Who Resoproof is for
Tax only. Built for the specific problem of proving you worked a tax resolution case — not a general-purpose document portal.
Your primary use case
Tax resolution firms
You're working Offers in Compromise, installment agreements, penalty abatements, and audit representations. Every case needs the same thing: documents from a client who isn't always easy to reach.
Resoproof handles the collection side — sending requests, chasing with reminders, accepting and logging submissions — so your staff focuses on the work, not the chase. And when a client disputes the fee or a refund bank asks for proof you engaged, the record is already there.
- Automate the document collection chase across every active case
- Fault attribution tells you at a glance which cases are stalled on the client
- Every submission, acceptance, and rejection is logged and timestamped
- Generate the defense record in one click when you need it
The reason the record exists
Chargeback defense
Tax resolution chargebacks are a specific and painful problem. A client pays upfront, the case stalls because they won't produce their documents, and then they dispute the charge claiming you never worked the case.
The standard defense — a folder of forwarded emails — is easy to question. A tamper-evident, hash-verified record showing every request sent, every reminder fired, every email opened or ignored, and every item accepted or outstanding is a different class of evidence entirely.
- Record shows every outreach attempt with timestamps
- Email open and click tracking logged to the chain
- No-response events explicitly recorded when deadlines pass
- Hash integrity check means no one can question whether data was altered
Documented engagement, on demand
Refund bank compliance
Refund banks and banks operating refund advance programs have their own requirements for proof of client engagement. They want to see that you pursued the client, that the client had the opportunity to provide what was needed, and that the case was worked in good faith.
Resoproof's record is designed to be readable by a reviewer with zero prior context — plain-language determination, full timeline, outstanding items table, integrity hash. Everything they need on a single shareable link.
- Share a tokenized read-only link — no account required on their end
- Plain-language determination readable without context
- Full timeline from case open to current state
- Integrity hash verifiable independently
What Resoproof is not
Not a practice management system
Resoproof doesn't replace IRSLogics, TaxDome, or your CRM. It sits alongside them — handling the chase and the proof while your CRM stays your CRM.
Not a tax advice tool
Resoproof is strictly a workflow and record tool. It does not give tax or legal advice, and neither does the help assistant.
Not a client portal replacement
Your client portal can stay. Resoproof adds the audit trail and defense record that most portals don't produce.