AI Tools

AI-powered tools to streamline your tax practice

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Document Summary

Document Type:

Client:

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Supported: PDF, Images (JPG/PNG), TXT

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Extracted Data

What do you need help with?

Client (optional):

Documents Received (one per line):

Client Situation/Occupation:

Prior Year Key Numbers: Current Year Key Numbers:

Return Summary/Key Data:

Income Information:

Your Tax Question:

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AI Assistance

Communication Type:

Load Template:

Client Name:

Tax Year:

Client Email (for direct send):

Missing Documents (one per line):

Current Status/Details:

Services to be Provided:

Estimated Fee (optional):

Additional Notes/Context (optional):

Tone:

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Generated Communication

Firm Signature Block

This signature will be added to all generated communications.

Your Name / Firm Name:

Title:

Phone:

Email:

Address (optional):

Website (optional):

Saved Templates

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Form O - Client Communications Log

Client Name

Tax Year

Communication Type

Client Email

Communication Content

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Form R - Document Repository

Client

Dropdown

Notice Number

Tax Year

Date Received

Document PDF

Maximum file size: 516MB

AI Summary

Deadlines

Amounts

Recommended Actions

Action Status

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Form P - Tax Return Workspace

Section 1 - Client Info

Client Name

Tax Year

Status

Section 2 - Income Documents

W2 Data

1099-INT Data

1099-DIV Data

1099-NEC Data

1099-R Data

1099-B Data

K-1 Data

SSA-1099 Data

Other Income

Section 3 - Deductions

1098 Mortgage Data

Property Taxes

Charitable Contributions

Medical Expenses

Other Deductions

Section 4 - Other

Dependents

Preparer Notes

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Tax File Details