AI Tax Planning Software for Accountants
Let your AI agent handle tax research, scenario modeling, and client-ready explanations—so you can focus on advisory work, not late-night emails.
You’re stuck toggling between Excel, Outlook, and IRS.gov just to clarify routine tax questions. Every week, CPAs and tax managers lose hours rewriting regulations and building custom plans from scratch. The manual grind leaves you behind on high-value client work and eats into your evenings.
An AI agent that answers tax questions and creates personalized tax strategies for accounting professionals using client data.
What this replaces
The hidden cost
What this is really costing you
In accounting firms, tax managers and CPAs spend hours each week digging through IRS publications, updating client spreadsheets, and rewriting complex rules for client emails. The constant pressure to answer questions quickly means juggling Outlook, Excel, and Thomson Reuters Checkpoint instead of focusing on strategic advice. Manual research slows everything down and increases the risk of errors. The result: less time for billable planning and more stress during busy season.
Time wasted
1.8 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$8,100/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
If you keep handling tax Q&A manually, you risk delayed responses, missed deductions, and frustrated clients who may look elsewhere for faster service.
Cost estimates derived from U.S. Bureau of Labor Statistics occupational wage data and O*NET task analysis.
Return on investment
The math speaks for itself
Today — without agent
1.8 hrs/week
of manual work
With your AI agent
15 min/week
agent-handled
You save
$7,425/year
every year, reinvested into growing your business
Estimates based on U.S. Bureau of Labor Statistics median salary data and O*NET task importance ratings from worker surveys. Time savings assume 80% automation of eligible task components.
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
Quickly Answer Client Inquiries
You ask your agent to clarify a deduction rule for a client, and get a ready-to-send response.
Deliver Proactive Tax Planning
You ask your agent to outline a tax-saving strategy for a client with changing income.
Evaluate Multiple Scenarios
You ask your agent to compare the tax impact of two investment options for a client.
Simplify Tax Law for Clients
You ask your agent to rephrase a complex regulation in plain English for a client email.
How to hire your agent
Connect your tools
Link your accounting software and document management tools so the agent can access relevant client data.
Tell your agent what you need
Type: 'Summarize the tax implications for my client if they sell their rental property next year.'
Agent gets it done
The agent returns a clear, client-ready summary with calculations and recommendations.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Instant Tax Q&A
Delivers client-ready answers using your CCH Axcess data and current IRS regulations, so you never have to search multiple sources.
Personalized Planning
Creates tailored tax strategies by analyzing client history from QuickBooks and prior returns.
Scenario Modeling
Runs side-by-side comparisons of financial decisions—like investment sales or entity changes—and summarizes tax impacts.
Plain-English Explanations
Translates complex IRS code into clear, client-friendly summaries for your emails or reports.
Regulation Updates
Surfaces relevant IRS bulletins and state law changes, citing exact sources for your reference.
AI Agent FAQ
The agent handles most federal and common state tax scenarios, using up-to-date IRS and state sources. For highly specialized or rare cases, you may need to review and supplement the response manually. Multi-jurisdictional and non-English support are planned for future releases.
You can link the agent to QuickBooks Online, CCH Axcess, and Outlook via secure API connections. This allows the agent to access client data and draft responses directly in your workflow.
All client information is encrypted in transit using TLS 1.3 and is never stored after processing. The agent meets AICPA SOC 2 standards for confidentiality and integrity.
The agent uses current IRS publications and your client data to generate responses. You should always review the output before sending to clients, especially for complex or high-value scenarios.
Yes, the agent can create personalized tax plans and scenario analyses for your clients, reducing manual work for CPAs and tax managers. It still requires your review for final approval.
Related tasks
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