Filed
Tax prep automationBench test pending
Pricing
Unknown (not published)
Key features (from source)
- Reads source documents and populates the return inside your tax software (Drake shown on site)
- Cross-checks figures against source documents to flag transposed numbers and missing K-1s
- Surfaces tax-planning strategies with estimated savings
- SOC 2 Type II, IRS 7216 anonymization workflows, SSO/MFA, US data processing (vendor-stated)
- Vendor states client data is never used to train shared models
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Bench test pending. We run tools on sample returns and publish the results. Vendor? Claim and verify this listing.
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