AI-assisted return review
Analyze tax packages, compare supporting files, flag inconsistencies, and organize findings for professional review.
AI tax operations for CPA firms
Review returns, prepare workpapers, and manage client tax workflows in one place.
RAG Tax AI helps tax teams analyze uploaded returns and workpapers, surface review points, prepare support, draft client requests, and connect accounting data without replacing professional judgment.
Human-in-the-loop review
Google Drive and Gmail workflows
QuickBooks and Xero ready
Return review package
Upload returns, workpapers, and support to identify issues and missing items.
Workpaper preparation
Generate organized support and reviewer-ready explanations from source files.
Client request workflow
Create clear follow-up requests and draft emails for missing information.
ReviewReturns and support
PrepareWorkpapers and drafts
TrackUsers, budgets, audit logs
What we offer
Built around the tax work your team already does.
The platform is designed for firms that need faster review, cleaner documentation, and a structured way to turn client files into actionable tax work.
Workpaper preparation
Convert uploaded tax and accounting materials into reviewer-friendly workpapers, summaries, and preparation notes.
Client requests and deliverables
Draft missing-item requests, client emails, issue responses, and delivery-ready explanations from the review output.
Planning, notices, and diagnostics
Support estimated taxes, tax planning, notice analysis, software diagnostics, and research workflows.
User budgets and admin controls
Create users, assign roles, set usage budgets, and control AI spend across the team.
Audit-ready operations
Track security events, usage, access requests, and key workflows with logs designed for operational review.
Works with your stack
Connect document, email, and accounting workflows.
RAG Tax AI supports the tools firms already rely on, while keeping tokens and sensitive credentials server-side.
Google Drive
Reviewed Gmail sending
QuickBooks Online
Xero
PDF, Excel, Word
How it works
A practical workflow, not a black box.
Upload or connect
Add returns, workpapers, accounting reports, Drive files, or supporting documents.
Run the workflow
Choose review, preparation, planning, notice, diagnostics, or deliverable mode.
Review the output
The app produces findings, drafts, summaries, and support for a professional to validate.
Act with control
Track budgets, users, audit events, and client follow-ups inside one operating system.
Security posture
Designed for sensitive tax and accounting workflows.
RAG Tax AI is built as an assistance platform. AI outputs require professional review, and the app includes controls for authentication, auditability, encrypted tokens, usage limits, HTTPS, CSRF protection, and operational security documentation.
Hashed passwords
Encrypted OAuth tokens
Role-based admin controls
Usage budgets and rate limits
Audit logs and security events
Privacy, terms, and ISO readiness docs
Ready to size the right setup for your firm?
Access is tailored around expected return volume, users, and workflow needs so firms do not have to force tax operations into a generic plan.