Features
All the heavy lifting in tax research, analysis, memo drafting and org charts are done for you in one place.
Conversational vs. Professional Modes
Toggle modes in the input bar. Use Conversational mode for simple, plain-language answers, or switch to Professional mode for comprehensive tax analysis with proper statutory and tax authority publications references.
"Yes, your software startup's stock should qualify for the 100% capital gains tax exclusion under Section 1202. The key requirements are that the company's gross assets were under $50 million at issuance, the business operates in a qualified field (like software), and you hold the shares for a minimum of 5 years."
Legal Entity Org Charts
Describe your ownership structure in plain English. Our AI automatically generates an industy standard tax org chart, which can be downloaded instantly as a PowerPoint. Click any legal entity to change the color of the shape.You can also request a step-by-step transaction plan for M&A structuring, which can also be exported to PowerPoint.
Technical Memorandum Drafting
After you finished chatting, request an industry standard tax memorandum summarizing the key findings and analysis and download it as a formatted Word document. Ready to share!
Step-by-Step Transaction Planning
During your chat, you can ask our AI to draft a step-by-step transaction plan based on the case facts discussed in your chat. Navigate forward and backward to see the plan evolve in real time, and download the whole step plan in PowerPoint.
Ways to Use the Projects Workspace
Organize files in folders and query them. Here is how document uploads and Q&A look in the workspace.
Chat with PDFs
Upload tax returns, notices of assessment, and agreements. Our AI parses the PDF text, extracts clauses, and answers questions with precise citations.
I found the following tax covenant in section 6.2 on page 4 of the share_purchase_agreement.pdf:
"Sellers shall prepare and file all pre-closing Tax Returns..."
Chat with Spreadsheets
Upload expense logs, financial ledgers, or asset files. Our AI categorizes expenses, tags tax statuses, and computes sums in a clean grid layout.
I have grouped the travel expenses from Q2_expenses.xlsx:
| Category | Amount | Tax Status |
|---|---|---|
| Client Dinners | $340.00 | 50% limit |
| Hotel Lodging | $1,200.00 | 100% deductible |
Chat with Words
Upload draft memos or client letters. Our AI reviews formatting, checks assumptions, and suggests additional statutory cross-references.
Based on your draft memo, I recommend mentioning Section 1202(e)(3) to verify that the active business assets consist primarily of qualified trades (which includes software engineering, but explicitly excludes financial services and leasing).
Chat with Images
Upload photos of invoices, receipts, or tax slips (i.e., T4, W-2). Our AI extracts the data beautifully in a structured table for further analysis.
I have extracted the following boxes from the uploaded T4 slip image:
| Box | Description | Value |
|---|---|---|
| Box 14 | Employment Income | $85,250.00 |
| Box 22 | Income Tax Deducted | $14,200.00 |
Tax Structuring with PowerPoint
Give our AI a transaction reorg case or brainstorm a tax strategy together, then ask it to draft the transaction steps and export to PowerPoint.
Step Plan Slide Outline:
- Slide 1: Current entity splits & cash assets.
- Slide 2: Transfer of assets under Section 351 rollover.
- Slide 3: Distribution of common growth shares.
Understanding Our AI Models
Compare the capabilities of our Standard and Advanced Reasoning Models to choose the best option for your workflow.
Standard Model
Click to reveal detailsOptimized for quick and straightforward questions. This is what our guests have access to.
Click to flip backAdvanced Reasoning Model
Click to reveal detailsPerforms deep, multi-step logical chain-of-thought analysis across statutory law, administrative positions, tax treaties, tax policy and OECD guidelines. Sign-up to use this model.
Click to flip back