Jenna does the first pass. You make the calls.

Upload an IRS account transcript. Jenna works out the balance and collection status with fixed rules, estimates the collection deadline for each assessment, and flags liens, levy notices and holds.

Good to know Deadline dates are estimates from that one transcript. Confirm them with the IRS before you rely on them.

Pick the agency, describe the situation, and get a draft on your firm's letterhead, such as a First-Time Abatement request. Letters can go to the IRS, the California Franchise Tax Board or another state agency. Real client names go back into the draft.

Good to know Check every IRM or code cite before you sign. The drafter does not check them for you.

Type the client's situation and pick the issue. Jenna lays out phases, tasks and risks with dates, and names who owns each task: you, the client or either. Then ask follow-up questions about the plan.

Good to know The plan works from what you type. It does not read the transcripts you uploaded.

Upload a client's bank statements. Jenna reads the transactions, sorts income and expenses, and builds a month by month picture you can export. Change a category once and Jenna remembers that vendor next time.

Good to know Jenna uses a PDF statement only when its transactions add up to the printed ending balance. If they do not, it stops and tells you why.

Ask a tax question in plain words. Switch to IRM Search to aim the question at the Internal Revenue Manual. Answers list the web links they used.

Good to know Open the source and read it before you cite it. Answers are the AI's reading, and what you send stays your call.