The AI kit for Tax Advisors

Drafts returns, compliance reviews, and audit support, like a Schedule C review that flags missing mileage logs.

Runs brackets, payroll, capital gains, and refund math, like a $180,000 filer's federal and state liability.

Screens and optimizes credits and deductions, like checking whether a new EV purchase qualifies.

Turns rate, deadline, and IRS changes into briefings, like a state nexus update for remote employees.

Like "Explain A Tax Rule Simply"

Like "Request Missing Tax Documents By Email"

Like "Build A Client Document Request Checklist"

Like "Build A Return Prep Checklist"

Complete, correctly matched source inputs before tax preparation starts.

Registration happens in time for each state where the company has nexus.

Every return line ties to a workpaper before filing.

A verified carryover schedule where every prior-year balance rolls into the current return or has a written reason it did not

Ask your AI to look up the US tax category and treatment of any crypto transaction hash.

Let your AI search your Box files, answer questions about them, and pull out details for you.

Let your AI open and read the files attached to your Outlook emails, and send local files as drafts.

Lets your AI look up official exchange rates from central banks and tax authorities, like the ECB or HMRC.

VIDUR is an AI-driven assistant tailored for accountants and lawyers, streamlining complex legal and tax research with instant, expert-verified answers. Enhance

ARTE is a free AI research assistant for taxes and accounting that outperforms human CPAs by 22% on the CPA exam. It provides accurate, detailed answers with ci

Granite is a long-term document vault for legal, medical, business and tax files. Drop titles, receipts and agreements-no folders, tags or manual organization.

Data Extraction transforms images and documents into organized, actionable data quickly and accurately, streamlining your workflow and saving time on manual dat

Collect engagement details and documents once, so new clients start complete instead of chasing basics later.

Ask only for the data each purpose needs, cutting client friction and reducing unused personal information.

Turn business questions into a simple forecast, so owners can test hiring or pricing without spreadsheets.

Sweeps your folders for tax documents and builds a CPA-ready package with a chase list.

Drafts one friendly document-request email for a tax client from a brief and practice profile.

Audits compliance across GDPR, HIPAA, SOC 2, PCI DSS, and ISO frameworks.

Assesses compliance gaps and prepares audit evidence for regulatory frameworks.