AI, with human oversight
The assistant proposes. Your team decides.
Document sorting, readiness checks, a source-linked prep packet, review questions and draft follow-ups — and no code path that files a return or sends a message without a person approving it.
Uploads recognized and ticked off.
With the client's consent, each upload is classified — W-2, 1098, 1099-INT, prior-year return — and matched to the checklist. Unrecognized files go to a person. A person can change any classification.
- Consent first
- Chips show the classification
- Always changeable
Thirty minutes before the appointment, a readiness check.
On the office's schedule the assistant compares received documents with the checklist, flags gaps and suggests a reminder or a later time. The assistant never decides a return is complete; a professional does.
- Runs on your schedule
- Suggests, never decides
- Human override on every action
Fields with sources, flags and questions.
The packet links each value to its page and box, shows confidence, compares with the prior year and raises questions for the professional to consider.
- Source on every field
- Confidence flags
- Review questions
Drafts in the client's language, sent only after approval.
Retention and follow-up messages are drafted for a person to edit and approve. The outbox checks consent before anything goes out.
- Draft, then approve
- Client's language
- Consent-checked outbox
What's included
Everything in the box.
- Document classification
- Readiness checks
- Prep packet assembly
- Confidence and flags
- Review questions
- Draft follow-ups
- Scripted mode without an API key
- Live model pluggable
Keep exploring
Related
Keep exploring
See the assistant work, and a person approve.
A short walkthrough with your office's questions in mind.
