SAAS
Due Diligence Pro
IRS Due Diligence Wizard for tax preparers, powered by guided checklist logic and GHL.
The Challenge
Preparers risk penalties for incomplete EIC/CTC/AOTC due diligence documentation, and manual checklists were inconsistent across staff.
The Solution
Built a guided due-diligence wizard using conditional logic and automated checklist flow inside GHL, ensuring every required question and document is captured before a return is filed.
Key Features
- Conditional due-diligence questionnaire
- Auto-generated compliance documentation
- GHL workflow-triggered reminders
- Audit-ready record storage
Results
Standardized IRS due-diligence compliance across firm staff.
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