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

Built for CPAs — Not for AI Hobbyists

Trained on millions of real tax documents across 1040, 1065, 1120, and 1120S filings. Understands tax logic, not just text extraction. Seamless integrations with Lacerte, UltraTax, ProConnect, and Drake — so your workflow stays intact.

Built for CPAs — Not for AI Hobbyists

Trained on millions of real tax documents across 1040, 1065, 1120, and 1120S filings. Understands tax logic, not just text extraction. Seamless integrations with Lacerte, UltraTax, ProConnect, and Drake — so your workflow stays intact.

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.

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