A partnership return to package and deliver. Just email our assistant and delegate work Onboarding: forward past prior threads and documents to train the assistant Personalized, firm-specific outputs (client email, K-1 packages, e-sign links )

AI Intake - Automate documents & questionnaire collection, AI documents rename & organize AI Tax Document Processor - Extract K-1/K-3 form to Excel and generate K-1 packages for 1065 returns automatically AI Delivery - AI draft personalized deliver emails and auto-identify signature pages/box for e-sign