You're thinking about tax workflow.
So are we.
It's not the work — it's the pile. Every return starts with documents nobody's read, and gaps nobody's found yet.
Grunt work no one wants
Missing 1099s and forms
Half-answered questionnaires
K-1s nobody can read
01 · Client Intelligence
Automated review for every tax return.
Client Intelligence reads your client's documents and previous year return, and flags every mismatch.
SOC 2 compliantExport ready
Generate lead sheetIn progress
Documents collected
14 files from the client portal
Extracting & summarizing
Reading every line, mapping to source
Quality review
Checked against source documents
Ready for you
Clean lead sheet, gaps called out
02 · Elan
A copilot that actually knows the client.
Ask Elan anything — what changed year over year, where a number came from, what's still outstanding — and get an answer grounded in the client's actual file.
ElanCopilot
What changed for this client vs. last year?
Three things. Wages are up 12% ($163K → $182K). There's a new 1099-B with $41.9K in gains. And rental income is mentioned in the questionnaire but there's no document yet — it's flagged on the lead sheet.
W-2 · 20241099-BQuestionnaire Q14
Ask about any client…
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 type the question and get a citable answer in seconds.
ST
80% faster first drafts. What used to take two days is done in two hours.
NT
Document chaos is real. Signals turns a pile of PDFs into something we can actually work with.
CC
NEXT STEP
Your file. Your gaps. Let's run it live.
We'll run a live lead sheet on a real client, gaps and anomaly all in twenty minutes.