Tax Notice Compliance Blog

What Uncontrolled Advisor Spend on Tax Notices Costs Finance Teams

Uncontrolled advisor spend on tax notice management can cost enterprise finance teams $50,000 to $250,000 or more per year in avoidable external fees, depending on notice volume, entity complexity, and how much routine intake work is routed to outside...

Meet Kata: Why We Built Agentic Data Ingestion for Tax Operations

True Cost of In‑House Tax Refund Recovery

Why in-house tax refund recovery quietly drains millions The true cost of in-house tax refund recovery comes from three sources: staff time, management oversight, and lost interest on overpayments that sit unresolved for 16–24 months or longer. For...

The Five Decisions Tax Teams Make Before They Commit to a Platform

The spreadsheet has a second owner now. Nobody planned that. The person who built the tracking logic is also the person everyone waits on when a notice needs to move. The process works until that person is out of the office, notice volume crosses a...