The operating system for modern accounting firms
Track every engagement, pull IRS transcripts, monitor deadlines, and let AI catch the missed elections. Built for firms managing 100+ clients.
The killer features your audience actually wants.
Each card is a thing your competitors don't do. Hand-built for the way accounting & cpa teams actually operate.
Engagement tracking
Every client engagement from 1040s to complex entities — status, preparer, reviewer, and due date on one board.
IRS transcript management
Pull transcripts via 8821, parse them automatically, flag discrepancies against filed returns before the client calls.
Deadline & SOL dashboard
Statute of limitations, extension deadlines, estimated payment dates — color-coded by urgency. Nothing expires silently.
AI tax advisor
Your AI partner reviews engagement data, flags missed elections, suggests planning strategies based on the client's full history.
Secure client portal
Clients upload docs, sign engagement letters, and track their return status. No more email attachments with SSNs.
Fee & billing pipeline
Flat-fee and hourly engagements with WIP tracking. Auto-generate invoices when a return moves to 'Filed' status.
Three personas, tuned for accounting & cpa.
Each persona ships pre-briefed on your data and your domain. They don't introduce themselves — they tell you what's going wrong.
“Three 1120S extensions expire October 15th. Two haven't started prep. Reassign or we're filing late.”
“The Hensley group uploaded their K-1s last night. I moved them into prep queue and assigned Sarah.”
“Client 4012 has a $38k NOL carryforward that wasn't applied. Amend 2024 or carry it to 2025 — your call.”
Wired into the tools accounting & cpa teams already run on.
Plus 40+ more — see the full integration catalog when you sign in.
A partner who never misses an election.
Your AI reviews engagement data, flags missed Section 199A deductions, suggests planning strategies based on the client's full history — before you even pull the file.
- Catches missed elections and carryforwards
- Suggests planning strategies per client
- IRS transcript discrepancy alerts
Every deadline in one view. Nothing expires silently.
Extensions, estimated payments, statute of limitations — color-coded by urgency and synced to your calendar. Auto-escalates when a preparer falls behind.
- SOL countdown per client
- Auto-escalation to reviewer
- Calendar sync across the firm
Inbox zero, on autopilot.
Claude auto-categorizes every email into respond, delegate, FYI, and spam. Smart delegation identifies which team member should handle each message based on context and expertise.
- Auto-categorize with one-click override
- Smart delegation to the right team member
- Runs continuously in the background
Walk into every meeting prepared.
30 minutes before every meeting, AI generates a briefing card with attendee profiles, talking points, open items from past conversations, and full email history with each attendee.
- Auto-generated briefing cards
- Full attendee email + meeting history
- Open items and talking points surfaced
Start at the pro tier for $99/mo.
Try free for 14 days. No card required. Upgrade only if it works.
Calibrated for accounting & cpa — personas, integrations, and default widgets pre-loaded. Provisioned in under a minute.
- Full feature access
- 3 AI personas pre-built
- All vertical integrations
- Voice + video avatars
- Per-tenant credit metering
- Priority support
Need volume, white-label, BYO keys, dedicated CSM, or a custom integration registry? We build it with you.
- White-label tenant
- Custom domain + branding
- BYO API keys
- Dedicated success manager
Accounting & CPA can build with an avatar. Even yours.
Tell the Developer Avatar what you need. It writes the code, runs the migrations, and scaffolds your vertical edition — live, in front of you. Approve. Ship.
Run your firm from one console.
Stop juggling 6 apps to track 200 returns. Deadlines, transcripts, client uploads, and engagement status — one screen, zero missed deadlines.