Tax Notice Compliance Blog

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...

The End of "Hunting and Pecking"

In a recent working session with a client's tax team, someone summed up the old way of handling notices in three words: hunting and pecking. Keying data in by hand, field by field, notice by notice. The verdict on the call was blunt and familiar: it...

The First Global Notice Mobility Platform To Orchestrate Compliance

Global enterprises don’t struggle with a lack of providers.They struggle with coordination.

Tax Refund Recovery: How to Reduce Delays Across Portfolio Companies

Why Do Tax Refunds Take So Long Across Private Equity Portfolio Companies?

A Notice Is Cheap to Fix. A Garnishment Isn't.

Beyond the Notice: Understanding the Lifecycle of Tax Notice Management

Who Owns Your Tax Compliance Operating Record?

When notices, agency correspondence, POAs, refunds, audits, and advisory handoffs live across too many systems, financial risk becomes harder to see — and harder to control.

When Tax Notice Processes Fail, the Problem Is Compliance Operations

Enterprise tax notice processes do not usually fail because the tax team lacks expertise. They fail because the organization never built a tax compliance operations function.