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MakeItDeductible Clients - What to Expect

How you get your reports and nudges.  How you get your quarterly and annual summaries.

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EULA

MakeItDeductible.ai is a technology-enabled documentation and recordkeeping support business. We use proprietary systems, workflows, automation, AI-assisted drafting tools, and human support to organize client-provided information into standardized documentation outputs. We do not provide tax, legal, accounting, or financial advice, do not independently verify client-submitted information, and do not determine whether any activity, participation level, hour total, deduction, or tax position qualifies under applicable law. Clients remain solely responsible for reviewing and approving all outputs, consulting qualified advisors, and all compliance decisions, tax positions, and outcomes, subject to the End User License Agreement. ProofPack, Inc. dba MakeItDeductible.

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