Ask About This Client. Not Just the Code.
Elan
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 has.
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All modules
The Problem
Two Tabs, Neither of Them Right.
Research tools know the code but not your client. Your client file knows the facts but cannot reason about them. So a preparer reads a regulation in one window, the K-1 in another, and does the joining by hand — which is the part that takes the time and carries the risk.
What Elan reads
3
source types only: IRS regulations, court rulings, state authorities
0
blogs, forums or summarised secondary commentary
In Practice
Three Questions a Preparer Actually Asks.
Question 1
A Question About This Client’s Facts.
Elan reads the binder your firm already assembled. It answers on the client’s documents, and it says when the documents do not support an answer rather than filling the gap.
Question 2
A Question About What Changed.
Year-over-year comparisons in plain language, drawn from both returns rather than a report you have to configure. Useful when a client asks why their bill moved and you have ninety seconds to answer.
Question 3
A Question About Whether You Can File.
Elan checks the return against what is still outstanding and tells you what is blocking it. This is the question that decides whether a return moves today or sits another week.
Capabilities
What Elan Can Do From Any Screen.
Primary authority only
IRS regulations, court rulings and state authorities. No blogs, no forums, no summarised commentary from unknown sources.
Grounded in the binder
Answers reference the client’s actual documents, and say so when the documents do not support a conclusion.
Year-over-year reasoning
Comparisons across filed returns in plain language, without configuring a report first.
Client-ready memos
Drafts a memo with facts, advice and citations attached, in a form you can send after review.
Federal and SALT
State authorities across all 50 states, alongside federal, rather than federal-only with state as an afterthought.
Filing-readiness checks
Names what is still blocking a return, tied to the specific document or leadsheet line.
What Firms Ask First
Does client data train the model?
No. Return data stays inside your firm’s tenancy and is never used for training. Elan reads your binder to answer your question, and that is where it ends.
What if it is wrong?
Every answer carries its citations and the documents it relied on, so it can be checked rather than trusted. Elan is a research assistant, not a signer.
Where does it sit in the workflow?
Everywhere. Elan is a layer over the whole lifecycle rather than a step in it, so the same question can be asked at intake, mid-review, or on a call in July.
Ask Elan something only your file would know.
Bring a real client question to the call, ideally one that needed two tabs and twenty minutes last season.
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