Accountant capture tax notices and attachments to records

Accountants miss tax notices in crowded inboxes, creating filing and compliance risk. Centralized capture ensures accountant and owner retain a complete filing trail and never miss supporting documents.

Overview

Missed tax notices create compliance risk and extra work for solo accountants and business owners. Centralized capture of notice emails and attachments turns inbox clutter into a searchable filing system, preventing overlooked filings and keeping a clear audit trail.

Notable Features

Capture tax emails and attachments
Create searchable centralized filing records
Tag and categorize notices automatically