Free AI Tool

Tax Prep Documentation Generator

Enter your client's tax details and get entity-specific checklists, document summaries, client letters, and missing items tracking — all in one step.

✓ Entity-specific checklists✓ Missing docs tracker✓ Client-ready letter

Results in ~12 seconds · Saves ~60 minutes

54 agentic skills for monthly close, reconciliations, and client comms. Ambient CPA-boundary guard keeps you out of tax-advice territory.