Built for tax professionals · now enrolling early-access firms
Explain every return. Without the call.
ReturnReveal turns a completed 1040 into a secure, narrated video walkthrough — so preparers, CPAs, EAs, and small firms answer “what changed and why” once, instead of on every call.
- PII never sent to AI
- AES-256 encryption at rest
- You approve before anything is sent
Busy season is drowning in the same conversation
Every return raises the same questions — and answering them one client at a time is quietly eating your firm’s most valuable weeks.
The same explanation, on repeat
“Why did my refund move? What changed from last year?” — asked by nearly every client, answered live, one call at a time.
Clients don’t read the return
You deliver a meticulous PDF. Most clients skim the refund line and file it away, so the questions come back anyway.
It’s unbillable time
These calls rarely make it onto an invoice. During your busiest weeks, they’re pure margin, gone.
Those calls add up to more than lost hours
Left unchecked, the explanation gap compounds into wasted time, weaker relationships, and clients who don’t feel taken care of.
- Hours you’ll never bill, multiplied across your whole client base during the weeks you can least spare them.
- Clients who feel unsupported — because a number on a page never explained what actually happened.
- No professional deliverable to point to, so your work looks like everyone else’s.
- Quiet churn: clients who don’t understand their return are the ones who shop around next year.
of unbilled explaining — about 6.3 working days, in the weeks you can least afford them.
Arithmetic on the numbers you type, nothing more. Nothing here is sent anywhere.
From finished 1040 to a video they’ll actually watch
Four steps, minutes of your time, and total control over what your client sees.
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01
Upload the 1040
Drop in the completed return PDF. No client portal setup, no data entry — the file goes straight into an encrypted workspace scoped to your firm.
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02
We extract the figures — deterministically
Line items are read directly from the return with confidence scoring. Names, SSNs, and addresses are vaulted and kept out of the AI entirely.
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03
Review & approve the script
Read the plain-English walkthrough before anyone else does. Edit the wording, then approve. Nothing renders or sends until you sign off.
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04
Generate & deliver the video
Render a narrated walkthrough, then download it or send a secure, expiring link. The client watches a professional explainer — on their own time.
Hire a Reveal Agent — We Reveal. You Relax.
Drop your client’s documents in and the work runs itself: the return is read, the figures come back for your eye, a plain-English script is written, the video is produced. You stay the professional on the file — four decisions never leave your hands.
Four decisions stay yours
- The scrub
- you approve
- The figures
- you confirm
- The script
- you approve
- The send
- you approve
Nothing reaches your client until you approve the delivery, and that approval is recorded with your name, the time, and the exact script and video you reviewed — the documented review Circular 230 §10.22 expects of AI-assisted work.
Your clients see the honest version too: AI-prepared, professional-approved — a walkthrough built by software and signed off by the person whose name is on the return.
Less repetition. Better-served clients. A sharper firm.
Get busy-season hours back
Stop re-explaining the same refund changes on call after call. One walkthrough answers the questions before they hit your inbox.
Clients finally understand their return
A narrated video walks them through what changed and why — in language they retain far better than a 40-page PDF they never open.
A premium deliverable that sets you apart
Hand every client a polished, branded explainer. It signals a level of service most firms simply don’t offer.
You stay in full control
Every script passes through your approval gate. Nothing reaches a client without a preparer signing off first — enforced at the database, not just the UI.
Security built for tax data
PII isolation, tenant separation, and a full audit trail come standard — because your clients’ returns are the most sensitive files you hold.
No new workflow to learn
Works in any browser. Upload, review, send. There’s nothing to install and nothing for your client to sign up for.
Your machine does the waiting-in-line
Turn on the Fast Lane and a completed 1040 is read on the computer you’re already sitting at — pages come back in seconds instead of queueing behind everyone else’s work. Anything it can’t read is simply handled on our side, with no extra step for you.
Invite the whole firm
Owners, preparers, and support staff all work in one workspace at no per-seat cost. You pay for walkthroughs, not people — and roles decide who can approve and deliver.
