Features
Automatic data extraction from tax documents (W-2, 1099, etc.)
Pre-fill tax software entries (UltraTax, ProSystem fx, Lacerte)
Anomaly detection and missing document alerts
Continuous learning from reviewer corrections
Secure client document portal with upload and email support
Multi-user collaboration with role-based access
Integration with tax preparation APIs
Real-time status tracking for each return
Export to PDF and direct file submission
Customizable rules engine for firm-specific logic
AI-powered transaction categorization with 97% accuracy
Automated bank reconciliation (Auto Bank Rec)
Journal Entry Automation (JE Automation)
Close Tracker for month-end management
Smart Connect for data import
Transaction Manager with review workflows
Document Work module for attachments
Activity Hub for collaborative review
Bot Review for flagged items
Password Manager for secure credential storage
Transaction Insights for anomaly detection
Autonomous month-end review with anomaly detection
Self-guided onboarding and Botkeeper University
Standard support with flexible upgrades
