Where tax work gets done
Tax software hasn't changed in 30 years. Instead replaces the engine entirely. One AI agent that owns research, planning, preparation, filing, and defense.
$5B+
in tax savings identified
1,000s
of tax strategies
2,000+
returns prepared by single tax staff
Nationwide
Filing anywhere in the United States
5
entity types supported
Built for everyone who does tax work
Whether you run a firm, lead a tax team, or manage your own finances.
CPA firms
Replace offshore prep staff and seasonal contractors. One person handles hundreds of returns with the agent. Scale the firm without scaling headcount.
For CPA firms →Tax preparers
Upload documents. The agent prepares, resolves diagnostics, and builds workpapers. Review and e-file. Faster returns, fewer errors.
For tax preparers →Corporate tax teams
Multi-entity compliance across every jurisdiction. The agent handles the complexity so your team can focus on strategy and advisory.
For corporate tax →Family offices
Multi-entity structures, trusts, partnerships, and individual returns. The agent manages the full picture across every entity and every generation.
For family offices →Businesses
Manage S-corps, C-corps, partnerships, and personal returns from a single conversation. The agent understands how your entities interact.
For businesses →High net worth individuals
Complex taxes, investment portfolios, real estate holdings, and multi-state filing. The agent finds every deduction and optimizes your total tax picture.
For high net worth →The product, in three layers
Navigation structured around entity types, then agent features, then built-in capabilities.
One agent. Everything tax.
A single AI agent built to run your taxes end to end, covering research, planning, filing, and defense.
Taxes are unique
Instead learns your entities, ownership, and filing history so the work fits you.
Individuals
Personal strategies, retirement optimization, capital gains planning, and every eligible credit and deduction.
C corporations
Business deductions, R&D credits, entity structuring, and strategic growth planning.
S corporations
Reasonable compensation, QBI optimization, distribution planning, and balanced corporate-shareholder tax strategy.
Partnerships
Multi-partner allocations, basis tracking, and coordinated planning across partners.
Trusts & estates
Navigate compressed tax brackets, optimize beneficiary distributions, and preserve wealth across generations.
File tax returns nationwide
First company in a decades to receive approvals at every level of government.
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
WyomingFree tax software. You only pay for the work.
Unlimited users, unlimited entities, unlimited e-file. Credits are only used when the AI agent does work for you.
- Unlimited users
- Unlimited entities
- Unlimited e-file and print file
- Multi-entity support
- Collaborators and viewers
- Tax research
- Document extraction
- Memos, plans, and deliverables
- Workflows and return preparation
- Tax resolution
Ready to talk tax?
Start a free conversation with your AI tax agent. No credit card required.
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