Authorizations Without Delays

 

Power of Attorney (POA) forms and agency authorizations are essential to interact with tax agencies—but they often delay responses, block submissions, or expire without notice. Without a structured system in place, teams lose visibility into who’s authorized to act, where forms stand, and what’s already expired.

NOTICENINJA turns these one-off forms into a repeatable, auditable workflow. You gain structured intake, e-signature routing, status tracking, and centralized storage for everything from Form 2848 to state-level authorizations.

 

What the POA & Authorizations Workflow Solves

 

Missing or expired POAs can hold up resolutions, prevent agency access, and trigger compliance issues. Tracking forms manually through shared folders or spreadsheets makes it easy to miss key steps—especially when dealing with multiple jurisdictions or client entities.

NOTICENINJA helps tax teams manage every authorization event with consistency and speed. From initial request through signature and submission, you have full visibility into form status, due dates, and documentation history.

 

 

How It Works

wired-outline-2512-artificial-intelligence-ai-alt-hover-pinch

 OCR and AI Capture

Incoming forms—whether scanned or electronically submitted—are processed using Optical Character Recognition (OCR). Key details like agency, expiration date, entity name, and signer are automatically extracted.

wired-outline-47-to-do-list-hover-swipe

Form Library and Auto-Fill

Pre-built templates for IRS Form 2848, 8655, and state equivalents come standard. The platform auto-fills entity and preparer information, reducing manual entry and risk of errors.

wired-outline-978-project-management-hover-pinch

Signature Routing and Verification

Forms are routed through the NOTICENINJA Signature Suite. Assigned signers receive e-signature prompts and automatic reminders. Status is tracked in real time.

wired-outline-212-arrow-1-rounded-hover-pinch

Lifecycle Monitoring

Once filed, each form is stored and tracked by expiration date. NOTICENINJA alerts your team before POAs lapse—so you can renew authorizations before they disrupt operations.

Enhanced Signature Routing and Verification with Signature Suite

 

For teams that need enhanced signature management, the optional Signature Suite add-on enables e-signature routing, signer assignment, and automatic reminders. It's especially valuable for CPEOs that must maintain valid authorizations to support FORM 8973 filings and other agency interactions where POAs are required and time sensitive.

Core Capabilities of NOTICENINJA

 

AdobeStock_611314060


  • OCR-powered intake and auto-extraction of POA details
  • Secure, centralized storage for all POA and authorization documents
  • Automated routing and tracking through Signature Suite
  • Expiration alerts for every active authorization
  • Auto-fill support for IRS and state forms (2848, 8655, etc.)
  • Integration-ready outputs for tax resolution and registration workflows
  • Reporting on POA status by entity, client, or agency

 

Platform Impact

Eliminate delays from missing or expired POAs

Improve signer response rates with automated e-signature workflows

Reduce time spent locating and updating forms

Gain full audit history of every authorization submitted

Ensure agency access is current across clients, entities, and jurisdictions

AdobeStock_546216715

See the POA Authorizations Workflow in Action

Book a demo to see how NOTICENINJA manages POAs and authorizations from intake to expiration—with visibility, structure, and built-in compliance.

 

Frequently Asked Questions

Does NOTICENINJA automatically assign notices?

Yes, NOTICENINJA is corporate tax notice compliance software that automates key workflows including notice assignments. The platform employs a rule-based system that can manage multiple level rules and ensure notices are directed to the appropriate stakeholder. As a result, you’ll never have to worry about notices being misdirected or slipping between the cracks.

Can it generate reports to show how things are going?

Yes, NOTICENINJA’s dashboards and advanced reporting capabilities will give you a bird’s eye view of the tax notices your organization receives – and deep insight into liabilities and opportunities. With NOTICENINJA’s tax notice management and resolution software, you can accurately assess where notices are coming from and how much time and money you expend per jurisdiction. That insight will allow you to get to the root cause of your tax compliance challenges, so you can reduce notice volume and better manage workloads.

Does your company offer services to help with backlogs?

Yes, we do.

Backlogs are common and can create a vicious cycle. When organizations have a backlog of notices to respond to – and lack the manpower to tackle them – it’s easy for notices to fall by the wayside. When notices aren’t addressed promptly, issuing agencies will send duplicate or sequential notices, which exacerbates the existing backlog.

If your organization is struggling, NOTICENINJA can help close out your backlog of notices – and empower you to remain backlog-free. The platform’s automated workflows and due date tracking and document management functionalities enable organizations to resolve notices within 30 days, eliminating the cycle of follow-up notices and growing backlogs.

Can NOTICENINJA track agency agents (Contacts) by phone and email?

Yes, NOTICENINJA’s tax resolution software has a module that allows you to track and manage all agency contacts and other related information. Within the module, you can view contacts’ addresses, links and login information, which eases traditional change management challenges. Users can also include notes about specific jurisdictions and contacts to streamline notice resolution.