The All-in-One AI Plugin for Tax Advisors

Skills for tax advisors 17

• tax compliance and planning assistantDrafts returns, compliance reviews, and audit support, like a Schedule C review that flags missing mileage logs.
• tax calculation assistantRuns brackets, payroll, capital gains, and refund math, like a $180,000 filer's federal and state liability.
• tax credit and deduction assistantScreens and optimizes credits and deductions, like checking whether a new EV purchase qualifies.
• tax regulation monitorTurns rate, deadline, and IRS changes into briefings, like a state nexus update for remote employees.
• tax strategy formulation assistantDesigns tax-efficient strategies across entities, R&D, and supply chain, like moving IP to a favorable state.
• tax code interpretation assistantExplains code provisions, exceptions, and comparisons, like whether passive activity rules limit a rental loss.

Plus a start-here assistant, the prompt library and the app builder, and for members the daily brief.

Ready-made prompts 24

• Explaining Tax Rules To Clients3 prompts, like Explain A Tax Rule Simply
• Drafting Client Emails And Letters3 prompts, like Request Missing Tax Documents By Email
• Organizing Client Records2 prompts, like Build A Client Document Request Checklist
• Preparing And Reviewing Returns3 prompts, like Build A Return Prep Checklist
• Estimating Quarterly Payments2 prompts, like Estimated Tax Payment Planning
• Researching Tax Legislation3 prompts, like Tax Law Update Summaries
• Tax Planning Scenarios4 prompts, like Compare Tax Implications of Business Entities

Apps you can build with AI 3

• Accountant client intake portalCollect engagement details and documents once, so new clients start complete instead of chasing basics later. Demo included.
• Finance data-request minimizerAsk only for the data each purpose needs, cutting client friction and reducing unused personal information. Demo included.
• Small-business finance scenario interview toolTurn business questions into a simple forecast, so owners can test hiring or pricing without spreadsheets. Demo included.

AI agents 12

In the download. An agent runs a whole recurring task for you, step by step, and asks you before anything important. Ask your AI: "Run the Tax Workpaper Input Completeness Agent". Each one also has a guided set-up with sample data on its page.

• Tax Workpaper Input Completeness AgentComplete, correctly matched source inputs before tax preparation starts.
• Sales Tax Nexus Review AgentRegistration happens in time for each state where the company has nexus.
• Tax Return Workpaper Tie-out AgentEvery return line ties to a workpaper before filing.
• Prior-Year Carryover Check AgentA verified carryover schedule where every prior-year balance rolls into the current return or has a written reason it did not
• Return Year-Over-Year Variance Review AgentA reviewed return where every large swing is explained by a document or a preparer answer
• Extension and Filing Deadline Control AgentEvery unfinished return has an approved extension and a supported payment estimate before the deadline
• Amended Return Opportunity AgentA short, ranked list of amendable items with refund estimates, each inside the window and worth the cost
• Engagement Letter and New Client Setup AgentA complete, signed client file with scope, fee, ID and prior-year documents before work starts
• Wash Sale and Tax Lot Tracker AgentA wash sale schedule with adjusted cost basis that reconciles to broker tax forms
• Client Life Event Response AgentTurn a life event into a reviewed set of plan changes and options quickly.
• Inbox Triage and Draft Reply AgentClean inboxes with urgent items seen quickly and routine replies drafted
• Client Tax Document Collection AgentComplete document sets so returns can be prepared on time

Connections (MCP servers) 12

A guide in the download. A connection lets your AI work in an app you already use. You add only the ones you use: ask your AI "Which apps can you connect to?" and follow the steps on each connection's page.

• CryptoTaxEdge MCP serverAsk your AI to look up the US tax category and treatment of any crypto transaction hash. Official. No install needed.
• Box MCP serverLet your AI search your Box files, answer questions about them, and pull out details for you. Official. No install needed.
• Outlook Attachment Reader MCP serverLet your AI open and read the files attached to your Outlook emails, and send local files as drafts.
• Central Bank Rates MCP serverLets your AI look up official exchange rates from central banks and tax authorities, like the ECB or HMRC. No install needed.
• ENTIA business data MCP serverLook up companies, VAT numbers and business details across 10 countries right from your AI chat. Official. No install needed.
• Normativa Colombia MCP serverConsulta leyes y sentencias colombianas desde tu asistente de IA, sin abrir el navegador.
• MCP Emails serverLet your AI read, search, send and organize email in your own mailbox. No install needed.
• PDF Content Search MCP serverLet your AI search all your PDFs, including scanned ones, and pull out dates, senders and amounts.
• GST e-invoice MCP serverTurn an Indian GST tax invoice into the government's INV-01 e-invoice JSON, with every value checked against the document.
• VAT number checker MCP serverCheck European VAT rates and validate EU VAT numbers right inside your AI chat.
• Excel MCP serverLet your AI assistant open and work inside real Microsoft Excel on your Windows PC.
• iCloud Mail MCP serverLet your AI search, read, file and draft replies in your iCloud Mail, without marking anything as read.

Your Grok Bot team 10

• Tax Document OrganizerSweeps your folders for tax documents and builds a CPA-ready package with a chase list.
• Doc Chaser LiteDrafts one friendly document-request email for a tax client from a brief and practice profile.
• Compliance AuditorAudits compliance across GDPR, HIPAA, SOC 2, PCI DSS, and ISO frameworks.
• Compliance SpecialistAssesses compliance gaps and prepares audit evidence for regulatory frameworks.
• Quarterly Business Review BuilderBuilds a client QBR from a folder of artifacts, proving value and surfacing risks.
• Research LookupLooks up current research using Perplexity Sonar models via OpenRouter, selecting the best model based on query complexity. Returns citations. Never i
• Odoo L10n ComplianceConfigure Odoo localization and e-invoicing for country-specific tax compliance.
• Odoo Accounting SetupConfigure Odoo Accounting: chart of accounts, taxes, fiscal positions, payment terms, and reconciliation.
• Tax Compliance and Planning AssistantPrepares tax returns, research, planning, compliance, and audit support for finance professionals.
• Tax Regulation MonitorKeeps accountants current on tax regulation changes and turns them into actionable guidance.