Conquer tax workflows — build your AI-powered firm

Advanced OCR technology recognizes up to 7X more tax documents than other solutions, reducing tax return turnaround times by 29%.

Eliminate the traditional organizer and increase client satisfaction during the 1040 client experience with a consolidated, user-friendly app available for iOS, Android, or desktop.

Streamline gather, delivery, and e-signing through an intuitive client interface that guides users through the entire tax process.

Manage high volumes of complex U.S. federal and state tax returns. Streamline processes, reduce data entry, and cut costs through real-time API connectivity, personalized onboarding, and expert consulting.

Enhance efficiency and accuracy through automation and integrations, saving 65% of tax prep and review time, while minimizing errors, and freeing time to handle more clients.

Simplify corporate tax provision, reporting, and compliance processes in direct tax. Streamline data and automate workflows, while improving efficiency and reducing the risk of audits.

Agentic AI platform built to solve real-world work in tax workflows. By combining generative AI with agents, CoCounsel unifies your firm’s internal knowledge with trusted third-party and regulatory sources streamlining research, analysis, and decision-making with explainable outputs.

Agentic AI tax prep solution automates document extraction, client creation, and solves diagnostics for simple 1040 returns, dramatically increasing efficiency and accuracy for professionals. Free your time to focus on high-value strategic work and client advisory services to grow your business.

Agentic AI to transform client tax data into personalized, high-impact planning opportunities and deliver step-by-step, actionable recommendations — empowering firms to provide year-round advisory services, strengthen client relationships, and justify advisory fees with clear, quantified benefits.

GenAI-native extraction tool used for streamlining the repetitive, time-consuming task of ingesting and parsing pass-through entity documents, including Schedule K-1 federal tax forms, during tax preparation workflows.

Integrate Thomson Reuters and third-party apps to automate and customize workflows, centralize data, and surface insights, saving time and reducing errors.

Secure, cloud-based document management platform that combines feature-rich document storage, scanning, and workflow technologies into a single cloud-based solution to support real-time staff and client collaboration.