AI Services for Tax Dispute Firms

A boutique tax dispute practice in Canada manages 100 or more active files, each with its own deadline windows computed from different assessment dates. A Notice of Assessment arrives on a Thursday in an envelope that looks like every other envelope from the CRA. It sits in a pile through a busy trial week. By the time someone calendars it, 3 weeks of the 90-day window have elapsed. Miss it entirely and the client's right to object is gone.

With a tax notices agent in place, the pile disappears. The agent monitors incoming correspondence (scanned mail, email, CRA portal, IRS notices), classifies each piece as an assessment, a proposed adjustment, or routine correspondence, extracts the taxpayer name and assessment details, and computes the objection deadline. It drafts the objection from your firm's precedent template, pre-populates the taxpayer and assessment data, and sets a reminder cascade at 60, 30, 14, and 7 days.

The practitioner opens a single dashboard every morning and sees every active objection deadline in order. The drafted objection is ready for legal arguments the moment the notice is opened. The mechanical risk, the notice sitting in a pile, the deadline slipping past a busy week, is gone.

Tax dispute work is pure deadline computation on incoming correspondence. The legal analysis per notice is usually clear on its face. The statutes are explicit about response windows. The risk isn't legal judgment. It's tracking dozens of overlapping deadlines across a 100-plus file caseload without letting one slip through a busy week.

That's the shape agents handle well. The statute rules go into a skill file. The precedent library lives in your document storage. The practice management system holds the matter data. The agent orchestrates across them and catches every notice the moment it arrives. Client tax data stays in your account: SOC 2 and HIPAA controls, zero data retention from our LLM providers, full audit trail, ABA Opinion 512 supervision logged on every work product. Drafts only, never auto-sends.

We start with Blueprint, a 2 to 3 week engagement where we walk through 3 or 4 recent matters, review your objection precedents, and map where agents would land. You leave with a prioritized roadmap and a written scope for the first build.

Build is 4 to 8 weeks. We encode the deadline rules for CRA and IRS notices, connect the agent to your mail intake, email, and document storage, and run it in shadow mode while we tune. Objection drafts ship from your firm's templates in your voice.

Managed is the ongoing operating mode. We monitor the agents, update rules as CRA and IRS procedures evolve, add new agents as your needs grow, and absorb the work of keeping the fleet running. You get a monthly review with what the agents handled, where they escalated, and what we'd change next.