👉 Watch the full replay of the ProtectionPlus App Academy session to see how firms are expanding their service mix with audit support.
IRS and state notices are disruptive for firms and clients alike. Even minor issues can generate multiple letters, frustrate clients, and consume hours of practitioner time. The ProtectionPlus session addressed this challenge by showing how firms can extend audit defense and resolution services without bearing the full cost themselves.
ProtectionPlus offers three pillars of support: $1 million in tax protection, identity theft restoration for anyone on the return, and a $2,500 preparer guarantee. These benefits allow small firms to offer the same assurances as larger competitors, improving client trust while safeguarding staff capacity.
Session highlights
- $1M tax protection. Resources are committed to resolving notices or audits with IRS or state agencies.
- Identity theft restoration. Full-service support for tax-related and non-tax identity theft, extended to spouses and dependents.
- $2,500 preparer guarantee. Clients reimbursed for penalties or interest caused by preparer error.
- Efficient case workflow. Firms upload the notice and return; ProtectionPlus handles the rest.
- Dedicated portal. Secure file sharing and case tracking keep everyone informed.
- Affordable model. Coverage costs $10 for individual returns and $75 for business returns, often rolled into fees.
Christine Gervais underscored the value: “Even if I know it’s a simple fix, the client could get three more notices before the IRS responds. The stress for them — and the hours for us — add up quickly. Honestly, the price of this service is worth it just for the time it saves.”
Why it matters
For smaller firms, offering audit defense and identity protection is a way to compete with national chains while giving clients peace of mind. By outsourcing notice resolution, firms can avoid bottlenecks, keep staff focused on higher-value work, and strengthen long-term client relationships.
👉 Watch the full replay of the ProtectionPlus App Academy session to see how firms are expanding their service mix with audit support.