Tax Resolution for CPA Firms
Turn urgent client problems into valuable engagements.
When a client receives an IRS notice, they want to know what it means and what they should do next. Your team needs to know who’s handling it, what’s due, and what information is missing.
REVREX gives your firm tools to manage the work behind that advice. With a process for reviewing notices, preparing responses, and following up, you can offer tax resolution as a defined service beyond the annual return.
Opens a short request form. We’ll contact you to schedule a walkthrough of the NoticeFlo workspace.
Your firm leads the case.
REVREX organizes the work behind it.
Prepare the case before recommending a response.
Start with the notice and the records that explain it. REVREX tools support financial disclosure and form preparation, helping your team organize the relevant figures and supporting documents for professional review. Give the reviewer enough context to see where the numbers came from and what still needs to be confirmed.
Your firm decides how to proceed and explains the options to the client. The preparation work gives that conversation a clearer starting point.
NoticeFlo keeps the work moving.
NoticeFlo is the case workspace for IRS notice management. It gives staff and reviewers a shared view of each matter, so they can pick up the work without reconstructing it from emails and spreadsheets.
Case queue and deadlines
See which notices are due soon, who owns each case, and what’s holding up the next step. Keep the IRS response deadline visible alongside your firm’s internal review date.
Tasks and review checklists
Assign the work and see what’s ready for review. A checklist gives staff a consistent way to verify that the notice, supporting records, and response materials are accounted for before the case moves forward.
Submission and follow-up tracking
Record how the response was submitted, save the confirmation, and set the next check date. When a case stays open for months or changes hands, the team can see what was sent and when to follow up.
Planned for NoticeFlo
These capabilities are on the roadmap and aren’t available yet.
Client uploads and assisted intake
Give clients a link to upload the notice and requested records. AI-assisted intake will suggest details such as the notice type and tax period, with the original available for staff to verify before using those details.
Email requests and reminders
Send document requests, approval reminders, and status updates from the case. Keep a record of what went out so staff can see when a client still needs to act or an email needs attention.
Client approvals and e-signatures
Send the reviewed recommendation to the client for written approval. Collect electronic signatures on eligible documents and keep the signed version with the case, so the team knows exactly what the client agreed to.
Your expertise is the service.
Your firm defines the engagement, evaluates the facts, and recommends the approach. You lead the client conversation and approve the response. REVREX helps organize the work around those decisions while you retain the client relationship.
Start with the matters your clients already bring you. That might mean a scoped notice review and response, or a longer engagement that includes monitoring and follow-up. Set the scope and fee around what your team can deliver.
You approve the response.
And you advise the client on what comes next.
Request a Tax Resolution Demo
See the NoticeFlo workspace and discuss how it could fit the tax resolution service you want to offer.
Opens a short request form. We’ll contact you to schedule a walkthrough of the NoticeFlo workspace.