An IRS audit or notice is a documents problem: receipts, returns, bank statements, and deadlines. Use the same tools lawyers use to prepare their cases for trial to turn a shoebox of records into an organized, defensible response with powerful AI.
Bulk-upload statements, receipts, invoices, and correspondence. Casey, Casefleet's AI assistant, proposes clear names and tags for every document, so "IMG_2047.jpg" becomes "2024-03 equipment receipt, $1,840" and your records sort themselves by year and category.
Build a chronology of the income and expenses in question, each entry linked to the statement or receipt that substantiates it. When the examiner asks about a specific deduction, you answer with a dated, documented record.
Full-text search across every page, including scanned paper receipts processed with optical character recognition (OCR). Search by vendor, amount, or date instead of leafing through folders.
Generate a clean report of your documentation, organized by issue and by year. Respond to the notice yourself with confidence, or hand your CPA or tax attorney a complete file and skip the hours they'd bill to organize it.
Product screenshots show an illustrative sample case. All names, documents, and details are fictional.
No. A CP2000 proposes changes when third-party income reports don't match your return; it is not an examination. An audit arrives as its own letter (such as Letter 566) identifying the years and items under review. Both come by mail, never by phone or email, and both define exactly what you need to document.
Whatever substantiates the items under examination: receipts, bank and card statements, invoices, mileage logs, proof of payments, and prior returns. The IRS generally expects records that support the amounts on your return for the years in question.
Typically three years from filing, extended to six for substantial underreporting, and unlimited in cases of fraud or unfiled returns. That's why keeping organized records for past years pays off.
Reconstruct what you can: bank and card statements, vendor records, calendars, and other contemporaneous evidence can often help substantiate expenses, though the substantiation rules vary by expense type (travel and vehicle expenses have stricter requirements). An organized timeline of what you have makes the gaps visible early, while there's still time to fill them.
No. Casefleet organizes your documents and builds a documented record. For advice on the audit itself, work with a CPA, enrolled agent, or tax attorney, and hand them an organized file instead of a shoebox.
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