Due Diligence Assistant Pro™ (AI-Powered Tax Compliance Assistant)

Stay compliant, reduce risk, and strengthen your tax preparation process with Due Diligence Assistant Pro™—your AI-powered tax compliance companion designed specifically for tax professionals, EROs, and preparers who need assistance documenting accurate due diligence notes for IRS Form 8867.

This intelligent assistant helps guide tax professionals through client interviews, identifies areas requiring additional documentation, and assists in creating detailed due diligence notes that support tax positions claimed on a return. Whether you're claiming EITC, CTC/ACTC, AOTC, or Head of Household status, Due Diligence Assistant Pro™ helps ensure you maintain proper records and ask the right questions.

What It Helps With: ✔ IRS Form 8867 Due Diligence Requirements ✔ EITC (Earned Income Tax Credit) Documentation Support ✔ Child Tax Credit (CTC/ACTC) Compliance Notes ✔ American Opportunity Tax Credit (AOTC) Documentation ✔ Head of Household Eligibility Verification ✔ Client Interview Question Development ✔ Audit-Ready Due Diligence Notes ✔ Documentation Checklist Generation ✔ Identification of Missing Information ✔ Tax Preparer Compliance Best Practices ✔ Risk Reduction & Quality Review Support ✔ Year-Round Tax Office Compliance Assistance

Important Disclosure: Due Diligence Assistant Pro™ is designed to assist tax professionals in documenting and organizing information for compliance purposes. It does not replace professional judgment, IRS guidance, or the preparer's responsibility to verify information provided by the taxpayer. Users remain responsible for ensuring all returns are accurate and compliant with applicable tax laws and regulations.

Protect your business, improve your documentation, and prepare every return with confidence using Due Diligence Assistant Pro™.