One agent across every client
The firm agent works at the firm level, across all clients, all entities, all data. Run batch operations, manage your pipeline, and scale your team without scaling headcount.
Stop working client by client
Work across all of them
One question, every client
Ask the firm agent a question and it answers across your entire book. Every client, every entity, every return. One query.
One workflow, hundreds of returns
Select clients from the grid, choose a workflow, hit run. The agent executes it across all of them in parallel.
One dashboard, full visibility
See every client, every status, every deadline. Filter by entity type, engagement stage, or assigned team. One view across your entire book.
Every client, one view, instant answers
The Client Grid shows every client and entity in your firm. Filter by entity type, status, assignee, or custom criteria. Select clients and run prompts or workflows across all of them simultaneously. Ask “Which clients are missing W-2s?” and get a structured answer for every client in seconds.
Run one workflow across hundreds of clients
Select 50 clients. Click Run. The firm agent executes the workflow across every selected entity: workpapers, reviews, estimates, tax plans. Each entity gets its own execution context with its own data. Results come back structured and ready for review. One person. Hundreds of returns.
Organize, track, and manage your entire book
From onboarding to filing. Every client tracked.
Client onboarding
Add new clients with entity setup, document upload, and prior return import. The agent handles initial data extraction.
Status tracking
See where every client stands: documents received, workpapers built, returns prepared, reviews complete, filed.
Document collection
Track missing documents across all clients. See which W-2s, 1099s, and K-1s are still outstanding at a glance.
Deadline management
Federal and state filing deadlines, extensions, and estimated payment due dates, tracked across every client and entity.
Assign work, track progress, scale your team
Assign clients to team members, set permissions, and track who’s working on what. The firm agent shows workload distribution, completion rates, and bottlenecks. Junior staff run AI-assisted workflows while partners focus on review and advisory. Scale output without scaling headcount.
One person runs hundreds of reviews, same quality
Traditional tax prep scales linearly. More clients means more people. Instead breaks that model. The firm agent lets a single team member run batch workpapers, batch reviews, and batch estimates across your entire client base. The agent does the work. Your team does the thinking.
The firm agent works across every entity type
Instead learns your entities, ownership, and filing history. E-file and print for TY25 and TY26. 140+ governments.
File tax returns nationwide
First company in decades to receive approvals at every level of government.
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Texas
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Washington
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WyomingBuilt for firms that want to grow
The firm agent turns your practice into a scalable operation. More clients, same team, higher quality. That’s the model.
See the firm agent in action
Run a workflow across your entire client base. Watch one person do what used to take a team of ten.
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