We help clients keep up with documentation. They send in activity details and supporting items through approved channels, and we organize that information into clear reports they can review and share with their CPA.

Clients submit what they did, when they did it, and any supporting screenshots, photos, or notes. We help them capture missing details, keep records organized, and turn their submissions into structured documentation reports. 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.

Yes. We handle day-to-day documentation process questions directly with the client, so your team does not have to manage all the follow-up.

We help clients document what happened more clearly, but we do not make legal or tax determinations. Questions about qualification, tax treatment, or filing positions should go to the client’s CPA or other qualified advisor.

Clients receive organized documentation reports based on the information they submit, making everything easier to review and share than scattered texts, screenshots, or after-the-fact spreadsheets. They also receive quarterly summaries showing hours and report line items, plus a year-end package with all reports delivered in a single zip file.

Usually not. We can handle onboarding, submission follow-up, and report delivery directly with the client, which reduces the day-to-day lift on your team.

It gives clients a clearer documentation process and reduces the back-and-forth that often slows things down. That means less follow-up for your team and a smoother client experience.

No. MakeItDeductible.ai (http://MakeItDeductible.ai)provides documentation and recordkeeping support. Clients remain responsible for their facts, filings, compliance decisions, and discussions with their CPA, attorney, or other qualified advisor.