Basis
AI agents for firmsBench test pending
Pricing
Unknown (quote-based; demo request)
Key features (from source)
- Agents for tax: intake to review-ready workpapers
- CAS month-end close, audit testing, corporate accounting
- "Basis for Small Firms" offering
- Customer quote: returns with 60–70+ K-1s dropping from 100+ prep hours to 15–20 (Boulay)
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Bench test pending. We run tools on sample returns and publish the results. Vendor? Claim and verify this listing.
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