Intelligent Tax Advisory Insights
Upload 2-3 years of tax returns and receive comprehensive AI-generated analysis to guide client consultations.
View Recent Analyses
Access previously analyzed client returns and advisory reports.
How It Works
1
Upload PDFs
Upload 2-3 tax return PDFs exported from Drake software
2
AI Extraction
Google Document AI extracts key financial data from each return
3
YoY Comparison
Automatic year-over-year comparison highlights changes and trends
4
AI Advisory
Gemini AI generates actionable tax planning recommendations