22 integrated modules that replace your entire tech stack — each one powered by AI that actually understands tax. Starting at $49/mo flat.
Upload any tax document — W-2, 1099, K-1 — and AI extracts every field in seconds. 5-layer validation pipeline with 180+ form type support.
Attach any client to a chat and ask in plain English. AI knows their W-2 income, filing status, dependents — and searches IRS.gov in real time for sourced answers.
Cross-form rule engine checks every document against every other document — finding equity compensation double-taxation, missing required forms, and optimization opportunities with calculated dollar amounts.
AI monitors 7 authoritative sources, auto-matches new rules to your clients, and lets you draft advisory emails or engagement letters in one click. Replaces Bloomberg Tax.
Branded portal with OTP login (zero passwords). 4-layer AI-powered intake prefill. Clients upload docs, sign forms, and track status — all in one place.
AI tax assistant that reads documents, remembers prior years, and has a real conversation with each client. Replaces every intake form, checklist, and follow-up email.
15-stage workflow engine where every drag triggers real action — create invoices, deliver returns, confirm docs. 6 auto-advance rules, stage action dialogs, billing gate, and IRS ACK stage.
Email, chat, and SMS unified in one AI-prioritized inbox. AI classifies, drafts replies, scores urgency, and proactively follows up with silent clients.
Sign 8879, 4868, FBAR, engagement letters, and state forms in-portal. Signing order dependencies for MFJ. KBA compliance included.
Pipeline billing gate blocks return access until paid. Auto-invoicing, promo code discounts, branded PDF invoices, overdue reminders, and manual payment recording.
CPA-grade file system with entity-level folders, split-screen PDF viewer, workpaper binder generation, AI categorization, and CPA review workflows.
14+ tools: OCR, merge, split, encrypt, watermark, Bates numbering, PII detection. Professional binder generation with TOC. No Adobe required.
Branded, SEO-optimized landing page with signup form, spam protection, approval workflows, QR codes, and social sharing. Leads feed directly into your pipeline.
Unique referral links, credit wallet tracking, seasonal campaign multipliers, social sharing, printable flyers, and a leaderboard to grow your firm organically.
Built-in CRM, AI-powered pricing from uploaded docs, smart tiered proposals, 8-step nurture drip with smart discounts, market benchmarks, and conversion analytics. No HubSpot needed.
6 pre-built templates for referrals, discounts, and gifts. Audience targeting, pipeline-triggered delivery, promo codes at checkout, and ROI analytics. No Mailchimp needed.
10-tab detail pages, 6 entity types, multi-year tax history, filing readiness scoring, dependent management, spouse tracking, and bulk operations.
Centralized queue for validating AI-extracted documents across all clients. Filter by confidence score, form type, or status.
8 client chase sequences (Day 3/7 per stage), 4 CPA team alerts, 6 daily automations, and pipeline stage automations with on_enter/on_exit rules. Deduplication prevents repeat sends.
Real-time team messaging channels built in. Discuss clients, share files, and coordinate during tax season. No Slack required.
Built-in wiki for firm procedures, tax checklists, training materials. Rich text editor, favorites, and search. No Notion required.
Create your IRS-required Written Information Security Plan in 10 minutes. Get a Security Scorecard, e-signatures, employee acknowledgements, and a Certificate of Compliance.
AES-256 SSN vault, row-level security, 7-role RBAC with 50+ permissions, DSAR compliance across 28 tables, US-only hosting. Data never used for AI training.