A workspace for CPAs and the clients they serve
AI tax research with real citations, firm management, time tracking, invoicing, and a client management portal — in one platform built for tax pros.
Instantly search IRC, Treasury Regulations, and IRS guidance — answers ship with proper citations.
Made for tax professionals
AI research with real citations
Manage every client in one place
Run your whole firm
Track time & bill in fewer clicks
How it works for your firm
Get answers with citations from IRC, Treas. Reg, and IRS guidance
Stop spending hours on tax research. Ask a complex question and get an answer grounded in primary sources — Internal Revenue Code, Treasury Regulations, and IRS publications. Export the result as PDF for your client file.
- Citations to IRC sections, Treas. Reg, and IRS publications
- PDF export for the client engagement file
- 20 queries per seat / month on Solo Pro and Firm
Capacity, members, document requests — one workspace per firm
Manage your team, distribute client work, and watch capacity in real time. Send document requests, route reviews, and keep everything in one place that both you and your clients can see.
- Members and roles for your firm
- Capacity dashboard across the team
- Document requests, engagement letters, e-sign
Time tracking, service packages, and invoicing built in
Bill flat-fee or hourly without leaving the workspace. Define service packages, track time against engagements, and send invoices that get paid online — no separate billing tool.
- Time tracking against engagements
- Reusable service packages and templates
- Online invoices and earnings reporting
Every client, every document, every deadline — in one workspace
A workspace per client with bookkeeping, financial data, journal entries, projects, and the return itself. Document requests pull in what you need from the client, e-sign closes the loop, and tasks keep the team on track.
- A client workspace per engagement — bookkeeping, financial, journal, return
- Document requests, engagement letters, and e-sign in the same place
- Tasks and projects per client, visible to the whole team
What you can do on day one
Run your first AI research query
Ask a complex question, get cited sources back
Invite your team
Add members and assign roles in your firm
Add your first client
Spin up a client workspace and invite them in
Send a document request
Ask a client for what you need and get an e-sign back
Special launch pricing
Start free and grow your practice — limited-time offer
Solo Pro
$0
For 6 months, then $39.99/month
Firm Plan
$99.95
For 12 months, then $150/month
Common questions
Spend less time on research, more time on clients
Bring research, firm management, billing, and the client portal into one workspace built for tax pros.