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"Research used to be a black hole. Now, I just type the question and get a citable IRS answer in seconds."

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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."

Tax Manager

Sama Tributa

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

Managing Partner

Northbridge Tax Advisory

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Secure Conversations. Smarter Tax Strategies.

Built on industry-leading standards to keep your clients’ data safe and your firm audit-ready.

Find more

End-to-end Encryption

SOC 2 Type II

Monitoring Systems

24/7 intrusion detection
Quarterly scans & annual pen tests

Access Control

Multi‑Factor Authentication & Role‑based permissions

Regulation Compliant

TLS 256‑bit in transit & at rest

Secure Conversations. Smarter Tax Strategies.

Built on industry-leading standards to keep your clients’ data safe and your firm audit-ready.

Find more

End-to-end Encryption

SOC 2 Type II

Monitoring Systems

24/7 intrusion detection

Quarterly scans & annual pen tests

Access Control

Multi‑Factor Authentication & Role‑based permissions

Regulation Compliant

TLS 256‑bit in transit & at rest

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Get hands-on with AI-powered tax automation today.

Start Free. No Credit Card Required.

Start 15-day Free Trial

Get hands-on with AI-powered tax automation today.

Start Free. No Credit Card Required.

Start 15-day Free Trial

Get hands-on with AI-powered tax automation today.

Start Free. No Credit Card Required.

Start 15-day Free Trial

Get hands-on with AI-powered tax automation today.

Start Free. No Credit Card Required.

Start 15-day Free Trial

Customer Stories

Trusted by firms across the board

Knowledge Hub

Get instant access to high quality CPA resources.

2026 Tax Strategies Workbook
2026 Tax Strategies Workbook
2026 Tax Strategies Workbook

An interactive playbook of 2026 tax strategies with a client-ready advisory questionnaire, filer classifications, code citations, common errors, and planning checklists for individuals and small businesses.

Oct 15, 2025

2025–2028 Tax Strategy Guide for Individuals and Owners
2025–2028 Tax Strategy Guide for Individuals and Owners
2025–2028 Tax Strategy Guide for Individuals and Owners

An actionable playbook of tax strategies for 2025–2028 — covering quick wins, a multi‑year roadmap, and tailored tactics for W‑2 earners, freelancers, S corp/partnership owners, investors, retirees, and families.

Oct 15, 2025

2026 Individual IRS Inflation Adjustments Guide
2026 Individual IRS Inflation Adjustments Guide
2026 Individual IRS Inflation Adjustments Guide

A comprehensive guide to the IRS's finalized 2026 inflation adjustments for individual Form 1040 filers — covering standard deductions, tax brackets, capital gains threshol

Oct 15, 2025

2025 Federal Tax Updates for CPA Firms
2025 Federal Tax Updates for CPA Firms
2025 Federal Tax Updates for CPA Firms

A complete 2025 individual tax preparation guide designed for CPA firms — covering key filing dates, document checklists, and extension rules to help clients get ready early and stay compliant.

Oct 10, 2025

2025 Individual Tax Updates for CPA Firms
2025 Individual Tax Updates for CPA Firms
2025 Individual Tax Updates for CPA Firms

A concise summary of 2025 individual tax law changes — from higher deductions and credits to new temporary reliefs — built to help CPA firms guide clients through the new filing landscape.

Oct 10, 2025

2026 Tax Compliance Calendar for CPA Firms
2026 Tax Compliance Calendar for CPA Firms
2026 Tax Compliance Calendar for CPA Firms

A complete 2026 tax deadline calendar designed for CPA firms — covering all key IRS, state, and estimated tax dates for individuals, businesses, and entities.

Oct 9, 2025