AppSee Pricing

Advisor Program · CPAs · EAs · Tax Professionals

Recommend the Augusta Rule without sticking your neck out

After Sinopoli and Jadhav (2023), the question is no longer whether the Augusta Rule works - it is whether your client's file would survive the same scrutiny. The Advisor plan gives every client an audit-defensible evidence file: their own documented comparables, dated agreements, minutes, and payment proof.

Apply as a design partnerAdvisor plan: $997/yr
2023 changed the standard
In Sinopoli (T.C. Memo. 2023-105) undocumented meetings were cut to roughly $500 each; in Jadhav (T.C. Memo. 2023-140) vendor-packaged rates were disallowed outright. Documentation is now the whole game.
Built for a client book
One Advisor account manages up to 25 clients. Each client gets the guided evidence workflow; you get a per-client readiness view instead of chasing fourteen days of receipts in March.
Honest by design
The platform never hands clients a magic number, never promises audit outcomes, and turns away structures the strategy does not fit. A typical well-documented client sees $1,500-$3,000 per year in defensible benefit.

How it works with clients

  1. 1

    Add a client

    Create the client's business and property in your Advisor workspace. Entity gating runs first: if the structure does not support the strategy, the platform says so before anyone spends an hour on it.

  2. 2

    The client documents their own evidence

    Guided workflows walk the client through researching fair-market comparables, logging meetings with agendas and minutes, and recording actual payments. The research is theirs - which is exactly what holds up.

  3. 3

    The platform generates the paper

    Rental agreement, board resolution, invoice, and payment record are generated from the documented facts, dated correctly, for every rental day.

  4. 4

    You review a complete file

    Each client ends the year with a single audit-ready evidence file and a readiness score, so your review takes minutes, not a shoebox afternoon.

Founding design partner offer

We are recruiting a small group of CPA and EA firms as founding design partners for the Advisor toolkit. Design partners get:

  • A free Advisor year (normally $997) for your firm
  • A founding-price lock when the free year ends
  • Direct input on the advisor toolkit and white-label rollout
  • Priority support during your first client cycles

In exchange we ask for real usage with a handful of clients and honest feedback. Spots are limited to keep the feedback loop tight.

Email us: [email protected]

Straight answers

Does this guarantee my client survives an audit?
No, and be wary of anyone who says otherwise. The platform produces audit-ready documentation: independently researched comparables, dated agreements, minutes, and payment proof. That is the standard the 2023 Tax Court cases rewarded, but no software can guarantee an examination outcome.
Is this tax advice?
No. The platform is documentation software. You remain the advisor; the platform gives your advice a defensible paper trail.
What about sole proprietor clients?
The platform tells them the truth: the strategy generally does not work for sole proprietorships or single-member disregarded LLCs, and it declines to help them build a file for a strategy that fails. We believe that honesty protects you too.
What does white-label mean here?
Advisor accounts get early access to white-label output as it rolls out: your firm's identity on client-facing documents and summaries. It is in active development with design partners now.
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Advisor plan: $997/yr · up to 25 clientsWhite-label: early accessAudit-ready documentation, no outcome guarantees