Frequently Asked Questions

MakeItDeductible helps clients turn notes, texts, photos, and other supporting details into organized documentation and reports for CPA review.

No. MakeItDeductible provides documentation and recordkeeping support only. Clients remain responsible for their records, tax positions, filings, and consultation with their CPA or other advisors.

Clients submit activity details and supporting materials through approved channels, including messaging and web-based forms. MakeItDeductible organizes that information and generates structured reports for review. Note: Reports may include AI-assisted drafting based on client submissions and provider-controlled templates/workflows. Clients and advisors must review and approve final language.

Clients receive organized documentation and reports generated from their submissions, which may include detailed event-level records and summary reporting. You can also request a sample report before referring anyone.

The goal is to reduce work for your firm, not add to it. Clients submit information directly, and MakeItDeductible handles the documentation workflow and follow-up needed to prepare organized reports.

No. You remain responsible for your own professional judgment, engagement terms, and any advice or filing positions you provide to your client.

Clients can use their organized records and supporting materials in working with their CPA or other advisors. MakeItDeductible does not guarantee audit outcomes, IRS acceptance, deductions, or tax treatment.

No. MakeItDeductible uses a combination of proprietary systems, workflow tools, automation, and human support to help process client submissions and generate organized reports.