Free Xcape Valuate access for tax pros.
Tax attorneys, CPAs, and licensed appraisers helping clients prepare IRS Form 8854 valuations get a complimentary workspace, multi-client management, and the same Section C report output their clients see — at no cost while representing a paying client.
What's included
Everything you need to take a client through Form 8854 Section C without spreadsheet wrangling.
Multi-client workspace
Manage every expatriating client from one dashboard, with per-client valuations, evidence, and reports kept fully separated.
Section C ready output
Filing-ready Section C asset summaries with date-stamped FX rates, per-asset basis, and built-in gain — no reformatting in Word.
Hard-to-value flagging
Automatic flags for assets that need an independent appraisal, with a built-in handoff to your preferred appraiser.
No client subscription required
Clients you represent get full access through your workspace. They never need to pay for a separate account.
Co-edit and review
Invite an associate or paralegal as a reviewer on any valuation. Comments and methodology notes stay attached to the line.
Branded export
PDF exports carry your firm name and contact in the footer so the deliverable matches the rest of your engagement file.
How it works
Most applications are reviewed within one business day.
- 1
Apply
Tell us your firm, jurisdiction, and credentials. We respond by email.
- 2
Verify
We confirm your bar / CPA / appraiser credentials and provision your workspace.
- 3
Invite clients
Add expatriating clients with one email each — no signup hoops on their side.
- 4
File Section C
Run valuations, export the report, and attach it to your engagement file.
Eligibility
- Licensed tax attorneys (state bar number on file)
- Active CPAs (US or equivalent international license)
- Licensed appraisers (USPAP-compliant or equivalent)
- EAs preparing Form 8854 for at least one current expatriating client
We may ask for verifying documentation (bar / license number, firm domain email) before activating professional access. Approval is at the discretion of XcapeSuite, LLC and is not legal, tax, or appraisal advice from Xcape Valuate.