For firms that handle IRS letters
An IRS letter today.
Answered today.Letter today, answered today
AccrueNest is tax resolution marketing and front-office software for US firms of 1 to 10 people: your site and ads reach people holding an IRS letter, every call gets answered, the paid consultation is booked and the screening answers wait on the caller's card.
- Callers with a notice answered day, night and weekend
- Fee collected before the consultation
- Screening answers saved before callback
Live in 14 daysMonth to month, no setup fee
- Flat fee, never per caller
- Paid consultation booking
- Urgent calls put through
- Review requests
- Texting
- Spanish calls
Screening first
Know the notice before you call them back
Every caller and web form answers the same short questions: which notice came, which years, whether returns are unfiled, whether it's a business. Those answers are waiting on the caller's card when your staff ring back. The consultation is paid when it's booked, so the hour on your calendar belongs to someone ready to hire a firm. Nothing here judges the tax problem; that stays your call.
- Bought lists
- Unpaid consultations
- Callbacks to voicemail
- Notice type
- Years behind on returns
- Fee paid
After the letter
The afternoon someone calls about an IRS letter
Someone with a notice calls two or three firms the same afternoon. These are the screens that decide whether yours is the one they hire.
yourfirm.com/irs-letters/book
Booking from a phone
A paid consultation, booked online
Your consultation fee is taken by card on the booking page, at the price you publish. They choose a slot with the right person, by phone, in the office or on Zoom.
See consultation bookingAccrueNest · Inbox
Answering from anywhere
Answered by staff, then the AI
Staff hear it ring first, with past calls and texts on screen. Should the whole office be tied up, our AI receptionist takes over, and a caller who drops off receives a text from the firm within sixty seconds.
See business phonesAccrueNest · Reviews
The reply we post
Reviews, handled discreetly
People choose a resolution firm partly by its Google reviews. Our replies to reviews say nothing about whether the reviewer was ever on your books, and nothing about any return, balance or tax matter.
See reviewsAccrueNest · Prospects
A follow-up text
Follow-up
Once the consultation is done, the proposal is sent and a short series of texts and emails follows until they sign. A single “not interested” ends it, as Circular 230 expects.
See the client pipelineAccrueNest · Billing
Signing and paying together
Deposits before work starts
Engagement letter and deposit go together: one signature on their phone, one card charge. Bigger fees can be split into a card payment plan.
AccrueNest · Reports
Numbers by source
Sources
Compare the ads and searches behind callers who book and pay with the ones behind callers who never hire.
See reportingAccrueNest · Inbox
The firm's thread
Texting
Texts arrive at the firm's line, not anyone's cell, and staff reply from the inbox with the full history above.
See two-way textingSaturday's mail, answered before your office opens
Weekend notice calls reach the AI, which names itself and books.
Answered Saturday 4:12· Consultation booked for Monday
Saturday· Notice caller
A weekend call
On Saturday afternoon a caller reads out the notice number. The AI introduces itself as the firm's AI assistant, offers no view on the letter, notes who they are and books Monday's paid consultation.
Text· Booking confirmed
Confirmation from your firm's number
The confirmation text names the time, the fee paid and what to bring: the letter itself and any others like it.
Urgent· Levy notice
Urgent calls ring through
A caller with a levy notice or a deadline tomorrow is passed to the on-call staff member's app, a two-line summary attached. Urgent ones don't sit until Monday.
Setup
Your questions and fees, ready by day 14
Our staff build every part; yours answer our questions, okay the work and learn the screens.
Your questions chosen
We go over the notices you take on, your consultation fee, who handles urgent calls and which questions sort a caller before callback.
Your notices, fees and hours
Booking, phones and site
We set up the paid booking page, the phone menu, the AI's answers, and your resolution pages and ads, all worded without promised outcomes.
Built by our staff, not yours
Your people shown the ropes
Whoever answers the phone learns the call screen, the card with the screening answers and the inbox. Preparers and the owner learn the pipeline, proposals, letters and payment plans. Everyone tries a test notice call before launch.
Staff trained on the screens they use
Calls and bookings go live
Day 14 switches on phones, paid booking and your resolution pages, and the first campaigns begin. Texting waits on carrier approval; a moved number can take longer.
