Transforming Tax Preparation

AI-powered efficiency meets professional excellence. A modern platform built for the future of tax practice.

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Development Progress

Building a comprehensive tax preparation platform

Note: "Backend Done" = API, business logic, and database complete. User interface (screens, forms) will be built in a later phase.

As of: December 24, 2024 at 7:15 AM EST

✓
Foundation
Core infrastructure ready
✓
Client Portal
Backend complete
✓
Documents
Backend complete
4
Tax Prep
Next sequence
5
Launch
Target: Jan 2027

Foundation Backend Done

Core infrastructure and security framework - API and services complete, UI pending

  • Bank-level encryption (AES-256)
  • Multi-factor authentication
  • Comprehensive audit logging
  • IRS compliance framework

Client Management Backend Done

Secure client onboarding and identity verification - API and services complete, UI pending

  • Client registration workflow
  • Identity verification (Persona)
  • Engagement letter e-signature
  • Form 7216 consent management

Document Management Backend Done

Secure document upload and processing - API and services complete, UI pending

  • Portal upload with presigned URLs
  • AI-powered document classification
  • SmartVault and SurePrep integration
  • Document checklists and extraction

Requirements Progress

21 of 101 stories complete
21%

Sequences 1-4 complete (Foundation, Client Identity, Engagement, Documents) • Next: AI Analysis

495
Tests Passing
100%
Quality Assured
7+
Year Retention
IRS
Compliant

System Highlights

Built with security, efficiency, and compliance at its core

🤖

AI-Powered Processing

Intelligent document extraction and data validation powered by Claude AI

🔐

Bank-Level Security

AES-256 encryption, MFA, and comprehensive access controls

📋

IRS Compliance

Built to meet Circular 230, WISP, and Form 7216 requirements

📁

7-Year Retention

Automatic document archiving with legal hold support

🔗

Industry Integration

Seamless connection with SmartVault, SurePrep, and UltraTax

📊

Real-Time Tracking

Complete visibility into return status and workflow progress

Resources

Learn more about the Tax Practice AI platform

System Presentation

Comprehensive overview of the platform architecture, workflow, and capabilities.

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Full Requirements

Detailed specification of all system features and compliance requirements.

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