Log in Sign Up Now

Insightful Tax Return Analysis

Advanced computer vision scans personal tax returns with unmatched precision. Our LLM-powered agentic workflow then transforms that data into a clear visual tax summary, dynamic data visualizations, and expert-level observation notes—delivering actionable insights through our Ai Tax Planning Tool at a glance.

Security You Can Trust

We do not store any tax return data in a database or in the cloud. Uploaded documents are securely processed through our AI models and automatically purged immediately after the report is generated. To protect sensitive information, we’ve implemented automatic PII redaction, ensuring all personally identifiable information is removed before any data reaches our AI models. We are proud to be SOC 2 Type I compliant, reflecting our commitment to maintaining the highest standards of data security and privacy.

In-depth and Personalized Tax Strategies

Based on your client’s uploaded tax returns and intake form, our high-reasoning AI models generate an in-depth, personalized tax plan—complete with actionable strategies, step-by-step implementation guidance, detailed tax savings calculations, relevant citations, and risk assessments with de-risking recommendations.

Proactive, year round Tax Planning and Advice

Your AI Assistant retains the memory of your client’s tax information and is continuously trained on the most current tax strategies—making it your trusted partner for delivering proactive, personalized tax advice all year round

Try the AI Tax Assistant for FREE!

Sign up for a free, 7-day trial. No credit card required.
Create Your Account