What you can expect:
- Watch as the Gather Agent extracts data from uploaded source documents and previous tax returns and automatically categorizes and verifies information without manual data entry.
- See the Tax Preparer Agent run extracted data through our tax engine, automatically resolve diagnostics, and generate a complete 1040 return ready for professional review — all within a single platform, CoCounsel.
- Experience the intuitive dashboards that allow you to review source documents, verify data extraction, check a two-year comparison for anomalies, and seamlessly move from review to e-file.