One agent that sees every entity a client has.
Link a client’s 1040, 1120-S, 1065, and 1041. Ask any question, and the agent answers with full context from all of them. Run any workflow, and it pulls documents and data across every entity. Make any decision, and the agent accounts for the complete picture.
The relationships between entities are where the real intelligence lives.
Full context across returns
Ask about one entity and the agent pulls data from all of them. The S corp informs the individual return. The partnership flows into the trust.
Workflows that span entities
Run a workflow on the 1040 and the agent automatically pulls K-1 data from the partnership, salary from the S corp, and distributions from the trust.
Decisions with the full picture
Should the client take a distribution from the S corp or the partnership? The agent models the impact across all entities, not just one.
One question.
Every entity’s data.
Ask about a client’s tax situation and the agent answers with the complete picture. It doesn’t just look at the entity you’re working in. It pulls data, documents, and context from every linked entity. The S corp informs the individual return. The partnership flows into the trust. Every answer accounts for everything the client has.
Run a workflow on one entity. Use context from all.
Start a tax review on the 1040 and the agent automatically pulls K-1 data from the partnership, salary from the S corp, and distributions from the trust. Or run a workflow across all entities at once: estimated payments, year-end planning, document collection. The agent uses every document you’ve uploaded to any entity, not just the one you’re working in.
Every decision accounts for every entity.
Should the client take a distribution from the S corp or the partnership? Should they convert the LLC? What salary minimizes total tax? The agent doesn’t optimize one entity in isolation. It models the impact across all of them. Every recommendation considers the ripple effects across the client’s entire tax structure.
The intelligence that emerges when entities connect.
Every feature below works automatically when you link entities. No mapping. No manual reconciliation.
K-1 reconciliation
The agent traces every K-1 from issuing entity to receiving return. Partnership allocations flow to the S corp, S corp distributions flow to the individual. Mismatches get flagged before filing.
Salary optimization
Reasonable compensation that factors in every entity. The agent models salary scenarios across S corps and calculates the combined impact on SE tax, QBI deductions, and total liability.
Distribution planning
When a client takes distributions from multiple entities, the tax impact depends on all of them. The agent models timing and amounts, factoring in basis limitations and passive activity rules.
Multi-state exposure
Pass-through entities create nexus everywhere. The agent maps filing obligations across all linked entities, identifying composite return requirements and estimated payment deadlines.
Estimated payments
Income from S corps, partnerships, and trusts is combined into one estimated payment calculation. Entity-level withholding credits applied automatically across federal and state.
Entity restructuring
Converting from partnership to S corp? The agent models the before and after across every affected return using the client’s actual numbers, not theory.
Link any combination of entity types.
The agent holds context across all five entity types simultaneously. Every combination supported.
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