Revolutionize Your Tax Workflow
with AI-Powered Automation
Built for CPAs. Designed for Speed. Powered by AI. Save up to 80% of your time
by organizing, reporting, and uploading tax documents
Contact us for a quick demo.
Key Features
Smart Document Renaming
Automatically rename W-2s, 1099s, and bank statements for instant clarity.
Instant, Easy-to-Read Reports
Generate organized reports in seconds—no manual entry required.
Missing Document Tracker
Spot and list missing client files effortlessly.
Organized File Saving
Save documents to the right folder automatically—no drag-and-drop needed.