Cut research and preparation hours with AI‑driven automation.
One reliable layer for authoritative answers, automated intake and extraction, and streamlined prep to help your firm cut busy-season grind and redirect time to advisory.
4+ hrs
Time saved
2X
Advisory Revenue
95%+
Client Satisfaction
Review queue is jammed again
W-2s and 1099s everywhere - help!
K-1s are slowing everything down
What's the nexus rule in California?
We're double-entering the same data!
Product
Cut research and preparation hours with AI‑driven automation.
Tax Assist
Instant, reliable answers to your tax questions.
- ✓Direct IRS citations & court ruling references
- ✓Federal & SALT coverage across all 50 states
- ✓Context-aware answers
- ✓Exportable memos for client-ready documentation
Client Organizer
Client Data in One Place. Structured. Searchable.
- ✓AI document intake; drag, drop, done
- ✓K-1, 1099s, W-2s auto-extraction at 95%+ accuracy
- ✓360° client overview with smart categorization
- ✓Automated binders
Client Review
Get workpaper insight. Zero Manual Grind.
- ✓Current-year category rollups
- ✓Multi-entity support for 1040, 1065, 1120-S
- ✓Auto-Generated Workpapers
- ✓AI-drafted first-pass returns; 70% faster prep
Secure Conversations. Smarter Tax Strategies.
Built on industry-leading standards to keep your clients' data safe and your firm audit-ready.
🔒
End-to-end Encryption
SOC 2 Type II
📡
Monitoring Systems
24/7 intrusion detection
Quarterly scans & annual pen tests
Quarterly scans & annual pen tests
🛡
Access Control
Multi‑Factor Authentication
Role‑based permissions
Role‑based permissions
✓
Regulation Compliant
TLS 256‑bit in transit & at rest