How AI Helps Tax Examiners & Collectors, & Revenue Agents
Revenue offices answer the same filing questions and write the same letters all season. 12² builds letter templates, document sorting and an approved-answer assistant inside the office's systems.
Revenue Office Correspondence Desk · From $2,500 + $249/mo, by team size · proposed estimate · It says it is an automated assistant whenever it talks to someone directly, and your team reviews what it drafts before it goes out.
Ai for revenue offices: the short answer.
12² builds AI for tax examiners and revenue agents that takes on the routine work: drafting taxpayer correspondence from templates for review, sorting and labeling incoming documents, and answering common filing questions from approved answers. It runs inside the tools you already use. Examiners decide every case.
Sources
- IRS Pub 5708: tax pros must keep a written information security plan (WISP) under the FTC Safeguards Ruleirs.gov
- General office-writing evidence, not a study of this job: in an RCT, ChatGPT cut professional writing time 40% and raised quality (Noy & Zhang, Science 2023)news.mit.edu
Research figures above describe the cited studies, not results 12² promises. Results vary. Disclosures
Where the hours go now.
Drafting taxpayer correspondence from templates
Revenue offices answer the same filing questions and write the same letters all season.
Sorting and labeling incoming documents
The same requests arrive all day, often when nobody is free to answer.
Common filing questions
Questions and requests wait until someone has a free minute.
What it handles, and what it never does.
What it handles
- Drafting taxpayer correspondence from templatesIt drafts taxpayer correspondence from templates for review.
- Sorting and labeling incoming documentsIt sorts and labels incoming documents.
- Common filing questionsIt answers common filing questions from approved answers.
- Tracking case deadlinesIt tracks case deadlines.
- Hand-off to your teamAnything that needs a person goes to the right person, with the details attached.
What it never does
- Make up a price or a factIt works only from the documents, records and price lists you give it. Anything it can't find goes to your team.
- Promise a resultQuestions about outcomes go to the person who does the work.
- Pretend to be a personIt says it is an automated assistant whenever it talks to someone directly.
- Send anything on its ownDrafts wait for your team's approval before anything goes out.
Built and tested on your own work.
Before handoff, we run your build on your own real examples and fix anything that misses.
- Tested on your own workBefore handoff, we run your build on your own real examples and fix anything that misses.
- Retainer, then balance on deliveryRetainer up front. Work starts once the retainer is paid; the balance is due on delivery when the agreed test cases pass.
- Fixed price, scope and timelineAll three in writing before work starts. The timeline is set in your quote.
- What 12² buildsLetter templates, document sorting and an approved-answer assistant inside the office's systems.
- How it connectsWe confirm how it connects to your systems on the first call and write it into your quote.
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See also: all industry packages · pricing
From $2,500 + $249/moSetup + monthly, by size. The monthly fee covers monitoring, fixes and re-tests for your package as your templates, documents and staff change. AI and software usage is billed at cost. Proposed starting estimates by team size, not fixed prices; the final price is in a written quote.
- Small: Small office (1-10 staff)From $2,500 + $249/mo. The core build for 1-10 staff: letter templates, document sorting and an approved-answer assistant inside the office's systems. Proposed estimate. Small tier; monthly covers hosting, monitoring and fixes.
- Mid-size: Growing office (11-50 staff)From $6,500 + $549/mo. Everything in Small office, for more users, inboxes and calendars, with hand-off rules set for each role. Proposed estimate. More users, locations or integrations.
- Enterprise: Multi-site / enterprise (50+ staff or multiple locations)From $15,000, custom quote. Everything in Growing office, across locations or departments, with system integrations and a security review scoped in your custom quote. Proposed estimate floor; scope, integrations and security review set the final number. No cap.
- Retainer up front Work starts once the retainer is paid; the balance is due on delivery when the agreed test cases pass. Scope, price and timeline are agreed in writing before work starts.
- You own itThe accounts, scripts, templates and data sit in your name. You can leave at any time.
- Compliance and dataTaxpayer data confidentiality; IRS Pub 5708 WISP for tax pros; public agencies buy under their own procurement rules (unverified per agency); public-records laws apply. Examiners decide every case.
- Not professional adviceAdministrative work only: your staff make every decision, and your procurement, records and accessibility rules apply. 12² builds software and automations. It is not a licensed professional in your field, and your team makes every professional decision. Disclosures
Straight answers.
Does AI decide assessments?
No. Examiners do.
How does payment work?
Retainer up front. Work starts once the retainer is paid; the balance is due on delivery when the agreed test cases pass.
How long does it take?
Timelines are set per project in the quote, after we see your systems and volume.
Are these prices final?
No. They are proposed starting estimates. You get a written custom quote after a short scoping call.
Tell us how you handle common filing questions now.
A few lines is enough. If it's a fit we'll say so, and if it isn't we'll tell you why.
- You'll hear back within one business day12² reads your note and replies about your project.
- A free 20-minute callHow the work runs now, what gets missed, and what your team needs from it.
- A fixed quoteYour size, scope, date and price in writing before any work starts.
Prefer email? Write to [email protected]
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