Your clients ask if a PEO is worth it. Show them a report a CPA can inspect.
The trust point is not a black-box calculator. The California sample report separates the prospect's facts, the broker's rate-card inputs, and the neutral tax-law output. Your client can see exactly what came from them, what came from the broker, and what the math engine produced.
The most valuable question your clients ask needs source separation, not sales copy.
A client asks whether a PEO pencils out for their business. The answer depends on two variable sets: what the prospect enters about their current situation, and what the broker configures in the rate card.
Proofline keeps those inputs separate, then lets the math engine apply tax law neutrally. That is what earns trust from a CPA: the report shows where every number came from before it shows the result.
It is showing the math in a way a CPA can verify.
You do not need a generic lead form. You need a report that separates facts from rates from computation, so the tax answer can be reviewed without trusting the broker's pitch.
The report labels the facts the prospect entered, including profit, state, filing status, and current health plan cost.
The report labels the configured rate-card values instead of blending them into the tax computation.
The tax-law engine applies the same 2026 logic to the variables shown. It does not choose the facts or the rates.
If you can paste a snippet, the proof engine can run on your site.
Your PEO partner provides the rates the client can actually get.
It drops onto a page the way a scheduler does.
Simple questions first, with no contact ask.
Current structure next to the path inside a PEO, sourced to current law.
Phone verification attaches the report to the lead record.
You are not selling anything.
You are answering a financial question your clients already ask, with a sourced number, on your own page. When the client decides to move, the verified lead is yours and you get credit for it with your PEO partner.
If your clients never ask about PEOs, or your firm has no web presence for them to land on, this is not for you yet. Proofline converts interest that already exists. It does not manufacture it.
Inspect the sample report before you believe the claim.
The sample report is the trust asset. It shows the prospect inputs, the broker rate-card inputs, the tax-law output, the reconciliation, and the caveats in one place.
Proofline sits on your site at no cost until it produces your first phone-verified lead. If it never does, you owe nothing.
Frequently asked questions
Do I have to sell PEOs to use this?
No. You answer a financial question your clients already ask. The verified lead is yours to place with a PEO partner or advise on yourself.
Where do the rate cards come from?
Your PEO partner provides them, so the math reflects what your client can actually get, not a generic average.
Is the math something I can stand behind?
Yes. Every figure traces to a rule, a rate, or a stated assumption, and reconciles against current 2026 IRS and state authority.
Can my clients talk to an assistant on the page?
Optionally, yes. A live voice assistant can run on your page to answer questions and guide a client toward their number.
What does it cost?
Free until it produces your first verified lead.