IRS notice at Acme Co
Client lands on the page → picks "IRS notice" → routes to Mark, your tax associate. Mark has the EIN, the client's phone, and the urgency before the call comes in.
For CPAs & Tax Professionals
April fifteenth was supposed to be the finish line. Then there's the audits, the IRS letters in May, the Q2 filings in June. By the time you actually plan a trip, you've forgotten what rest feels like. Route urgent client questions to the right associate — so when you're finally off, you're finally off.
What this looks like for you
Client lands on the page → picks "IRS notice" → routes to Mark, your tax associate. Mark has the EIN, the client's phone, and the urgency before the call comes in.
Client uploads the audit letter mention → routes to your senior accountant. Senior calls back same day. Acme is briefed, you stay unbothered.
Client realizes they missed the calendar. Page routes them to ops. Extension filed in thirty minutes. You only learn about it from the digest when you're back.
Acme Co goes to Mark. Globex goes to your senior. Routine vs urgent triage built in. Not every notice needs the principal — only the page knows that.
Associates get the client name, EIN, and notice type before the call. No "let me look that up" — just a confident response.
Every dispatch is timestamped and stored. When the IRS asks who handled what and when, you have a clean record. Useful for billing too.
Solo CPA. Small firm. National practice. Same setup, same three minutes.
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