The client who sent the last form two days before the deadline. The extension nobody filed. The return that sat waiting for one signature.
Nobody logged in. Nobody prompted anything. Your way of running, in front of every person, every morning.
Your firm already has a way it runs. It just lives in your head, your office manager's and the client folders. So nobody has it in front of them when they act, and nobody knows when someone drifts. That is flying blind.
Every document, return and deadline pointed at your goal. The day anything drifts, the person who can fix it hears about it that morning.
Sends papers in pieces and wonders what is still missing.
With usKnows exactly what is missing, when it is due, and when it is filed.
Work from client folders, email and memory.
With usThe documents, the return and the deadline are in front of them when they act.
Find out after the deadline which clients slipped.
With usSee the day anything drifts, and who it is waiting on.
We start from the lessons the best tax preparation firms have already learned, then shape every step to how you do it. Your people see your way. You get to say: this is how we do it.
Keep the software you already pay for. Green works today; the rest are on the way. Don't see yours? If it has an API, you will be able to connect it yourself. coming
We list only the protections that hold in our code today. When the next one is finished, it shows up here by itself.
Before the AI does anything risky in a company's tools, a person approves that exact request once, from a Command Center sign-in.
The AI sends email only from an address the company verified, and nobody can slip extra recipients into a message.
Every key a company saves is stored sealed and never sent to a browser.
Agencies, tax software companies, practice consultants, banks and insurers that already serve tax preparers. Distribute it to the businesses you already serve.
Send them to us and earn a fee.
Distribute it as yours, at your price, if you choose.
Turn what you know about this trade into your own product.
$5,995 a month for your first department, $1,995 for each one after. Three-month start.
Get a free diagnostic →Their price. Your agency, supplier or accountant brings it to you, under their name if they choose.
Ask us who →Guided the whole way.