Free tools for CPA firms.
Three utilities we built for our own practice and use every week. Engagement letters, PBC checklists, and an S-corp reasonable-compensation risk read. Built by a working CPA. Free, and no account to create.
Free tools you can use right now
The same three we use in our own practice. No account, no signup, no email required.
PBC List Generator
Build a clean, branded “prepared by client” document checklist for any entity type. Free PDF, no signup.
Open tool →S-Corp Reasonable Comp Risk Read
An instant IRS risk read on S-corp owner pay. Nine-factor scoring backed by case law and BLS wage data. Free, no signup.
Open tool →Engagement Letter Builder
Defensible letters for 1040, 1120-S, 1120, 1065, 1041, Schedule C, 990, 706, and 709. Circular 230 and AICPA SSTS aligned. Free PDF.
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