How Resoproof works
Two things happen in parallel: Resoproof chases your client for what you need, and every step gets written to a tamper-evident log that becomes your defense record.
What your firm does
Add a client and open a case
Create a client record with name and email. Open a case — an Offer in Compromise, audit response, or any engagement that requires documents from your client.
List the items you need
Add each document or form as a line item: W-2s, 1099s, bank statements, signed Forms 8821, financial questionnaires. Each item is tracked independently.
Send the request
One click sends a templated request email with a secure, no-login link to the client's personal checklist. The send, and every subsequent delivery, open, and click, is logged to the event chain.
Reminders run automatically
On a cadence you set, Resoproof sends reminders referencing exactly what's still outstanding. They stop automatically when the case is complete. You never touch it again.
Review and accept submissions
When a client submits a document or form, you review it. Accept it, reject it with a reason (which prompts re-upload), or log a no-response after a deadline passes.
Generate and export the record
At any point — before, during, or after completion — generate the defense record. Export it as a PDF or share a read-only link with a refund bank or adjudicator.
What your client sees
The client experience is intentionally simple. No account, no app, no friction — just a clear list of what you need and an easy way to provide it.
Read the client experience docs- 1
Receives a plain-language email
The email explains what's needed and contains a secure link. No account creation, no password, no app download.
- 2
Opens a personal checklist
The link opens a checklist of exactly what's outstanding with clear status on each item. Progress auto-saves so they can come back.
- 3
Uploads files or fills forms
Drag-and-drop file upload for documents. Short guided forms for structured data. Each submission is confirmed immediately.
- 4
Gets reminder emails if they go quiet
If items remain outstanding, automatic reminders keep them engaged — each referencing what's still needed.
Secure, private storage
Uploaded documents go directly into a private bucket. They're never publicly accessible — only your firm can access them, through short-lived signed URLs generated server-side.
The event log never sleeps
Every staff action, every client action, every email event is appended to an immutable, hash-chained log. Updates and deletes are blocked at the database level. The chain is re-verified every time a record is generated.
The result is a record you can hand to a third party with confidence — not because you say so, but because the data structure makes tampering provably detectable.
What the record containsReady to stop chasing manually?
Set up your firm in minutes. No migration, no integration required.
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