Refund letters sent on returns that had a balance due.
Early access · for small tax practices
Know which notices are real work.
NoticeClerk reads the IRS and state letters your clients forward. Each one comes back with a label, the deadline and amount, a plain-English reason and a draft note for your client.
Built for the letters your clients forward
Why now
This year, a lot of the letters are wrong.
Each one still lands on your desk as a worried client’s photo. Working out which ones matter takes a read, often a transcript, and an unbilled email back.
“We couldn’t deposit your refund” letters for returns that asked for a paper check.
Requests for W-2s that were already filed with the return.
How it works
Forward it. Get it sorted. Send the note.
You stay in charge of every step. We never contact your client or the IRS.
- 1
Forward the notice
Send the photo or PDF your client sent you. Redacted copies are welcome; we only need the code, dates and amounts.
- 2
Get it sorted
Each notice gets one label, the deadline and amount, and a plain-English reason, so you see which ones are real work.
- 3
Send the client note
A draft note for your client comes with every result. You edit it and send it yourself.
The labels
The whole pile, sorted at a glance.
One label per notice, always written out. Real work rises to the top; the rest you can file and forget.
More on how it works Notices this week 6 sorted · 2 need action
| Client | Notice | Label | Due |
|---|---|---|---|
| M. Alvarez | CP53E · 2025 | IRS error | — |
| Okafor LLC | CP2000 · 2024 | Respond by | 12 Jan 2027 |
| D. Chen | Refund letter · 2025 | Wait for the check | — |
| R. Patel | CP14 · 2023 | Not ours | — |
| S. Novak | LTR 5071C · 2025 | Verify identity | 04 Dec 2026 |
| J. Brooks | CP503 · 2024 | Needs your eyes | — |
Example data. No real clients.
Client data
Built to be trusted with client letters.
Your clients’ letters go to a stranger only if that stranger is careful. Here is what we commit to.
Redacted copies welcome
Black out names and SSNs. The code, dates and amounts are enough.
Results go only to you
We never contact the taxpayer or the IRS.
Deleted after 30 days
Or sooner on request. Notices are not used to train AI models.
Written data terms
A data agreement limits use to sorting your notices, with deletion and breach notice built in.
Get early access.
We’ll email you when NoticeClerk opens. A few updates before then, nothing more.