Features
AI agents read documents against full tax code
Automated data collection from spreadsheets and systems
Drag-and-drop document upload
Expert tax pro verification of AI findings
Audit-ready documentation generation
R&D credit identification and calculation
Industry-specific expertise (manufacturing, software, engineering)
Multi-year engagement support
Transparent tracking of results
AI agents for end-to-end workflows (Excel Agents)
Automated data extraction from PDFs into Excel
Document matching and analysis
Evidence tracing and verification
Financial Statement Suite for automated procedures
Dashboard and reporting for audit analytics
SOC 2 compliant and encrypted
No training on customer data; prompts deleted after 24 hours
Integration with UpLink for document management
Role-based access (Team, Contributor, Manager, C-level)
Supports external audit, internal audit, tax, financial control, government audit, advisory
Time savings up to 85% in high-volume testing
Validation of 10K+ data points across source documents
90% faster document reviews
Form extraction and document version comparison
