Part of TaxAutomationSuite ↗

IRS Due Diligence Compliance
— Done Right

Stop worrying about Form 8867 audits. DD Pro guides you through every required question, catches red flags with AI, and documents your compliance automatically — all inside your GoHighLevel account.

Get DD Pro — $99 →See Bundle — $249
✓No monthly fees✓Works with any GHL plan✓Your data stays in YOUR GHL account✓IRS Form 8867 compliant

Trusted by independent tax professionals on GoHighLevel

EITC / HOH / CTC / ODC / AOC
Full credit coverage
Gemini AI
Risk analysis on every submission
Form 8867
Compliance documentation built in

Everything you need for due diligence compliance

Built specifically for GHL-based tax firms.

🛡️

Full Form 8867 Coverage

Every credit, every question. EITC, HOH, CTC, ODC, and AOC — nothing the IRS requires gets missed.

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AI Risk Analysis

Gemini AI reviews every submission and flags inconsistencies before they become audit problems.

👥

Client Self-Service Option

Send clients a branded interview link. They complete it on their own — you review and sign off.

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PDF Worksheet Generator

One-click due diligence worksheet ready to print or save. Your audit defense file, built automatically.

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Lives Inside Your GHL Account

All data writes directly to your GHL contact record. No separate database. No extra logins.

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TaxIntake Pro Integration

Bundle with TaxIntake Pro and client data pre-fills automatically. Zero double-entry between tools.

How it works

1

Step 1 — Import Your GHL Snapshot

One click imports all required fields and workflows into your GoHighLevel account. Setup takes 5 minutes.

2

Step 2 — Run Client Interviews

Use the preparer wizard yourself or send clients a self-service interview link — your choice per client.

3

Step 3 — AI Reviews and Documents Everything

Gemini AI flags risks, writes preparer notes, and creates your Form 8867 compliance record automatically.

Simple, one-time pricing

No monthly fees. No subscriptions. Buy once.

Get Started
$99
one-time
  • ✓Full EITC / HOH / CTC / ODC / AOC wizard
  • ✓Client self-service interview mode
  • ✓Gemini AI risk analysis
  • ✓PDF worksheet generator
  • ✓GHL Snapshot included (fields + workflows)
  • ✓Up to 8 dependents per client
  • ✓12 months of feature updates
Get DD Pro — $99
⭐ Most PopularBest Value — Save $49
$249
one-time

Everything in DD Pro, plus:

  • ✓TaxIntake Pro — 13-step client intake form
  • ✓Client portal with pipeline management
  • ✓Document collection with magic links
  • ✓Auto pre-fill: TaxIntake → DD Pro
  • ✓One-click DD Pro launch from intake portal
  • ✓Shared GHL contact data — zero double entry
  • ✓12 months of feature updates
Get the Bundle — $249

All plans include lifetime access to current version + 12 months of feature updates. Your client data never leaves your GHL account.

Frequently asked questions

Do I need GoHighLevel to use DD Pro? ↓
Yes. DD Pro stores all compliance data directly in your GHL account using custom fields and workflows. Any GHL plan works — Starter, Pro, or higher.
How does GHL setup work? ↓
We provide a GHL Snapshot. Import it with one click and all required custom fields and workflows appear in your account automatically. Setup takes under 5 minutes. We also provide the wizard HTML to paste into your GHL funnel pages.
What does the TaxIntake Pro bundle include? ↓
TaxIntake Pro is our client intake system — a 13-step intake form, client document portal, GHL pipeline management, and AI-powered tax analysis. When bundled, client data from intake auto-fills into DD Pro so you never enter information twice.
Is there a monthly fee after purchase? ↓
No monthly fees. Your one-time payment includes lifetime access to the current version plus 12 months of feature updates. After 12 months, updates are optional at $79/year — the tool keeps working either way.