CRM for Notice Compliance

Streamlines processes, standardizes communications, & automates workflows for tax and compliance notice management.
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No more data entry or manual notice routing.

NOTICENINJA is built for and by professional tax ninja’s to help anyone that uses it become a NOTICENINJA.
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Move past Spreadsheets and step into Automation

Digitize your notice compliance with our proprietary scan-to-capture OCR technology, saving you time and money while reducing errors and increasing accuracy.
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Track, Manage, and Resolve all Tax and Compliance   Notices with the SaaS Solution Built to Master   Them All

Scan to Capture – Auto Entry

Automate notice entry and ensure distribution to the proper departments

Workflow & Task Management

Use our proprietary Best of Practice workflows or customize your own

Document Management

Allows tracking & oversight of all documents, including POA’s

Simple User Interface

Features an intuitive & responsive tabbed UI that is easy to learn and simple to use

Agency Knowledgebase

Build out a centralized company knowledge base of information for all users to share

Tax Notice Tracking

Streamline, standardize, and automate your processes to quickly and efficiently track, manage, and resolve notices.

Reduce time spent on notices by 30-50%

Reduce number of notices received

Minimize penalties and interest

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Compliance Reporting

NOTICENINJA graphs, dashboards, and management reports provide real-time data and actionable insights.

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

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Agency Knowledgebase

Centralize staff knowledge, such as key contacts, addresses, links, notes and more. Create a working knowledgebase of agency information to be shared by all users in the organization.

Agency addresses, contacts and notes

Links to agency resources

Preferred contacts with notes and ratings

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Many More Features

Spreadsheets, CRM’s, and manual processes are simply not effective tools for notice compliance professionals. With NOTICENINJA, you’ll reduce the time spent on data entry and notice tracking while minimize the risk of P&I.

Manage POAs and other tax documents

Amended Returns process workflow

Keep track of Missing IDs and many more

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We integrate with Zendesk, MS Office and other industry leaders…

NOTICENINJA a Digital Notice Compliance Platform designed with advanced technologies and Best of Practice workflows that digitize and automate notice resolution. Management has extensive reporting that provides valuable and actionable insight that saves time, money, and reputation.

Digital document management and storage

Comprehensive Notice Management tool

Communication platform integration

Automated – Quicker, easier researching and documenting

Analytical Reporting and Management dashboards.

Engineered and inspired by managing over 4 million tax notices from 32 countries, 50 US states, 32,000 locals, and 10,000 cities and growing.
Endless Integrations

Connect with lots of applications including accounting, CRM, , and scheduling tools to cut down on manual tasks.

DIY Automation

Build unique workflows in minutes with simple do-it-yourself tools or take advantage of our Best of Practice generated workflows.

Real-Time 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.

Automate Your Processes

Form auto-population, IRS call guides with wait times, agency call scheduling, IRS letter templates and more.

Automate Notice Management and Compliance.

Markets served include corporations, service providers, CPA’s, compliance firms, Healthcare, Oil & Gas, Sales & Use, Insurance and growing.

Contact us with a question

Contact for questions about streamlining and automating your notice resolution  with NOTICENINJA.