Tax Notice & Agency Correspondence for Forensic Accountants with IDEA
The Problem
IRS and state notices arrive for Fraud Investigation clients with 30-day deadlines and cryptic codes — and the partner doesn't see them until the team finally surfaces the mail pile.
What We Build in IDEA
AI classifies every incoming notice, links it to the client file in IDEA, drafts the response, and calendars the deadline — no notice slips past a response window. Purpose-built for teams running IDEA — uses the native API or agent integration so nothing leaves the system of record.
IDEA Integration Approach
Audit your IDEA configuration
We map the specific IDEA objects, custom fields, and workflows the automation needs to touch for your fraud investigation practice.
Build on the IDEA API or agent
Integration happens inside IDEA — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in IDEA with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your IDEA instance
30-minute call. We'll look at your actual IDEA setup and show exactly how this workflow fits.