Transforming Tax Preparation

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

View Presentation See Progress

Development Progress

Building a comprehensive tax preparation platform

✓
Foundation
Core infrastructure ready
2
Client Portal
In progress
3
Documents
Upcoming
4
Tax Prep
Planned
5
Launch
Target: Jan 2027

Foundation Complete Done

Core infrastructure and security framework established

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

Client Management In Progress

Secure client onboarding and identity verification

  • Client registration workflow
  • Identity verification (Persona)
  • Returning client authentication
  • Profile management
232
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.

View Presentation

Full Requirements

Detailed specification of all system features and compliance requirements.

View Requirements