Representation is the most valuable work in a tax office and the least systematized — it lives in somebody’s inbox until it becomes a deadline. The Audit Systems App gives that work a home, under your brand, on the platform your returns already run on.
Every partner gets all five Systems Apps — tax, audit, accounting, insurance, and financial services — not only the one that matches the practice today.
Notice and examination work does not follow the filing calendar, which is exactly why it needs a system of its own rather than a folder on a desktop. The Audit Systems App is licensed to your practice and branded in your name.
Your name on the system your team works in, and on everything the client sees while their case is open.
Representation work is long‑running and correspondence‑heavy. Every notice, response, and deadline for a client sits in one record instead of an inbox.
Whoever touches the engagement works in the same place, from the person who opens the notice to the person who signs the response.
The engagement sits alongside the return it came from, so nothing has to be reconstructed from a paper file.
This is work where the date outranks everything else, and the system is organized around that.
Nothing to install and nothing to keep current. Support and updates are ours.
Representation is the highest‑value hour in a tax office. Most preparers hand it away for nothing because they have nowhere to send it.
per case, to you
Based on half of a $3,500 average individual resolution case — published ranges run $3,500 to $5,500, and business cases higher. Your 50% revenue share applies for the life of the client relationship, with no cap and no expiration.
| At this volume | Revenue to you |
|---|---|
| 5 cases a year | $8,750 |
| 10 cases a year | $17,500 |
| 25 cases a year | $43,750 |
Illustrative, using published average engagement values and the 50% partner share. Not a guarantee, forecast, or earnings claim; what you earn depends on your client base, your market, and how many referrals you actually make.
If one of these is you, this is the page that launches your practice.
Built for practices whose value is in what happens after the return is filed — and for tax offices that want that revenue without building the practice from scratch.
The Audit Systems App branded to your practice, a seat for everyone working cases, and the other four Systems Apps included.
Offer audit protection to your filing‑season base so representation revenue is contracted in January rather than hoped for in July.
Work your office is not licensed or staffed to perform can be routed into the network, with a share of the engagement coming back to you.
Notice‑driven campaigns, content, and local search — this is search‑intent work, and people look for it the day the letter arrives.
Scoping, pricing, and staffing representation work, with mentorship from practitioners who run it at volume. Available when you want it, never required.
Pricing is set on the call. Every practice comes in at a different size, a different volume, and a different mix of service lines, so we price the partnership against yours rather than publishing a number that will not fit you. Bring the output from the calculator and we will work from your figures.
Representation begins with a return and usually ends in a conversation about books, structure, and protection. The other four apps are where that conversation goes.
Run your own practice through the calculator, or book a 20‑minute fit call and we will do it with you.