Let’s be real: the fastest way to lose time (and sleep) is a client who shows up like “I got paid all year… I think.”
This tool fixes that.
The Record Reconstructor is a client-facing, step-by-step reconstruction wizard built for people with messy or missing records. It turns their answers into calculated totals, Schedule C-style expense categories, and a print/save PDF packet they upload with intake — plus it automatically sends the full summary into your GHL CRM via webhook so your office can verify it instantly.
No bookkeeping. No uploading receipts. No you doing detective work.
Just a clean, structured, documented story that helps you start the return with confidence.
What it does (the magic)
-
Walks the client through income reconstruction using a weekly-average method + months worked
-
Captures how they got paid (multi-select): cash, apps, platform deposits, card payments, checks, etc.
-
Includes key due diligence prompts: 1099s, business bank account, separation habits, best month/worst month
-
Forces an audit-readiness commitment: “Can you substantiate if requested?”
✅ Yes = report generates
❌ No = report blocks (you stay protected) -
Calculates:
-
Annual gross income estimate
-
Annual expense totals
-
Net estimate
-
Phone/Internet business-use portion (percent-based)
-
Supplies totals (monthly + one-time purchases)
-
Contractor help (“Did you pay anyone to help you with work?”)
-
Mileage + vehicle-related inputs
-
-
Generates a print-ready packet the client can Print/Save as PDF and upload with intake
-
Fires an automatic webhook into your GHL workflow (note format) so your office gets everything immediately
Why you’ll love it
Because it turns the “bad records” client into a structured intake instead of a chaotic back-and-forth.
And it helps keep your file defensible because it documents:
-
the method used
-
the client’s estimates
-
flags that need follow-up
-
attestation/signature
What’s included (assets list)
✅ Record Reconstructor Tool (Custom HTML/CSS/JS)
-
Neutral black/white styling with easy brand color variables
-
Built-in border shadow + print styles
-
Mobile-friendly layout
✅ Print/Save PDF Packet (client-side)
-
Clean “packet” format for intake uploads
-
Page breaks + print formatting
✅ GHL Inbound Webhook Workflow
✅ Custom Value Setup
✅ Setup Guide + Test Checklist
Best for
-
Tax offices onboarding Schedule C/gig clients
-
Any business that needs record reconstruction summaries
-
Offices that want fewer “what about…” messages and more ready-to-prep files
Important notes (liability-friendly, still confident)
This tool does not collect or review documents. It records client-provided estimates and generates a summary for tax preparation intake. Your tax professional may request follow-up questions to confirm completeness and accuracy.
Reviews
There are no reviews yet.