AI Toolbox
AI-powered tools to streamline your tax practice
IRS Notice Processor
Upload, analyze, and respond to IRS notices. Auto-categorizes, extracts deadlines, generates responses, and notifies clients.
Priority ToolTax Return Prep
Extract data from W-2s, 1099s, and tax documents. AI-powered data extraction with Vision for scanned docs.
Data Extractor + Tax PrepDocument Summarizer
Upload any document for instant AI analysis. Get summaries, key dates, parties, amounts, and action items.
PDF + TextClient Communications
Generate professional emails for organizer requests, missing docs, status updates, engagement letters, and more.
Templates + EmailDocument Repository
View, search, and manage all processed IRS notices and documents. Sortable, searchable database.
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