Managed Services

Extend your team.
Retain full visibility.
Remain in control.

Some notices need your expertise. Others don't. NOTICENINJA® Managed Services gives corporate tax teams, PE firms, and payroll providers flexible, expert-led support — so you extend your reach without adding overhead.

SOC 2 certified Full platform visibility SLA-backed delivery
9M+
Notices managed
500K+
Businesses touched
3 tiers
Scale support as you grow
SOC 2
Certified & audited
A smarter way to scale

High-volume work, handled — without losing the thread.

We take on time-sensitive tasks like intake, data entry, and resolution routing, while your team keeps full visibility through the NOTICENINJA platform. The result: faster resolutions, consistent documentation, and no time lost on low-value work.

You decide what stays in-house and what's handled by external certified tax support professionals — using your workflow and compliance standards, not ours.

What it solves

Tax and compliance teams lose hours to notice tasks that could be automated or outsourced — logging mail, entering data, chasing updates — at the expense of strategic work.

What you keep

Reallocate internal time to high-value initiatives while routine, repeatable execution runs in the background, fully documented and reportable.

How you stay in control

Every case is visible in your platform instance. Dashboards, audit trails, and resolution notes keep your team informed — no micromanagement required.

How it works

Four stages, one source of truth

Notices flow through your existing NOTICENINJA workflow at every step — you set the rules, we deliver the execution.

01

Agentic intake

Physical and digital notices are ingested by Kata agentic AI. Our team manages the ingestion pipeline end to end — reviewing, verifying, and confirming every extracted field for accuracy.

Powered by Kata
02

Triage & routing

Each notice is categorized, prioritized, and routed through your existing workflow. You choose the rules — we follow them, every time.

03

Task completion

Our team takes resolution steps on your behalf — correspondence tracking, agency follow-up, and closure documentation — within your guidelines and scope.

04

Visibility & reporting

You keep full access to every case. Dashboards, audit trails, and resolution notes keep your team informed and in control.

Core capabilities

Everything managed, nothing hidden

End-to-end notice intake and triage
Data validation and entry support
Workflow assignment and task execution
Agency correspondence handling
SLA-based service delivery and transparency
Seamless integration with your NOTICENINJA instance
Optional expansion into amended returns, POA processing, refund check handling, and more
Platform impact

What teams get back

01

Scale notice resolution without hiring full-time staff

02

Keep high-value work in-house while outsourcing the rest

03

Improve consistency in documentation and closure notes

04

Accelerate resolution times for routine agency notices

05

Gain transparency and reporting without micromanagement

Choose your level of support

Structure, oversight, or advanced remediation

Every level includes full platform visibility and expert-led support. Start where you are and build on it as you grow — each tier includes everything in the one before it.

Ninja Lift
$5,000/ month
For new users or teams building structure.
Included capabilities
  • Managed notice ingestion and data capture
  • Real-time alert setup
  • Task assignment automation
  • User note standards and training
  • Monthly coaching and onboarding
  • Triage-level data validation
  • Agency metadata and account info added
  • Optional gamified learning with the Ninja Belt system
Get Started Today
Ninja Assist
$7,500/ month
For teams that need task ownership and vendor oversight.
Everything in Ninja Lift, plus:
  • Workflow assignment monitoring
  • Task aging reports and cleanup
  • Vendor workflow oversight
  • Access management and user tracking
  • Custom exports and reporting tools
  • Premium data validation — filing/payment type and breakdowns
Get Started Today
Ninja Boost
$10,000/ month
For high-volume or high-backlog teams.
Everything in Ninja Assist, plus:
  • AI-powered backlog ingestion via Kata
  • Two-stage AI and human validation
  • Advanced field mapping from Excel / PDFs
  • Exception flagging and handling
  • Verified sync to workflows
  • Resolution guidance and repeat-issue reduction
Get Started Today
FAQ

Questions, answered

Does NOTICENINJA automatically assign notices?

Yes. NOTICENINJA uses a rule-based system that can manage multiple levels of rules and direct each notice to the appropriate stakeholder — so notices are never misdirected or lost between the cracks.

Can it generate reports to show how things are going?

Yes. Dashboards and advanced reporting give you a bird's-eye view of the notices your organization receives, plus deep insight into liabilities and opportunities. You can see where notices originate and how much time and money you spend per jurisdiction — getting to the root cause so you can reduce notice volume and better manage workloads.

Do you offer services to help with backlogs?

Yes. Backlogs create a vicious cycle: when teams lack the manpower to respond, notices fall by the wayside, and agencies issue duplicate or sequential notices that make the backlog worse.

NOTICENINJA helps close out your backlog and stay backlog-free. Automated workflows, due-date tracking, and document management let organizations resolve notices within 30 days — ending the cycle of follow-up notices.

Can NOTICENINJA track agency agents by phone and email?

Yes. A dedicated module lets you track and manage all agency contacts and related information — addresses, links, and login details — easing change-management challenges. Users can also add notes about specific jurisdictions and contacts to streamline resolution.

See how Managed Services extends your team

Book a demo to explore how NOTICENINJA Managed Services accelerates results — without losing visibility or control.


See How It Works

Book a demo to explore how NOTICENINJA Managed Services extends your team and accelerates results, without losing visibility or control.