AI Tax Authority Correspondence Agent
Turn tax inquiries into a managed workflow
Turn tax inquiries into a managed workflow
V7 Go's agent automates the entire lifecycle of responding to tax authority notices. It classifies inquiries, extracts deadlines, generates action plans, and drafts compliant responses. This reduces manual effort and risk by over 90%.
Why V7 Go
Why V7 Go
Automated Notice Classification
Instantly identify the notice type (e.g., audit request, penalty notice, information request) and its urgency, then route it to the appropriate team member with a clear summary.
Automated Notice Classification
Instantly identify the notice type (e.g., audit request, penalty notice, information request) and its urgency, then route it to the appropriate team member with a clear summary.
Automated Notice Classification
Instantly identify the notice type (e.g., audit request, penalty notice, information request) and its urgency, then route it to the appropriate team member with a clear summary.
Critical Data Extraction
Accurately pull key information such as deadlines, tax periods, specific statutes cited, required information, and the tax authority's contact details from any notice format.
Critical Data Extraction
Accurately pull key information such as deadlines, tax periods, specific statutes cited, required information, and the tax authority's contact details from any notice format.
Critical Data Extraction
Accurately pull key information such as deadlines, tax periods, specific statutes cited, required information, and the tax authority's contact details from any notice format.
Action Plan Generation
Automatically create a checklist of required documents and internal data needed to fulfill the request, with suggestions on where to find the information in your systems.
Action Plan Generation
Automatically create a checklist of required documents and internal data needed to fulfill the request, with suggestions on where to find the information in your systems.
Action Plan Generation
Automatically create a checklist of required documents and internal data needed to fulfill the request, with suggestions on where to find the information in your systems.
Automated Response Drafting
Generate clear, compliant draft responses that reference the specific inquiry points and include all extracted data, ready for professional review and submission.
Automated Response Drafting
Generate clear, compliant draft responses that reference the specific inquiry points and include all extracted data, ready for professional review and submission.
Automated Response Drafting
Generate clear, compliant draft responses that reference the specific inquiry points and include all extracted data, ready for professional review and submission.
Complete Audit Trail
Maintain an immutable, time-stamped log of every received notice and all corresponding actions and communications, ensuring you are always audit-ready.
Complete Audit Trail
Maintain an immutable, time-stamped log of every received notice and all corresponding actions and communications, ensuring you are always audit-ready.
Complete Audit Trail
Maintain an immutable, time-stamped log of every received notice and all corresponding actions and communications, ensuring you are always audit-ready.
Internal Knowledge Integration
Connect notices to relevant internal financial records, prior correspondence, and compliance documents to provide full context for the response team.
Internal Knowledge Integration
Connect notices to relevant internal financial records, prior correspondence, and compliance documents to provide full context for the response team.
Internal Knowledge Integration
Connect notices to relevant internal financial records, prior correspondence, and compliance documents to provide full context for the response team.
Why V7 Go
Process audit notifications, penalty notices, and IDRs.
Extract response deadlines, tax periods, and required actions.
Workflow
Workflow
Import your files
SAP
,
SharePoint
,
Thomson Reuters ONESOURCE
Tax Audit Notifications
Tax Audit Notifications
Tax Audit Notifications
Tax Audit Notifications
Information Document Requests (IDRs)
Information Document Requests (IDRs)
Information Document Requests (IDRs)
Information Document Requests (IDRs)
Penalty Notices (CP Notices)
Penalty Notices (CP Notices)
Penalty Notices (CP Notices)
Penalty Notices (CP Notices)
Assessment and Adjustment Letters
Assessment and Adjustment Letters
Assessment and Adjustment Letters
Assessment and Adjustment Letters
Filing Confirmation Receipts
Filing Confirmation Receipts
Filing Confirmation Receipts
Filing Confirmation Receipts
Tax Lien & Levy Notices
Tax Lien & Levy Notices
Tax Lien & Levy Notices
Tax Lien & Levy Notices
Notice Type and Urgency
Notice Type and Urgency
Notice Type and Urgency
Notice Type and Urgency
Response Deadline
Response Deadline
Response Deadline
Response Deadline
Tax Period(s) in Question
Tax Period(s) in Question
Tax Period(s) in Question
Tax Period(s) in Question
Specific Information or Documents Requested
Specific Information or Documents Requested
Specific Information or Documents Requested
Specific Information or Documents Requested
Cited Legal Statutes or Regulations
Cited Legal Statutes or Regulations
Cited Legal Statutes or Regulations
Cited Legal Statutes or Regulations
Calculated Penalties and Interest
Calculated Penalties and Interest
Calculated Penalties and Interest
Calculated Penalties and Interest
Tax Authority Case Number
Tax Authority Case Number
Tax Authority Case Number
Tax Authority Case Number
Contact Person / Department
Contact Person / Department
Contact Person / Department
Contact Person / Department
Required Action Summary
Required Action Summary
Required Action Summary
Required Action Summary
Cross-referenced Internal Data
Cross-referenced Internal Data
Cross-referenced Internal Data
Cross-referenced Internal Data
Time comparison
Time comparison
Time comparison
Time comparison
Traditional way
5-10 hours per notice
5-10 hours per notice
With V7 Go agents
30 minutes per notice
30 minutes per notice
Average time saved
90%
90%
V7 Go
V7 Go
V7 Go
V7 Go
AI-powered correspondence management
for tax and legal experts
Responding to tax authority notices is a high-stakes, manual process that creates significant business risk. Tax teams spend dozens of hours deciphering complex notices, hunting for supporting documentation across multiple systems, and manually drafting responses. This process often leads to missed deadlines, incomplete responses, and costly penalties. V7 Go's agent manages this entire workflow, using AI to instantly classify notices, extract deadlines, and prepare a complete response package.
