Tax Notice Desk
Tax Notice Desk: IRS and State Letter Response Tracker for Accounting Firms. Every agency letter with its respond-by date, response steps per notice type, and a public form where clients report a letter. Warnings go out before a deadline slips. Free to clone.
Tax Notice Desk is a Taskade app kit built from one prompt: 5 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Trackers
This Taskade Genesis app includes 5 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Notice. Its automations include New client letter alert, Monday open notices and Seven day warning.
by @taskade
What you can do with Tax Notice Desk
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Tax Notice Desk works
- New client letter alert: when a client letter is added, then Email me the new letter.
- Monday open notices: when Every Monday at 8 AM, then Find open notices and List the open notices as text.
- Seven day warning: when Every day at 8 AM, then Find notices due in 7 days and Email the warning.
Built with Taskade Genesis
- Category: Trackers
- AI agents: Notice
- Automations: New client letter alert, Monday open notices, Seven day warning
- Workspace: 5 projects, 1 AI agent, 3 automations