Prior-Year Amendment Opportunity Scanner

Name: Prior-Year Amendment Opportunity Scanner
Brand: Intellivizz
Availability: InStock

Flags amendment opportunities during new client onboarding or annual review — missed deductions, incorrect filing status

StandardProfessional ServicesSaves 3-5 hours/week

What This Automation Does

Flags amendment opportunities during new client onboarding or annual review — missed deductions, incorrect filing status, unclaimed credits.

How It Works

Review Trigger

Prior returns received or annual review

CPA Review

Flags opportunity with estimated recovery

Amendment Pipeline

'Amendments' → 'Identified'

Client Alert

'We found missed deductions — you may be owed ${{estimate}}!'

SMS

'Great news — missed deductions found! Let's discuss: {{link}}'

This automation is included with your Intellivizz AI subscription.

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Compliance & Security

TCPA

All automated communications are consent-based with opt-out compliance.

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Prior-Year Amendment Opportunity Scanner

What This Automation Does

How It Works

Review Trigger

CPA Review

Amendment Pipeline

Client Alert

SMS

Compliance & Security

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