AI Co-Worker
for Tax Teams.
An AI coworker that handles tax prep, reviews returns and answers complex tax questions - in Microsoft Office.
Team from
Platform
Augment your work inside Microsoft Office
AI Tax Return Review
Reviews complex tax returns before manager review and catches up to 75% of common errors. Flags inconsistencies, calculation issues, and missed optimization opportunities across all schedules, cutting manager review time per return by ~50% and reducing late rework during peak season.
Fixed asset schedule shows $12,800. Verify correct amount.
Tax Prep Workflows
Automates tax prep from source to return. Extracts Client data (K-1s, 1099 and more), maps values to the right schedules, and cross-checks totals across forms - cutting manual entry by ~70% and reducing late-stage rework during peak season.
Tax Research & Client Questions
Drafts tax opinions for client queries using trusted sources and client context, reducing partner email volume while keeping full control over the final advice.
Can we claim R&D tax credits for wages paid to our AI engineering team this year?
Security
Built for trust
Enterprise-grade protection with industry-leading security standards. Your client data deserves nothing less.
SOC 2 Type II
Certified compliance with rigorous security standards
Trusted Data Storage
Flexible storage options matching your data sensitivity and compliance needs
No AI Training
Your data is never used to train or fine-tune any AI models
Strict Access Controls
Every access request is verified and logged with controlled permissions
Get Access
Unlock Professional Class AI for Your Firm
Join leading accounting firms building the future of tax work. We partner long-term with firms committed to AI-driven excellence.