Audit Selection, Simplified.

Instantly review tax returns and pinpoint audit priorities with AI assistance.

Sorting through countless tax returns to decide which require audits is tedious and time-consuming. Missing key indicators or inconsistencies can lead to costly oversights and compliance risks.

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The hidden cost

What this is really costing you

Manually reviewing selected tax returns for audit potential means sifting through complex data, cross-referencing documents, and applying ever-changing criteria. This process is not only repetitive but also prone to human error and fatigue. It slows down your workflow and leaves you second-guessing your audit decisions.

Time wasted

1.8 hrs/week

Every week, burned on work an AI agent handles in minutes.

Money lost

$2,610/year

In salary, missed revenue, and operational drag — annually.

If you keep ignoring it

Continuing manually risks missed red flags, inconsistent audit selection, and wasted time on low-priority cases, ultimately impacting compliance and revenue collection.

Return on investment

The math speaks for itself

Today — without agent

1.8 hrs/week

of manual work

$2,610/year/ year

With your AI agent

0.4 hrs/week

agent-handled

$580/year/ year

You save

$2,030/year

every year, reinvested into growing your business

Jobs your agent handles

What this agent does for you

Complete jobs, handled end-to-end — so your team focuses on what matters.

Spot High-Risk Returns Fast

You ask your agent to review a batch of returns and flag those with unusual deductions or income patterns.

Apply New Audit Criteria Instantly

You ask your agent to re-screen selected returns using updated audit guidelines.

Summarize Findings for Review

You ask your agent to generate a summary report of returns most likely to need audits and why.

Verify Supporting Documents

You ask your agent to cross-check attached documents for inconsistencies before finalizing audit selection.

How to hire your agent

1

Connect your tools

Link your accounting software, tax compliance systems, and document management tools.

2

Tell your agent what you need

Type: 'Review these 25 returns and identify which should be prioritized for audit based on this year’s guidelines.'

3

Agent gets it done

The agent returns a prioritized list of returns for audit, with flagged risks and supporting notes.

You doing it vs. your agent doing it

Manually inspect each return for red flags using checklists.
Agent instantly highlights returns meeting risk criteria.
1 hr/week
Open and compare each document for discrepancies.
Agent checks and summarizes discrepancies automatically.
0.5 hr/week
Manually update and reapply criteria to all returns.
Agent applies new criteria in seconds to all selected returns.
0.2 hr/week
Compile findings and rationale into a summary by hand.
Agent generates a clear, ready-to-review report instantly.
0.1 hr/week

Agent skill set

What this agent knows how to do

Quick Return Analysis

Rapidly scans and summarizes selected tax returns for potential audit triggers and anomalies.

Risk Flagging

Identifies and highlights returns with high-risk indicators based on your audit criteria.

Criteria Matching

Applies your specific audit selection rules to each return for consistent, objective results.

Summary Reporting

Delivers clear, concise reports on which returns require further audit and why.

Document Cross-Referencing

Checks supporting documents for discrepancies or missing information relevant to audit decisions.

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