Features
Fine-tuned GPT-4 model on US tax law
Answers US federal and state tax questions
Correct/incorrect symbols on graded answers
Pre-filtered question library by correctness
Covers 15+ taxpayer scenarios
Supports follow-up questions
Free to use, no subscription required
Option to receive occasional tax tips via email
Integrates with Keeper's tax filing and bookkeeping
Ingests IRS announcements and state tax codes
Text-based chat interface
Periodic model updates with new tax law
Web-based, no installation needed
Human tax professional grading every few days
97% accuracy vs 94% for human tax pros
AI bookkeeping via WhatsApp & iMessage
Automatic transaction categorization (96% accuracy)
Schedule C generation in 5 minutes
Free LLC formation in any state
AI-prepared taxes with CPA review
Missed deduction finder (avg $1,249/yr)
Terminal queries via MCP server (Claude Code, Cursor)
Persistent vendor memory across months
Bank feed via Plaid (10,000+ institutions)
Stripe, Deel, PayPal, Square, Brex, Ramp integration
Real-time expense categorization from chat
Custom report generation with natural language
Tax calendar and deduction guides