MakeItDeductible.Ai
You advise. We document.
Tax strategies require disciplined documentation. Don't leave clients and referral partners exposed.
High quality documents protect clients and practitioners.
Avoid audit and professional standards failures.
Circular 230 Section 10.22 (Due Diligence): Practitioners must exercise due diligence and make “reasonable inquiries” if client-provided info appears incomplete or inconsistent.
Circular 230 Section 10.34 (Standards for Returns): A practitioner cannot sign or advise on a return that lacks a “reasonable basis” or substantial authority.
IRC Section 6694: Preparer penalties apply for unreasonable positions or reckless conduct — the greater of $1,000 or 50% of income from the return.
Protect yourself and your clients.
Inquire to set up a free 10 minute call.
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How it works for CPAs & tax brokers
1
Invite your client
Send a quick intro - feel free to use our email template. We handle onboarding and support.
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2
Your client starts texting
They share their business activities and expenses with simple texts. No app installs.
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3
We document
We log business purpose, proof of event and tax code alignment for each activity. It's IRS-ready, time-stamped and organized.
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4
You are rewarded
Your clients protect their deductions and thank you for the solution. You avoid the headache of audit fire-drills.
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Why Makeitdeductible
Instant Documentation
Clients text us, and we generate CPA-grade, IRS-ready records in real time. No apps, no portals. Just clean, fast documentation.
Proven Compliance
We use our proprietary BETR™ framework to build reports: logging active participation, business purpose and tax code alignment in real time
Client-Ready Value
From tax-aligned documents to personalized XeDuct tax scores, clients get insights, savings, and protection without lifting a finger.