Intelligent Tax Infrastructure

Six Specialized Agents.
One Unified Platform.

Led by Sam, your Lead Tax Strategist. Our multi-agent architecture orchestrates specialized models to handle every aspect of your tax compliance with precision.

Lead Tax Strategist

Meet Sam

Your dedicated orchestrator for complex tax scenarios

S

Sam

Lead Tax Strategist

“You're making great progress. Based on your income and current deductions, I suggest reviewing home office expenses to boost your refund.”

Core Capabilities

  • Personalized Tax Strategy
  • Real-Time Audit Risk Monitoring
  • AI Agent Coordination

Sample Queries

  • What's my personalized tax strategy?
  • How can I reduce my audit risk?
  • What deductions am I missing?

Interaction Style

Agents adapt their communication protocols to match your preferred workflow.

Specialized Agent Network

Sam coordinates with these domain-specific models to handle specialized tax requirements.

S

Sophie

Filing Assistant

“Great! Your W-2 has been uploaded. Just a few more steps and we're good to go.”

Capabilities

What documents do I need to file?
How do I claim the standard deduction?
M

Miles

Audit Risk Monitor

“Your current deductions are slightly above average for your income bracket. Consider uploading receipts for accuracy.”

Capabilities

What's my audit risk score?
Why is this deduction flagged?
N

Nia

Document Intelligence Agent

“Just scanned your 1099-MISC. Income and payer fields are verified. You're good to go.”

Capabilities

Can you extract data from my W-2?
What information did you find in my 1099?
R

Remy

Smart Reminder Agent

“42 days until the filing deadline. Let's knock out your income section by this weekend!”

Capabilities

When is the filing deadline?
What tasks should I complete this week?
L

Lex

Legal & Compliance Watchdog

“This deduction type requires Schedule C. Would you like to auto-fill that now?”

Capabilities

Is my return IRS compliant?
What legal requirements apply to me?

Ready to Deploy Your Team?

Start filing for free and get instant access to our complete agent network.