Tax Notice & Agency Correspondence for Internal Audit Managers with Excel
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 Excel
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 Excel — uses the native API or agent integration so nothing leaves the system of record.
Excel Integration Approach
Audit your Excel configuration
We map the specific Excel objects, custom fields, and workflows the automation needs to touch for your internal audit practice.
Build on the Excel API or agent
Integration happens inside Excel — 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 Excel with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Excel instance
30-minute call. We'll look at your actual Excel setup and show exactly how this workflow fits.