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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.

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