Tools
A single place to reach the tools that help your staff move faster and avoid busywork.
In testing
Tax research assistant
The tax research assistant is in closed testing. It is built to answer questions in plain language and to help staff move through real client work faster.
Planned tools
Packet helper
Planned tool that reads scanned packets, splits them into parts, and renames files so your staff do less manual sorting.
Tax helpers
Planned calculators for common questions that come up for S corps, depreciation, and basis tracking.
Small workflow tools
Planned helpers that link simple steps together so staff can spend more time on client work.