Product Demonstration

You are invited to see a presentation that will forever change your industry!

What Will the Demos Cover?


AI Client Assistant

Our GPT-4 empowered assistant conducts new client interview and onboarding, answers client’s tax and financial planning questions, provide tax and financial advice and 24/7 client support.

tax ai chatbot benefits
screenshot of a tax questionaire in software


AI Financial Planner

Tax advice and financial planning are no longer the high billing services offered only to the high net worth individuals. Let our AI tax planner do most of the leg work and generate planning reports. All you need to do is to review and present to your clients!


Tax Research Tool

Inexpensive access to the latest state and federal tax information. Easy to use. Comprehensive results. Search by keyword, publication, citation, and more.

search by keywords, questions, or citation screenshot mockup of software

Sign Up for an Upcoming Demo

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

July 2024
August 2024
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See Firsthand How an AI Assistant
Can Transform Your Business!