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