AI Infrastructure for Tax

Powering Tax Experts.
Fueling Firm Growth.

Smart Automation Built for Scaling Tax Firms

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See the workflow

4+ hrs

Saved per return

95%+

Extraction accuracy

4X

Advisory revenue

Before You Ask

It Replaces Nothing You Already Own.

SignalsHQ sits in front of your tax software, not instead of it. Nothing changes about how the return is filed or who signs it.

SignalsHQ sits in front of your tax software, not instead of it. Nothing changes about who signs the return.

Files into

Lacerte

UltraTax

CCH Axcess

ProConnect

ProSeries

Drake

The Workflow

Six Steps. One Continuous Chain.

Each step hands the next one a finished artifact. Nothing is re-keyed in between.

01

AI Intake

Documents + answers

02

Workpapers

An ordered binder

03

Extraction

Structured figures

04

Leadsheet

A reviewed return

05

Filing

A filed return

06

Advisory

Next year's revenue

Across Every Step

Meet Elan →

Product

What Each Module Actually Does.

01 · AI Intake

The 30-Page Organizer Nobody Finishes.

Firms send the same bloated organizer to every client and get a fraction of it back. SignalsHQ reads last year’s return, builds the document checklist, and asks each client only the questions that apply, branching as they answer. Most finish in minutes, and reminders keep going until the documents land.

Firms send the same bloated organizer to every client and get a fraction of it back. SignalsHQ reads last year’s return and asks each client only the questions that apply. Most finish in minutes.

✓

Organizer built from last year's return, not a template

✓

Clients answer 10–12 questions instead of 30 pages

✓

Reminders chase the missing documents on their own

✓

Your firm's branding on the client portal

Explore AI Intake →

02 · Workpapers

Let Clients Send a Shoebox.

Sorting, renaming and filing client uploads is unbilled work spread across email, a PDF annotator and a shared drive. SignalsHQ splits multi-document scans, matches each file to its checklist requirement by content rather than filename, and flags wrong-year and duplicate forms. Every figure carries its review state onto the leadsheet, so a preparer can see what has been checked.

Sorting and renaming client uploads is unbilled work. SignalsHQ splits multi-document scans, matches each file by content rather than filename, and flags wrong-year and duplicate forms.

✓

One scan of five forms becomes five filed documents

✓

Matched by content, so filenames stop mattering

✓

Wrong-year and duplicate forms flagged before review

✓

Tickmarks and annotation without a second PDF tool

Explore Workpapers →

03 · Extraction

The Forms That Break Everything Else.

Most extraction tools handle a W-2 and give up on a 40-page consolidated 1099 or a K-1 carrying K-3 footnotes. SignalsHQ reads every box, footnote and state-level detail, including scans that are crooked, faxed or handwritten, and puts structured figures on the leadsheet with no manual keying.

Most tools handle a W-2 and give up on a 40-page 1099 or a K-1 with K-3 footnotes. SignalsHQ reads every box and footnote, including crooked and handwritten scans, with no manual keying.

✓

K-1s with K-3 footnotes and per-state detail

✓

40-page consolidated 1099s broken out by schedule

✓

Schedule C drafted straight from an uploaded P&L

✓

95%+ accuracy on faxed, crooked and handwritten scans

Explore Extraction →

04 · Leadsheet

Every Number Knows Where It Came From.

Most firms still build the leadsheet by hand, and a partner only learns where a return stands at final review. SignalsHQ builds it from the first upload and recalculates as documents arrive on different days. Every figure drills down to the document that produced it, so a preparer can defend any number on a client call.

Most firms build the leadsheet by hand, so a partner only sees where a return stands at final review. SignalsHQ builds it from the first upload. Every figure drills down to the document behind it.

✓

Every figure drills through to its source document

✓

Builds from the first upload, not at final review

✓

Recalculates as documents arrive weeks apart

✓

Partners see every return's status in real time

Explore Leadsheet →

05 · Filing

The Last Place a Firm Still Retypes Everything.

