Tax preparers
Custom AI agents built to reclaim your 92 minutes a day
Run a team of tax preparers? We scope and build these systems for you — 30 minutes, no pitch.
What a day looks like
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.
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Build Your Custom Assistant
Choose the tasks you want covered, then request a custom assistant plan.
Analysis
Review inputs and surface patterns or decisions.
Communication
Prepare updates, messages, and stakeholder follow-through.
Intake & Triage
Sort incoming requests and prep the next step.
Data & Reporting
Keep metrics, reports, and status views current.
Learning & Updates
Track updates, standards, and best practices.
Documentation
Draft recurring records, notes, and summaries.
Research
Pull supporting context and compare options quickly.