IRS notice at Acme Co
Client lands on the page → picks "IRS notice" → routes to Mark, your tax associate. Mark has the EIN, the client's phone, and the urgency before the call comes in.
You: hiking. Mark: drafting the response.
April 15 was supposed to be the finish line. Then there's the audits, the IRS letters in May, the Q2 filings in June. By the time you actually plan a trip, you've forgotten what rest feels like. Route urgent client questions to the right associate — so when you're finally off, you're finally off.
Client lands on the page → picks "IRS notice" → routes to Mark, your tax associate. Mark has the EIN, the client's phone, and the urgency before the call comes in.
Client uploads the audit letter mention → routes to your senior accountant. Senior calls back same day. Acme is briefed, you stay unbothered.
Client realizes they missed the calendar. Page routes them to ops. Extension filed in 30 minutes. You only learn about it from the digest when you're back.
Solo CPA. Small firm. National practice. Same setup, same three minutes. $9.99/month for unlimited dispatches, white-label, custom domain, post-trip digest. Free tier covers 5 dispatches/month.
Acme Co goes to Mark. Globex goes to your senior. Routine vs urgent triage built in. Not every notice needs the principal — only the page knows that.
Associates get the client name, EIN, and notice type before the call. No "let me look that up" — just a confident, prepared response.
Every dispatch is timestamped and stored. When the IRS asks who handled what and when, you have a clean record. Useful for billing too.
"Out of office" replies don't protect you during tax season recovery. Clients still email; their notices still pile up; the urgent ones still slip through. By the time you're back, you have 800 messages and a backlog of IRS letters with 30-day deadlines.
OutOfOfficePro routes by issue type — IRS notices to your tax associate, audit responses to your senior, payroll urgent to ops, filing deadlines to admin. Clients self-triage; the right person handles each kind of urgent matter; you come back to a digest of what was done.
The two weeks after April 15 are when CPAs need OOO coverage most — and when the bar is highest. Active routing makes recovery actually rest. See our tax-season OOO templates →
Configure your routing to outside relationships — backup colleagues, regional associates. Filing deadlines route to a trusted backup; new client inquiries get a "back on Monday" reply.
Each principal sets up their own routing page on personal vacation. Firm benefits without paying enterprise SaaS.
Match coverage to specialty. Trusts to your trusts CPA; nonprofits to your nonprofit lead; international to the international team.
The page collects only the caller's name, phone, and issue type. Never tax detail. Vendor email contains the same. We're hosted on Cloudflare's edge with HTTPS everywhere.
Not currently — we don't integrate with QuickBooks Practice, Karbon, or similar. The dispatch log exports as CSV for manual import if needed. API integrations are on the roadmap.
Free covers 5 dispatches/month, 1 page, up to 5 client subjects. Most solo CPAs don't get 5 emergency calls a month, which means free tier covers them entirely. Pro at $9.99/month kicks in for unlimited dispatches, white-label, and the post-trip digest.