From address to CPA-approved, in 24 hours.
The end-to-end workflow your firm runs in-house. Four phases, every step traceable, the deliverable is interactive.
Address in, estimate out.
Drop in a property address. The engine pulls public records (assessor, recorder, MLS, permits), applies the IRS-aligned classification rules, and produces a calibrated year-one range before any client document is uploaded.
Smarty-validated address · parcel + ZIP+4 + lat/lng Auto-fetched assessor + recorder + permit history OBBBA bonus rate locked from PIS date Pre-engagement estimate within ±8%
White-labeled portal, magic-link sign-on.
Send your client a portal branded with your firm’s mark and color. They upload closing statement, rent roll, remodel receipts, and 20-ish photos via drag-and-drop. Stripe-embedded deposit kicks the engine.
Magic-link, no password to remember Smart-match docs by filename Stripe-embedded $2,250 deposit Engagement letter signed at checkout
24-hour SLA, engineer-reviewed.
The engine classifies every component (cabinetry, HVAC, landscape, flooring…) against IRS Pub. 946 + the Cost Segregation Audit Techniques Guide, citing the source for each line. A licensed Professional Engineer of record reviews the output, overrides anything that needs adjustment, and signs.
9-category component classification Citation-backed for every allocation 5-rule agentic finding panel Engineer override + revision log
Interactive report, not a 90-page PDF.
Your client lands on an interactive deliverable: the year-one number up top, hover any component to see its citation, federal + state schedules side by side, Form 4562 (and Form 3115 on lookbacks) bundled. Final $2,250 collects when they open the report.
Interactive component drill-down Federal + state dual schedules Form 4562 / 3115 included Audit-trail archive downloadable