Tax Software Integration
AI-powered tax preparation and review
Combinely integrates with your existing tax software to automate preparation, catch errors, and provide intelligent research support.
Tax Prep Workflows
Automate the tedious work
Extract client data, map values to schedules, and cross-check totals automatically.
Data extraction
Automatically extract and categorize income from K-1s, 1099s, and other forms.
Schedule mapping
Intelligently map extracted data to the correct tax schedules and forms.
Cross-verification
Flag discrepancies and verify calculations across all schedules before filing.
Tax Return Review
Catch errors before they become problems
AI-powered review that catches 75% of common errors and flags optimization opportunities.
Error detection
Identifies calculation errors, inconsistencies, and missed deductions automatically.
Optimization alerts
Flags missed opportunities for tax savings and planning improvements.
Manager review
Reduces manager review time by ~50% with detailed analysis and recommendations.
Tax Research & Client Support
Instant tax opinions and client answers
Draft comprehensive tax opinions and client responses using trusted sources and full context.
Tax opinions
Generate detailed tax opinions for client queries using authoritative sources.
Client responses
Draft professional client communications that explain tax positions and implications.
Research support
Access curated tax research and precedent documentation in seconds.
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?
Certified & Compliant
Security and compliance built in.
SOC 2 Type II
Certified compliance with rigorous security standards that gives clients confidence in how we build and run our platform.
No AI Training
Your data is never used to train or fine-tune any AI models. What you share stays yours, always.
GDPR Compliant
We operate under GDPR - the world's strictest standard for data privacy - protecting every client file and engagement.
