The first tool built AI-native from the ground up for tax professionals: the highest level of professional service from first conversation to finished plan, and client relationships that keep improving all year long.
An AI-native operating system for proactive tax advisory: one workspace that runs the entire advisory arc, from the first conversation to a finished, client-ready plan.
Watches every client for opportunities and risks, models strategies grounded in the tax code with IRC citations, projects the savings, and turns the plan into tasks, timelines, and proposals.
CPA firms and tax advisors who want partner-level planning for every client, with staff of any experience level, without adding headcount.
The Command Center runs your day, your book, and the whole firm. The Client Center builds one client's projection, plan, and proposal. Try both below.
A simplified simulation of the real Tax Advisor OS, running right here with sample data only. It has two sides: the Command Center, where you manage your work, your book, and the firmwide view — and the Client Center, with one client's projections, calculations, tax plan, and proposal. Use the toggle in the top bar, or click any client's name, to move between them. Nothing here is client information.
Most firms know the future is proactive advisory. The hard part has always been doing it at scale, with staff of every experience level, without adding headcount. That is the problem Tax Advisor OS was built to solve.
Not another tool bolted onto the pile. A command center that reasons over every client and turns insight into action.
One screen to run the day. Priorities, correspondence, the whole book, and the next best action, for one advisor or the entire firm.
Ask across your whole book, or let it work on its own. It drafts the email, proposes the task, and models the savings, grounded only in your client's real numbers and plans.
The AI recommends strategies grounded in the tax code, and your firm tailors them or adds its own playbook. Every strategy unpacks into a step-by-step implementation plan, with each action item assigned to the advisor or the client.
Opportunities and risks surface on their own. Payments coming due, a strategy never implemented, a law change that hits this client, a relationship going quiet.
Every client and prospect in one sortable view, with the numbers that matter. See how the book splits across advisors, and trust that each advisor sees exactly what they should.
A documented, repeatable engine sets the implementation fee and the recurring fee from the work involved and the value delivered. Simple for the client. Fully transparent for you.
The right message at the right moment, drafted in your firm's voice and waiting for a single click. Payment reminders, law-change alerts, check-ins, and follow-ups on quiet leads.
Every other tool owns one slice: scanning returns, building plans, or running the practice. Tax Advisor OS runs the entire loop, from a cold prospect to firmwide revenue, on one verified engine with an AI fenced inside real tax law.
| Capability | Tax Advisor OS | Competitor 1 | Competitor 2 | Competitor 3 | Competitor 4 | Competitor 5 |
|---|---|---|---|---|---|---|
| 1040 import and reconciliation | Full | Full | Partial | None | Full | None |
| Verified multi-year, 50-state engine | Full | None | Partial | None | Partial | None |
| Strategy library + law-grounded AI (citations) | Full | Partial | Partial | Partial | Partial | None |
| Complexity scoring for staffing + pricing | Full | None | None | Partial | None | None |
| Firm-authoritative pricing + ROI engine | Full | None | Partial | Partial | None | None |
| Branded two-act proposal + editable PPTX | Full | Partial | Partial | Partial | None | None |
| Tasks + timeline tied to tax strategies | Full | None | None | None | None | Partial |
| Prospect pipeline (savings as the currency) | Full | None | None | None | None | Partial |
| Firmwide cockpit + per-advisor visibility | Full | None | None | None | None | Partial |
| Client-side PII redaction for AI | Full | None | None | None | None | None |
Tax Advisor OS is the advisory intelligence and action layer over the tools you already run. Your compliance engine, your workflow, and your books stay exactly where they are.
Bring in your client and return data from the systems you already use, no rip and replace.
The AI builds a living picture of each client and scans it for opportunity and risk.
It drafts the email, the task, and the proposal. The advisor reviews and approves.
Savings proposed, savings delivered, adoption, and revenue, tracked at the firm level.
Your preparation, workflow, and accounting platforms remain the source of truth. Tax Advisor OS is where advisory happens on top of them.
One platform that grows from a single advisor to hundreds, each firm on its own instance, its own data, and its own brand.
Add proactive advisory without adding staff. Advise like a large firm from day one.
Give a whole team one command center, with roles, teams, and a firmwide view.
Deploy advisory intelligence across thousands of clients and hundreds of advisors.
Tax Advisor OS does not just tell an advisor what to do. It teaches, every step of the way. Each recommendation is explained in plain terms and supported, wherever possible, by the tax code, the regulation, or another reliable source.
A twenty-year CPA gets documentation deep enough to trust. A first-year preparer gets the reasoning spelled out plainly. The whole firm levels up.
The most valuable move a firm can make is shifting revenue from seasonal compliance to recurring advisory. AI is what finally makes that possible at scale.
The industry's biggest cost is skilled labor. Tax Advisor OS turns that cost into advisory capacity, so a firm serves far more clients, far more proactively, without proportional headcount.
Recurring advisory subscriptions are worth far more than one-time compliance fees. Shifting the mix is the single most powerful lever on a firm's value, and this platform is built to drive it.
This was not designed in a lab. It was built inside a working CPA firm with more than thirty years in practice, and it is used there every day before it is offered to yours.
No. Tax Advisor OS sits above your existing tax preparation, practice management, and accounting systems as the advisory layer. Those platforms stay your systems of record. This is where proactive advisory happens on top of them.
Never. The co-pilot drafts and proposes, and an advisor approves with a single click. Nothing is sent to a client without a person deciding to send it. The advisor is always in control.
Recommendations are grounded in each client's actual return, entities, and plans, and explained in plain English. Where a recommendation rests on a strategy, it is supported by that strategy's stored authority, the tax code or regulation behind it, so it can be understood, checked, and explained with confidence.
Yes. It is built multi-tenant and role-based, with each advisor seeing exactly the book they should, enforced on the server. Firms control who can see the whole firm and who sees only their own clients, and reassigning a client moves its work with it.
No. That is the point. The platform surfaces the opportunity, drafts the work, and explains the reasoning with its source. A newer preparer can work with a partner's judgment, and a seasoned CPA gets documentation deep enough to trust.
Yes. Each firm runs on its own instance with its own data and its own branding, so the experience your advisors and clients see is yours, not ours.
The first truly AI-native operating system for tax advisory: a command center, an AI co-pilot, and a client radar that carry the highest level of professional service from the first conversation through the finished plan, and keep every client relationship improving year after year.
And the benefit runs both ways. Advisors gain the reach and depth of a far larger practice, while their clients receive more attentive, more thorough, and more proactive advice than ever before, because their advisor is built on a foundation that never lets an opportunity slip.
