Stop the "Paperwork Chase" Build the Future of Tax Workflow with AI

We are developing a next-generation AI platform designed specifically for Tax Professionals in the USA to eliminate manual data collection, insecure emails, and administrative chaos

Take the 2-Minute Audit & Get the 2026 Guide

Born from a Real-World Observation

This project didn’t start in a lab; it started with our own tax season. While working closely with our own CPAs—the people we trust with our own businesses and tax returns—we saw the friction firsthand.

We watched them navigate a storm of unencrypted emails, missing attachments, and the constant "paperwork chase." We realized that even the best professionals are often held back by outdated workflows that are neither secure nor efficient.

As business owners and AI developers, we knew we could fix this. We saw an opportunity to turn that chaos into a streamlined, secure experience. But we need to be sure: Is this a universal struggle or just a one-off problem? We are building this platform with you. Your feedback isn't just data to us—it’s the blueprint for a tool that will finally let you focus on expertise, not admin.

Why Your Current Workflow is a Hidden Tax on Your Firm

The Old Way

(Manual Chaos)

Scattered Emails: Chasing documents across endless threads.
Security Risks: Accepting SSNs via plain email attachments.
Manual Follow-ups: Manually reminding clients to send missing forms.
Admin Fatigue: Spending 40% of your time on document management.

The New Way

(AI-Driven Clarity)

Centralized Inbox: AI sorts and labels every client file instantly.
Bank-Level Security: Secure "Magic Links" with zero login friction.
Automated Nudges: Our AI politely follows up until the file is in.
Focus on Expertise: Reclaim your time for high-value advisory work.

The Old Way

(Manual Chaos)

Scattered Emails: Chasing documents across endless threads.
Security Risks: Accepting SSNs via plain email attachments.
Manual Follow-ups: Manually reminding clients to send missing forms.
Admin Fatigue: Spending 40% of your time on document management.

The New Way

(AI-Driven Clarity)

Centralized Inbox: AI sorts and labels every client file instantly.
Bank-Level Security: Secure "Magic Links" with zero login friction.
Automated Nudges: Our AI politely follows up until the file is in.
Focus on Expertise: Reclaim your time for high-value advisory work.

Features We Are Building for the Modern Tax Pro in the USA

WISP Compliance by Design:

Every exchange is encrypted and logged, making your IRS-required security plan easy to manage.

Smart Data Extraction:

Our AI identifies documents (Forms 1040, W-2, 1099) as they arrive and flags missing pages automatically.

Client-First Simplicity:

No portals, no passwords. Clients upload from their phone with one click.

Practice Management Ready:

Seamlessly integrates with the software you already use (Lacerte, Drake, ProConnect).

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Is Your Firm Ready for 2026?

Before we build the final version of our platform, we want to help you secure your firm today. Take our 1-minute "IRS Security & Privacy Audit."

Answer 10 quick questions about your current workflow.

See your Risk Score instantly.

Get our Essential Security Compliance Guide (2026 Edition) delivered to your inbox for free.

Find Out Your Level of Security

Be Part of the Solution

We are looking for 50 "Founding Firms" to join our Private Beta later this year. You’ll get early access, lifetime founder pricing, and the chance to tell us exactly what features to build next

Apply for Beta Access