🌼 Meet Daisy —

Your Done-For-You Due Diligence Bot

Your new favorite team member… and the only one who never takes a day off. Daisy is a fully customized, AI-powered due diligence assistant designed to help tax professionals stay compliant, organized, and stress-free during tax season.

Built for EROs, tax preparers, and growing teams, Daisy makes it easy to produce strong, IRS-compliant due diligence notes — without spending hours writing them yourself.

✨ What Daisy Does

✔️ Writes clean, detailed due diligence notes Just give Daisy the client info and she’ll generate accurate, professional notes every time.

✔️ Keeps your documentation organized No more scrambling for proof or second-guessing your files. Daisy helps you maintain clean, audit-ready documentation.

✔️ Protects you & your team Daisy follows IRS due diligence guidelines, helping reduce risk, avoid penalties, and keep your company in compliance.

✔️ User-friendly & team-ready Your Daisy comes already trained and set up — no tech headaches, no confusion, no extra prep. Just plug her into your workflow.

✔️ Saves time + eliminates guesswork Perfect for new preparers, large teams, or solo EROs who want speed AND accuracy.

🌼 What You Get

A fully customized Daisy bot branded for your business
Pre-programmed prompts and workflows for HOH, dependents, EITC, CTC, Schedule C & more
Easy-to-use interface for your entire team
One-time setup — no monthly subscription
Lifetime access to your bot
BONUS: Mini onboarding guide so your team knows exactly how to use her

💛 Who Daisy Is For

Tax preparers
EROs
Virtual tax teams
Multi-preparer offices
Service bureaus who want their teams compliant
Anyone who wants better documentation without the headache

💵 Investment: $47 (One-Time)

Affordable, simple, and powerful — Daisy pays for herself the first time she saves you from rewriting notes or questioning compliance.

🌼 Let Daisy Work For You

Shift the paperwork stress onto someone who loves doing it. Add Daisy to your team today and walk into tax season protected, prepared, and organized.

*Turnaround time 24-48 hours. No refunds on digital product*

Customer Reviews

Average Ratings

Write a review