Upload a tax return. Inspector checks compliance. Strategist finds planning opportunities. Auditor audits the audit. All inside one chat — with citations to IRC, IRS pubs, and state DOR rulings.
Each agent works in sequence inside the same case chat — so you see their reasoning side by side and can challenge any of them in real time.
Reviews the return against the Internal Revenue Code, Treasury regulations, IRS publications, and state DOR rules. Flags errors, missing forms, missed deductions — every claim cited.
Recommends planning moves with dollar-savings estimates: entity structure, retirement, depreciation, timing, multi-state arbitrage. Cites the authority for each strategy.
Critiques Inspector and Strategist. Recomputes math, challenges weak citations, and flags audit-trigger patterns before your client gets a notice.
Drop the 1040, schedules, W-2s, 1099s, K-1s. Auto-classified. OCR for scanned PDFs.
Inspector → Strategist → Auditor run in sequence inside one chat thread.
Ask follow-ups. The right agent responds, with citations.
Co-branded PDF report with your firm's logo. Audit log attached.
Start free. Upgrade when you're ready. Cancel anytime.
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Invite-only beta for licensed CPAs and Enrolled Agents.
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