ENTITY AGENT

Meet the entity agent.

An AI agent assigned to every entity. It holds every document, knows the full filing history, and does the tax work. Research, planning, preparation, and filing. You orchestrate. The agent executes.

See it in action Start free
Entity agent dashboard showing source documents and AI conversation

Upload once. The entity agent takes it from there.

Every document indexed

Upload W-2s, K-1s, prior returns, bank statements. The agent reads and indexes everything. When you ask a question, it answers from the actual data.

Full filing history

Prior year returns, carryforwards, elections, and estimated payments. The agent tracks year-over-year changes and flags what matters.

Built for every team

CPA firms preparing client returns. Corporate tax teams managing entities. Individuals filing on their own. One agent that works for everyone.

RESEARCH

Ask any tax question.
Get cited answers.

Type a question in plain English. The agent searches IRC, Treasury Regulations, court cases, IRS publications, ATG guides, and Revenue Rulings, then cross-references your client’s actual data. Answers come back in ~51 seconds with expandable source citations you can verify.

Try research
Research query showing QBI deduction eligibility with IRC citations
Generated multi-year tax plan document with projected savings
DOCUMENTS

Create any tax document in minutes.

Tax plans, planning memos, workpapers, resolution analyses, and client letters. The agent builds them from your client’s data. Every document is styled, exportable, and grounded in the entity’s actual financial picture. Not generic templates. Real deliverables with real numbers.

See document types
WORKFLOWS

Click Run. The agent handles every step.

Workflows are automated multi-step processes that handle real tax work. Preparation, review, planning, estimates, and resolution. Each workflow runs for 20 minutes to 3 hours, executing every step without intervention. Standard workflows ship locked. Build custom ones for your firm’s process.

Explore workflows
Workpaper workflow with completed steps and progress indicators
TAX DOCS

Every document. Organized automatically.

Upload once. Find anything instantly.

Source documents

Upload W-2s, 1099s, K-1s, brokerage statements, bank records. The agent indexes and categorizes everything.

Prior returns

Import prior year returns for comparison, carryforward tracking, and year-over-year analysis.

Generated documents

Every workpaper, plan, memo, and letter the agent creates is stored with full version history.

Activity timeline

See every action the agent took: research queries, document creation, and workflow runs. All with timestamps and versioning.

FILING

E-file and print. Federal and state.

The entity agent handles the full lifecycle, from source documents through preparation, review, and filing. Government-approved e-file to IRS and 48+ state jurisdictions.

Government-approved e-file for TY25.

An agent for every entity type.

Instead learns your entities, ownership, and filing history. E-file and print for TY25 and TY26. 140+ governments.

1040
Individuals
Personal returns, retirement, capital gains
1120
C Corporations
Business deductions, R&D credits, entity structure
1120-S
S Corporations
Pass-through optimization, shareholder basis
1065
Partnerships
Allocations, distributions, K-1 preparation
1041
Trusts & Estates
Fiduciary returns, beneficiary distributions
Coming 2026 706 · 709 · 990 · 5500 · 2290

File tax returns nationwide

First company in decades to receive approvals at every level of government.

Federal
IRS-approved
48+
State jurisdictions
Local
Supported
ALAlabama
AKAlaska
AZArizona
ARArkansas
CACalifornia
COColorado
CTConnecticut
DEDelaware
FLFlorida
GAGeorgia
HIHawaii
IDIdaho
ILIllinois
INIndiana
IAIowa
KSKansas
KYKentucky
LALouisiana
MEMaine
MDMaryland
MAMassachusetts
MIMichigan
MNMinnesota
MSMississippi
MOMissouri
MTMontana
NENebraska
NVNevada
NHNew Hampshire
NJNew Jersey
NMNew Mexico
NYNew York
NCNorth Carolina
NDNorth Dakota
OHOhio
OKOklahoma
OROregon
PAPennsylvania
RIRhode Island
SCSouth Carolina
SDSouth Dakota
TNTennessee
TXTexas
UTUtah
VTVermont
VAVirginia
WAWashington
WVWest Virginia
WIWisconsin
WYWyoming
AT SCALE

Scale to hundreds of returns.
One platform.

Every entity gets its own agent with full context. The more data you upload, the smarter it gets. No per-entity setup. No configuration.

See the entity agent in action.

Upload source docs, ask a question, run a workflow. Watch the agent handle real tax work from start to finish.

See it in action Start free