AI assistant for tax research, writing, and document management. Features include AI-powered research, memo and email composer, client profiles, and website embedding. Prioritizes security, accurate answers, and maximized deductions, aiming to save time.
Features
AI-powered tax research
Offers comprehensive and efficient tax research using AI to provide quick and accurate information.
Memo composer
Allows users to compose memos for tax-related communication, streamlining documentation processes.
Client profiles
Stores and manages detailed profiles for clients, making information retrieval seamless.
Vetted sources
Ensures that all information provided is from verified and reliable tax sources.
Email composer
Facilitates composing emails related to tax queries or client communication directly through the platform.
Embed TaxGPT
Enables embedding the TaxGPT chatbot onto a client's website to answer tax questions in real-time.
TaxGPT Research
The AI-driven research system for accountants, allowing them to generate ideas and solutions rapidly, streamlining the brainstorming process.
TaxGPT Tax Writer
An advanced feature that assists in writing and completing tax documents efficiently with AI support, enhancing productivity.
AI-Powered Client Communication
Facilitates seamless communication with clients, using AI to draft emails and responses tailored to each client's needs.
Tax Document Automation
Automates the creation and management of tax documents, reducing manual workload and errors.
File Management System
Organizes and manages files efficiently, ensuring all documents are easily accessible and well-organized.
Tax Research
Provides businesses with a platform to perform detailed tax research, enabling informed decision-making and reducing costs on external tax consultancy. It helps provide answers to complex tax-related questions quickly.
Memo Composer
Assists in composing detailed memos related to tax inquiries and such, aiming to streamline documentation tasks.
Email Composer
Facilitates the writing of emails regarding tax-related topics, streamlining communication with clients or tax-related inquiries.
Client Profiles
Allows customization and management of client profiles, enabling personalized tax recommendations and services.
Tax Writer
Helps generate specific tax content, including documentation and communications, optimized to fit the particular needs of users. It allows saving and editing drafts.
Instant Tax Research & Compliance Support
Enables instant access to the latest tax law updates and compliance support, ensuring businesses remain informed and compliant with tax regulations.
Automate Tax Calculations & Reporting
Automates routine tax calculations and reporting tasks, reducing manual labor and minimizing the risk of errors. This feature allows businesses to streamline their reporting processes.
Intelligent client onboarding chatbot
Automatically collects essential client details such as name, email, phone number, and service type, ensuring you have all critical information from day one.
Automate initial client onboarding
Eliminates the need for repetitive manual data entry and email exchanges, streamlining the client onboarding process.
Gather client names, contact details, and service requirements
Helps in collecting all necessary information from potential clients upfront, simplifying lead management.
Save time and reduce administrative overhead
By automating data collection and client interactions, it reduces the need for admin tasks.
Seamlessly integrate new clients into your workflow
Ensures that new client data is easily incorporated into the existing business processes.
Available 24/7
Ensures that client inquiries are never missed, providing round-the-clock service.
AI Co-Pilot
Automates tax-related tasks and provides real-time assistance to financial advisors.
Tax Memo Tool
Generates accurate tax memos in minutes, saving time and ensuring compliance.
AI Tax Assistant
Improves tax efficiency by providing detailed advice and insights for financial advisors.
Document Management
Organizes and manages large volumes of tax documents efficiently.
Regulatory Compliance Tools
Helps businesses adhere to regulatory requirements through automation and enhanced data accuracy.
Scenario Analysis for Tax Laws
Offers precise solutions for applying tax laws in various business scenarios.
IRS Tax Notice Responses Tool
Simplifies and speeds up responses to IRS tax notices using AI-driven document analysis.
Tax Calculation Guidance
Provides detailed guidance on various tax-related questions.
Answer Library
A comprehensive library of answers to frequently asked tax questions.
Filing Assistance
Offers help on filing taxes and understanding paperwork.
Data Encryption
All data is encrypted both in transit and at rest, ensuring it remains secure at all times.
