AI Powered
Tax Associates
Automate review and compliance for partnership and fund tax. Save hours per return and catch issues before the IRS does.
Fund Tax Review
Fund Tax Review
Fund Tax Review
Grow 10x faster than your competitors.
AI Assist
AI review saves up to
6 hours per return, catching issues before submission.
Generate review summary
Compare current vs. prior year XML
Flag partner allocation differences
AI Assist
AI review saves up to
6 hours per return, catching issues before submission.
Generate review summary
Compare current vs. prior year XML
Flag partner allocation differences
AI Assist
AI review saves up to
6 hours per return, catching issues before submission.
Generate review summary
Compare current vs. prior year XML
Flag partner allocation differences
Partnership Tax
Partnership Tax
PFIC & Tax Treaty Analysis
PFIC & Tax Treaty Analysis
Penalty Risk
Penalty Risk
Workpaper Creation
Workpaper Creation
K-1 Review
K-1 Review
International Fillings
International Fillings
Tax Review Analytics
Get a 360° view of every return — performance, accuracy, and reviewer efficiency in one place.
Flag Partner Allocation Mismatches
Flag Partner Allocation Mismatches
Track Review Completion Times
Track Review Completion Times
Identify Recurring Prep Errors
Identify Recurring Prep Errors
Tax Review Analytics
Get a 360° view of every return — performance, accuracy, and reviewer efficiency in one place.
Flag Partner Allocation Mismatches
Track Review Completion Times
Identify Recurring Prep Errors
AI Assistant
Your on-demand partnership tax specialist.
Answers Complex K-1 and K-3 Questions Instantly
Answers Complex K-1 and K-3 Questions Instantly
Automates Cross-return Comparisons and Tie-outs
Automates Cross-return Comparisons and Tie-outs
AI Assistant
Your on-demand partnership tax specialist.
Answers Complex K-1 and K-3 Questions Instantly
Automates Cross-return Comparisons and Tie-outs
Workflow Automation
Collaborate, assign reviews, and resolve comments — all in one workspace.
Real-time Review Collaboration
Real-time Review Collaboration
Centralized Notes and Version Control
Centralized Notes and Version Control
Integrated File and XML Syncing
Integrated File and XML Syncing
Workflow Automation
Collaborate, assign reviews, and resolve comments — all in one workspace.
Real-time Review Collaboration
Centralized Notes and Version Control
Integrated File and XML Syncing
Automate Your Next Tax Review.
Save hours, reduce errors, and focus on high-value work.
Automate Your Next Tax Review.
Save hours, reduce errors, and focus on high-value work.
Automate Your Next Tax Review.
Save hours, reduce errors, and focus on high-value work.