ProofKit
ProofKitFirm operations

Stop asking twice

Tax Document Chaser

Track required items and deadlines, submit one respectful reminder batch, and calculate the next follow-up date while linking clients to your existing portal.

ONE COMPLETE RESULT$29No subscription. Preview first.
OUTPUTCampaign plan + reminder CSV
TIME TO VALUE3 minutes
PRIVACYReminder-only overlay

Run a free, working preview

Reminder-only overlay
1Provide the inputs

Required: client, email, item, status, deadline, portal_url.

Drop the CSV here, or choose from your device.

Preview processing happens in this tab. Sensitive source files are not sent to ProofKit.

2Inspect the resultWAITING FOR INPUT
Your evidence will appear here.

Load the realistic sample to verify the workflow before using your own data.

Designed for a fast decision

Useful before you pay.

Transparent processor

Calculations are deterministic and the preview exposes exactly what was found. AI is never trusted with money math.

Preview first

The free run proves the calculation and shows a masked candidate. Payment unlocks every candidate and the complete downloadable deliverable.

Purposeful retention

No tax documents are accepted. Contact and campaign metadata is stored for delivery and support.