A notice arrives. Within 1.4 seconds Taxara identifies the form type, the issuing authority, the tax periods affected, and the urgency tier — across 380+ federal and state notice taxonomies.
Every figure on the page is parsed, structured, and reconciled — penalties, interest, proposed adjustments, deadlines, taxpayer identifiers — with field-level confidence scores you can audit.
Cross-references the notice against 10,000+ tax code citations, the firm's prior responses, and the client's ledger. Produces a recommended strategy and the risks of each alternative.
Drafts the response letter in the firm's voice, files supporting documentation, schedules the deadline, briefs the client. The advisor reviews. The work is already done.
Cash forecasts. Quarterly estimates. Year-end projections. Budget variance. Fifteen partner-branded deliverables, generated from your client’s books, signed in your name.
Your competitors send 1099s. You send Goldman-grade analysis.
“Cash position remains healthy through Q1 with a projected low of $1.18M in week 7 driven by the Q1 estimated tax payment. Recommend funding the gap from the line of credit rather than draws — preserves owner basis ahead of the Q3 distribution event.”
Every taxpayer identifier encrypted at rest with blind indexes for search.
Cryptographic audit trail. Tamper-proof. SOC 2 ready.
Granular RBAC across four roles. PII access is logged, every read.
A REST surface area Stripe would respect. Full webhook event bus.