Secure Data Storage
Data is stored on secure servers within the United States, compliant with SSAE-16, SOC 1, SOC 2 standards.
Access Controls
Implementation of multi-factor authentication to ensure only authorized personnel have access to sensitive information.
Data Anonymity
Policies and de-identification techniques are used to protect user identities and privacy.
Proprietary Data Protection
No data is shared for third-party marketing. User data remains owned by the user.
Internet Isolation
All sensitive client data is isolated from direct internet access to minimize risk.
Incident Response and Disaster Recovery
Dedicated incident response team and disaster recovery plans are in place to ensure quick action and minimize impacts.
Compliance with Industry Standards
Adherence to industry and regulatory standards such as SOC 2 Type II compliance and concerted efforts with RESMA, DGRCP, and RoHS.
Memo functionality
Allows users to save and organize notes related to tax research, helping them save time.
Special research on Section 174
Provides detailed research insights on Section 174 for different industries, such as film and SBIR grantees.
Document upload and summary
Enables users to upload documents sent by clients and receive a summary of the next steps.
Data reliability and documentation
Offers well-documented and reliable data, helping users make informed decisions.
Next-generation Tax Research
Provides comprehensive tax research capabilities, allowing users to perform in-depth studies on tax laws and regulations.
Effective Memo Writing
Helps tax professionals create structured and clear memos with ease, optimizing communication and documentation.
User Interface and Experience
Features a user-friendly interface designed to enhance user experience with intuitive navigation.
AI-Powered Accuracy
Utilizes AI to deliver accurate tax-related insights and analyses, minimizing errors and enhancing precision.
Secure and Confidential
Ensures secure handling and confidentiality of sensitive tax data and client information.
Hallucination-Free
Provides reliable responses by minimizing misinformation or errors, thanks to advanced AI models.
Jurisdictions Coverage
Covers multiple jurisdictions in tax law, allowing professionals to work with various regional tax regulations.
Real-Time Updates
Offers up-to-date information on tax rules and changes, ensuring professionals have current data.
Inexpensive and Accessible
AI tools are becoming more affordable, making them accessible to firms of all sizes, offering scalable solutions that can grow with the company.
Easy to Learn
AI solutions are designed to be intuitive and user-friendly, with a focus on minimizing learning curves for easy adoption.
Flexible and Adaptable
AI can be customized to fit specific business needs, offering adaptable frameworks that are receptive to process changes.
Modular Integration
AI systems offer modular components that can be integrated into existing workflows without requiring an overhaul.
Rapid Innovation
AI facilitates rapid prototyping and innovation, allowing firms to stay ahead of competitors with the latest technological advancements.
Automated document handling
Quickly upload and automate tax documents like 1040s, 1120s, etc. They are automatically read, categorized, and organized, skipping manual work.
Custom workflows for specialized documents
Handle complex documents like the 1120S. Users can dynamically create workflows to streamline document processing.
Accuracy and verification
Documents are read, indexed, and verified to ensure accuracy, compliance, and validity before finalizing.
Automated client profile creation
Creates a comprehensive client profile immediately when documents are uploaded, integrating into your CRM.
Interactive client communication
Enables direct communication features, like email and text messaging, with clients for quick document reviews and feedback.
Seamless integration with your workflow
Automatically organizes and links documents with other systems and tools, optimizing the information flow.
Get answers to tax questions
Provides accurate answers to your tax questions, helping you stay organized and compliant with tax obligations.
Discover every eligible tax deduction
Find all your eligible tax deductions by providing information about your tax situation, ensuring you never miss any deduction.
Minimize audit risk
Keeps you updated with the most recent tax laws, definitions, and interpretations to minimize audit risks.
Simplify tax forms and filing
Guides you through forms like 1040, 1099, Schedule C, and Schedule SE with step-by-step instructions.
Accurately calculate taxes
Calculates self-employment taxes and removes the guesswork from self-employment obligations.