Every AI tool a tax professional needs
Eleven purpose-built workflows covering the full range of CPA work — from return review and research to planning, projections, and client communication.
Built for how tax professionals work
Each tool is a complete workflow — structured prompts, document parsing, and formatted output. No prompt engineering required.
Tax Return Review
Systematically flags potential issues, inconsistencies, and missed deductions before you sign off. A second set of AI eyes on every return.
Learn more →AI Tax Return Summary
Upload a completed return and get a plain-language client summary in seconds. Ideal for client-facing review meetings and year-end wrap-ups.
Learn more →Client Tax Organizer
Generate a customized organizer from a prior-year return. Clients get a document specific to their situation — not a generic checklist.
Learn more →AI Email Assistant
Draft professional client replies in seconds. Upload the original email, describe your intent, and get a response that matches the tax context.
Learn more →Tax Research Assistant
Ask any federal or state tax question and get a structured research response with source references — code sections, regulations, and guidance included.
Learn more →Tax Projections
Model multiple tax scenarios — S-Corp election, bonus timing, capital gains — and compare outcomes side by side. Turn what-ifs into client deliverables.
Learn more →Tax Plan Generator
Build a full written tax plan for a client based on their situation, goals, and uploaded documents. Includes strategies, projections, and CPA-ready language.
Learn more →Entity Selection Analysis
Compare sole proprietorship, LLC, S-Corp, and C-Corp structures for a client's specific situation. Get a full written comparison with tax implications.
Learn more →Social Media Calendar
Generate a month of tax-relevant social media content for your firm — LinkedIn posts, tax tips, deadline reminders — tailored to your practice areas.
Learn more →Tax Law Content Generator
Create authoritative tax law explainers, client education pieces, and firm newsletter content grounded in current code and regulations.
Learn more →Tax Software Import Assistant
Map financial data from P&L statements, bank exports, and bookkeeping files to the correct fields in your tax software. Reduce manual data entry errors.
Learn more →Different from general AI tools
Built specifically for tax work — not adapted from a general-purpose chatbot.
No integrations required
Upload PDFs and start working. No connections to your tax software, no API keys, no setup.
Purpose-built for tax
Every workflow understands tax terminology, IRC code sections, and professional output standards.
Structured deliverables
Get formatted output you can paste into workpapers, send to clients, or use directly in reports.
Works during filing season
Designed to handle your peak volume. Use any tool any time — no waitlists, no throttling.
Ready to put these tools to work?
Start a free trial today. All eleven tools included.