Custom AI automations designed for the daily challenges tax preparers face. Stop doing manually what AI can handle.
AI organizes uploaded documents by type, extracts key figures, flags missing forms based on prior-year returns, and presents a prepared workspace for the tax preparer.
AI identifies clients needing extensions based on preparation status, tracks filing confirmations, and generates a dashboard of extended return deadlines for the fall.
AI sends personalized questionnaires based on each client's return type, tracks completions, sends follow-ups to non-responders, and flags new tax situations for preparer attention.
These are just examples. If you're a tax preparer with a repetitive process that's eating your time, we can probably automate it.
