Ask once. Get every client’s answer

Grids let you run prompts across clients, entities, and documents at scale. One question returns structured results for every client in your practice. Minutes, not weeks.

See it in action Start free

Client Grid with prompt executed across 50 clients showing structured results

SCALE YOUR QUESTIONS

Stop asking the same question 200 times. Ask it once

Grids turn any question into a firm-wide analysis. Which clients qualify for QBI? Who’s missing documents? Which S corps need reasonable comp analysis? One prompt. Every answer. Structured output.

CLIENT GRID

Run prompts across your entire client base

The Client Grid shows every client in your firm. Select all, or filter by entity type, status, or assignee, then type a prompt. The agent runs it against every selected client’s data and returns structured results. “What is each client’s effective tax rate?” Answered for 500 clients in minutes.

Try the Client Grid

Client Grid with filterable table and real-time prompt results

ENTITY GRID

Query across entities for one client

For multi-entity clients, the Entity Grid lets you run prompts across all of a client’s linked entities. “What is the K-1 income from each entity?” The agent pulls data from the 1120-S, 1065, and 1041 and returns a unified view. Cross-entity analysis without opening each return individually.

See multi-entity

DOCUMENT GRID

Search and analyze across all documents

The Document Grid runs prompts across a client’s uploaded documents. “Which documents show foreign income?” The agent scans every W-2, 1099, K-1, and brokerage statement and returns results with source references. Find what you need across hundreds of documents without reading any of them.

Try the Document Grid

Document Grid with query about foreign income and highlighted results

USE CASES

Real questions firms ask across their client base

One prompt. Every client’s answer.

QBI deduction analysis

“Which clients qualify for the §199A deduction and what’s the estimated impact?” Answered for every client.

Missing document check

“Which clients are still missing W-2s or 1099s for TY25?” Get a structured list with what’s missing per client.

Compliance screening

“Which S corp clients haven’t updated their reasonable compensation analysis?” Flag non-compliant clients instantly.

Estimated payment review

“Which clients are underpaying quarterly estimates relative to safe harbor?” Identify exposure across the firm.

Strategy opportunity scan

“Which clients would benefit from a cost segregation study?” Identify planning opportunities at scale.

Filing status check

“Which clients still need extensions filed?” See the status for every client in one view.

Grid results transitioning to batch workflow execution

GRID + WORKFLOWS

From grid results to batch execution

Grids don’t just answer questions. They feed action. Identify 80 clients missing workpapers. Select them. Run the workpaper workflow across all 80 from the grid. Results become the starting point for batch execution. Analysis and action in the same interface.

See workflows