For Licensed CPAs & Enrolled Agents

Three AI experts.
Every return.

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.

51
State + Federal sources
3
Agents per case
<3 min
Full pipeline
100%
Cited findings
AI-TaxPlan — Case Analysis
Cases
Wilson, J. & M.
2024 · MFJ · Florida · $310K
Complete
Chen, Emily
2024 · Single · California
Awaiting docs
Martinez, Carlos
2024 · MFS · Texas
In progress
Wilson · MFJ · $310K AGI · FL ✓ 2m 47s
Inspector
QBI deduction overstated by $4,620 — W-2 wage cap not applied. Vehicle deduction lacks §274(d) mileage log.
§199A(b)(2) · §274(d)
Strategist
Solo 401(k) room unused — $46K deduction available, saving ~$14,720 federal tax. Cost seg on rental accelerates $28,200 depreciation.
§415(c) · §168(k)
Auditor
All findings confirmed. Audit risk: Moderate — vehicle flag is primary exposure.
Ask a follow-up question…
IRC-Cited Findings
50-State Knowledge Base
SOC 2 Ready
Co-Branded PDF Reports
Under 3 Min Per Analysis
Client Portal Included
Live Chat Q&A Per Case
IRC-Cited Findings
50-State Knowledge Base
SOC 2 Ready
Co-Branded PDF Reports
Under 3 Min Per Analysis
Client Portal Included
Live Chat Q&A Per Case
Meet the Agents

Three specialists. One chat thread.

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.

Upload
1040 · W-2 · 1099
01
Inspector
Compliance
~45 sec
02
Strategist
Planning
~60 sec
03
Auditor
Verification
~30 sec
Report
PDF + chat
01 · Runs first
Inspector
Compliance Review

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.

  • Schedule C / E / F cross-referenced against W-2s, 1099s, K-1s
  • QBI wage limitations, passive loss rules, at-risk limitations
  • State conformity: does CA/NY/TX follow federal treatment?
  • Substantiation thresholds for vehicles, home office, charitable gifts
You receive

A numbered findings list, each citing the exact IRC section. Severity tagged: Error · Warning · Opportunity.

02 · Reads Inspector first
Strategist
Tax Planning

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.

  • Entity structure: S-Corp election savings on SE tax
  • Retirement contribution room: Solo 401(k), SEP-IRA, DB plan
  • Cost segregation, §179, bonus depreciation on real property
  • Roth conversions, installment sales, income deferral timing
You receive

Prioritized strategies with savings estimates, legal authority, and effort rating: High / Medium / Low.

03 · Audits both agents
Auditor
Verification & Risk

Reads Inspector and Strategist side by side, recomputes every number, challenges every citation, and scores audit risk before your client sees a single word.

  • Recomputes SE tax savings, retirement deductions, QBI figures
  • Cross-checks IRC citations — flags superseded or amended rules
  • DIF score risk: vehicle + home office, Schedule C loss ratios
  • Challenged TC Memo and aggressive positions identified
You receive

Confirmed ✓ / Corrected ⚠ / Withdraw ✗ per finding, plus an overall audit-risk score: Low · Moderate · High.

Real output

This is what you see in the case chat.

One conversation thread. Three agents. Every finding on the record with a citation you can open.

📁 Wilson, J. & M. · 2024 · MFJ · $310K AGI · Florida
✓ Complete · 2m 47s
Inspector
0:00
Found 3 items requiring attention. (1) Schedule C vehicle deduction of $18,400 lacks mileage log documentation — full deduction at risk. (2) QBI deduction on $185K pass-through income: W-2 wage limitation not applied, overstated by $4,620. (3) No Form 8606 filed despite non-deductible IRA contribution in 2023.
§274(d)§199A(b)(2)(B)§408(o)
Strategist
1:02
Three opportunities at this income level: (1) Solo 401(k) — $46,000 employee + employer contribution room unused, saving ~$14,720 in federal tax. (2) Cost segregation on the rental property accelerates ~$28,200 in depreciation into 2024. (3) FL domicile established — no state income tax, no action needed.
§415(c)§168(k)Rev. Proc. 2023-34
Auditor
2:18
Inspector confirmed. Strategist item (2) corrected: cost segregation benefit is $28,200, not $38,000 — land value must be excluded. Solo 401(k) savings verified at $14,720. Audit risk: Moderate — Schedule C vehicle flag is the primary exposure. Recommend obtaining contemporaneous mileage log before filing.
You
Can we still fix the QBI deduction and file on time?
Inspector
2:52
Yes. If the original hasn't been filed, correct Schedule QBI before submission. Additional tax owed: ~$1,710. If already filed, use Form 1040-X. Recommend filing an extension to also resolve the vehicle documentation issue before taking the deduction.
§199A(b)(2)(B)(ii)Rev. Proc. 2019-38
How It Works

From upload to delivery in under three minutes.

The pipeline runs fully automatically. You step in only when you want to ask a question or push back on a finding.

01
30 seconds

Add the client

Enter name, filing status, tax year, and resident state. The system loads the right federal and state ruleset automatically — all 51 jurisdictions covered.

02
Auto-classified

Upload documents

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.

03
Fully automated

Pipeline runs

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.

04
AI-routed

Ask anything

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.

05
One click

Deliver the report

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.

Everything Included

Built for how CPAs actually work.

No feature is an add-on. Every plan includes the complete platform.

51-jurisdiction knowledge base

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.

51
Jurisdictions
70+
Source documents
Daily
Auto-sync

Co-branded PDF reports

Upload your firm logo. Every report is generated with your branding, your name, and a full findings summary clients can actually read. One click.

Client portal & e-signing

Share strategies directly with clients via a secure portal. Clients can message back, upload documents, and e-sign engagement letters — no third-party tools needed.

Website chat widget

Embed a lead-gen chat on your firm's website. Prospects describe their situation, get a strategy teaser, and drop into your intake queue automatically.

Multi-format CSV import

Import client lists directly from Drake Tax, ProConnect, Lacerte, or a standard CSV. Format auto-detected. No column mapping needed for supported formats.

7-year audit log & compliance trail

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. Nothing is ever deleted — retention is guaranteed for the life of your plan.

See It In Action

Watch a full analysis — start to report.

A real case, three agents, under three minutes.

Demo video — coming soon
Pricing

Built for every practice size.

All plans include all three agents, the full 51-jurisdiction knowledge base, PDF reports, and the client portal. No feature tiers.

Solo CPA
Starter
$140/mo
For individual practitioners ready to add AI to every client engagement.
  • 1 seat
  • Up to 25 clients
  • 50 analyses / month
  • All 3 agents
  • Co-branded PDF reports
  • Client portal & e-signing
  • Website chat widget
Get started
Enterprise
Pro
$400/mo
For larger firms with high volume, compliance needs, and long-term retention.
  • 20 seats
  • Up to 500 clients
  • 1,000 analyses / month
  • Everything in Growth
  • 3-year data retention
  • DPA & compliance docs
  • Dedicated onboarding
Get started
Get Started Today

Stop missing what your
clients are paying you to find.

Plans start at $140/mo. Set up in minutes. Every finding cited to the IRS code — so you can defend every recommendation you deliver.

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