## The Problem
Bayshore Tax Prep operates a high-volume seasonal location. During peak, they process 400+ returns and handle 30-40 IRS notices. "We'd triage the audit responses between jobs. By the time someone got back to them, two weeks had passed. Clients were calling to check status daily."
## The Solution
Owner Dana Reeves rolled out AuditKit across all four preparers in January. They established a new protocol: every incoming notice gets scanned, uploaded, and drafted within 48 hours. "We assigned it to whoever had a gap. No more 'I'll get to it Monday.'"
The team used AuditKit's client intake forms to capture financial context upfront, so the AI had full data for each draft.
## The Results
By end of season, 94% of audit responses were resolved within a week of notice receipt — up from 60% the prior year. Client status inquiries dropped 52%. Dana estimates the team saved 120+ hours of drafting time across the season. "It wasn't about replacing anyone. It was about making everyone faster."
Bayshore is now exploring AuditKit's IRS notice alerts module for proactive client communication.