CPA firm refuses to release depreciation schedules and Section 481(a) calculations needed to file taxes, holding them hostage after contract termination.

No standard mechanism to ensure client-owned workpapers are transferred upon termination, allowing firms to withhold critical tax data as leverage.

Severity

4High

Willingness to Pay

implied

Added

Apr 24, 2026

App Concept

WorkpaperRelease Pro

A secure digital platform that automates the handoff of tax workpapers and depreciation schedules between CPAs and clients. It provides a neutral repository where both parties can access finalized schedules, with built-in compliance checklists aligned to Circular 230 and state regulations, ensuring clients always have the data they need to file.

Key Features

Secure cloud repository for tax workpapers and depreciation schedules
Automated transfer triggers upon contract termination or notice
Compliance checklists (Circular 230 §10.28, state regulations)
Client-portal with read-only access for reviewed documents
Escalation path for disputes via mediation module

Target Users: Business owners and tax professionals in accounting firms (small to mid-sized) who need to ensure client data portability and reduce disputes over workpaper ownership.

Revenue Model: $49/mo per firm subscription, plus $10 per client transfer

Existing Solutions Mentioned

monthly subscriptioncost segregation study

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