Reduce the back-and-forth.
Give the shareholder a defined interview instead of turning fact gathering into an open-ended email chain.
HearthRC DefenseStart One Client — $449
HearthRC Defense · Product Features
Everything your firm needs for reasonable compensation, in one place.
HearthRC Defense keeps client screening, guided intake, wage research, Cost/Market/Income analysis, reconciliation, firm-branded reporting, supporting documentation, and planning tools inside one connected workflow—so your team spends less time assembling the process around each report.
- Less chasingGuided client fact gathering
- Less switchingResearch, analysis, and reporting connected
- Less rebuildingA repeatable path from client to report
One Clientrecord → intake → analysis → report → supporting file
Get context before you go deeper
Start with the client picture, then decide how deep the work needs to go.
Open the client record, review compensation context, and move into a full RC analysis from the same place when the situation warrants it. The point is not to create another pre-report process—it is to reduce the setup required before deeper work begins.
Client roster
Bring the client book into view.
Keep S-Corp clients and RC activity in one firm environment instead of relying on a separate tracking sheet or individual memory to know where the work stands.
Less time locating the starting point.
Client record + benchmark
Get compensation context without leaving the client record.
Review a market-oriented compensation signal alongside the client and move into the fuller engagement without recreating the setup somewhere else.
Less setup before the deeper analysis begins.Guided client intake
Let the client supply the facts your team would otherwise have to chase.
Hearth guides the shareholder-employee through duties, hours, responsibilities, proficiency, time allocation, and other operating facts the RC work needs. Your team gets those inputs in a structured place inside the engagement instead of rebuilding them across calls, emails, and notes.
Keep the facts structured.
Duties, hours, responsibilities, proficiency, and time allocation have a consistent place inside the client workflow.
Spend less time re-entering context.
The facts collected for the engagement stay close to the analysis and report rather than requiring another manual handoff.
The intake does not replace professional review. It reduces the manual work required to get the client-specific facts in front of your team.
Cost · Market · Income
Three analytical views without three separate workflows.
Hearth keeps the Cost, Market, and Income views inside the same client engagement. Your firm can review what each lens contributes and how the evidence comes together without manually rebuilding the client context around separate analyses.
C
Client role mixTime allocationWage evidenceCost view
COST VIEW
Keep the work performed tied to the compensation evidence.
Hearth organizes the client’s operating facts and relevant wage context so the firm can review the Cost view without rebuilding the role mix and supporting inputs in a separate process.
What gets easier: keeping the client facts and compensation inputs connected.The Cost, Market, and Income views are part of Hearth’s analytical methodology; they are not an IRS-mandated three-method formula. Explore Hearth’s Methodology →
From analysis to client-ready work
Finish the report without rebuilding the story at the end.
Hearth carries the client facts, analytical views, reconciliation, and final position forward into the finished work. The report is what the client sees; the supporting record stays close to the engagement behind it.
Firm-branded report
Turn the completed analysis into work your firm can put in front of the client.
Hearth brings the client facts, analytical views, reconciliation, and final reasonable-compensation position together in a professional report designed to stay behind the accounting firm’s client relationship.
Client-specific factsCost / Market / IncomeReconciled positionFirm-first presentation
Defense File
Keep the supporting work attached to the finished report.
The Defense File keeps client facts, documentation status, supporting factors, and open gaps visible around the engagement so the finished report does not become an isolated PDF with the reasoning scattered elsewhere.
See what supports the engagement.Keep the supporting facts and documentation state visible for review.
See what still needs attention.Open items have a defined place instead of disappearing into old notes.
Keep the reasoning close to the report.Give future follow-up a clearer starting point than a standalone PDF.
Tools around the core engagement
The platform stays useful even when you are not building a full report.
HearthRC Defense includes tools around the core engagement so focused research, planning, and workflow questions do not automatically send your team into another system.
WAGE LOOKUP
Answer a focused wage question without starting another research process.
Use role, proficiency, and geography inputs to look up market-wage context inside the same RC environment when the question does not require another full report workflow.
Useful when: your team needs targeted compensation context around an existing client conversation.The value is not simply having more features.It is keeping the research, client facts, analysis, report, and supporting work close enough that your team has fewer handoffs to rebuild.
One connected client workflow
A feature is more useful when it does not create another handoff.
HearthRC Defense is designed around the path between the features. The client record gives the work a home, the intake supplies structured facts, the analytical views stay connected to the engagement, and the finished report remains close to the supporting file and adjacent tools.
01Client recordOne place to begin
02Guided intakeStructured client facts
03AnalysisCost · Market · Income
04ReportClient-ready output
05Supporting fileReasoning stays close
06Firm toolsResearch + planning + tracking
One client. One workflow. Fewer places for the work to fall apart.The accounting firm still reviews the facts and applies professional judgment. Hearth reduces the operational assembly around that work.
See the features in sequence
See what all of this looks like on one client.
Walk the full HearthRC Defense workflow from the firm dashboard and client record through intake, analysis, reporting, the Defense File, and supporting tools.