Stop Drowning in Tax Return Prep
Instantly prepare or review individual and small business tax returns with an AI agent built for Tax Preparers.
Every tax season, you’re buried under piles of client documents, endless data entry, and constant double-checking for errors. It’s exhausting, time-consuming, and leaves little room for higher-value work.
The hidden cost
What this is really costing you
Preparing tax returns means gathering documents, entering data, verifying accuracy, and ensuring compliance—all while juggling multiple clients and tight deadlines. Even with specialized tax software, manual review and organization eat up hours each week. The risk of costly mistakes or missed deductions is always looming.
Time wasted
1.9 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$2,755/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
If you keep doing it manually, you’ll lose precious hours to repetitive work, increase the risk of errors, and struggle to scale your client base during peak season.
Return on investment
The math speaks for itself
Today — without agent
1.9 hrs/week
of manual work
With your AI agent
0.4 hrs/week
agent-handled
You save
$2,175/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.
Speed Up Data Entry
You ask your agent to extract W-2 and 1099 information from client uploads and pre-fill the tax return forms.
Catch Costly Errors
You ask your agent to review a completed return for missing signatures, mismatched numbers, or overlooked deductions.
Organize Client Documents
You ask your agent to sort and label a new batch of client-provided PDFs for easier review.
Prepare Return Summaries
You ask your agent to generate a summary report of a completed return for client approval.
How to hire your agent
Connect your tools
Link your accounting software and document management tools commonly used by Tax Preparers.
Tell your agent what you need
Type: 'Prepare a 1040 return for John Doe using these uploaded documents and flag any missing info.'
Agent gets it done
The agent organizes documents, extracts data, fills out the return, and provides a ready-to-review draft.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Document Organization
Sorts and categorizes client tax documents for fast access and review.
Data Entry Automation
Extracts and inputs tax data from client files directly into your tax forms.
Error Checking & Compliance
Reviews entries for common mistakes and flags compliance issues before submission.
Deduction Identification
Highlights potential deductions based on client data to maximize returns.
Summary Report Generation
Creates concise summaries of completed returns for client review or internal records.
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