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AI tax preparation and review software for accounting firms. Filed preps and reviews returns inside CCH Axcess, UltraTax, Lacerte, Drake and ProConnect.

The vendor's own description, from their website.

Pricing seen on the vendor site

No price captured automatically. See the vendor's pricing page.

Captured automatically on 2026-10-17. Plans, currency and billing terms vary, so confirm on the vendor site. Pricing page

Integrations

None found on the pages we checked

Shown only where the vendor's site names the ledger alongside integration or sync wording. Quotes:

Tax & jurisdiction mentions

IRS
IRS
…s. Visit our trust center SOC 2 Type II Audited annually by an independent firm. SOC 3 report also available. IRS 7216 compliant workflows Data anonymization built into the platform for 7216 requirements. SSO and access con…

A mention is not a certification.

Data & security

Data location: not stated on the pages we checked

Security mention: …a breach. Tax returns are among the most sensitive data a firm holds. Filed is SOC 2 Type Il certified, with controls covering security, availability, confidentiality, and…

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