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For advisors

Mock audits for CPAs and tax advisors

For an advisor, a mock audit is a structured first pass over a client's evidence: the questions an examiner would ask, where the file is thin, and a draft response to start from. Professional judgment stays with you.

What you get

  • A rating for every question with the matched files and the reason, so you can see what the client supplied and what they did not.
  • A draft response per question, written from the documents and marked Review before sending.
  • A fix plan you can hand to the client as a work list.
  • Word, PDF and Google Docs downloads of each project's response.

Using the drafts

Each draft states the rule the request is tested against and the facts from the file. It is a starting point for your own response, not a substitute for it. The review checklist covers what to verify.

What is not offered

Note.There is no advisor portal, multi-client license, white labeling, API or team permissions. Each mock audit is run for one company at a time, and access is arranged by booking a call.

General in nature, not tax advice.

Find out what your research actually qualifies for

A scoping conversation takes thirty minutes and costs nothing. You leave with a view on eligibility, likely credit range and the documentation you would need.

Free R&D mock audit: completely free. Book a call or email hello@creditarmor.ai for a login.