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Reference tools for firms that hold regulated client data: deadlines, notices, security plans, and AI governance.Free to use. Nothing to install, no account, and nothing you enter leaves your browser.
Pick an entity type and year end. Every federal date for the cycle: returns, extensions, estimated payments, payroll deposits, information returns. Weekend and holiday shifts applied. Exports to your calendar.
Open the tool ↗ Tax Resolution02Twenty notices across the collection ladder. What the IRS is asserting, how long the window runs, which form responds, and what happens the day it lapses.
Open the tool ↗ Security03Tax preparers are required to maintain a written security plan. Answer a few questions and a starting document assembles, with the gaps marked rather than papered over.
Open the tool ↗ Assessment04Twelve questions on what your firm does with AI today. Produces a scored report ordered by exposure, written for a partner meeting.
Open the tool ↗ Tax Resolution05Type the notice or letter number off any IRS correspondence: CP2000, CP504, LT11, 5071C. Get the plain-language meaning, the deadline that applies, and what to gather before you respond.
Open the tool ↗ Security06Paste your Written Information Security Plan. See which FTC Safeguards Rule elements it covers and which are missing, before an examiner is the one who finds out.
Open the tool ↗Accounting and tax practices, law firms, and any professional services firm holding client records that cannot afford exposure.
The deadline generator and notice decoder are built specifically for federal tax practice. The security plan builder and readiness assessment apply to any firm carrying a written security obligation, whatever its sector.
Everything runs inside your browser. Nothing you type is uploaded, logged, or stored on our servers, and no account is required at any point.
Close the tab and the data is gone. Each tool exports its result as a file or to your clipboard, so the work goes straight into your own records.
The reference material is free.The guidance is what we sell.
Firms that need us usually discover it while doing something ordinary: chasing a notice deadline, realising nobody ever wrote the security plan, wondering whether pasting a client ledger into Copilot was a good idea.
If one of these surfaces a gap you would rather not have found,
that is worth a conversation.
General reference only. Not tax, legal, or accounting advice. Deadlines and procedures change, so verify against current IRS guidance and your own professional judgment before relying on any output.