One agent across every client.
The firm agent works at the firm level, across all clients, all entities, all data. Run batch operations, manage your pipeline, and scale your team without scaling headcount.
Stop working client by client.
Work across all of them.
One question, every client
Ask the firm agent a question and it answers across your entire book. Every client, every entity, every return. One query.
One workflow, hundreds of returns
Select clients from the grid, choose a workflow, hit run. The agent executes it across all of them in parallel.
One dashboard, full visibility
See every client, every status, every deadline. Filter by entity type, engagement stage, or assigned team.
Every client. One view. Instant answers.
The Client Grid shows every client and entity in your firm. Filter by entity type, status, assignee, or custom criteria. Select clients and run prompts or workflows across all of them simultaneously. Ask “Which clients are missing W-2s?” and get a structured answer for every client in seconds.
Run one workflow across hundreds of clients.
Select 50 clients. Click Run. The firm agent executes the workflow across every selected entity: workpapers, reviews, estimates, tax plans. Each entity gets its own execution context with its own data. Results come back structured and ready for review. One person. Hundreds of returns.
Organize, track, and manage your entire book.
From onboarding to filing. Every client tracked.
Client onboarding
Add new clients with entity setup, document upload, and prior return import. The agent handles initial data extraction.
Status tracking
See where every client stands: documents received, workpapers built, returns prepared, reviews complete, filed.
Document collection
Track missing documents across all clients. See which W-2s, 1099s, and K-1s are still outstanding at a glance.
Deadline management
Federal and state filing deadlines, extensions, and estimated payment due dates, tracked across every client and entity.
Assign work. Track progress. Scale your team.
Assign clients to team members, set permissions, and track who’s working on what. The firm agent shows workload distribution, completion rates, and bottlenecks. Junior staff run AI-assisted workflows while partners focus on review and advisory. Scale output without scaling headcount.
One person runs hundreds of reviews. Same quality.
Traditional tax prep scales linearly. More clients means more people. Instead breaks that model. The firm agent lets a single team member run batch workpapers, batch reviews, and batch estimates across your entire client base. The agent does the work. Your team does the thinking.
The firm agent works across every entity type.
Instead learns your entities, ownership, and filing history. E-file and print for TY25 and TY26. 140+ governments.
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