Tax Practice Operating System. Tasks, documents and deadlines in one place, with AI that proposes and never acts without approval.
Clients, cases, documents and deadlines in one shared workspace.
The AI prepares, you decide. Every action is logged.
Data is separated by practice. Account security and AI services depend on your setup; clarify processing locations before use.
AI Answers and proposals marked “AI” are generated by an AI system (Art. 50 AI Act). They may contain errors. Nothing is sent out without your approval. Notice on AI features
Find clients, cases, documents and deadlines in one workspace. Copilot reads with your permissions and prepares deadline actions for your approval.
Look up clients, cases, documents and upcoming deadlines using the available tools.
Recognised citations are checked against the corpus. Unverified references remain marked; professional review is still required.
Review the proposed deadline and parameters. Approve or reject it before it is created.
Text export removes unconfirmed references. Handoff for a letter or objection requires authorised confirmation of unverified references.
Interactive simulation · fictional practice data
Answers are generated by an AI.
Interactive preview with example data. No AI call, client data, saved deadline or external submission. Live availability depends on the connected model, permissions, country and edition.
Describe your practice and the workflow you would like to test with us.