Corporate Tax Departments
Drastically reduce the time and risk associated with managing tax notices. Free up senior tax professionals from administrative tasks to focus on high-value strategic tax planning.
Corporate Tax Departments
Drastically reduce the time and risk associated with managing tax notices. Free up senior tax professionals from administrative tasks to focus on high-value strategic tax planning.
Corporate Tax Departments
Drastically reduce the time and risk associated with managing tax notices. Free up senior tax professionals from administrative tasks to focus on high-value strategic tax planning.
Corporate Tax Departments
Drastically reduce the time and risk associated with managing tax notices. Free up senior tax professionals from administrative tasks to focus on high-value strategic tax planning.
Accounting & Law Firms
Enhance client services by managing tax authority correspondence efficiently and accurately. Provide faster responses and a complete audit trail for all client communications.
Accounting & Law Firms
Enhance client services by managing tax authority correspondence efficiently and accurately. Provide faster responses and a complete audit trail for all client communications.
Accounting & Law Firms
Enhance client services by managing tax authority correspondence efficiently and accurately. Provide faster responses and a complete audit trail for all client communications.
Accounting & Law Firms
Enhance client services by managing tax authority correspondence efficiently and accurately. Provide faster responses and a complete audit trail for all client communications.
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Next steps
Go from reactive notice handling to proactive compliance management.
Ensure every tax inquiry is handled accurately and on time.
You’ll hear back in less than 24 hours
Next steps
Go from reactive notice handling to proactive compliance management.
Ensure every tax inquiry is handled accurately and on time.
You’ll hear back in less than 24 hours
Next steps
Go from reactive notice handling to proactive compliance management.
Ensure every tax inquiry is handled accurately and on time.
You’ll hear back in less than 24 hours
Next steps
Go from reactive notice handling to proactive compliance management.
Ensure every tax inquiry is handled accurately and on time.
FAQ
FAQ
FAQ
FAQ
Have questions?
Find answers.
Which tax authorities does the agent support?
The agent is configured by our engineers to recognize notice formats from major global tax authorities, including the IRS (USA), HMRC (UK), and tax bodies across the European Union, Canada, and Australia. The system's knowledge base is continuously updated to handle new and modified notice templates.
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Which tax authorities does the agent support?
The agent is configured by our engineers to recognize notice formats from major global tax authorities, including the IRS (USA), HMRC (UK), and tax bodies across the European Union, Canada, and Australia. The system's knowledge base is continuously updated to handle new and modified notice templates.
+
Which tax authorities does the agent support?
The agent is configured by our engineers to recognize notice formats from major global tax authorities, including the IRS (USA), HMRC (UK), and tax bodies across the European Union, Canada, and Australia. The system's knowledge base is continuously updated to handle new and modified notice templates.
+
Which tax authorities does the agent support?
The agent is configured by our engineers to recognize notice formats from major global tax authorities, including the IRS (USA), HMRC (UK), and tax bodies across the European Union, Canada, and Australia. The system's knowledge base is continuously updated to handle new and modified notice templates.
+
How does the agent know what action to take for a specific notice?
The agent operates on a sophisticated workflow that uses LLMs to classify the notice type based on its text, codes, and structure. This classification is then mapped to an action plan from a knowledge base developed by tax experts, ensuring a best-practice response.
+
How does the agent know what action to take for a specific notice?
The agent operates on a sophisticated workflow that uses LLMs to classify the notice type based on its text, codes, and structure. This classification is then mapped to an action plan from a knowledge base developed by tax experts, ensuring a best-practice response.
