Starter
Solo practitioners$10per month
A starting level for solo CPAs and EAs who want TaxClaim Pro access with lighter monthly volume.
- Form 843 prep guides
- Branded client page
- Kwong eligibility checker
- Transcript parsing
Subscribe, configure, intake, file. Four steps from signup to mailing Form 843.
How It Works
From subscription to mailed Form 843. The process is short, the tooling does the heavy lifting, and your first branded client page goes live in five minutes.
What TaxClaim Pro Offers
Four capabilities that together turn manual Form 843 prep into a repeatable, scalable workflow.
Form 843 automation
Enter penalty data, client details, and transcript info. TaxClaim Pro generates a Form 843 preparation guide automatically, with IRS-aligned formatting.
Kwong eligibility built in
Built-in logic identifies which clients had penalty assessments in the Kwong window (Jan 2020 – July 2023), so you know who qualifies for refund claims before July 10, 2026.
Branded client intake
Your firm name, logo, and brand on the client-facing intake page. Clients submit Kwong claim data directly to your dashboard without leaving your practice front.
Transcript parsing
Upload an IRS transcript and TaxClaim Pro extracts penalty data, dates, and amounts. No more reading line-by-line. Parsed output feeds straight into Form 843 prep.
The 4 Steps
From subscription to mailed Form 843.
1
Subscribe to a tier
Choose Starter ($10), Professional ($29), or Firm ($79). Monthly billing via Stripe. Cancel anytime. Your first branded page is live within 5 minutes.
2
Configure your branded page
Add your firm name, logo, and brand colors. Your client intake page goes live at your custom subdomain. No developer required.
3
Intake Kwong-eligible clients
Clients visit your branded page, enter their information, and upload transcripts. You see every submission in your TaxClaim Pro dashboard.
4
Generate Form 843 and file
Click "Generate" on any submission. TaxClaim Pro produces a Form 843 preparation guide. Transfer to the official IRS form, sign, and mail before July 10, 2026.
SUBSCRIPTION TIERS
Pick the tier that fits your practice
Monthly subscriptions. Cancel anytime. Each tier unlocks more capacity and features.
Professional
Most popular$29per month
The standard tier for most tax professionals working Kwong claims actively. Higher volume limits and priority support.
- Everything in Starter
- Unlimited client pages
- Priority generation
- Bulk CSV import (TTMP)
- Transcript integrations (TTMP)
Firm
Multi-user$79per month
Built for firms with multiple professionals and higher client volumes through the Kwong window.
- Everything in Professional
- Multi-pro dashboard access
- API access
- Dedicated support (tier 3)
PIPELINE ADD-ON
How Lead Access Works
An optional pipeline layer on top of TaxClaim Pro. Get qualified Form 843 leads delivered to the same dashboard you already use.
1
We capture the lead
Penalty-abatement prospects find us through search, social, and our intake funnel. Each prospect submits name, contact info, penalty type, tax year, and amount owed before reaching the dashboard.
2
We route it to your firm
Leads are assigned based on availability and your subscription status. You get a notification — in-app and email — the moment a lead lands in your Leads tab.
3
You accept or decline
Review the full intake in your dashboard. Accept to claim the lead exclusively for 48 hours. Decline to release it back to the pool. You pay the $49 acceptance fee only when you accept.
4
Convert and close
Accepted leads flow into your normal Submissions workflow. Contact the taxpayer, complete the intake, generate the Form 843 — all in the same TaxClaim Pro account you already use.
Ready to get started?
Subscribe today, configure your branded page, and start working Kwong claims before the July 2026 deadline.
Subscribe monthly • File systematically • Repeat until July 2026