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Tax Assist Solo
Perfect for individual practitioners
$1,000Save 50%
$2,000- AI Tax Q&A
- Tax Code Search
- Email Support
- Mobile Access
- Federal & SALT Coverage
- Conversation History
Most Popular
Tax Assist Team
Ideal for multi-member tax firms
$1,750Save 50%
$3,500Users:
2
- Everything in Solo Firm
- Team Collaboration
- Priority Email Support
Neural
Ideal for growing tax firms
CustomContact for pricing
- Conversation client data intake
- Automated form extraction
- AI client insights
- Secure data management & control
- & more
Get hands-on with AI-powered tax automation today.
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Customer Stories
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 ManagerSama Tributa
"80% faster first drafts. What used to take us two days is now done in two hours."
Managing PartnerNorthbridge 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