For boutique CPA firms
Find every dollar Congress
said your client doesn’t have to pay.
Upload a tax return → AI audit cites IRC sections and case law → staff reviews each finding → partner approves → branded PDF goes to your client. Minutes, not weeks.
How a return flows through the platform
01
Upload return
CPA uploads the PDF. Browser extracts text and redacts SSNs / EINs / account numbers locally — raw bytes never leave the browser.
02
AI audit
Sonnet 4 runs the redacted text against the full IRC catalog, deduction master, and Tax Court precedents. Cites every position.
03
Two-tier review
Staff toggles each finding (apply / reject / needs info). Partner ratifies. Audit log captures every click for SOC 2.
04
Deliver
Download a branded PDF report and send it to your client however you already send things. We never email your clients.
Beyond the tax audit
The same platform generates 9 more deliverables your firm can bill for — Business Setup Plans, Entity Restructuring Memos, Real Estate Tax Briefs, Funding Roadmaps, Marketing Strategies, and full Business Plans.
Tax Audit
Business Setup
Legal Brief
CPA & Finance
Operations
Funding Roadmap
Marketing
Brand Strategy
Business Plan
Real Estate Tax
Built for compliance from day one
- Zero-knowledge architecturePDFs never leave the CPA’s browser. Server sees only redacted text + a SHA-256 fingerprint.
- §7216 consent gateAudit cannot run until signed client consent (Rev. Proc. 2013-14 wording) is on file.
- Two-tier reviewStaff proposes, partner approves. No finding ships without sign-off.
- Append-only audit logEvery read of customer data logged. Owners get a queryable view.
- MFA mandatoryAAL2 required before any audit or deliverable. TOTP enrollment per user.
- Firm-only accessNo client portal. The CPA stays the gatekeeper. Cleaner UPL / Circular 230 posture.
No credit card. Cancel any time. Sold to licensed CPA firms only.