AI-powered accounting & tax, built for your team.

Create a case, answer intake questions, upload documents, run AI analysis, review every transaction, and export client & CPA-ready reports — all in one clean workspace.

• Smart document upload tailored to each return
• Editable, spreadsheet-style transaction review
• Massachusetts review, deductions & missing-doc detection
• Two reports — Client & CPA — exported to PDF / DOCX / Excel / CSV