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Tax preparation

Autonomous tax prep. Source-backed reasoning. Inside your existing software.

Tax research

Get instant answers to complex tax questions in seconds, not hours.

Tax writer

Draft professional tax memos, client emails, and IRS responses.

Document analysis

Upload client documents and get personalized insights tailored to the exact situation.

Client intelligence

Manage all client data, history, and relationships in one AI-powered intelligent dashboard.

Agent Andrew

AI agent to review tax docs & returns and flag errors, risks, and savings opportunities.

and more than 30 other features...