Collect Documents & Optimize Deductions
AI chatbots that streamline tax document collection, identify deduction opportunities, guide filing preparation, and connect clients with tax professionals—turning tax season stress into organized success.
Organized • Comprehensive • Stress-reducing
TaxBot
Tax Services Assistant
Built for Tax Success
AI that understands tax regulations, deduction strategies, and documentation requirements
Complete Tax Services Support
Everything tax professionals need to collect documents, optimize deductions, and prepare filings
Document Collection & Organization
Comprehensive tax document management system that creates customized checklists based on client circumstances, employment type, and tax situation complexity. Includes secure digital upload portals, automated document recognition, missing document alerts, and organized filing systems to ensure complete documentation while streamlining the client intake process.
✓ Ensure complete documentation and reduce preparation time with systematic organization
Deduction Identification & Optimization
Advanced deduction analysis engine that evaluates client situations across all tax categories including itemized deductions, business expenses, education credits, and specialized deductions. Includes industry-specific deduction identification, expense tracking integration, and comparative analysis to maximize legitimate tax savings while maintaining compliance standards.
✓ Maximize client tax savings and refunds with comprehensive deduction discovery and optimization
Filing Status & Strategy Optimization
Strategic tax planning system that analyzes optimal filing status, timing strategies, retirement contribution opportunities, and multi-year tax planning to minimize overall tax burden. Includes married filing jointly vs. separately analysis, estimated tax payment planning, and Roth conversion opportunity identification for comprehensive tax optimization.
✓ Improve client outcomes with strategic tax planning and optimal filing strategies
Compliance & Audit Protection
Comprehensive compliance management system that ensures all tax returns meet IRS requirements while maintaining detailed documentation and audit trails. Includes red flag identification, supporting documentation verification, audit risk assessment, and proactive compliance monitoring to protect both clients and tax professionals from potential issues.
✓ Reduce audit risk and maintain compliance with comprehensive documentation and oversight
Year-Round Tax Planning & Estimated Payments
Continuous tax planning platform that provides quarterly estimated payment calculations, tax projection updates, and strategic planning throughout the year. Includes income tracking, deduction planning, retirement contribution optimization, and year-end tax moves to minimize surprises and maximize savings for the following tax year.
✓ Provide year-round value and improve client relationships with ongoing tax planning services
Multi-State & Complex Return Management
Advanced multi-jurisdictional tax preparation system that handles complex situations including multi-state filings, foreign income reporting, partnership and S-Corp distributions, and specialized tax situations. Includes state tax optimization, reciprocity analysis, and complex form preparation to serve clients with sophisticated tax needs comprehensively.
✓ Expand service offerings and serve complex clients with advanced tax preparation capabilities
Trusted by Tax Professionals
See how AI is transforming tax preparation and client service
"The document collection system has revolutionized our intake process. Clients arrive with complete documentation organized by category, and we're finding deductions we used to miss. It's been incredible."
30% increase in average deductions per return
Ready to Transform Your Tax Practice?
Join tax professionals nationwide improving client outcomes with AI-powered document collection and deduction optimization