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Documentation risk
resolved

Refer clients.  Our human team guides them to audit-ready documentation for active participation. Zero added work for you.

Get started today: your referrals get 20% off, we remove the stress of documentation, you get recognized for the introduction.

No obligation • Free for you • Review before you ever refer

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Built by senior CPAs & Big Firm Partners with 30+ years experience at:

Grant Thornton

Deloitte

PWC

Family Offices

Clients create the risk.
You inherit the consequences.

Clients claim 100, 500, or 750 hours. They believe they qualify, but they don’t maintain proof.

 

When documentation fails:

  • Your client is exposed

  • Your license is questioned

  • You’re pulled into audit assistance you never wanted

 

You can’t sit with clients documenting activity, and you shouldn’t have to.

A referral
removes the burden

When documentation matters, you simply refer your client:

“Try MakeItDeductible.ai. You can talk with a real tax expert that will help you turn your texts into IRS defensible documentation.”

You stay focused on tax work.
We provide human support (handling all questions and concerns) and return clean documentation.

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Why CPAs partner with us

Simple for clients. Safer for you.

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Easy for clients

Clients document activity in real time by texting entries and photos, while we coach, prompt for missing details, and keep records complete and audit-ready.

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Reduce your risk

Standardized, defensible records from day one: reducing IRS follow-up, eliminating reconstruction, and protecting your time and license.

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Built in upside

Clients receive 20% off, while you earn referral credit and we handle onboarding, documentation, and execution end to end.

See what your clients receive

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No obligation • Free for you • Review before you ever refer

MakeItDeductible.ai, a BETR™ Model

The Gold Standard for Tax Deductibility Documentation

"No one else creates documentation to link your Business Purpose, your Event, and the Tax Code in Real Time (simultaneously)—that’s the MakeItDeductible BETR™ model."

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