In development · Demo by request

IRS Record Intelligence

Case and document organization system for IRS matters. Track cases, upload supporting documents, and maintain organized records for IRS correspondence and resolution.

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Who This Is For

IRS Record Intelligence is designed for tax professionals who handle IRS notices, audits, and resolution matters for clients. It provides a workspace to organize cases and maintain documentation throughout the resolution process.

Tax offices handling IRS notices and correspondence
Enrolled agents and tax resolution professionals
Firms managing client IRS audits and appeals
Offices needing organized case files for IRS matters

The Problem It Addresses

IRS resolution matters involve complex documentation: notices, transcripts, correspondence, supporting documents, and response deadlines. Organizing these materials across multiple clients and cases can be challenging. IRS Record Intelligence provides a structured workspace to track cases and maintain documentation.

Illustrative Workflow — Not a Feature Guarantee

How a Tax Office Might Use IRS Record Intelligence

Create case record — Open a new case for the client and IRS matter (notice, audit, collection).
Document assertions — Record the IRS position and client's response assertions.
Upload documents — Upload relevant documents: notices, transcripts, supporting materials.

Verified: case/assertion records, document upload, background processing. Case history and search/filter are not yet verified.

Capabilities

Case Records

Create and manage case records for client IRS matters.

Assertion Tracking

Document IRS assertions and client response positions for each case.

Document Upload

Upload and organize case documents: notices, transcripts, correspondence, supporting materials.

Background Processing

System processes uploaded documents in background jobs for organization.

Current Limitations & Readiness

AI features not configured: AI-assisted document analysis and extraction require API configuration not included.

Manual organization: Document organization and case tracking are primarily manual processes.

Not resolution software: This is an organizational tool. It does not file responses or communicate with the IRS.

No deadline automation: Deadline tracking and reminders are not automated in current versions.

Development status: The system is in active development. Features may change.

Frequently Asked Questions

Does this communicate with the IRS?: No. IRS Record Intelligence is an internal organizational tool. It does not file documents with or communicate with the IRS.
Can it read IRS notices automatically?: AI document reading requires configuration not included in standard deployments. Notice content must be entered manually.
Does this track deadlines?: You can record deadlines in case records, but automated deadline reminders are not included in current versions.
Can I share cases with other staff?: Multi-user access and case sharing are not yet verified. Contact us to discuss your requirements.
What document formats can I upload?: Common document formats including PDF and images are supported. Specific format support may vary by version.

Enterprise Licensing

IRS Record Intelligence is licensed per office under Tax Partners USA's enterprise model. There are no monthly subscriptions or online checkout.

White-label available: Rebrand with your firm name and logo.
Self-hosted option: Run on your own infrastructure.
Quote-based pricing: Licensing cost depends on case volume and deployment needs.
Support included: Setup, training, and ongoing support are discussed as part of your quote.

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We'll show you case management, document upload, and organization features using sample data.

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