Upload a tax return. Inspector, Strategist, and Auditor run in sequence — each reading the last — inside one live case chat. Every finding cited to the IRC or state DOR.
Each agent reads the previous agent's full output before writing a word. Inspector flags. Strategist monetizes. Auditor defends. Every claim backed by a citation you can trace.
Reads the return line by line against the IRC, Treasury regulations, IRS publications, and your state's DOR rulebook. Treats every silence as a potential flag.
A numbered findings list, each citing the exact IRC section. Severity tagged: Error · Warning · Opportunity.
Takes Inspector's compliance record and the full financial profile, then surfaces every legitimate planning opportunity — with a dollar estimate. Every strategy cited; nothing invented.
Prioritized strategies with savings estimates, legal authority, and effort rating: High / Medium / Low.
Reads Inspector and Strategist side by side, recomputes every number, challenges every citation, and scores audit risk before your client sees a single word.
Confirmed ✓ / Corrected ⚠ / Withdraw ✗ per finding, plus an overall audit-risk score: Low · Moderate · High.
One conversation thread. Three agents. Every finding on the record with a citation you can open.
The pipeline runs fully automatically. You step in only when you want to ask a question or push back on a finding.
Enter name, filing status, tax year, and resident state. The system loads the right federal and state ruleset automatically — all 51 jurisdictions covered.
Drop any mix of PDFs and images — 1040s, W-2s, 1099s, K-1s, schedules, letters. Auto-classified by type. OCR handles scanned documents up to 25 MB each.
Inspector → Strategist → Auditor fire in sequence. Watch each agent stream its analysis live in the case chat. No waiting — you see every finding as it's written.
Type a follow-up question in the same thread. The right agent responds — with citations. "Can we still use the home office deduction?" gets a direct answer, on the record.
Generate a co-branded PDF with your firm's logo, the full strategy summary, all findings, and the audit risk score. Share a secure link with your client or send via the client portal. The full audit log is attached for compliance.
No feature is an add-on. Every plan includes the complete platform.
All 50 states plus DC. Federal: 16 IRS publications, the full IRC, Treasury regulations. State: DOR rulings, conformity charts, residency rules. Updated and re-synced daily. Every chunk vectorized for semantic retrieval — agents don't guess, they cite.
Price-on-value proposals with live ROI framing ("4× first-year return"), engagement letters, e-signatures on the client portal, and one-time or recurring invoices — the whole engagement closes inside the platform.
Clients toggle strategies and watch their tax bill drop live, read plain-English explainers, upload against document checklists that chase themselves, e-sign, refer friends, and leave testimonials. English & Español.
Pipeline kanban, drip campaigns with open/click branching, a website lead-gen chat widget, a public booking page, tasks, meetings — and one click turns a lead into a live tax analysis.
Tax projections drive estimated-payment reminders (to you and, opt-in, your clients). Annual reviews draft themselves every January. Documents get chased, retainers re-invoice, and a daily digest lands in your inbox. Plus webhooks and a read-only API for Zapier.
Every agent run, every CPA action, every client interaction is logged with a timestamp and user attribution. The audit log satisfies IRS record-keeping requirements and gives you a defensible paper trail for every recommendation you deliver. Your data is retained for the life of your plan and securely deleted afterward per our Privacy Policy.
A real case, three agents, under three minutes.
Free to try. Set up in minutes. Every finding cited to the IRS code — so you can defend every recommendation you deliver.
Get started free →No credit card required · Licensed CPAs & EAs only