VIRTUAL ROUNDTABLE PANEL DISCUSSION No one will argue that there is a lot going on right now and even more to come in the f...
Automate notice entry and ensure distribution to the proper departments
Use our proprietary Best of Practice workflows or customize your own
Allows tracking & oversight of all documents, including POA’s
Features an intuitive & responsive tabbed UI that is easy to learn and simple to use
Build out a centralized company knowledgebase of information for all users to share
Reduce time spent on notices by 30-50%
Reduce number of notices received
Minimize penalties and interest
Graphs provide at-a-glance views of critical metrics
Management reports allow users to dig deeper into the data
Manage notices by priority, amounts, due dates and more
Agency addresses, contacts and notes
Links to agency resources
Preferred contacts with notes and ratings
Manage POAs and other tax documents
Amended Returns process workflow
Keep track of Missing IDs and many more
Document management and storage
Comprehensive Customer Management tool
Communication platform integration
Automated – Quicker, easer researching and documenting
Analytical Reporting and Management dashboards.
Connect with lots of applications including accounting, CRM, , and scheduling tools to cut down on manual tasks.
Build unique workflows in minutes with simple do-it-yourself tools or take advantage of our Best of Practice generated workflows.
Trigger workflows from NOTICENINJA to your other apps or vice versa, so you can keep contacts connected, input client data, or send emails automatically.
Form auto-population, IRS call guides with wait times, agency call scheduling, IRS letter templates and more.
ACT Tax Conference, May 24 -26 ACT is the preeminent association for corporate tax professionals who are interested in adva...
APA Congress XStream, May 18 -21 Expand your knowledge and bolster your career at Congress Xstream with educational insight...
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