Accounting & BookkeepingCompliance Management3MediumCPA / Tax Professional$ implied
CPAs using AI-assisted R&D tax credit studies face uncertainty about how to fulfill their professional due diligence and documentation obligations under Circular 230 when relying on third-party AI-generated work.
Existing R&D credit platforms do not provide CPAs with clear, auditable evidence of underlying analysis, or tools to document their independent verification, leaving CPAs exposed to professional liability.
44
0
Opp. Score
44
Severity
3Medium
Willingness to Pay
implied
Added
Aug 29, 2026
App Concept
DiligenceDoc AI
DiligenceDoc AI provides an automated due diligence and workpaper verification layer for CPAs relying on third-party AI-generated R&D studies. It extracts key evidence from AI outputs, cross-references client data, and generates a comprehensive audit trail of professional judgment, ensuring Circular 230 compliance and reducing liability exposure.
Key Features
- Automated extraction of qualified business components and activities
- Checklist-based verification of technical uncertainty and process of experimentation
- Workpaper access portal with version control and audit trail
- Template library for documenting professional judgment and diligence
Target Users: CPAs and tax professionals in public accounting firms who outsource R&D tax credit studies to AI providers.
Revenue Model: $49/mo per user SaaS subscription for solo practitioners; tiered pricing for firms based on number of users.
Existing Solutions Mentioned
Onshore
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