Due Diligence Assist Pro

Due Diligence Assist Pro is a smart documentation assistant for tax professionals. Designed around IRS Form 8867 and due diligence standards, it guides preparers through client interviews, verifies eligibility for credits like EITC, CTC, AOTC, and HOH, and produces professional, audit-proof notes. The system flags missing details, highlights red flags, and generates compliance-ready summaries. Built for accuracy and peace of mind, it helps preparers avoid penalties while maintaining complete, defensible records for every return.