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.

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.