Live with the first ads switched on
Month to month, no setup fee, live in 14 days
Launch checklist
Live in 14 days
8 of 28 done
1Your questions chosenDoneIn progressUp next
- Which IRS notices you handle, written down
- Published consultation fee confirmed
- Urgent-call hours and phones named
- What the AI asks a worried caller, agreed
- Years and entity types you work with noted
- Words your ads and pages must never use agreed
2Booking, phones and siteDoneIn progressUp next
- Card checkout added to booking
- Menu option for anyone with a notice
- AI told to give no advice
- Screening answers saved to cards
- Site copy about notices and back taxes drafted
- Your proposal and letter templates rebuilt
- Texts after the consultation, ending at the first no
- Text approval requested from carriers
3Your people shown the ropesDoneIn progressUp next
- Staff place a test notice call
- Urgent hand-off tried with a levy call
- Card payments run once
- Shared inbox walkthrough
- Preparers shown where each caller's screening answers appear
- Owner reads and okays every ad
- You approve how reviews get answered
4Calls and bookings go liveDoneIn progressUp next
- Day 14: phones, the paid booking page and your new pages switched on
- Ads for notice and back-tax help go live
- Proposal follow-up running
- The owner receives a short summary after every call the AI takes
- Weekly numbers emailed
- Monthly strategy call
- Consultations booked
Bring your fee and your first questions
Bring your consultation fee, the notices you take on and what a caller should tell you before anyone calls back. On our call, those become a booking page and screening questions, and you hear how the AI handles someone holding a letter.
Straight from the phones
Cornelius B.Owner of a CPA firm, Columbus Paidevery consultation on the calendarWe take on notice work in the spring and fall. Paid consultations ended the free hour on the phone for people who never hire.
Ezequiel M.Enrolled agent, San Antonio Same dayurgent calls returnedPeople with a levy notice don't leave voicemails, they call the next firm. These days my phone buzzes with the urgent ones, and everyone else books a paid hour.
Annika L.Owner, bookkeeping firm, Minneapolis Sortedbefore I call backA few bookkeeping clients get IRS letters every year. The screening questions mean I know which notice and which years before I call back.
Marguerite D.Office manager, New Orleans Deposit firston new filesThe follow-up texts stop the moment someone says no, which I like. The ones who sign pay the deposit before we open a file.
Prakash S.Tax preparer, Edison, NJ Preparedfor every consultation callThe card shows the notice, the years and the entity before I pick up. I spend the consultation on the problem, not on gathering basics.
Thuy N.Client services lead, Houston, TX Weekend callsbooked by MondaySaturday callers with a notice get booked for Monday before anyone here is awake.
Tax resolution questions
Resolution firms ask us
Type levy, deposit, transcripts or Spanish to filter.
8 questions
Do you sell lists of taxpayers?
No. We never sell names or pass callers between firms. Everyone on your board reached your firm through its own site, ads, Google listing or referrals, and our fee is one flat amount each month that never changes with how many people call or sign.
Can the deposit be paid at signing?
Yes. Their card is charged for the deposit as they sign, and any balance can go on a payment plan.
Can the AI take notice calls?
Yes, without advising on the notice. Its first words name it as the firm's AI helper; it then records the caller's details and screening answers and books the paid consultation. A levy notice or a deadline tomorrow is passed to your phone along with a summary.
Does it pull IRS transcripts for us?
No. Pulling transcripts and working the resolution stay with your own tools and your staff. AccrueNest handles the call, the paid consultation, the signed engagement letter and the payment.
Do advertising rules apply to tax resolution ads and pages?
Yes. Circular 230 section 10.30 bars false or misleading claims, so the ads and pages we write promise no outcome and suggest no pull with the IRS.
Can Spanish-speaking callers book a consultation?
Yes. The AI handles the call in Spanish when the caller prefers it, books the paid consultation and costs your firm nothing more for it.
What sets our monthly fee?
Each plan includes everything. The monthly price follows the headcount that signs in, starting at $97 for one person. Month to month, no setup fee, live in 14 days.
Who writes our ads?
Someone on our staff runs them, inside Google and Meta ad accounts that are yours.
Searched by firms
Questions about notice calls?
Email Imogen at sales@accruenest.com about paid consultations, urgent-call routing or what the AI will and won't say.
Imogen PritchardAccount manager
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