Every 1040 From source docs to e-file

From source documents to signed return. Instead prepares workpapers, populates returns, resolves diagnostics, and files for 1040, Schedules C, E, F, and Farm Rentals.

See it in action Start free

Individual tax planning conceptual illustration

THE AGENT

One agent
Every step of the 1040

Assign an agent to a client and it holds context across everything: source docs, workpapers, returns, plans, and filings. Ask it a question, run a workflow, or build a plan. It doesn't assist. It does the work.

Holds full context across every tax year
Cited research from IRC, Treasury Regs, court cases
Prepares review-ready returns with workpapers
Resolves diagnostics autonomously

WORKFLOWS

Pre-built workflows, click run

Every step of the individual return process, automated.

Tax workpapers

Upload W-2s, 1099s, K-1s, brokerage statements. Complete workpapers built automatically.

Return preparation

Populates every line of the 1040. Schedules C, E, F, Farm Rentals. Diagnostics resolved.

Return review

Compliance review against source docs, workpapers, and tax law. Issues flagged before you see them.

Tax planning

1-year or 20-year plans. Strategy identification, scenario modeling, client-ready output.

Tax estimates

Quarterly federal and state estimated tax calculations. Safe harbor analysis and strategy impact projections.

Tax resolution

Ability-to-pay analysis, installment agreements, and offers in compromise. The agent drafts the response.

Strategy implementation

From intake through analysis to final deliverable. Each strategy includes projected savings and implementation steps.

Custom workflows

Your firm's process, codified. Describe your workflow and the agent builds it for every client.

TAX DOCS

Every document, organized automatically

Upload source docs and the agent classifies, renames, and organizes them by tax year. Connect your existing document store and everything syncs.

Auto-classification

Agent reads, renames, and files every document into the right folder.

Version history

Full audit trail on every document. Revert any change at any time.

Cloud integrations

Google Drive · OneDrive · Box · Dropbox. More integrations coming soon.

FIXED ASSETS

Full depreciation and asset management

Track every asset. Calculate depreciation across MACRS, ADS, and Section 179. The agent handles cost segregation, like-kind exchanges, bonus depreciation, and disposition tracking. Every asset flows directly into the return.

MACRS, ADS, Section 179
Cost segregation studies
Like-kind exchanges (1031)
Bonus depreciation and phase-outs
Disposition tracking and gain/loss

Instead depreciation and asset management

READY TO RUN

Workflows built for individual returns

From workpapers to filing, every step of individual return preparation has a dedicated workflow. Click run and the agent handles the rest.

Build a 1040 tax workpaper (TY25)
Prepare and review a 1040 return (TY25)
Review a 1040 tax return (TY25)
Build an individual tax plan (TY26)
Build quarterly tax estimates (TY26)
Implement a tax strategy
Tax resolution decision tree
Charitable giving analysis

THE GRID

One person
Thousands of 1040s

Select clients. Click prepare returns. The grid runs workflows in parallel, every client, every schedule, simultaneously.

Batch prepare returns across your entire client base
Parallel processing, every client runs simultaneously
Real-time status tracking per client
One-click review and e-file

Instead client grid for 1040 preparation

Instead individual tax strategy UI showing personalized recommendations

RESEARCH

Ask any 1040 question

Client breeds horses and lost money 6 of the last 7 years. Is it a hobby or a business under IRC §183? Foreign rental income with a treaty position. How does the foreign tax credit apply? Ask the agent and get cited answers from the IRC, Treasury Regs, and court cases.

Try tax research

SECURITY