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 opportunity search across federal, state, local, grants
Instant bid/no-bid analysis with AI recommendations
Automated proposal generation grounded in past performance
Compliance automation for RFP requirements
Win themes development and competitive intelligence
Capture planning with agency insights and positioning
Pipeline management and CRM integration
AI color reviews for structured proposal evaluation
Pricing intelligence and labor data analysis
Past performance management and CPARS tracking
Recompete support and contract handoff automation
Teaming partner management and market intelligence
AI-powered graphics support for proposals
FedRAMP Moderate authorized security
Human-in-the-loop AI for secure data handling