Every figure has been read, checked and approved, and then someone opens Lacerte and keys it in again. The Filing Agent runs locally and enters approved data into the package your firm already licenses: Lacerte, ProConnect, UltraTax, CCH Axcess, ProSeries or Drake. It populates the return. Your firm still reviews, signs and transmits it.

Every figure is read, checked and approved. Then someone opens Lacerte and keys it in again. The Filing Agent runs locally and populates the return in the package you already license. Your firm still reviews, signs and transmits.

✓

Lacerte, UltraTax, CCH Axcess, ProConnect, ProSeries, Drake

✓

Runs locally, so data never crosses a third-party bridge

✓

Populates the return; your firm reviews and signs

✓

Every entry logged against its leadsheet figure

Explore Filing →

06 · Advisory · Beta

You Know How to Advise. Finding Who to Advise Is the Problem.

Partners rarely lack the expertise to deliver planning work. They lack the time to read 400 returns looking for who needs it. SignalsHQ scans the full client book against a strategy library your firm can edit, drafts the client outreach, and builds the deliverable report.

Partners rarely lack the expertise to do planning work. They lack the time to read 400 returns looking for who needs it. SignalsHQ scans the whole book, drafts the outreach and builds the report.

✓

Scans the whole client book, not just the largest files

✓

Opportunities ranked by estimated value

✓

Client outreach and questionnaire drafted for you

✓

Prep-for-call briefing so an associate can run it

Explore Advisory →

07 · Elan

Ask About This Client. Not Just the Code.

A general AI tool can quote §1202 back to you. It cannot tell you whether these shares qualify, because it has never seen the K-1. Elan reads the binder your firm already assembled and cites primary authority for every answer: IRS regulations, court rulings and state authorities only.

A general AI tool can quote §1202 back to you. It cannot tell you whether these shares qualify, because it has never seen the K-1. Elan reads your binder and cites primary authority for every answer.

✓

Answers grounded in this client's own binder

✓

IRS regulations, court rulings and state authorities only

✓

Client-ready memos with citations attached

✓

Flags what is still blocking a return from filing

Explore Elan →

See It Work

One Return, Start to Finish.

The whole chain on a real return, from the client’s first upload to the populated return in your tax software.

The whole chain on a real return, from first upload to a populated return.

Use Case

Focus on High-Value Client Outcomes.

↗

Take on more returns without hiring

The mechanical hours come out of every return, so the same team absorbs more volume. Firms report four or more hours back per return, which is where capacity comes from without adding headcount in a tight labour market.

The mechanical hours come out of every return, so the same team takes on more volume. Firms report four or more hours back per return, without adding headcount.

✓

Put your seniors back on review

Experienced preparers stop sorting uploads and keying K-1 boxes. They open a populated leadsheet with every figure traced to its source, and spend the time on judgment instead of transcription.

Experienced preparers stop sorting uploads and keying K-1 boxes. They open a populated leadsheet and spend the time on judgment instead of transcription.

◷

Start advisory conversations in October

The filed book is scanned for planning opportunities once extensions are out, ranked by value. Partners get a call list instead of a resolution to do more advisory next year.

Once extensions are out, the filed book is scanned and ranked by value. Partners get a call list, not a resolution to do more advisory next year.

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

80% faster first drafts. What used to take us two days is now done in two hours.

NT / Managing Partner

✓

Independently audited

SOC 2 Type II

🔒

Encrypted end to end

TLS 256-bit in transit & at rest

🔑

Your data stays yours

§7216 compliant

Never used to train models

📡

Continuously monitored

Quarterly scans & annual pen tests

See It Run on One of Your Returns.

Bring a real client file to the demo, ideally the messy one. Forty minutes, and you will see the binder, the leadsheet and the filing agent on your own documents.

Bring a real client file, ideally the messy one. In forty minutes you will see it run on your own documents.

Book a Demo →

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