Frequently Asked Questions

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As an advisor, can I still offer clients a first-study discount?
Partners

Your advisor pricing already includes a 15% discount built in, so you have full control over how you structure client pricing. Whether you pass savings through or bundle the study into your advisory engagement is entirely up to you.

Is the proposal free?
Partners

Yes, proposals are always free. Once we have the property details, we typically turn them around within 24 hours, often same-day if information comes in early.

Can I stay in the loop on client communications?
Partners

Yes. We can CC you on communications at whatever level works for your workflow. Many partners prefer to be included early in the process, then step back once we're in the delivery phase. Just let your PSM know your preference, and we'll set it up accordingly.

I sent you a lead. What happens next?
Partners

Once a lead is submitted, we assign a dedicated team to manage the client relationship from qualification through delivery.


Your main contacts:

  • Partner Success Manager (PSM): Your point of contact for partnership questions and relationship management
  • Dedicated sales pod: Account Manager, Account Executive, and Customer Support handle client outreach, proposals, onboarding, and delivery

You stay focused on the advisory relationship, and we handle the operational side.

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Rapid vs. Fully Engineered: Which is more common?
Partners

It's roughly a 50/50 split. The best fit depends on property type, complexity, available documentation, timeline, and your preferences as the filing advisor. We'll walk you through the tradeoffs once we have the property details.

Virtual or on-site inspection: what's the difference?
Partners

We offer both, and there's no difference in quality or defensibility.

  • Virtual: Guided online with one of our engineers
  • On-site: Scheduled by our team; may carry an additional fee depending on location

The right choice depends on the property type and complexity. We'll recommend the best fit once we know more.

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What's in the property questionnaire?
Partners

The questionnaire focuses on details a property owner typically knows: flooring type, roofing, finishes, and other building components. It's around 30 questions and takes about 10–15 minutes to complete.


If it's helpful, we can share a preview before your client starts so you can set expectations.

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What does audit support include?
Partners

If the IRS inquires about a study, we're here to back you up with written technical support.


Audit support may include:

  • Written responses to IRS inquiries explaining methodology, classifications, and conclusions
  • Documentation support for how assets were categorized
  • Form 3115 assistance (Change in Accounting Method), starting at $600, when applicable, typically used when retroactive benefits are being claimed on eligible properties

Scope: Audit support covers the written technical defense of the study itself. We don't represent clients in audits or hearings, and we don't provide legal testimony. Your client's representation stays with you.

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