From notice resolution to proactive advisory. Automate tax intelligence, run virtual CFO engagements, and let AI prepare your morning briefing — all in one platform.
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< 30s
Notice processed end-to-end
6
AI intelligence layers
455+
Trained IRS & state forms
51
Jurisdictions covered
Notice processing, virtual CFO engagements, structured review workflows, and an AI advisory agent — integrated and ready.
AI processes any IRS or state notice in under 30 seconds. 455+ trained forms, automatic risk scoring, deadline extraction, and drafted response letters.
Get startedEverything you need to run proactive advisory engagements across your entire client base — from cash forecasting to opportunity tracking.
13-week rolling forecasts built from live QuickBooks/Xero data. Scenario modeling and cash event tracking.
Real-time variance analysis with configurable thresholds. Alerts trigger when clients drift off-budget.
Safe-harbor analysis, payment schedules, and underpayment penalty projections — automatically calculated.
Tax-savings strategies, depreciation planning, and retirement contribution optimization for each client.
Multi-severity alert engine monitors book quality, data freshness, cash position, and compliance deadlines.
Track advisory opportunities from detection through proposal, acceptance, and realized value — proving your ROI.
Structured monthly/quarterly cadence with auto-generated agendas, action tracking, and recap distribution.
Branded client-facing portal with financial snapshots, review recaps, action items, and consent management.
Cross-client prioritized queue of overdue action items, upcoming reviews, and triggered alerts. Never miss a follow-up.
Automated daily scans generate agendas, surface critical alerts, and compile activity digests — so every advisor starts the day informed and ready.
Scans upcoming reviews. Generates LLM-powered agendas from live financial data, alerts, and pending action items.
Identifies critical and high-severity alerts across all clients. Creates escalation drafts grouped by client.
Summarizes last 24 hours: new alerts, completed actions, opportunities, overdue items, and today's schedule.
Trigger follow-up drafts, opportunity scans, and data quality checks from the workbench anytime.
Every notice flows through six automated stages. Your team reviews and approves — the AI handles the rest.
Upload any notice — PDF, scan, or image
455+ forms across 51 jurisdictions
Every field, amount, and deadline
AI risk score 1-10 with action plan
5-tier routing to the right team
Auto-draft responses and track SLAs
Every document and every client passes through a multi-layer AI stack — adding context, analysis, and actionable insight.
State Detection → Agency ID → Field Extraction → Validation. 455+ trained forms, 99%+ accuracy.
AI scores each notice 1-10 with recommended actions, key concerns, and estimated timelines.
Penalty abatement, dispute letters, payment plans — multi-tone professional drafting, automated.
Ask complex tax questions in plain English. Answers grounded in IRC, IRS pubs, and state regs.
Deterministic rules plus AI reasonableness checks. Catches math errors and IRS red flags before you file.
Cash forecasting, budget variance, estimate planning, and opportunity detection across your client base.
Every intelligence layer, every workflow, every piece of data — accessible through a REST API. Build custom integrations or embed tax intelligence into your own product.
...and 23 more products in the Marketplace
Your clients' data deserves the same protection you'd expect from a vault.
PII encrypted at rest with AES-256-GCM. Blind indexes for searchable encrypted fields.
15 configurable permissions across Admin, Manager, Staff, and Client roles.
Hash-chained audit log with timestamps, user IDs, and IP addresses. Tamper-proof.
Per-client data use consent with approval gates on every AI-generated deliverable.
Start free. Upgrade when you're ready. Every plan includes a 14-day Professional trial.
Try every AI capability with your first few clients.
For growing firms ready to scale with AI.
For multi-office firms that need everything.
Notice intelligence. Virtual CFO engagements. An AI agent that prepares your morning briefing. Join the firms that turned tax pain into advisory revenue.
No credit card required · Set up in under 5 minutes