Empowering Tax Professionals with Industry Specific AI Solutions

Research and drafting in minutes. Secure, source-backed, and designed for accounting firms ready to move forward.
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Research

Get the right answer, right away

Ask any federal or state tax question in plain English and get instant, citation-backed answers that link straight to code or regulations.

Drafting

Create polished drafts in seconds

Generate memos, client emails and regulatory responses automatically, ready for your team to review and finalize in your firm’s voice.

Trust

Keep client data safe

Your data stays private and encrypted and is never used to train public models, giving you confidence to adopt AI securely.

Projects

AI that understands the context

Upload client docs and add project context so your assistant remembers the facts and keeps responses relevant across the engagement.

Future-Ready Practice

Stay ahead of the curve by bringing secure, professional-grade AI into your workflow now, not later.

More Time for Strategy

Spend less time chasing answers and more time delivering high-value planning and advisory work without adding headcount.

A Better Client Experience

Provide faster answers, clearer guidance, and more proactive insights to your clients.
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