THE COMPLIANCE PROBLEM
CP2000 responses. Certified payroll filings. Penalty abatement requests. Bank statement reviews for tax amendments. The required inputs are defined by statute. The output format is prescribed by regulation. The applicable deadline is set by the IRS. Each of these tasks requires professional accountability rather than professional judgment. The firm's professional staff is currently performing data entry and document assembly on work that regulation has already specified.
STATUTORY PREPARATION VS. MANUAL DRAFTING
A CP2000 response requires the same statutory analysis on every case. The statute is fixed. The required inputs are defined by law. The output format is prescribed. There is no technical reason the preparation requires 2.5 hours; the current timeline is a consequence of manual processing rather than analytical complexity.
MANUAL PROCESS: CURRENT STATE
Review the notice and confirm the applicable statute
20 to 30 minutes confirming what the regulation requires. The prior response was handled by a different staff member, and that institutional knowledge is no longer available.
Retrieve a response template from the shared drive
The template was last updated 18 months prior. Whether it reflects the current regulation is not confirmed. The staff proceeds on that basis.
Calculate the response deadline manually
Calendar days are counted from the notice stamp date. A reminder is added manually. Errors at this stage are not recoverable.
Assemble the document manually
Prior responses are referenced for formatting. Client data is manually entered into each required field. An error in any required field alters the outcome.
Reconstruct the audit record upon request
Staff reviews email correspondence, file notes, and calendar entries to reconstruct the record. This reconstruction may require several hours for a case that should have been documented in real time.
Result: 2.5 hours per case. No reliable audit record. Error exposure at each step.
DIAGNOSTIC FACTORY: SAME CASE
Staff submits client intake: 5 minutes
The required input fields are defined by the statute. The system accepts the data the regulation requires.
Statutory logic applied directly; document templates are not used
The governing statute is encoded in the workflow. The applicable rule is applied to the specific facts of the case. The output reflects the statutory requirement.
Response deadline calculated and enforced by the system
The system computes the deadline from the notice date, records it on the case, and blocks delivery after the statutory window closes.
Practitioner review prior to delivery: 3 minutes
The reviewer confirms statutory accuracy, document completeness, and deadline status. The review is required on every case. No output is released without explicit practitioner authorization.
Audit record complete before the case is closed
Every intake submission, calculation, review decision, and delivery action is logged automatically and attached to the case record. No reconstruction is required.
Result: 8 minutes per case. Complete audit record. Practitioner approval on every output.
AUTOMATED COMPLIANCE WORKFLOWS
Each workflow encodes the applicable statute and applies it to the submitted case data. Every output is subject to compliance professional review prior to delivery.
IRS CP2000 RESPONSE
MANUAL PROCESS
2.5 hrs
per response
WITH THIS SYSTEM
8 min
per response
Submit the notice date, proposed assessment amount, and supporting documentation. The system applies IRC § 6212, prepares the written disagreement with required statutory citations, enforces the 60-day response deadline, and routes the output to the assigned reviewer.
PENALTY ABATEMENT REQUEST
MANUAL PROCESS
90 min
per request
WITH THIS SYSTEM
6 min
per request
Submit the penalty notice details and the client's compliance history. The system assesses first-time abatement eligibility, structures the reasonable cause argument to satisfy IRS administrative standards, and produces a signed request with the required supporting documentation checklist.
DAVIS-BACON CERTIFIED PAYROLL
MANUAL PROCESS
60 min
per weekly filing
WITH THIS SYSTEM
4 min
per weekly filing
Submit employee hours, job classifications, and pay rates. The system applies prevailing wage requirements, validates classification assignments, calculates fringe benefit credits, and produces a complete WH-347 with Statement of Compliance for review and submission.
BUSINESS EXPENSE RECOVERY
MANUAL PROCESS
4 hrs
per engagement
WITH THIS SYSTEM
15 min
per engagement
Upload PDF, CSV, or Excel bank statements for the applicable tax year. The system classifies transactions against IRC § 162, applies IRC § 274 substantiation standards, assesses audit defensibility by item, identifies unrecorded expense candidates, and produces seven output documents — all held for practitioner review before release.
COMMITMENTS
Each workflow is built from a validated statutory encoding. The encoding specifies the applicable statute, required input fields, and applicable decision rules. When a regulation is amended, the encoding is updated before the workflow is made available for submission. If an output contains a statutory error that the review process did not identify, the error is corrected at no charge and the encoding is updated.
SOURCE OF DECISIONS
The governing statute, not a document template
REGULATORY UPDATES
Encoding reviewed before any workflow change takes effect
No output produced by this system is delivered to the client or the firm without prior review by a compliance professional. The review stage is a mandatory component of every workflow. The practitioner's authorization is required before any output is released from the system.
Every intake submission, calculation, review decision, and delivery action is logged automatically and attached to the case record permanently. When regulatory examination requires documentation of how a result was reached, the record is available without reconstruction. For practices subject to periodic regulatory review, the automatic audit record may substantially reduce the scope of required responses.
Logged
Submitting party, timestamp, all input values
Logged
Statutory rule version applied and decision logic
Logged
Reviewer identity, approval or rejection, and reason
Logged
Recipient, delivery method, and exact timestamp
PRICING
No seat licenses apply. No per-user fees are assessed. Fees are charged upon delivery of a reviewed and documented output.
PER SUBMISSION
Each case submission is priced individually. No subscription is required. This tier is appropriate for practices with variable case volume or for practices evaluating the system on a specific workflow prior to committing to a subscription.
STARTING FROM
$150 / case
FIRM SUBSCRIPTION
Unlimited submissions on one or more workflows for a fixed monthly fee. Appropriate for practices with predictable, recurring compliance obligations including CP2000 season, weekly certified payroll, and quarterly audit responses.
STARTING FROM
$500 / month
INSTITUTIONAL
Full platform access for larger compliance departments, regional CPA networks, and firms seeking to incorporate the statutory preparation system into existing workflows. Includes white-label configuration, direct API access, and custom workflow development for the firm's highest-volume obligations.
PRICING
Contact for terms
GET STARTED
Submit the firm's highest-volume manual compliance workflow for evaluation. A workflow will be configured for that submission type and made available to the practice for five case submissions at no charge. If the output does not meet statutory accuracy requirements, no fees are assessed. If the output is satisfactory, the per-case cost for ongoing submissions is confirmed by the pilot results.
This platform serves CPA firms, enrolled agents, federal contractors, and institutional compliance practices. Consumer-facing services are not provided.