Instant, reliable answers to your tax questions.
Clear, citable answers backed by laws and court rulings.
Direct IRS citations & references
Federal & SALT coverage for comprehensive advisory
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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!
Use Case
Focus on high-value client outcomes.
Always Current on Tax Rules
Delivers the latest updates across SALT and Federal taxes directly in your workflow.
Turn Raw Data into Insight
Uses AI to locate, organize, and surface client insights hidden in client documents.
Surface Savings & Risks
Analyze your client data to unlock opportunities and spot risks proactively.
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
Customer Stories
Trusted by firms across the board
Research used to be a black hole. Now, I just type the question and get a citable IRS answer in seconds.
ST
Tax Manager
Sama Tributa
80% faster first drafts. What used to take us two days is now done in two hours.
NT
Managing Partner
Northbridge Tax Advisory