Unified Notice Repository
All notices, related documents, task assignments, statuses, and actions live in one secure, structured repository. This eliminates silos and version conflicts, giving teams a single, reliable record they can trust.
Centralization & Visibility
Create a single source of truth for all tax notices.
Smart Search, Filters, and Structured Data
Quickly find the right notice by filtering on agency, taxpayer, tax period, notice type, due date, status, or assignee. Search across notices, related documents, and comments with structured, reliable results, ranked by relevance.
Timeline & Audit Trail
A complete, time-stamped history of every action taken on a notice. This creates a reliable audit trail that supports internal controls, audits, smooth handovers, and continuity beyond individual team members.
