For CPAs and Enrolled Agents
You already know how to read a transcript.
Now you can deliver the analysis.
CPAs and EAs have the authorization. They have the client relationship. What takes time is turning transcript data into a structured, deliverable analysis the client can actually act on.
PROOF does that in hours. $6 per report. No subscription required.
Your clients trust you to have the answer.
When a client gets an IRS notice and calls you first, they're not calling a resolution firm — they're calling you because they trust you. The worst outcome is having to say "let me refer you to someone who handles this."
PROOF gives you the structured analysis behind a confident answer. You review the report, you walk the client through it, and you decide what comes next — whether that's a payment plan you help set up, a resolution strategy you pursue, or a referral you make with complete information.
24 hrs
Typical report turnaround
$6
Per report. No minimum.
100%
Co-brandable PDF output
What the report covers
Everything the transcript tells you, translated into a structured client-ready document.
How credentialed professionals use PROOF
New client intake
Before engaging a new resolution client, run a report. Know exactly what you're walking into before you quote a fee or commit to representation.
Annual review for existing clients
Use PROOF as a structured annual check-in for clients with payment plans or open balances. Confirm everything is updating correctly and nothing new has appeared.
Client-facing deliverable
The co-branded report becomes your deliverable. You review it, add your commentary, and present it. A tangible document that justifies your advisory fee.
Questions
How is this different from pulling transcripts myself?
You can pull transcripts. PROOF analyzes them. The report turns raw IRS data into a plain-English summary of what the client owes, what programs they qualify for, and what the statute of limitations is. That analysis is what takes time — PROOF does it in hours.
Can I use this for clients I already represent?
Yes. Many CPAs and EAs use PROOF as an annual audit of their existing resolution clients — confirming that balances are updating correctly and no new collection activity has started.
Does running a report require a POA?
No. You can run a report on any transcript you obtain through existing client authorization. No additional POA is required to use PROOF.
Is the report appropriate to share with my client?
Yes. Reports are written in plain English and designed to be shared. Co-branded versions are available so it looks like your deliverable, not ours.
Be the one with the answer.
$6 per report. Free to start. No subscription until you need one.
Run Your First Report