Tax planning powered by AI
for your firm

Three AI agents—Inspector, Strategist, Auditor—analyze every client and surface the strategies they're missing, backed by live IRS sources.

We educate, implement, and refer — plus the tax-planning software. Refer means we connect you or your clients with vetted providers.

Ready in minutes
70+ federal & state sources
Client portal included

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Ads + Lead Gen$1,250/mo
Everything in Full Firm, plus ads and lead generation — set up with our team.
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