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A tax preparation operating system powered by specialized AI agents, guided interviews, evidence-backed calculations, review gates, practice operations, and tax-year-aware workflows for both experienced preparers and newer staff.

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What makes it different

Project highlights

4 capabilities

Ten specialized tax agents

Intake, documents, deductions, research, review, bookkeeping, notices, planning, follow-up, and preparer assistance operate as focused parts of one Tax OS.

Beginner and professional modes

The same system can guide a newer preparer step by step while allowing experienced staff to move quickly through supported work.

Evidence-backed preparation

Questions, calculations, due-diligence checks, and review gates are designed to show why information is needed and when escalation is appropriate.

Tax-year and filing readiness

Authoritative tax-year rules, return coverage, practice operations, state and business expansion, and filing architecture are treated as one evolving platform.

Text-first showcase

The work is bigger than the screenshots.

This showcase is intentionally led by the product capabilities and systems behind the work. Visual previews can be added later without changing the public story.

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Public work showcase · approved highlights and visual previews only.