Authority-first research
Ask a question in plain English. Every answer separates the conclusion from the authority behind it — IRC sections, Treasury Regulations, revenue rulings and IRS publications, each linked for review.
Product
Built around the way tax work actually gets done.
Research, draft, and answer — in one place, with the authority attached to every conclusion so a reviewer can check the work in minutes.
Memo and letter drafting
Turn a resolved question into a client-ready memo or email. Control tone, length and whether the draft keeps or strips technical citations.
Client Q&A
Answer routine client questions in seconds without pulling a senior off billable work. Threads stay saved so the whole engagement team sees the same answer.
Document Q&A
Upload a notice, an operating agreement or a prior-year return and ask questions against the document itself.
Firm prompt library
Save the questions your firm asks every season so the answers stay consistent across preparers.
Seat-level usage
Owners see who is using the assistant and how much, per seat and per month.