Income & Asset Data
Access to Client Data
Simplify case preparation by utilizing a single provider for all due-diligence needs. Easily obtain and verify client data from reliable sources.
- Order directly through bankruptcy software
- Receive email notifications when documents are available
- Retrieve documents from an online account
Verify Income and Employment
Easily obtain up to four years of IRS tax returns, including a summary of filing status, exemptions, total income and refunds and payments.
- Perform quality reviews minimizing possible government rejection
- Receive email notifications when tax transcripts are available
- Automatically transfer data into SOFA