Tax Practice Solutions & AI Suite

Modular Software & Autonomous AI Built for Tax Offices

Replace disconnected spreadsheets, slow manual paper forms, and missed phone calls with one unified tax practice operating system.

Document Portal

A secure client portal where clients upload W-2s, 1099s and every other document from their phone with automated cadence reminders.

Secure Client Upload Portal

Mobile-friendly document intake

Automated cadence SMS & email reminders

Organized document depository

Intake

Smart intake questionnaires, dependents and deductions screeners, and e-signed engagement letters so clients are ready before day one.

Smart intake questionnaires

Dependents and deductions screeners

E-signed engagement letters

Preparation before first appointment

24/7 Desk

Answers calls and chats day and night, books appointments on your calendar, and hands tax advice or refunds to your team.

Answers calls and chats day or night

Books appointments on your live calendar

Missed-call text-back

Hands tax advice and banking to your team

CRM Pipeline

See every client's stage at a glance with automated follow-ups, invoices, online payments, and review requests.

Visual stages: Docs Requested → Received → In Prep → Review → Signed → Filed

Automated email and text follow-ups

Invoices and online payments

Review requests that build your reputation

Interactive Practice Tool

Use our interactive speed calculator to model client capacity, hours saved, and recovered phone lead revenue.