For Tax Relief Firms
Every case starts with a transcript.
Make that intake instant.
Your case managers spend hours turning raw IRS transcripts into something a client can understand and an attorney can work from. That work is the bottleneck.
PROOF compresses that to 24 hours. $6 per case. No subscription, no minimums — just pay for what you run.
Where firm time actually goes
Before PROOF
Case manager pulls transcripts (20–40 min)
Manually calculates balances per year (30–60 min)
Checks CSED dates on a spreadsheet (20 min)
Writes client summary memo (45–90 min)
Attorney reviews and adjusts (30 min)
3–5 hours per case, per intake
With PROOF
Case manager uploads transcript (5 min)
PROOF generates structured report (24 hrs)
Attorney reviews findings (15 min)
Client call scheduled same day
20 minutes of staff time per case
At 20 cases/month, that's 60+ hours of staff time saved — every month.
What every report includes
Everything your team needs to build an engagement strategy before the second call.
Pay only for what you use.
No monthly minimum. No contract. Run one report or one hundred — billed the same way.
PROOF for Firms
$6
per report · billed monthly
- Team member access
- Full audit trail by user
- Co-branded reports
- No monthly minimum
- Volume pricing available
Questions
How does billing work for a firm with multiple staff?
All reports across your firm are aggregated and billed at the end of each month at $6/report. One invoice, one payment method. You can see every report generated and by whom in your dashboard.
Can different team members generate reports?
Yes. You can invite team members to your firm account. Each report is logged by user so you have full visibility.
What if a client's case spans multiple years and has complex history?
That's where PROOF is most valuable. The report structures multi-year data, identifies CSED conflicts, flags competing collection actions, and prioritizes resolution options — exactly the work that takes a case manager hours to compile manually.
Can we use the reports with clients before they sign an engagement?
Yes. No POA is required to run a PROOF Report. Many firms run the report during the sales consultation and present findings on the call — it's one of the most effective closes in resolution sales.
Is there a volume discount?
Firms running high volumes can contact us about custom pricing. For most firms under 200 reports/month, the $6/report metered rate is the most flexible option.
Faster intake. More cases. Same team.
Free to start. No credit card until you generate your first report.
Start Your Firm Account