+
How does the agent know what action to take for a specific notice?
The agent operates on a sophisticated workflow that uses LLMs to classify the notice type based on its text, codes, and structure. This classification is then mapped to an action plan from a knowledge base developed by tax experts, ensuring a best-practice response.
+
How does the agent know what action to take for a specific notice?
The agent operates on a sophisticated workflow that uses LLMs to classify the notice type based on its text, codes, and structure. This classification is then mapped to an action plan from a knowledge base developed by tax experts, ensuring a best-practice response.
+
Is our sensitive tax information secure?
Yes. V7 Go is SOC 2 Type II and ISO 27001 certified. All data is handled with end-to-end encryption and granular access controls, ensuring that your sensitive financial and tax information is protected at every stage.
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Is our sensitive tax information secure?
Yes. V7 Go is SOC 2 Type II and ISO 27001 certified. All data is handled with end-to-end encryption and granular access controls, ensuring that your sensitive financial and tax information is protected at every stage.
+
Is our sensitive tax information secure?
Yes. V7 Go is SOC 2 Type II and ISO 27001 certified. All data is handled with end-to-end encryption and granular access controls, ensuring that your sensitive financial and tax information is protected at every stage.
+
Is our sensitive tax information secure?
Yes. V7 Go is SOC 2 Type II and ISO 27001 certified. All data is handled with end-to-end encryption and granular access controls, ensuring that your sensitive financial and tax information is protected at every stage.
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Can the agent connect to our document management or ERP systems?
Yes. The agent integrates with enterprise content management systems like SharePoint and OpenText, as well as ERPs like SAP and Oracle, to automatically locate and retrieve the supporting documentation required to respond to an inquiry.
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Can the agent connect to our document management or ERP systems?
Yes. The agent integrates with enterprise content management systems like SharePoint and OpenText, as well as ERPs like SAP and Oracle, to automatically locate and retrieve the supporting documentation required to respond to an inquiry.
+
Can the agent connect to our document management or ERP systems?
Yes. The agent integrates with enterprise content management systems like SharePoint and OpenText, as well as ERPs like SAP and Oracle, to automatically locate and retrieve the supporting documentation required to respond to an inquiry.
+
Can the agent connect to our document management or ERP systems?
Yes. The agent integrates with enterprise content management systems like SharePoint and OpenText, as well as ERPs like SAP and Oracle, to automatically locate and retrieve the supporting documentation required to respond to an inquiry.
+
How does the agent assist with drafting the actual response?
The agent uses pre-approved templates and populates them with the data it has extracted from the notice and your internal documents. It drafts a formal response letter addressing each point of the inquiry, which your tax professionals can then quickly review, edit, and send.
+
How does the agent assist with drafting the actual response?
The agent uses pre-approved templates and populates them with the data it has extracted from the notice and your internal documents. It drafts a formal response letter addressing each point of the inquiry, which your tax professionals can then quickly review, edit, and send.
+
How does the agent assist with drafting the actual response?
The agent uses pre-approved templates and populates them with the data it has extracted from the notice and your internal documents. It drafts a formal response letter addressing each point of the inquiry, which your tax professionals can then quickly review, edit, and send.
+
How does the agent assist with drafting the actual response?
The agent uses pre-approved templates and populates them with the data it has extracted from the notice and your internal documents. It drafts a formal response letter addressing each point of the inquiry, which your tax professionals can then quickly review, edit, and send.
+
What if a notice is particularly complex or unusual?
The agent is designed to handle the majority of routine correspondence automatically. For highly complex or sensitive notices (such as a criminal investigation), the system immediately flags the document and escalates it to senior legal or tax personnel for manual handling, ensuring expert oversight where it is needed most.
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What if a notice is particularly complex or unusual?
The agent is designed to handle the majority of routine correspondence automatically. For highly complex or sensitive notices (such as a criminal investigation), the system immediately flags the document and escalates it to senior legal or tax personnel for manual handling, ensuring expert oversight where it is needed most.
+
What if a notice is particularly complex or unusual?
The agent is designed to handle the majority of routine correspondence automatically. For highly complex or sensitive notices (such as a criminal investigation), the system immediately flags the document and escalates it to senior legal or tax personnel for manual handling, ensuring expert oversight where it is needed most.
+
What if a notice is particularly complex or unusual?
The agent is designed to handle the majority of routine correspondence automatically. For highly complex or sensitive notices (such as a criminal investigation), the system immediately flags the document and escalates it to senior legal or tax personnel for manual handling, ensuring expert oversight where it is needed most.
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