We are excited to unveil a series of powerful updates designed to elevate your tax research, analysis, and strategy planning. These enhancements will streamline your workflow, improve accuracy, and unlock new levels of efficiency for tax professionals.
Introducing the Latest Version of Our AI Tax Research Tool!
We are thrilled to announce the newest release of our AI-powered tax research tool! This latest version is designed to deliver faster, more accurate, and comprehensive tax research capabilities, empowering tax professionals with the most up-to-date federal and state tax data.
Key Enhancements:
- Expanded Primary Tax Data: Stay ahead with the most current federal and state tax information, ensuring compliance and accuracy.
- Enhanced Citation Coverage: Now includes precise references to:
- Internal Revenue Code (IRC) sections
- Treasury Regulations
- Revenue Procedures
- IRS Notices and Announcements
- Private Letter Rulings (PLRs)
- Technical Advice Memorandums (TAMs)
- Chief Counsel Advice (CCAs)
- Tax Court Cases
- IRS Forms and Publications
- Comprehensive state tax codes and state tax agency guidance
Our commitment to innovation ensures that tax professionals can streamline research, improve efficiency, and provide accurate guidance with confidence. This update represents another step in our mission to revolutionize tax research with cutting-edge AI technology.
Introducing Our AI-Powered Tax Return Analysis Tool
Additionally, we’ve recently released an AI-powered tax return analysis tool. Built upon the most advanced OCR technology and Claude 3.7 with a thinking model, this innovative tool quickly generates a comprehensive tax return analysis report. Simply upload a personal tax return, and within minutes you’ll receive a detailed tax summary complemented by easy-to-understand graphics and insightful tax return observation notes.
Introducing Our AI-Powered Tax Strategy Tool
Last but not least, we also released our latest AI-powered tax strategy tool. Built upon the highest reasoning model o1 and trained with our 60 proprietary tax strategies, this tool is updated quarterly—a necessity in today’s landscape of uncertain tax policies.
Simply describe your client’s tax situation and wait to see a list of tax strategies generated by our AI agent, along with the potential tax savings.
Access All These Powerful Tools for Just $99/month!
We understand that AI technology, especially in tax planning, is still emerging for many tax professionals. That’s why we’re offering a low-risk, flexible subscription plan to ensure you can easily explore and benefit from these cutting-edge tools.
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What’s Next on Our Roadmap
We’re excited to announce our upcoming release, the AI Tax Planning Agent! This cutting-edge tool, named Paul, will consolidate your tax return and tax planning workflows. Paul is designed to guide you through the input process, create a personalized tax plan, follow up with you, clearly outline potential tax savings, and detail actionable next steps. We’re delighted to introduce Paul to our tax community in early May!
Try the latest version today and experience the future of tax research!