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What Will the Demos Cover?

AI Tax Research

Quickly find accurate, up-to-date answers to complex tax questions.

AI Tax Planning

Discover strategies tailored specifically to your clients’ financial situations and engage your assistant for year round tax advisory.

Real-Life Demonstrations

Watch as we:

  • Analyze actual tax returns to reveal hidden opportunities and risks.
  • Generate personalized tax planning strategies based on real-world scenarios.
  • Conduct tax research on real tax questions

Interactive Q&A Session

Have specific questions or unique scenarios? Our experts are ready to answer your queries during a live Q&A session, ensuring you get personalized insights to understand how our AI tools can meet your firm’s particular needs.

Join a Demo

You will also have an opportunity to receive early access to the AI products.
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