Cases stall in queues
IRS cases stall in phone queues and unanswered correspondence while deadlines keep moving.
Built for CPA firms
Cairn
AI-powered IRS representation for CPA firms
Draft, review, and dispatch TIGTA complaints, Congressional inquiries, TAS 911 hardship requests, and Penalty Abatement filings — all from one platform, with a human approving every step.
Built for CPA firms handling real IRS representation cases
The Problem
Escalation shouldn’t live in inboxes and spreadsheets
Escalation is scattered
TIGTA, Congress, TAS, and penalty relief exist — but they’re manual, slow, and spread across templates, mail, and fax.
Follow-up gets lost
Firms lose track of what’s been filed, what’s pending, and what needs the next action.
There's no single system built for CPA firms managing multi-channel IRS escalation — until now.
How It Works
From notice intake to approved dispatch
A controlled workflow designed for representation work — not generic document assembly.
Step 01
Upload IRS Notices
The platform reads and classifies correspondence automatically, extracting notice numbers, deadlines, and amounts.
Step 02
AI Drafts the Right Escalation
Based on the case, the platform suggests and drafts TIGTA, Congressional, TAS 911, or Penalty Abatement filings — with every claim traceable to a real document or fact.
Step 03
You Review and Approve
Nothing leaves the platform without explicit CPA sign-off. Edit, reject, or approve directly in a side-by-side review view.
Step 04
Track Everything
Dispatch status, delivery confirmation, and IRS response all show up on a single case timeline.
Core Features
Everything escalation work actually needs
Multi-channel drafting
Four escalation types in one place — TIGTA, Congressional, TAS 911, and Penalty Abatement.
Source-grounded AI generation
No hallucinated facts. Every claim cites a document or case field so drafts stay defensible.
Form 2848 POA workflow
Generate, send, and track Power of Attorney with integrated e-signature support.
Document intake & extraction
Upload notices once. Classification and metadata extraction happen automatically.
Human-in-the-loop review queue
Nothing dispatches without approval. CPAs review, edit, and sign off before anything leaves.
Full case audit trail
A complete timeline of actions and filings — built for IRS-recordkeeping readiness.
Why It's Different
Purpose-built for representation — not retrofitted
Not generic practice management
Built specifically for escalation and representation workflows — not adapted from a catch-all firm OS.
Not a black-box AI tool
Every draft shows its sources. Every filing requires human approval before it can leave the platform.
One system, four channels
Stop juggling templates, mail, fax, and spreadsheets across TIGTA, Congress, TAS, and penalty relief.
Built for CPA Firms
Credibility, control, and a clean paper trail
Designed around real casework
Built for IRS representation work as CPA firms actually practice it — not adapted from generic legal tech.
Audit-first architecture
Every action is logged and every filing is traceable, so your record stays ready when questions come.
Human oversight is mandatory
Approval is required at every dispatch point. AI assists the work — it never replaces CPA judgment.