US-focused insights on tax, finance, and AI for modern firms and small businesses.
Tax Studio AIA practical guide to IRS-friendly e-signs on 8878/8879: identity proofing, audit trails, retention, and what to automate—without breaking compliance.
Tax Studio AIClients hate portals. With Tax Studio AI, they keep emailing while you centralize, assign by client/office/preparer, and manage from one hub—no extra steps for the client.
Tax Studio AIStop re-typing GL figures. Learn a clean, auditable way to map the general ledger to tax return categories and automate roll-ups from QuickBooks/Xero.
Tax Studio AIFor 2–15-person tax firms: connect QuickBooks or Xero to an AI-assisted hub. Map GL to tax forms and end duplicate typing with zero re-entry and push/pull sync
Tax Studio AITurn copy/paste into review time. Reliable OCR pre-fills W-2/1099s and bank statements with confidence scores, exception queues, and an audit trail—no double entry.
Tax Studio AITurn messy client docs into a ready-to-file package with a simple 3-step intake blueprint—collect, extract, and e-sign in one hub. Cut re-entry and free 5–10+ hrs/week.
Join firms saving hundreds of hours with AI-driven document handling, reconciliations, and review-ready outputs—so you can focus on advisory.
7-day free trial. Cancel anytime. Credit card required to start.
