Preview for CPA firms · runs in your browser
Your client asked a question. Here's the research and a reply to review.
Type the question the way your client asked it, with no names or identifiers. VALID pulls the governing rule, quotes the law with a fingerprint of the source, and writes a plain-English reply draft. Your licensed staff edit it, decide, and sign. Nothing you type leaves this page.
The client's question
Recent questions
Kept only in this browser on this computer. Never sent anywhere.
Research note
Client reply DRAFT
Written for your review. It has not been reviewed by a licensed professional, and nothing is sent.
Edit it here, then open it in your email or copy it into your portal.
Your firm’s signature on every reply
Kept on this device only, never sent. Your own details, never a client’s.
Work record AUDIT TRAIL
What produced this reply, so the client file shows what VALID drafted, what your team changed and who signed. Built in this tab; nothing is stored or sent.
After you edit the reply, check again to log that it changed.
Paste it into your own billing or practice tool. No client name goes in it.
Run this at your firm, free
Design partners use Client Desk free for the whole pilot, with their firm’s most common notices and client questions added first. We ask for a 30-minute call every two weeks. No client data, ever.
What this preview will not do
- It will not answer without a reviewed rule. If VALID has no reviewed answer, it says so and gives you nothing to send.
- It will not decide for your client. Your licensed staff review, change, and sign every reply.
- It will not send anything. Your questions and drafts stay in this browser; recent questions are kept on this computer only until you clear them.
- It will not cite anything outside the Code, Treasury regulations, IRS publications, form instructions, and IRS notices.