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
Zero-retention AI for communications archiving
Policy-as-code for automated compliance testing
Real-time trade surveillance against restricted lists
AI-powered marketing review with automated approvals
Employee oversight with attestations and certifications
Firm oversight with centralized risk tracking
Prediction market monitoring for MNPI risk
SEC/FINRA-aligned archiving with WORM retention
Pattern tests and intelligent escalation for trades
Multi-tenant workspaces for compliance consultants
Exam-ready audit trails and regulator-grade evidence
99% false-positive reduction via AI noise reduction
10x faster marketing review cycle times
Automated Code of Ethics attestations
Real-time employee trading monitoring against blackout windows
