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.
Upload your firm logo. Every report is generated with your branding, your name, and a full findings summary clients can actually read. One click.
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.
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.
Import client lists directly from Drake Tax, ProConnect, Lacerte, or a standard CSV. Format auto-detected. No column mapping needed for supported formats.
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.
A real case, three agents, under three minutes.
All plans include all three agents, the full 51-jurisdiction knowledge base, PDF reports, and the client portal. No feature tiers.
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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