THE COMPLIANCE PROBLEM

Your firm is losing 400 to 600 billable hours every year to work the law already defines.

CP2000 responses. Certified payroll filings. Penalty abatement requests. Bank statement reviews for amendments. The inputs are required by statute. The output format is prescribed. The deadline is set by the IRS. None of it requires professional judgment — only professional accountability. Your team is spending that judgment on data entry.

400–600
Billable hours lost annually per firm
on compliance workflows the law already defines
90 min
Reduced to 6 minutes
penalty abatement request, per case
$500/day
Penalty exposure per missed Davis-Bacon filing
per project, per week

STATUTORY ANALYSIS VS. MANUAL DRAFTING

The same output. In 8 minutes instead of 2.5 hours.

A CP2000 response requires exactly the same statutory analysis every time. The statute is fixed. The required inputs are defined by law. The output format is prescribed. There is no reason it takes 2.5 hours — except that it has always been done manually.

MANUAL PROCESS — TODAY

Pull the notice and re-read the statute

20–30 minutes confirming what the regulation requires — because the last response was handled differently by someone who is no longer at the firm.

Retrieve a template from the shared drive

Template last updated 18 months ago. Nobody knows if it reflects the current regulation. Staff proceeds anyway.

Calculate the deadline manually

Count days from the notice stamp date, add a calendar reminder. Errors here are not recoverable.

Assemble the document by hand

Copy-paste from prior responses. Client data manually entered. One wrong field changes the outcome.

Reconstruct the audit record if asked

Dig through emails, file notes, and calendar entries. Hours of reconstruction for something that should have been documented in real time.

Result: 2.5 hours per case. No reliable audit trail. Error risk at every step.

DIAGNOSTIC FACTORY — SAME CASE

Staff submits client intake — 5 minutes

Required inputs are defined by the statute. The system accepts exactly what the regulation requires.

Statutory logic applied directly — not templated

The statute is encoded in the product. Applied to the specific facts of the case. The output is the correct output, not a probable one.

Deadline calculated and enforced by the system

The system computes the deadline from the notice date, flags it on the case, and blocks delivery after the window closes.

Compliance professional reviews before delivery — 3 minutes

Statutory accuracy, document completeness, deadline confirmation. Every case. No exceptions. Nothing leaves without sign-off.

Audit record complete before the case closes

Every intake, every calculation, every review decision logged automatically with a timestamp. No reconstruction required.

Result: 8 minutes per case. Complete audit record. Reviewer approval on every output.

WORKFLOWS WE AUTOMATE

Time savings across your four highest-volume compliance obligations

Each product encodes the relevant statute and applies it to your specific case. Every output is reviewed by a compliance professional before delivery.

IRS CP2000 RESPONSE

The IRS says your client underreported. You have 60 days.

MANUAL PROCESS

2.5 hrs

per response

WITH PLATFORM

8 min

per response

Submit the notice date, proposed assessment, and supporting documentation. The system applies IRC § 6212, drafts the disagreement letter with required statutory citations, enforces the 60-day deadline, and routes to your reviewer.

From $150/response View Product →

PENALTY ABATEMENT REQUEST

First-time waiver or reasonable cause. 30-day window.

MANUAL PROCESS

90 min

per request

WITH PLATFORM

6 min

per request

Submit the penalty notice details and client compliance history. The system checks FTA eligibility, structures the reasonable cause argument to meet IRS administrative standards, and produces a signed request with the required supporting documentation checklist.

From $150/request View Products →

DAVIS-BACON CERTIFIED PAYROLL

Federal contract. Weekly filing. $500/day penalty exposure.

MANUAL PROCESS

60 min

per weekly filing

WITH PLATFORM

4 min

per weekly filing

Submit employee hours, job classifications, and pay rates. The system applies prevailing wage requirements, validates classification matches, calculates fringe benefit credits, and produces a complete WH-347 with Statement of Compliance — filed on time, every week.

$299/month View Product →

BUSINESS EXPENSE RECOVERY

Audit defense. Client has bank statements but no receipts.

MANUAL PROCESS

4 hrs

per engagement

WITH PLATFORM

15 min

per engagement

Upload PDF, CSV, or Excel bank statements for the tax year. The system classifies transactions against IRC § 162, applies IRC § 274 substantiation rules, scores audit defensibility, identifies missed expense candidates, and produces 7 artifacts — all held for CPA review before release.

From $999/engagement View Products →

OUR GUARANTEES

What we commit to on every case

01

Statutory accuracy — or we fix it at no charge

Every product is built from a validated problem model — a precise encoding of the relevant statute, required inputs, and decision rules. When a regulation changes, the model is updated before the product changes. If an output contains a statutory error that our review process did not catch, we correct it at no charge and update the model.

SOURCE OF DECISIONS

The statute — not a template

REGULATORY UPDATES

Model reviewed before any product change takes effect

02

Human-in-the-loop on every output — no exceptions

Nothing produced by this platform reaches your client or your desk without a compliance professional reviewing it first. The review gate is not optional. It is built into every workflow. Your name is on the output. We make sure it is correct before it leaves the system.

Statutory accuracy against the specific facts Required
Document completeness Required
Response deadline still open Required
Explicit reviewer approval to deliver Required
03

Default audit trails — automatic, permanent, tamper-evident

Every intake, calculation, review decision, and delivery is logged automatically. The record is attached to the case permanently. When a regulator asks how you arrived at a result, the answer is already documented. For practices subject to regulatory examination, this is not a convenience — it is the difference between a one-page response and a multi-week inquiry.

Logged

Who submitted, when, all input values

Logged

Statutory rule version applied and decision logic

Logged

Reviewer identity, approval or rejection, reason

Logged

Delivered to, delivery method, exact timestamp

PRICING

Pay for outcomes. Not access.

No seat licenses. No per-user fees. You pay when you use a product and receive a correct, reviewed, documented output.

PER SUBMISSION

Pay for outcomes, not access

Each case is priced individually. No subscription required. Ideal for practices with variable volume or firms testing the platform on a specific workflow before committing to a subscription.

Statutory analysis applied to your specific case
Compliance professional review before delivery
Permanent audit record
Deadline enforcement and tracking

STARTING FROM

$150/case

Start with a Pilot

FIRM SUBSCRIPTION

Seasonal predictable volume

Unlimited submissions on one or more products for a fixed monthly fee. Best for practices with predictable, recurring compliance obligations — CP2000 season, weekly certified payroll, quarterly audit responses.

Everything in Per Submission
Unlimited submissions on subscribed product(s)
Priority case turnaround
Dashboard + case management portal

STARTING FROM

$500/month

Request a Pilot

INSTITUTIONAL

White-label and API access

Full platform access for larger compliance departments, regional CPA networks, or firms that want to embed our statutory logic into their own workflow. Includes white-label branding, direct API access, and custom product development for your highest-volume workflows.

Everything in Firm Subscription
White-label branding for your firm
Direct API access (all products)
Custom product requests for your workflows

PRICING

Contact us

Talk to Us

GET STARTED

Your first 5 submissions are free.

Tell us your highest-volume manual compliance workflow. We will build a product for it, deploy it to your firm, and give you 5 real cases to run through the system at no charge. If the output is not correct, you do not pay. If it is, you will know exactly what it costs per case to never do that work manually again.

Built for CPA firms, enrolled agents, federal contractors, and compliance buyers. No consumer-facing services.