Pricing
Simple Subscription to Scale your Practice
Tax Assist
AI-powered tax research and Q&A that gives you IRS-cited answers in seconds.
- ✓Instant tax research with direct IRS citations
- ✓Federal & SALT coverage across all 50 states
- ✓Court ruling references
- ✓Context-aware answers
- ✓Natural language queries
- ✓Exportable memos
Client Organizer
Automated document intake and extraction that turns stacks of PDFs into structured, searchable client data.
- ✓AI document intake; drag, drop, done
- ✓K-1, 1099s, W-2 auto-extraction with 95%+ accuracy
- ✓Automated binders
- ✓360° client overview
- ✓Smart categorization
- ✓Audit-ready trail
Client Review
Proactive advisory insights that surface tax savings, flag risks, and generate strategy.
- ✓Current-year category rollups
- ✓Comprehensive schedule summaries
- ✓Multi-entity support; 1040, 1065, 1120-S
- ✓Auto-Generated Workpapers
- ✓Anomaly alerts across client binder
- ✓AI-drafted returns; 70% faster prep
All plans include SOC 2 Type II compliance, E2E encryption, and dedicated onboarding.
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
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
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Access Control
Multi‑Factor Authentication
Role‑based permissions
Role‑based permissions
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Regulation Compliant
TLS 256‑bit in transit & at rest