or bank statements to clarify reported income discrepancies.

Clarify Deductions Claimed

You ask your agent to prepare a phone script or letter template asking for receipts supporting a questionable deduction.

Summarize Case Notes for Outreach

You ask your agent to review case notes and summarize the main issues to address in your next taxpayer contact.

Organize Communication History

You ask your agent to compile a timeline of all prior taxpayer contacts, making audits and follow-ups easier.

How to hire your agent

Connect your tools

Link your accounting, tax compliance, and document management tools to centralize case information.

Tell your agent what you need

Type: 'Draft a letter requesting supporting documents for the 2023 property tax discrepancy in case #10452.'

Agent gets it done

The agent drafts a compliant, personalized outreach letter and logs the request for your records.

You doing it vs. your agent doing it

You doing it

Your agent doing it

You get back

Write each letter from scratch, referencing case files.

Agent generates compliant letters instantly based on case details.

1 hr/week

Manually enter contact details and notes into spreadsheets or databases.

Agent organizes and updates contact logs automatically after each outreach.

0.3 hrs/week

Track deadlines and overdue responses in calendars or notes.

Agent flags overdue cases and prepares follow-up templates.

0.2 hrs/week

Review case files and summarize issues before contacting taxpayers.

Agent extracts and summarizes key discrepancies for outreach.

0.3 hrs/week

Agent skill set

What this agent knows how to do

Draft Outreach Letters

Quickly generates professional, compliant letters to request clarification or supporting documentation from taxpayers.

Organize Contact Logs

Keeps a clear, searchable record of all taxpayer communications for easy reference and audit trails.

Summarize Discrepancies

Reviews case files and summarizes key discrepancies to include in outreach, reducing prep time.

Track Response Deadlines

Monitors deadlines for taxpayer responses and flags overdue cases for follow-up.

Prepare Follow-Up Templates

Creates ready-to-send follow-up messages for cases with no response, saving you from repetitive drafting.

AI Agent FAQ

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