Tax Notice Management demo

What the demo shows

For tax teams: each agency notice read, checked against returns and payments, answered on time

The scanned notice sits on the left, labeled field by field: agency, notice type, period, amount, the response wording and the address it was sent to. The middle compares what the agency says with what the company's return, ledger, bank and the agency's own account show, one line at a time, and gives a verdict in plain words. The right holds the drafted reply with its exhibits. An Intake agent reads mail-room scans, emails and portal downloads; a Classification agent says what each notice asks for; a Deadline agent works out the real response date from the agency's rule and escalates; a Reconciler agent decides whether the agency is right, for example when a payment made on time was posted to the wrong quarter; a Drafter agent writes the reply and attaches the proof; a Follow-up agent files what a person signed and watches the account until the money moves; and a Pattern agent finds the one cause behind several notices. The tax manager signs every reply, with a reason code.

Transcript

1. 0:00Tax Notice Management, for tax teams, reads every agency notice, checks it against your records, and drafts the reply.
2. 0:10Miss a response window, and a proposed assessment becomes final.
3. 0:16This Ohio assessment, $32,000, came late from a closed warehouse.
4. 0:24The intake agent labeled every field.
5. 0:28The Deadline agent set the real date.
6. 0:32The Reconciler agent checked our return, ledger, bank, and Ohio's account, line by line.
7. 0:40We paid on time, but our payment record named the first quarter.
8. 0:46The drafter wrote the petition for exhibits, every sentence cited.
9. 0:53Elena opens the bank proof, then asks for a hearing request.
10. 0:58The pattern agent found the same cause in Indiana and Kentucky.
11. 1:04Elena signs with a reason code.
12. 1:07The agents file it and watch Ohio's account.
13. 1:11Every value cited, every reply signed, every step logged.
14. 1:18$32,000 not paid.
15. 1:21Three notices fixed to the cost.
16. 1:25Build on Botminds, agents, data, screens, and governance on one platform.

Transcribed from the film’s narration. Captions are on the player.