Taxara decodes IRS and state notices, validates every figure against 1,927 agency rules, drafts the response in your firm’s voice — and never lets a deadline slip. Your people review and approve. The clerical work is already done.
Every notice carries a tracked response deadline with escalation. The question “did anyone answer the CP504?” stops existing.
Your staff open a drafted letter with the facts already in place — they review, adjust, and approve instead of composing from scratch.
Clients upload the scary letter through the portal and get a plain-language briefing back. Fewer panicked calls, faster document turnaround.
Every read, edit, and approval is written to a tamper-evident audit chain. When anyone asks what happened and when — you can show them.
Cash forecasts, quarterly estimates, budget variance, year-end projections — partner-branded deliverables generated from your client’s books, ready for your review and signature.
Available as an add-on for firms on the notice platform.
“Cash remains healthy through Q1 with a projected low in week 7 driven by the estimated tax payment. Recommend funding the gap from the line of credit rather than draws.”
Taxpayer identifiers encrypted at rest, with blind indexes for search. Every decryption is logged.
A cryptographic, tamper-evident audit trail across every firm action — independently verifiable.
Granular permissions across four roles. PII reads are recorded, one by one.
No response leaves the platform without a person at your firm reviewing and approving it.