AI Toolbox

AI-powered tools to streamline your tax practice

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IRS Notice Processor

Upload, analyze, and respond to IRS notices. Auto-categorizes, extracts deadlines, generates responses, and notifies clients.

Priority Tool
📊

Tax Return Prep

Extract data from W-2s, 1099s, and tax documents. AI-powered data extraction with Vision for scanned docs.

Data Extractor + Tax Prep
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Document Summarizer

Upload any document for instant AI analysis. Get summaries, key dates, parties, amounts, and action items.

PDF + Text
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Client Communications

Generate professional emails for organizer requests, missing docs, status updates, engagement letters, and more.

Templates + Email
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Document Repository

View, search, and manage all processed IRS notices and documents. Sortable, searchable database.

View Documents
Process IRS Notices Document Repository Back to Dashboard

AI Tools