Official letters bury the part that matters: the date you have to respond by, the amount they will take back, and the sentence saying that if you say nothing, you have agreed. One click pulls those out. A second one drafts your reply.
A fictional underreporting notice: what it claims, what the deadline is, and a draft response — all on the Mac it was opened on.
A client forwards an underreporting notice. Is it a bill?
Select the notice, press Option-Shift-A, and ask.
Not a bill. $4,318, only if the changes are correct. Reply by October 8.
Then choose How to respond.
It drafts a reply that acknowledges the notice, and doesn't agree to the amounts.
So why not paste it into ChatGPT? This notice carries a client's tax return information.
Section 7216 makes it a federal crime for a preparer to knowingly or recklessly disclose that information.
In local mode, Hey Eduardo reads it on your Mac, and nothing is sent anywhere. heyeduardo.app
The figures, dates and names in the letter, with anything it asks you to do. The fastest way to know whether this one is urgent before you read a word of it.
One click. It flags what the letter commits you to and by when — including the clause where saying nothing counts as accepting, which is the one people miss.
One click drafts a reply you can edit and send. It never confirms a figure or accepts a deadline for you; a draft says you will review first.
A denial letter carries a member ID and dates of service. A tax notice carries a taxpayer's name and the amounts in dispute. A demand letter carries the whole matter. Pasting any of them into a consumer AI tool puts a client's information on another company's servers, under their retention terms.
In local mode the letter is read on your Mac. Nothing is uploaded, so the question of what the vendor keeps never arises, and you get the answer in the same minute the letter arrived rather than the evening you set aside for it.
This explains what a document says and what it asks of you. It is not legal, tax or medical advice, and it does not decide whether to appeal, accept or escalate. That is yours, and for anything consequential, your professional adviser's.
Check dates and amounts against the letter before acting on them. Treat it as a fast first read, not a final authority.
The reason code, the appeal window, and the line about recovering payments from future claims. How to answer one →
What the agency claims, what it proposes to charge, and the date after which the proposal becomes final. AI for tax pros →
What the other side can change without asking you, and what you have agreed to keep quiet about. Panel contract checklist →
No. It writes a draft in the panel. It has no access to your email, and you send it yourself after editing.
No. It explains what the document says and asks of you. The decision stays with you and your professional adviser.
⌥+Shift+D pulls the figures, dates and names, plus anything the letter asks you to do. The watch-out preset flags what you are committing to.
Yes. Check dates and amounts against the letter. It is a fast first read, not a final authority.
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