For CPA firms

For CPA and EA firms · nothing to install · no client data

The work around the return, drafted.

IRS letters, client emails, deadlines. VALID drafts each one in plain English, with the IRS's own words beside it, and hands it to you in the email, letterhead and calendar your firm already uses. Your licensed staff review and sign. Nothing to migrate.

Try Notice Desk or apply for a founding seat

How it fits

Your firm doesn't change how it works. VALID fits into it.

Your email

Every client draft opens in Outlook or Gmail with one click, or copies into your portal. Clients hear from you, not from a new app.

Your letterhead

Responses to the IRS come as plain text you paste onto your own template. Your name, your signature, your file.

Your calendar

Every notice deadline drops into the calendar you already use, as a standard calendar file.

Your tax software

VALID runs in a browser tab next to it. No install, no migration, no client logins, and nothing you type leaves the tab.

The workspace

One workspace. Every job around the return.

Each app finishes one whole job. They share one look, one set of rules, and one place to start the day.

Notice DeskIRS letter in. Deadline, client email and response letter out.Live Client DeskClient question in. The rule, the law quoted, and a reply draft out.Live
Client ReplyThe questions clients ask all season, answered in your voice.Building
Season DeskExtension requests, estimate reminders, new-rules check-ins and document chasers, drafted once for every client they fit.Live
Law WatchWhat changed in the law this week, quoted from the source.Building
Review CheckA second pair of eyes on what changed since last year, before sign-off.Planned

Built to be checked

Your name goes on it. So everything is traceable.

  • 12IRS notices, each written from the IRS's own page for it
  • 98official IRS and tax code sources, fetched and fingerprinted
  • 0client documents, names or ID numbers collected
  • Drafts, never decisions.Your licensed staff choose the position, edit, and sign. VALID never signs or contacts the IRS.
  • No client data.No uploads, no Social Security numbers, no amounts. Names stay as brackets you fill in your own system.
  • No returns, no outcomes.VALID never prepares or sends a return, never promises a result, and cites only the Code, Treasury regulations and IRS publications, instructions and notices.
  • Checked before every release.Every page and draft passes hundreds of automated checks before it reaches the site.

What design partners get

  • Early access to every app, free for the whole pilot
  • A direct line to the builder, and a say in what gets built next
  • Your firm's most common notices and client questions added first
  • Founding-partner terms when VALID launches

What we ask of you

  • A 30-minute call every two weeks during the pilot
  • Use VALID on the notices and client questions you already have
  • Tell us plainly where it is wrong or slow
  • No client data. The pilot never asks for returns, documents, or client names.