Data Validation Managed Services

See every notice.
Hit every deadline.
Resolve every time.

Move your team from reactive notice handling to strategic compliance operations. Whether you're building your first workflows or eliminating years of backlog, we meet you exactly where you are — and take it from there.

Powered by Kata™

One engine.
Every notice.

Kata™ — our agentic AI data ingestion engine — reads, classifies, and structures every notice automatically. It's replacing legacy OCR entirely, then pairs with expert human review so the data reaching your team is accurate, audit-ready, and resolution-bound.
01 Service Snapshot
Ninja Start
Up to
5,000 notices/yr
Entry-level notice capture & validation
Validation: Essential validation, triage-level data
Small teams getting started with managed support
Ninja Lift
Up to
20,000 notices/yr
Foundational workflows & user adoption
Validation: Basic validation, triage-level data
New clients or teams building initial discipline
Ninja Assist
Up to
40,000 notices/yr
Workflow accountability, task hygiene & vendor ops
Validation: Premium validation, enriched data + oversight
Scaling teams needing control & visibility
Ninja Boost
Up to
60,000 notices/yr
AI-driven resolution & data accuracy
Validation: Full validation + AI + exception handling
High-volume, audit-intensive environments
Volume-based tiers. Pricing scales with your notice volume — exceed a tier's annual cap and you automatically move up to the next tier. No surprises, no renegotiation.
02 What's inside each tier
Ninja Start
$3,000/mo
Up to 5,000 notices/yr
Essential Notice Capture + Triage Validation
For small teams beginning their move to managed compliance support
Key Services
  • Kata™ agentic AI ingestion of notices (replacing legacy OCR)
  • Automated task assignment & alerts
  • Core field standards & triage
  • Onboarding & adoption support
Fields Reviewed
  • Account, Agency, Agency Type
  • Notice Type, Notice Form #, Letter ID
  • Tax Period, Issue Date, Agency Due Date
  • Amount Due/Refund
Turn Around: 1–3 business days
Outcome: Reliable, validated notice intake from day one
Ninja Lift
$5,000/mo
Up to 20,000 notices/yr
Foundational Compliance Discipline + Basic Data Validation
For new users or teams establishing structure and adoption habits
Key Services
  • Kata™ agentic AI ingestion of notices (replacing legacy OCR)
  • Real-time alert setup & automated task assignment
  • Required notes & fields standards
  • Monthly user training & adoption coaching
Fields Reviewed
  • Account, Agency, Agency Type, Department
  • Notice Type, Notice Form #, Letter ID
  • Tax Period, Issue Date, Agency Due Date
  • Amount Due/Refund, Rates & Start Dates
Turn Around: 1–3 business days
Outcome: Establish fundamentals, accelerate onboarding, reduce risk
Ninja Assist
$7,500/mo
Up to 40,000 notices/yr
Workflow Oversight, Vendor Management & Premium Data Validation
For teams who need visibility, process control, and operational precision
Everything in Lift, plus
  • Workflow assignment monitoring & clean-up
  • Active Task Export, Task Summary, Aging Reports
  • User login tracking, access cleanup & role reassignment
  • Vendor workflow oversight, training & sequential notices
Added Validation
  • Tax Type, Filing Type, Tax Form
  • Payment Type, Received Date or system default
  • Amount breakdowns (Tax, Penalty, Interest+)
  • Notice Description, Account Aliases, Account #s
Turn Around: 2–4 business days
Outcome: Operational consistency & resolution readiness with premium oversight
Ninja Boost
$10,000/mo
Up to 60,000 notices/yr
AI-Driven Accuracy, Backlog Remediation & Intelligent Exception Handling
Ideal for high-volume, fast-moving tax teams that demand precision and scale
Everything in Assist, plus
  • Kata™-Powered Backlog Processing: bulk ingest & process
  • Dual-Stage Data Validation: Kata™ AI + expert review
  • Smart Field Mapping: advanced logic for Excel & PDFs
  • Verified Sync: pushes clean data to workflows
Exception Handling
  • Missing account data queued & auto-matched
  • Unclear data flagged for client review
  • Guided resolution with system updates
  • Reduces repeat issues over time
Turn Around: 3–5 business days (varies by backlog)
Outcome: Eliminate backlog, ensure data integrity, scale confidently
03 Why teams choose us
Automates tax notice workflows across jurisdictions, from intake to resolution.
Kata™ agentic AI ingestion + expert review delivers accurate, audit-ready data.
Seamlessly integrates with your existing tax systems and tools.
Includes SOC 2–compliant security and governance controls.
Drives resolution speed, backlog elimination, and penalty prevention.
Add-ons: custom dashboards, white-glove vendor training & more.

Let's optimize your operations

From backlog to breakthrough — expert-led data validation managed services that scale with your notice volume.

Schedule a Call →