Meet the entity agent
An AI agent assigned to every entity. It holds every document, knows the full filing history, and does the tax work. Research, planning, preparation, and filing. You orchestrate. The agent executes.
Upload once. The entity agent takes it from there
Every document indexed
Upload W-2s, K-1s, prior returns, bank statements. The agent reads and indexes everything. When you ask a question, it answers from the actual data.
Full filing history
Prior year returns, carryforwards, elections, and estimated payments. The agent tracks year-over-year changes and flags what matters.
Built for every team
CPA firms preparing client returns. Corporate tax teams managing entities. Individuals filing on their own. One agent that works for everyone.
Ask any tax question.
Get cited answers
Type a question in plain English. The agent searches IRC, Treasury Regulations, court cases, IRS publications, ATG guides, and Revenue Rulings, then cross-references your client’s actual data. Answers come back in ~51 seconds with expandable source citations you can verify.
Create any tax document in minutes
Tax plans, planning memos, workpapers, resolution analyses, and client letters. The agent builds them from your client’s data. Every document is styled, exportable, and grounded in the entity’s actual financial picture. Not generic templates. Real deliverables with real numbers.
Click Run. The agent handles every step
Workflows are automated multi-step processes that handle real tax work. Preparation, review, planning, estimates, and resolution. Each workflow runs for 20 minutes to 3 hours, executing every step without intervention. Standard workflows ship pre-built and locked. Build custom ones for your firm’s process.
Every document. Organized automatically
Upload once. Find anything instantly.
Source documents
Upload W-2s, 1099s, K-1s, brokerage statements, bank records. The agent indexes and categorizes everything.
Prior returns
Import prior year returns for comparison, carryforward tracking, and year-over-year analysis.
Generated documents
Every workpaper, plan, memo, and letter the agent creates is stored with full version history.
Activity timeline
See every action the agent took: research queries, document creation, and workflow runs. All with timestamps and versioning.
E-file and print. Federal and state
The entity agent handles the full lifecycle, from source documents through preparation, review, and filing. Government-approved e-file to IRS and 48+ state jurisdictions.
Government-approved e-file for TY25.
An agent for every entity type
Instead learns your entities, ownership, and filing history. E-file and print for TY25 and TY26. 140+ governments.
File tax returns nationwide
First company in decades to receive approvals at every level of government.
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
WyomingScale to hundreds of returns.
One platform
Every entity gets its own agent with full context. The more data you upload, the smarter it gets. No per-entity setup. No configuration.
See the entity agent in action
Upload source docs, ask a question, run a workflow. Watch the agent handle real tax work from start to finish.
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