For Tax Preparers
Your clients have IRS problems.
You can be the answer.
Every tax preparer has clients who owe back taxes, got a notice, or haven't filed in years. Most of the time, you hand them a referral and move on.
PROOF lets you run a complete IRS transcript analysis for $6. You can answer their questions, charge for your time, and decide whether to handle it yourself or refer with confidence.
The scenario plays out every season.
Without PROOF
Client mentions they owe back taxes from three years ago.
You don't know the details. You give them a referral to a resolution firm.
They call the firm. The firm quotes $4,000 upfront. The client panics and doesn't do anything.
Same problem next season. You've lost the client's trust — and the revenue.
With PROOF
Client mentions they owe back taxes from three years ago.
You pull their transcript. You run a PROOF Report for $6. Within 24 hours you have the full picture.
You schedule a follow-up, walk through the report, and charge $150 for a resolution consultation.
You've solved their problem, added a revenue stream, and deepened the relationship.
What the report tells you
Simple pricing. No minimums.
$6 per report. Billed at end of month. Free to sign up.
PROOF for Tax Preparers
$6
per report · billed monthly
- No monthly minimum
- No subscription required
- Co-branded reports available
- Run reports before the client signs anything
Questions
Do I need a special license to use PROOF?
No. You need to have PTIN authorization to pull transcripts. PROOF analyzes the transcripts you already have access to. No POA required to generate a report.
Can I use this during tax season?
Yes — and that's the best time. When a client brings up back taxes or a notice during prep, you can run a report same day and have answers before they leave your office.
What if I'm not confident in resolution?
That's exactly what the report is for. It tells you what the client's situation actually is. You don't need to know resolution — you just need to be able to read the report and decide whether to refer or engage.
Can I charge my clients for the report?
Yes. Most preparers pass through the cost or include it in a resolution consultation fee. At $6/report, there's significant margin at any billing rate.
Turn tax season clients into year-round relationships.
Run your first report free. No credit card until you generate a report.
Start for Free