Track tax notices, audits, appeals and other proceedings as cases on the client profile — with hearing dates, proceedings history, documents and assigned staff — so no deadline or hearing is missed.
The challenges
- Notice and hearing dates kept in personal diaries.
- Documents for a case scattered across folders and chats.
- Nobody sure who is handling which case.
- Missed deadlines because a reminder was never set.
Example workflow
- Open a case on the client’s profile for a notice, audit or appeal.
- Add the forum, stages, hearing dates and the staff responsible.
- Record each hearing’s outcome and attach documents.
- Use the cause list and calendar to plan the days ahead.
How Taxwise helps
Cases on the client profile
Every proceeding sits next to the client’s other work.
Hearing dates and history
Each hearing and its outcome is recorded in order.
Documents and staff
Attach case documents and assign the people responsible.
Cause list and calendar
See upcoming hearings at a glance.
Start using Taxwise
Start your trial and run your firm’s lifecycle end-to-end on Taxwise — from sale to ledger.
Start Trial