Tax preparers and accountants
Keep credit-report follow-up separate and organized.
Maintain a clear workflow for authorized report questions that arise during broader financial record conversations.
A realistic workflow
A client raises a credit-report question during document collection. Record the agreed scope, organize the authorized source report, document the review, and schedule a follow-up separately from tax preparation.
- 01
Confirm authorization and scope
- 02
Review source evidence together
- 03
Document the next action
No guaranteed score increases, deletions, financing approval, or earnings. Payment collection and external messaging depend on supported provider configuration.
Questions from tax preparers and accountants
Can tax records automatically be used for credit review?
No. Confirm the client’s authorization and the permitted purpose for each use. FMM does not provide tax or legal advice.
What can my team do today?
Manage authorized client records, import reports, review account evidence, prepare editable dispute drafts, and track follow-up. Human review is required before correspondence is used.
Can I try the workflow before signing up?
Yes. The product demo uses clearly labeled sample data. Eligible professional workspaces can follow the current signup flow. New paid checkout remains on hold.