For CPA Firms & Tax Professionals

Adviser's Toolkit

Everything you need to implement Augusta Rule automation for your clients—intake forms, white-label branding, and case management.

Volume Discounts

White Labeling

Client Forms

Case Portal

Join the Adviser Program

Get access to volume discounts and dedicated support.

Benefits:

• Volume discount codes for multiple clients
• Priority support with dedicated account manager
• White-label branding at no extra cost
• Access to "My Cases" portal to manage all client cases

Download Client Intake Form

Get a professional PDF form to send to your clients.

What's included: All questions from our intake process in a fillable PDF format. Clients can complete it and send back to you, or you can interview them and fill it out together.

Purchase Pack with White Label

When purchasing for a client, enable white labeling to use your firm's branding.

White Label Process:

Go to our home page and click "Get Started"
Use YOUR firm email at checkout (not your client's email)
Complete checkout using your discount code (if in Adviser Program)
On the intake form, enable "White-Label Options"
Enter your firm name, contact email, phone, and website
Fill in client's property and business details

Why use YOUR email: Documents are sent to the checkout email (yours), allowing you to:

Receive all white-labeled documents directly
Review documents before forwarding to client
Send from your business email with a professional note
Manage all client cases in "My Cases" portal
Re-download anytime if client loses files

Client Completes Intake

Two options for gathering client information:

Option A: PDF Form

• Email them the downloaded PDF
• Client fills it out offline
• They send it back to you
• You enter data during purchase

Option B: Live Session

• Schedule a call with client
• Interview them using the form
• Enter information together
• Generate docs in real-time

Required Information: Property details, business info (company name, EIN, entity type), meeting purpose, attendees, meeting dates (up to 14), and IRS compliance attestations.

Generate Branded Documents

Once intake is complete, the system automatically generates all documents.

What Gets Generated:

Rental Agreement

Board Resolution

Invoice

FMV Memo

Meeting Agendas

Meeting Minutes

Delivery Workflow:

Documents are emailed to YOUR email (from checkout) in 90-120 seconds
You receive white-labeled docs with your firm's branding
Review the complete package
Forward to client via your business email with cover note
Maintain professional control of client deliverables

Manage via 'My Cases' Portal

Access and manage all your client cases in one place.

Portal Features:

View All Cases: See every Augusta Rule pack you've purchased for clients
Track Status: Monitor which cases are paid, processing, or completed
Re-Download: Access all documents anytime, even if client loses them
Secure Access: Magic link authentication - no passwords needed

How to Access:

Go to augustaruleiq.com/portal
Enter your firm email (the one you used for purchases)
Click "Send Access Link"
Check your email and click the secure link
View all your client cases

Complete Workflow Summary

For Your Firm:

Join Adviser Program for discounts
Download client intake form PDF
Collect client information via form or interview
Purchase pack with white label enabled
Access all cases via "My Cases" portal

For Your Client:

Receives professional documents (with YOUR branding)
Documents emailed directly to them
Can also access via "My Cases" portal
Gets 100% audit-ready compliance package
Saves thousands on bookkeeping & compliance

Value Proposition: Charge your clients $497–$597 for this service while only paying $97–$197 (Adviser Program fee). Your branding + your margin + zero manual work.

About the Firm

Joe Gallegos, CPA, CVA

Joe Gallegos is a Certified Public Accountant (CPA) and Certified Valuation Analyst (CVA). His professional career in public accounting began in 2012 with one of the Big 4 international accounting firms.

Since 2012, Joe has focused on business tax planning, cash flow management, business valuations, and small business financial consulting.

Why we built Augusta Rule IQ: The product turns one guided intake into a coordinated, defined documentation package and clearly separates what the system prepares from the tax judgments and real-world actions that remain with the buyer and tax professional.

Visit JAG CPA & Co. →