Tax Notice & Agency Correspondence for Internal Audit Managers with AuditBoard
The Problem
IRS and state notices arrive for Internal Audit 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 AuditBoard
AI classifies every incoming notice, links it to the client file in AuditBoard, drafts the response, and calendars the deadline — no notice slips past a response window. Purpose-built for teams running AuditBoard — uses the native API or agent integration so nothing leaves the system of record.
AuditBoard Integration Approach
Audit your AuditBoard configuration
We map the specific AuditBoard objects, custom fields, and workflows the automation needs to touch for your internal audit practice.
Build on the AuditBoard API or agent
Integration happens inside AuditBoard — 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 AuditBoard with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your AuditBoard instance
30-minute call. We'll look at your actual AuditBoard setup and show exactly how this workflow fits.