Built for tax law
IRS and state notice tracking
Log every notice as it arrives — the notice type, the tax year, the amount at issue, and the response date — so a letter sitting in a client’s mail pile never turns into a missed deadline.
Return and transcript organization
Keep returns, amended returns, and IRS transcripts organized by client, tax year, and form, so you can see what was filed and what the IRS has on record side by side.
Financial document analysis
Bank statements, pay records, business ledgers, and asset records are read and summarized as they come in, so collection alternatives and settlement offers start from real numbers.
Collection matter management
Track installment agreements, offers in compromise, and collection due process requests with their supporting forms, financial statements, and the correspondence behind them.
Audit and examination support
Organize information document requests, your responses, and the records behind every position, so each answer to an examiner is complete and consistent with what was produced before.
Planning and entity records
Keep entity elections, ownership records, prior-year returns, and planning memos together for business and estate clients, so planning advice reflects the client’s full history.
Tax law skills
Del turns scattered client information into high-quality legal work product your team can review, refine and file.
Tax Law Software
Tax matters run on paper — notices, returns, transcripts, bank records, appraisals, and years of correspondence with the IRS and state agencies. Deliberately.ai organizes all of it into a structured Client Intelligence Profile for every client and matter, continuously updated as new documents arrive.
Del knows every tax year. Ask any question. Get a sourced answer in seconds.
Most clients arrive after the problem has started. A missed date or a missing document doesn’t just cost time — it costs options.
When a notice arrives
The client forwards a photo of a letter from the IRS, then mentions two more they haven’t opened. Before you can advise, you need to know which tax years are involved, what has been assessed, and how much time is left to respond.
During collection
An offer in compromise or installment agreement depends on the client’s complete financial picture. Pulling together income, expenses, assets, and account statements from a client who sends documents in pieces can take weeks.
During an examination
The examiner sends another information document request. The answer may be in a ledger produced last month, an email from the client’s former accountant, or a return from three years ago. Every response has to match what was produced before.
How it works in practice
From the first notice through resolution, Del has the complete picture.
Intake
Know exactly what the client is facing on day one.
Clients send notices, returns, and statements in whatever form they have. Del reads every document, files it to the matter, and builds a profile of the tax years, notices, and amounts involved.
Start every engagement with a complete list of open issues.
Investigation
Build the full record before you take a position.
Upload transcripts, prior returns, and financial records. Del lines them up by tax year, highlights where the IRS record and the client’s records differ, and shows what is still missing.
Take positions you can source.
Resolution
Prepare collection alternatives from real numbers.
Del organizes income, expenses, and assets from the client’s own documents and drafts from your firm’s templates, so the financial statements and schedules your team reviews start from the record, not a blank page.
Spend your time on strategy, not data entry.
Response
Answer the IRS completely and on time.
Del tracks every response date, information request, and follow-up, and drafts responses and client letters for attorney review — with the source document behind every statement.
Never let a response window close unnoticed.
Compliance
Keep the client on track after the case closes.
Many resolutions depend on the client filing and paying on time going forward. Del keeps those obligations visible so your team can remind the client before a missed payment or late return puts the resolution at risk.
Protect the result you worked for.
Meet Del
Del is a legal assistant with complete knowledge of every matter in your practice — every notice, every return, every transcript, every financial record. Ask in plain English. Get a precise answer with a source citation.
Email Del from a client meeting. Ask from your phone at 11pm. Request a draft before you get back to the desk. Del has the full file — and answers in seconds.
Track every notice, tax year, and response date
Compare transcripts with filed returns
Organize financial records for collection alternatives
Answer examiner requests from a complete record
Draft notice responses, memos, and client letters
Email Del from any device, any time
See Del in action →
Real attorneys. Real results.
“This saves me so much time navigating Dropbox.”
— Jonathan Abrams, Senior Attorney, Abrams & Sterling LLP
“I love that it gives me links to the source documents.”
— Gregory Paxton, Partner, Paxton & Burke LLP
“This does the work of a paralegal, and an associate.”
— Mei-Lin Huang, Managing Partner, Huang Litigation
100%
Of notices and response dates tracked in a single structured profile
3×
Faster notice and transcript review vs. manual methods
0
Missed response dates for clients with complete profiles
Based on usage data from active Deliberately.ai customers. Results vary by firm size and workflow.
What changes
Never piece together a client’s history from a pile of notices.
Del organizes every notice, return, and transcript by tax year, so the full picture is there before the first strategy call.
Never miss a response date buried in a letter.
Del records the response date from every notice it reads and keeps it in front of your team.
Never build a financial statement from scratch.
Del pulls income, expenses, and assets from the client’s own documents, so your team starts with a draft, not a blank form.
Never answer an examiner inconsistently.
Del keeps every request and every response in one record, so each new answer is checked against what was produced before.
Start a free trial and run Deliberately.ai on a real matter in your practice. No setup. No consultants. Results in minutes.
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Live in minutes
Works with your existing documents