Connects AI with practice-management software to extract tax information and help prepare returns.
Vendor-reportedEvidence reviewed
How they use AI
Why this grade
Grade updatedThis business uses industry-standard AI tools, uses AI in important tax and accounting work and connects AI to the tools people use at work.
AI-use signals
Uses industry-standard AI tools
Uses AI in important tax and accounting work
Connects AI to the tools people use at work
Has shared real-world results
Does something look wrong?
Send updated information and we’ll review the profile.
This grade is about how the business uses AI. It is not a grade for the quality of its work or any one employee.