Your AI Team for
Tax & Compliance
Autonomous AI agents that research tax code, monitor regulatory updates, and handle client communications—so you can focus on strategic advisory work.
Active Agents
Tax Research Agent
ActiveResearching IRC §199A deduction limits for pass-through entities
Compliance Monitor
MonitoringTracking new FASB updates and state tax nexus changes
Client Communications
CompleteDrafted Q1 tax estimate letters for 12 clients
Built for Modern CPA Firms
Stop spending hours on research and routine tasks. Deploy specialized AI agents that work autonomously on the tasks that drain your billable time.
Tax Code Research
AI agents search IRC sections, revenue rulings, and case law in seconds. Get authoritative answers with source citations, not guesswork.
Regulatory Updates
Never miss critical changes. Agents monitor IRS notices, FASB updates, and state tax law modifications—delivering only what matters to your clients.
Document Intelligence
Upload K-1s, 1099s, or financial statements. Agents extract key data, flag anomalies, and prepare working papers—cutting prep time by 70%.
Smart Client Letters
Draft engagement letters, tax projection memos, and advisory emails in your firm's voice. Agents learn your style and ensure consistent quality.
Audit Procedures
Generate testing samples, prepare PBCs, and cross-reference supporting documentation. Agents handle the tedious work while you focus on risk assessment.
Firm-Wide Knowledge
Agents learn from your entire team's work. Junior staff get senior-level guidance. Partners maintain oversight without micromanaging.
Ready to Reclaim Your Time?
Join forward-thinking CPA firms using AI agents to deliver better client service while reducing burnout. Start your 14-day trial—no credit card required.