Now in Early Access

Your AI Tax Strategist —
Available 24/7

Automated document extraction, IRS-compliant bookkeeping, and AI-generated tax strategies for small businesses and real estate investors.

Request Early Access

Who It's For

Built for small business owners and real estate investors who want enterprise-grade tax intelligence without enterprise pricing.

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Sole Proprietors & Freelancers

✓W-2 and 1099 extraction (NEC, MISC, INT, DIV)
✓Schedule C analysis and expense categorization
✓QBI deduction optimizer (IRC §199A)
✓1099-NEC threshold tracker ($600 monitoring)

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LLCs & S-Corporations

✓17-category IRS Schedule C expense bucketing
✓Bookkeeper reconciliation and audit-ready reports
✓Entity-level tax position engine
✓Tangible Property Regulations §263(a) flagging

Phase 3 — Q4 2026🏠

Real Estate Investors

✓Schedule E rental income/expense extraction
✓REPS time tracker — 750-hour & 50% tests (IRC §469(c)(7))
✓Passive activity loss engine (Form 8582)
✓1031 exchange management (Form 8824)

Platform Features

Built in phases — powerful from day one, expanding through 2027.

Available Now

Phases 1–2

✓Secure document upload (PDF, JPEG, PNG — up to 25MB)
✓AI extraction: W-2, 1099-NEC, 1099-MISC, 1099-INT, 1099-DIV, Schedule C
✓PII redaction and 7-year encrypted document storage
✓Tax position engine with estimated liability calculation
✓QBI deduction optimizer (IRC §199A)
✓Expense categorization — 17 IRS Schedule C categories
✓Tangible Property Regulations §263(a) compliance flagging
✓1099-NEC threshold tracker ($600 threshold monitoring)
✓Bookkeeper reconciliation and audit-ready reports

Coming Q4 2026

Phase 3 — Real Estate

✓Schedule E rental income/expense extraction
✓REPS time log tracker (750-hour and 50% tests per IRC §469(c)(7))
✓Passive activity loss engine (Form 8582)
✓1031 exchange management (Form 8824 tracking)
✓Depreciation schedules (Forms 4562 and 4797)
✓Audit risk scoring

Coming Q1 2027

Phase 4 — Optimization

✓Multi-year tax trend analysis
✓Entity structure advisor (LLC vs S-Corp optimization)
✓Retirement plan optimizer (SEP-IRA, Solo 401k — IRS Pub 560)
✓State Pass-Through Entity Tax (PTET) recommendations
✓SOC 2 Type II compliance

Security & Compliance

🔒 AES-256 Encrypted Storage🔒 PII Redaction on Every Upload🔒 7-Year IRS Retention🔒 Append-Only Audit Log🔒 FTC Safeguards Rule Compliant

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Join the waitlist. We'll reach out when your spot is ready.