One balance. Every document your clients don’t read.
The same mechanic — a real document, scrubbed, narrated honestly, delivered on a page you control — works on the firm’s other hard conversations, on the firm’s own calendar.
Jan – Apr
Return walkthroughs
The finished 1040, explained line by line, before the “what changed?” call ever happens.
Every month
Reporting walkthroughs
Monthly financial statements for your bookkeeping and CAS clients — so the value you deliver twelve times a year stops being invisible.
May – Nov
IRS notice explainers
What the letter actually says, in calm plain language, instead of a panicked voicemail at 4:55 on a Friday.
Nov – Jan
Proposal walkthroughs
Walk a prospect through your proposal and engagement letter — then let them sign and pay a deposit on the same page.
Every walkthrough lands on one secure page with what the moment needs attached: e-signature, prep-fee payment, and a built-in “Ask a question” your client can use when something is still unclear — you answer in writing, right back to their page.
The import is the PDF your program already prints
There is no connector to install and no account to link. You upload the completed 1040 your tax software prints, and ReturnReveal reads it. Extraction is certified against a representative client-copy print format for each of these programs.
Drake Tax
Drake Software
UltraTax CS
Thomson Reuters
Lacerte
Intuit
ProSeries
Intuit
ProConnect Tax
Intuit
CCH Axcess
Wolters Kluwer
TaxAct Professional
TaxAct
TaxSlayer Pro
TaxSlayer
What “certified” means. For each program we keep a synthetic 1040 in its representative client-copy print format and check, in every test run, that the figures come back correct and confident. It is a test in our suite, not a marketing promise: if extraction slips below its bar, the claim comes down.
Not listed? A program that isn’t here usually still works, because the import is the printed 1040 either way. Individual 1040 returns are the focus today; additional forms are on the roadmap.
The most sensitive files you hold, handled like it
ReturnReveal was built PII-first. Client identities never touch the AI, and nothing leaves your control without your say-so.
The raw PDF never goes to the AI
The uploaded 1040 is parsed in your firm’s isolated workspace. The document itself is never forwarded to any language model.
PII vaulted, never sent to the LLM
Names, SSNs, and addresses are encrypted at rest with AES-256 in a separate vault and stripped before any figure reaches the AI.
Tenant isolation
Every return, script, and video belongs to one firm. Access is denied by default and enforced at the data layer.
Approval gate
No client delivery is possible until a preparer reviews and approves the script — enforced in the database, not just the interface.
Expiring, revocable links
Share links are unguessable, live seven days or less, and can be killed instantly from your dashboard.
Audit trail of every action
Uploads, approvals, renders, shares, and revocations are logged, so you can always answer who did what, and when.
Retention · what we keep, and for how long
- Raw upload removed after extraction
- within 24 hours
- Client’s as-filed copy, for delivery
- your setting · 30–365 days
- Identity vault
- erased with the return
- Share links
- ≤ 7 days · revocable
- Delete a return
- figures, script, video, links go with it
Pay for what you render, nothing else
Uploading returns, extracting figures, and reviewing scripts are always unlimited. You only spend a walkthrough when you deliver a finished video — and your balance doesn’t expire while your account is active.
Rates are graduated per return: the more you buy at once, the less each one costs. The full rate card is published when early access opens.
What you start with
- Build free for 14 days: unlimited walkthroughs, no card
- Nothing reaches a client until you buy — sending is what you pay for
- Buy any amount from 10 · no required subscription
- No per-seat fees — invite your whole firm
- Corrections are free: edit the script and render again, only the first render counts
- Every Dollar Back guarantee on everything you pay
Every Dollar Back. Use ReturnReveal on up to 10 returns in your first 30 days. Not for you? Every dollar you’ve paid us comes back — any reason, no questionnaire — and you keep every video, script, and delivery record you made.
Explain your next return in a video, not a phone call
Early access opens in waves. Tell us where you are, and we’ll email you when your firm’s workspace is ready — then build free for 14 days, real returns and real renders, no card.
No card required You approve every send PII never sent to AI