Every client document, found in seconds.
A private AI document system built for your firm: intake reads, sorts, and files what clients send in, and your whole archive becomes searchable in plain English. Your staff verifies everything. It never files a return, and it never touches your tax software.
example · synthetic data
Watch a K-1 make the trip.
Scroll. This is tax season with the grinding removed: the engine reads and files, and nothing counts until your staff signs off.
example · synthetic data — every name shown on this page is invented
The amber circle is the point. Nothing gets filed as final, and no reminder reaches a client, until someone at your firm approves it. Confidentiality and control aren't features here. They're the architecture.
What it takes off your staff's plate.
One ordinary day at the firm, entered line by line: the hours between "the client sent it" and "we can work the return" are the hours this gives back.
Built for a firm that answers to the IRS.
Five articles the build holds to. No exceptions, no fine print.
Confidentiality is the design, not a feature.
Client documents run in a private setup built for your firm, never a shared AI platform mining data. Tax-data confidentiality rules are treated as hard walls in the build.
Read-only where it matters.
The system files copies and answers questions. It never writes to your tax software or your filing system of record without a person's sign-off.
No invented answers.
Every answer points to the actual document it came from. When it isn't sure, it says so and asks a human. An AI that guesses has no place in a tax practice.
The engine does the 80%. Your staff verifies 100%.
Every workflow routes through a person at your firm before anything counts. That's not a limitation we apologize for. It's the whole point.
One number, and it's the only one you'll see.
Model selection, spend caps, monitoring, the AI usage itself — all of it is managed for you inside a single flat price. You'll never get a bill from an AI company, never watch a meter, never tune a setting. We run the machine; you read the ledger whenever you like.
Take the articles with you.
The 10 things your AI system must never do without a human sign-off — the one-page boundaries checklist behind everything on this page, with the question to ask any vendor on each one. For a firm that answers to the IRS, it's the buying guide.
Use it on us, use it on anyone selling your firm "AI."
How the pilot works.
Your process doesn't change at all until you trust it. Read the right-hand column: three entries of "nothing," then one decision. That's the deal.
Three short forms, 15 minutes
Who you are, the workflow that eats the most staff time, and your boundaries: what's sensitive and what the system must never do without a sign-off.
We build it on our side first
You see it working on realistic sample documents before a single client file is involved. If it doesn't impress you there, it never touches your data.
The 30-day parallel run
It runs alongside your current process. Nothing about how your firm works changes during the pilot, and your staff can ignore it any day they choose.
You judge it by one number
The staff hours it gives back, against what it costs. If your people aren't voluntarily using it by day 30, we shut it off. Simple as that.
What eats your firm's season?
One sentence about the task your staff dreads most. We'll send back the three forms and a straight answer on whether we can help.