One demo packet · draft → resolved · fabricated data
Step through one demo casework item and watch the two things that stall real casework become explicit and durable: the next concrete step, and exactly what evidence closes the item. The evidence checklist ticks, the audit trail builds, and a verifiable resolution receipt is issued at the end.
Everything below reads from a single fabricated packet. Nothing is entered, nothing is filed, no real taxpayer data exists here.
The story: a notice arrives, evidence is attached against explicit requirements, the reviewer names exactly what's missing, it's supplied, and the item resolves with a proof chain anyone can audit. The back-and-forth never loses its shape.
The audit-grade record
Issued only once the item reaches a terminal outcome. The outcome, the evidence summary, and the machine-readable proof chain in one replayable object: expand the raw record to see exactly what an examiner, or an examiner's AI, can verify.
What an assistant does with it
Taxpayer's AI"They got a CP2000-style notice about a mismatch. What exactly is being asked for, and how do we know when it's fully answered?"
Concierge"This demo packet lists three explicit requirements: a signed response indicating agreement or disagreement, a reconciliation of the figure to source records, and a short written explanation. Two are attached; the reconciliation is still open. That's the one concrete next step. I can show the checklist and the audit trail, and I'll point you to the authoritative notice guidance at irs.gov for anything real, since I'm a prototype, not the IRS."
Taxpayer's AI"Attach the reconciliation summary and mark it for review."
Concierge"Done, in the demo. All three requirements now satisfied; the item can move to review. When it's accepted, a resolution receipt with the full proof chain is issued, verifiable end to end. Reminder: this is a demonstration on fabricated data."
Next
This demo is illustrative. The Agent Kit is the real file shapes EcoWealth would propose: llms.txt, an A2A agent card, MCP tool schemas, and a concierge persona that never overstates a number and always routes real questions to an official resource.
