StatePilot is an IRS and state notice workflow management platform for accounting and tax firms. It helps teams organize notices from intake and review through deadlines, required actions, follow-ups, and resolution. Users can review AI-drafted notice details, assign responsibility, track important dates, and maintain a clear history until the matter is resolved. StatePilot is designed for CPA firms, accountants, tax professionals, and U.S. businesses that want a structured alternative to managing notices across email, spreadsheets, and scattered task systems. AI output is a review draft and remains subject to human review.
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IRS & State Notice Tracking
Organize notices from intake through review, deadlines, actions, follow-ups, and resolution.
AI-Assisted Notice Review
Draft key notice details such as agency, amount, risk, deadline, and required action for human review.
Deadline & Follow-Up Tracking
Track response deadlines, next actions, ownership, and follow-up status across open notices.
Action Management
Assign responsibility and keep required actions structured until the notice is resolved.
Case History / Audit Trail
Maintain a clear history of notice details, actions, updates, and resolution status.
Multi-Company Workflow
Manage notice workflows across multiple companies from one workspace.
StatePilot is a browser-based SaaS application built with a lightweight web frontend, Supabase for backend services and data management, and Netlify for production hosting and delivery. The product also uses AI-assisted workflows for extracting and drafting key notice information while keeping human review in the loop.
StatePilot is primarily built for CPA firms, accounting firms, tax professionals, enrolled agents, and U.S. businesses that regularly receive IRS or state notices and need a structured way to manage deadlines, actions, and follow-ups.
StatePilot is currently in its early growth stage and is focused on onboarding accounting and tax professionals. Customer names and firm information are not publicly disclosed.
StatePilot is focused specifically on the workflow that begins when an IRS or state notice arrives. It brings notice review, deadlines, required actions, ownership, follow-ups, and resolution into one structured workflow, with AI-assisted drafting and human review built into the process.
StatePilot is designed for teams that want a focused notice-management workflow without replacing their entire accounting or practice management system. It keeps the experience simple around the core problem: understanding a notice, tracking what needs to happen next, and maintaining visibility until the matter is resolved.
StatePilot was created around a simple operational problem: important IRS and state notices can easily become scattered across inboxes, spreadsheets, reminders, and task systems. The product was built to give notice-related work a clear workflow from intake and review through action, follow-up, and resolution.
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