Custom AI agents built to reclaim your 92 minutes a day
These numbers are estimates. The audit proves them on your workflow — two weeks, a ranked build plan.
Instead of repeatedly gathering inputs and rebuilding the same context before each decision, the support layer prepares tax forms for compliance, update client tax strategy documents, and client tax return packages so more of the day stays with review and judgment.
Choose the tasks you want covered, then request a custom assistant plan.
Review inputs and surface patterns or decisions.
Prepare updates, messages, and stakeholder follow-through.
Sort incoming requests and prep the next step.
Keep metrics, reports, and status views current.
Track updates, standards, and best practices.
Draft recurring records, notes, and summaries.
Pull supporting context and compare options quickly.
AI Agent Suite Demo
Watch how each agent handles a real task in your Tax preparers workday.
📋 Forms loaded and flagged for review. ✅ Compliance gaps identified automatically. ⏱️ You approve in 34 min instead of 94.
👁️ Review and approve findings
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