Ai Powered Tax Intelligence
Powering Tax Experts. Fueling Firm Growth.
Smart Tax Automation Built for Scaling CPA Firms
Cut research and preparation hours with AI‑driven automation.
One reliable layer for authoritative answers, automated intake and extraction, and streamlined prep to help your firm cut busy‑season grind and redirect time to advisory.
4+ hrs
Time saved
2X
Advisory Revenue
95%+
Client Satisfaction
Product
Everything You Wish Tax Software Could Do
Tax Research
Instant, reliable answers to your tax questions.
Clear, citable answers backed by laws and court rulings.
Direct IRS citations & references
Federal & SALT coverage for comprehensive advisory
Start free trial
Neural AI
Client Data in One Place.
Centralized. Searchable. Always current.
AI document intake & extraction
360° client overview at your fingertips
Book a Demo
Advisory
Strategy That Pays Off.
Deliver proactive advice without the manual grind.
Nexus study
Advisory-ready reporting
Multi-entity (1040, 1065, 1120-S) support
Coming soon
Preparation
First Pass Returns? Already Done.
Cut prep time by 70%.
AI reclassification with audit trail
Works with your existing tool stack
Individual & Corporation ready
Coming soon
Tax Research
Instant, reliable answers to your tax questions.
Clear, citable answers backed by laws and court rulings.
Direct IRS citations & references
Federal & state switch for jurisdiction-specific answers.
Start free trial
Neural AI
Client Data in One Place.
Centralized. Searchable. Always current.
AI document intake & extraction
360° client overview at your fingertips
Book a Demo
Advisory
Strategy That Pays Off.
Deliver proactive advice without the manual grind.
Nexus study
Advisory-ready reporting
Multi-entity (1040, 1065, 1120-S) support
Coming soon
Drafting
First Pass Returns? Already Done.
Cut prep time by 70%.
Automated trial balance mapping
AI reclassification with audit trail
Export to Drake, ProConnect, and more
Coming soon
Product
Everything You Wish Tax Tool Could Do
Tax Research
Instant, reliable answers to your tax questions.
Clear, citable answers backed by laws and court rulings.
Direct IRS citations & references
Federal & state switch for jurisdiction-specific answers.
Start free trial
Neural AI
Client Data in One Place.
Centralized. Searchable. Always current.
AI document intake & extraction
360° client overview at your fingertips
Book a Demo
Advisory
Strategy That Pays Off.
Deliver proactive advice without the manual grind.
Nexus study
Advisory-ready reporting
Multi-entity (1040, 1065, 1120-S) support
Coming soon
Drafting
First Pass Returns? Already Done.
Cut prep time by 70%.
Automated trial balance mapping
AI reclassification with audit trail
Export to Drake, ProConnect, and more
Coming soon
Product
Everything You Wish Tax Tool Could Do
Use Case
Focus on high-value client outcomes.
Focus on high-value client outcomes.
Always Current on Tax Rules
Always Current on Tax Rules
Delivers the latest updates across SALT and Federal taxes directly in your workflow.
Turn Raw Data into Insight
Turn Raw Data into Insight
Uses AI to locate, organize, and surface client insights hidden in client documents.
Surface Savings & Risks
Surface Savings & Risks
Analyze your client data to unlock opportunities and spot risks proactively.
Complex Advisory Ready
Complex Advisory Ready
Automates nexus studies, maps P&L, and handles K-1s for complex pass-through entities with accuracy.
Customer Stories
Trusted by firms across the board
"Research used to be a black hole. Now, I just type the question and get a citable IRS answer in seconds."
Tax Manager
Sama Tributa
"80% faster first drafts. What used to take us two days is now done in two hours."
Managing Partner
Northbridge Tax Advisory
Customer Stories
Trusted by firms across the board
"Research used to be a black hole. Now, I just type the question and get a citable IRS answer in seconds."
Tax Manager
Sama Tributa
"80% faster first drafts. What used to take us two days is now done in two hours."
Managing Partner
Northbridge Tax Advisory
Secure Conversations. Smarter Tax Strategies.
Built on industry-leading standards to keep your clients’ data safe and your firm audit-ready.
Find more
End-to-end Encryption
SOC 2 Type II
Monitoring Systems
24/7 intrusion detection
Quarterly scans & annual pen tests
Access Control
Multi‑Factor Authentication & Role‑based permissions
Regulation Compliant
TLS 256‑bit in transit & at rest
Secure Conversations. Smarter Tax Strategies.
Built on industry-leading standards to keep your clients’ data safe and your firm audit-ready.
Find more
End-to-end Encryption
SOC 2 Type II
Monitoring Systems
24/7 intrusion detection
Quarterly scans & annual pen tests
Access Control
Multi‑Factor Authentication & Role‑based permissions
Regulation Compliant
TLS 256‑bit in transit & at rest
Secure Conversations. Smarter Tax Strategies.
Built on industry-leading standards to keep your clients’ data safe and your firm audit-ready.
Find more
End-to-end Encryption
SOC 2 Type II
Monitoring Systems
24/7 intrusion detection
Quarterly scans & annual pen tests
Access Control
Multi‑Factor Authentication & Role‑based permissions
Regulation Compliant
TLS 256‑bit in transit & at rest
Get hands-on with AI-powered tax automation today.
Start Free. No Credit Card Required.
Start 15-day Free Trial
Get hands-on with AI-powered tax automation today.
Start Free. No Credit Card Required.
Start 15-day Free Trial
Get hands-on with AI-powered tax automation today.
Start Free. No Credit Card Required.
Start 15-day Free Trial
Get hands-on with AI-powered tax automation today.
Start Free. No Credit Card Required.
Start 15-day Free Trial
Cut research and preparation hours with AI‑driven automation.
One reliable layer for authoritative answers, automated intake and extraction, and streamlined prep to help your firm cut busy‑season grind and redirect time to advisory.
4+ hours
Time saved
2X
Advisory Revenue
95%+
Client Satisfaction
Ai Powered Tax Intelligence
Powering Tax Experts. Fueling Firm Growth.
Smart Tax Automation Built for Scaling CPA Firms
Backed by
Customer Stories
Trusted by firms across the board
"Research used to be a black hole. Now, I just type the question and get a citable IRS answer in seconds."
Tax Manager
Sama Tributa
"80% faster first drafts. What used to take us two days is now done in two hours."
Managing Partner
Northbridge Tax Advisory
Customer Stories
Trusted by firms across the board
"Research used to be a black hole. Now, I just type the question and get a citable IRS answer in seconds."
Tax Manager
Sama Tributa
"80% faster first drafts. What used to take us two days is now done in two hours."
Managing Partner
Northbridge Tax Advisory