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Provides an AI-powered client coordination platform for accounting firms to automate document collection, data entry, and tax return workflows. By integrating with tax software and offering features like dynamic questionnaires, secure client portals, and automated reminders, it reduces administrative workload by up to 50%, streamlining processes and improving client satisfaction.
Updated 20 months ago
Funding
$250K raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Funding rounds are not available yet.
Founders
Founder details are not available yet.
Product
Features
- Provides an AI-powered client coordination platform for accounting firms to automate document collection, data entry, and tax return workflows. By integrating with tax software and offering features like dynamic questionnaires, secure client portals, and automated reminders, it reduces administrative workload by up to 50%, streamlining processes and improving client satisfaction.