Single-page printable reference for Uncle Kam platform
Uncle Kam Quick Start Cheat Sheet
KamCode™ Advanced Tax Plan Builder & Tax Analyzer Reference Guide
docs.unclekam.com
Version 2.0 • February 2026
KamCode™ Tax Plan Builder — 6-Step Workflow
1. Client Intake
Collect prior year tax returns, W-2s, 1099s, business financials, and entity documents. Use the data request checklist in Settings.
Pro Tip: Request documents via secure upload link to save time on back-and-forth emails.
2. Enter Data
Complete the 8-page intake form: Personal Info → Income → Business → Expenses → Retirement → Family → Goals → Review. Double-check income figures and entity types — accuracy here determines strategy quality.
Use the Final Review page to catch errors before generating the plan.
3. Generate Plan
Click 'Generate Tax Plan.' The AI analyzes your client's situation across 100+ strategies and generates a comprehensive report in 60-90 seconds.
4. Review Strategies
Go to Strategy Overview. Review all strategies marked 'Needs Review' — these require your professional judgment. Approve, reject, or flag each one. Use the Field Guide (?) for strategy details.
Click the info icon (?) on any strategy card to see why it was recommended and what data it's based on.
5. Customize & Compare
Use Manage mode to edit strategy text, adjust savings numbers, or remove strategies. Create scenario comparisons (Conservative vs. Comprehensive) to show clients options.
Scenario comparisons close deals — clients love seeing side-by-side options.
6. Present & Deliver
Schedule a live presentation call. Walk through the plan page by page, answer questions, and discuss implementation. Send the finalized PDF within 24 hours of the call.
Never email the plan before presenting it live — you'll lose the opportunity to control the narrative and answer questions in real time.
Tax Analyzer — 2-Call Sales Process
Call 1: Qualification & Analysis
Gather basic info (filing status, income, business type, real estate holdings). Run the Tax Analyzer during or immediately after the call. Generate the Tax Savings Analysis Report.
You can run the Tax Analyzer in real time during the call to show immediate value.
Call 2: Presentation & Close
Screen-share the Tax Savings Analysis Report. Walk through potential savings, opportunity signals, and cost of inaction. Transition to the full KamCode™ Tax Plan engagement. Close with pricing and next steps.
Use the Cost of Inaction data (5-year and 10-year projections) to create urgency.
Keyboard Shortcuts
⌘K or Ctrl+K
Open quick search — search all documentation, chapters, and sections.
Esc
Close search or modal dialogs.
Tab
Navigate between form fields in the intake form.
⌘S or Ctrl+S
Save progress in the intake form (auto-save is also enabled).
Common Tasks — Quick Reference
Add a new entity mid-plan
Go to Strategy Overview → click 'Add Entity' → enter entity details → click 'Re-Run Math' to generate strategies for the new entity.
Correct intake data after generating plan
Go back to the intake form → update the data → return to Strategy Overview → click 'Re-Run Math.' Your customizations will be preserved.
Create a scenario comparison
Go to Strategy Overview → switch to 'Manage' scenario → approve/reject strategies to create your custom scenario → generate reports for both Base and Manage scenarios.
Export a plan to PDF
Go to Reports → select the scenario → click 'Generate Client Report' → download the PDF. The report includes all approved strategies with savings projections and implementation timelines.
Find a specific strategy in the glossary
Go to Tax Strategy Glossary (sidebar) → use browser search (⌘F or Ctrl+F) → search by strategy name or IRS code.
Pro Tips for Maximum Efficiency
Use the AI Assistant for quick answers
Open the Field Guide → click the AI Assistant tab → ask questions like 'What are the requirements for Real Estate Professional status?' or 'How do I set up an accountable plan?'
Batch your plan generation
Set aside 2-3 hours per week to generate multiple plans back-to-back. This keeps you in the flow and reduces context-switching.
Pre-qualify with the Tax Analyzer
Run the Tax Analyzer before the first sales call. This lets you lead with data and close deals faster.
Keep notes for each client
Use the Notes tab in the Field Guide to document client-specific circumstances, questions to ask during presentation, and implementation priorities.
Set up your branding first
Before creating your first plan, go to Settings → upload your logo, set your color palette, and configure your report footer. This ensures every plan is professionally branded.
Use the Tax Strategy Glossary as a sales tool
When a client questions a strategy, pull up the glossary and show them the IRS code references. This builds credibility and overcomes objections.
Quick Troubleshooting
Strategy shows 'Failed' status
Click the info icon (?) to see why it failed. Common causes: income threshold not met, entity type mismatch, or missing data. Correct the intake data and Re-Run Math.
Report won't generate
Check that all 'Needs Review' strategies are resolved. Ensure you're using a modern browser and disable ad blockers.
Numbers look wrong
Verify your intake data is accurate. Use Re-Run Math after correcting any errors.
Can't find a feature
Use ⌘K (or Ctrl+K) to search the documentation, or open the Field Guide and ask the AI Assistant.
**Time Investment Per Client:** 2-4 hours (vs. 10-20+ hours with traditional methods) | **Average Year 1 Savings:** $15,000-$75,000+ | **Close Rate with Tax Analyzer:** 2-3x higher than traditional consultations