INDIVIDUALS · 1040

Every 1040. From source docs to e-file.

From source documents to signed return. Instead prepares workpapers, populates returns, resolves diagnostics, and files for 1040, Schedules C, E, F, and Farm.

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Individual tax planning conceptual illustration

THE AGENT

One agent.
Every step of the 1040.

Assign an agent to a client and it holds context across everything: source docs, workpapers, returns, plans, and filings. Ask it a question, run a workflow, or build a plan. It doesn't assist. It does the work.

Holds full context across every tax year
Cited research from IRC, Treasury Regs, court cases
Prepares review-ready returns with workpapers
Resolves diagnostics autonomously

WORKFLOWS

Pre-built workflows. Click run.

Every step of the individual return process, automated.

Tax workpapers

Upload W-2s, 1099s, K-1s, brokerage statements. Complete workpapers built automatically.

Return preparation

Populates every line of the 1040. Schedules C, E, F, Farm. Diagnostics resolved.

Return review

Compliance review against source docs, workpapers, and tax law. Issues flagged before you see them.

Tax planning

1-year or 20-year plans. Strategy identification, scenario modeling, client-ready output.

Tax estimates

Quarterly federal and state. Safe harbor calculations. Strategy impact analysis.

Tax resolution

Ability-to-pay, installment plans, OIC. The agent drafts the response.

Strategy implementation

From intake through analysis to final deliverable with projected impact.

Custom workflows

Your firm's process, codified. Describe it and the agent builds it.

TAX DOCS

Every document. Organized automatically.

Upload source docs and the agent classifies, renames, and organizes them by tax year. Connect your existing document store and everything syncs.

Auto-classification

Agent reads, renames, and files every document into the right folder.

Version history

Full audit trail on every document. Revert any change at any time.

Cloud integrations

Google Drive · OneDrive · Box · Dropbox · SmartVault coming soon.

FIXED ASSETS

Full depreciation and asset management.

Track every asset. Calculate depreciation across MACRS, ADS, and Section 179. The agent handles cost segregation, like-kind exchanges, bonus depreciation, and disposition tracking. Every asset flows directly into the return.

MACRS, ADS, Section 179
Cost segregation studies
Like-kind exchanges (1031)
Bonus depreciation and phase-outs
Disposition tracking and gain/loss

Instead depreciation and asset management

THE GRID

One person.
Hundreds of 1040s.

Select clients. Click prepare returns. The grid runs workflows in parallel, every client, every schedule, simultaneously.

Batch prepare returns across your entire client base
Parallel processing, every client runs simultaneously
Real-time status tracking per client
One-click review and e-file

Instead client grid for 1040 preparation

RESEARCH

Ask any 1040 question.

Cited answers from the IRC, Treasury Regs, court cases, and IRS Audit Technique Guides. Client breeds horses and lost money 6 of the last 7 years? Foreign rental income with a treaty position? Instead finds the answer and shows you exactly where it comes from.

Try tax research

SECURITY

Control who sees what.

User permissions

Owner and Member roles. Control who accesses which clients.

Document permissions

Visibility at the document and folder level. Sensitive returns stay restricted.

SOC 2 Type II

Annual security audit. IRS-authorized e-file. 256-bit encryption.

Every 1040. From source docs to e-file.

One agent.
Every step of the 1040.