Automatically turn tax returns into client-friendly videos. Plus: Year-round tax projections that take 90 seconds.
The only platform that combines AI-powered video explanations with accurate tax projections — all integrated with your existing workflow.
Upload any 1040, 1065, 1120, or 1120-S. Our AI creates a personalized 3-5 minute video that explains every line, deduction, and credit in plain English. Clients finally get it.
Create year-round tax projections in under 2 minutes. Help clients plan quarterly payments, maximize deductions, and avoid surprises. Generate professional PDF reports instantly.
Videos generated in 90 seconds. Projections in under 2 minutes. Stop spending hours on repetitive explanations and use that time to grow your practice.
Your clients access videos through a branded portal with your logo. Share via secure link, email, or text. Track who's watched and answer questions before they ask.
No training required. No complicated setup. Just upload, generate, and share.
Upload a completed tax return PDF. Our AI analyzes it and creates a personalized 3-5 minute video explanation with professional voiceover. Send to clients via secure link. Generated in 90 seconds.
Upload a tax return PDF. AI generates easy to understand tax projections with quarterly payment schedules and tax-saving recommendations. Professional PDF reports in under 2 minutes.
Join hundreds of tax professionals who've reduced client calls and increased satisfaction.
"We went from 15-20 client calls per return to 3-5. The videos answer every question before clients even think to ask. Our clients actually thank us for making taxes understandable. Worth every penny."
"Tax Projection Tool is a game-changer for year-end planning. My clients love getting accurate projections throughout the year, not just at tax time."
"Both tools are incredibly intuitive. I was up and running in minutes, and my clients are impressed with the professional presentation."
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