Powering Tax Experts.
Fueling Firm Growth.
Smart Automation Built for Scaling Tax Firms
Cut research and preparation hours with AI-driven automation.
One reliable layer for authoritative answers, automated intake and extraction, and streamlined prep to help your firm cut busy-season grind and redirect time to advisory.
Product
Everything You Wish Tax Software Could Do
Instant, reliable answers to your tax questions.
Clear, citable answers backed by laws and court rulings.
- Direct IRS citations & references
- Federal & SALT coverage for comprehensive advisory
Client Data in One Place.
Centralized. Searchable. Always current.
- AI document intake & extraction
- 360° client overview at your fingertips
Strategy That Pays Off.
Deliver proactive advice without the manual grind.
- Nexus study
- Advisory-ready reporting
- Multi-entity (1040, 1065, 1120-S) support
First Pass Returns? Already Done.
Cut prep time by 70%.
- AI reclassification with audit trail
- Works with your existing tool stack
- Individual & Corporation ready
Focus on high-value client outcomes.
Always Current on Tax Rules
Delivers the latest updates across SALT and Federal taxes directly in your workflow.
Turn Raw Data into Insight
Uses AI to locate, organize, and surface client insights hidden in client documents.
Surface Savings & Risks
Analyze your client data to unlock opportunities and spot risks proactively.
Complex Advisory Ready
Automates nexus studies, maps P&L, and handles K-1s for complex pass-through entities with accuracy.
Get hands-on with AI-powered tax automation today.
Start Free. No Credit Card Required.
Trusted by firms across the board
"Research used to be a black hole. Now, I just type the question and get a citable IRS answer in seconds."
Tax Manager
Sama Tributa
"80% faster first drafts. What used to take us two days is now done in two hours."
Managing Partner
Northbridge Tax Advisory
Secure Conversations. Smarter Tax Strategies.
Built on industry-leading standards to keep your clients' data safe and your firm audit-ready.
Find moreEnd-to-end Encryption
SOC 2 Type II
Monitoring Systems
24/7 intrusion detection
Quarterly scans & annual pen tests
Access Control
Multi-Factor Authentication & Role-based permissions
Regulation Compliant
TLS 256-bit in transit & at rest