Drop in a client’s statements or return. The engine parses every line, splits business from personal, and builds the Schedule C — cited, reviewable, partner-approved. Minutes, not weeks.
PDF or CSV. Text extracts and SSNs / EINs / account numbers redact locally — raw bytes never leave the browser.
Runs the redacted text against the full IRC catalog, deduction master, and Tax Court precedent. Cites every position.
Staff toggles each finding — apply / reject / needs info. Partner ratifies. Every click logged for SOC 2.
Download a branded client report and send it the way you already do. We never email your clients.
PDFs never leave the CPA’s browser. The server sees only redacted text and a SHA-256 fingerprint.
Nothing runs until signed client consent (Rev. Proc. 2013-14 wording) is on file for the year.
Staff proposes, partner approves. No finding reaches a client without sign-off.
Every read of client data is recorded. Owners get a queryable, tamper-evident view.
AAL2 required before any client data — the same standard your bank holds you to.
No client portal. The CPA stays the gatekeeper — cleaner UPL / Circular 230 posture.