AI Tax Automation

for CPA Firms

Automate document intake, preparation, review, and filing — end to end. Let your team focus on clients while AI handles the paperwork.

300M+ Transactions Analyzed

ISO Certified

SOC 2 Type II Certified

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End-to-End Tax Workflow Automation

AI handles the busywork from the first document upload to final e-file — so your team can focus on review and strategy.

1 Smart Document Intake

Secure uploads. AI classifies and extracts data — no renaming or manual entry.

2 Auto-Preparation of Tax Papers

Draft returns generated automatically from client docs and ledgers.

3 Review & Collaboration

Dashboard for status tracking, comments, and team approvals.

4 Filing & Sign-Off

Returns formatted for e-file, with client sign-off collected digitally.

Why CPA Firms Choose Our AI Tax Software

Save up to 70% of manual hours

Zero data entry

AI maps every figure automatically

Audit-grade

accuracy from day one

Handle 10× more clients without extra staff

Save up to 70% of manual hours

Zero data entry

AI maps every figure automatically

Handle 10× more clients without extra staff

Audit-grade

accuracy from day one

Enterprise-Grade Security

SOC 2 Type II and ISO 27001 certified. Full encryption in transit and at rest. Comprehensive audit trails for every client and preparer. Your firm’s data — protected at every step.

AI That Works for Every Tax Type

Individual Returns (1040s)

AI matches and fills data from W-2s, 1099s, and brokerage statements — even complex, high-net-worth clients.

Business Returns (1065, 1120, 1120S)

Upload trial balances and ledgers — AI prepares reconciled drafts ready for review.

From Chaos to Clarity — Instantly

A live dashboard tracks every client’s progress: uploaded docs, pending signatures, and review status. Get total visibility across preparers and entities — no spreadsheets, no surprises.

From Chaos to Clarity — Instantly

A live dashboard tracks every client’s progress: uploaded docs, pending signatures, and review status. Get total visibility across preparers and entities — no spreadsheets, no surprises.