Technology Partners & Tools
Our Technology Partners & Tools
We leverage best-in-class platforms and AI to build automation that actually works — integrating with the tools your firm already depends on.
Trusted Platforms
Core Technology Partners
Microsoft
Power Platform, Azure, Fabric
We build on Microsoft's cloud and data infrastructure to deliver scalable automation workflows, advanced analytics with Fabric, and enterprise-grade AI solutions through Azure.
Thomson Reuters
ONESOURCE, UltraTax
Deep integration with Thomson Reuters tax platforms lets us automate compliance workflows, streamline multi-jurisdiction filings, and extract structured data for AI processing.
Intuit
ProConnect, Lacerte
We connect to Intuit's professional tax suite to automate return preparation, client data ingestion, and review processes for firms of all sizes.
Anthropic / OpenAI
Claude, GPT Models
State-of-the-art language models power our intelligent document extraction, natural language research, and automated client communication capabilities.
Salesforce
CRM Integration
We integrate with Salesforce to unify client data, automate engagement tracking, and connect CRM workflows with tax and advisory processes.
Alteryx
Data Analytics & Automation
Alteryx powers our advanced data transformation pipelines, enabling complex analytics, reconciliation, and data preparation at scale.
AI-Powered
Our AI Stack
Purpose-built AI capabilities designed for tax and accounting workflows — not generic tools bolted on as an afterthought.
Document Extraction & OCR
Automatically extract structured data from tax forms, financial statements, K-1s, and scanned documents with high accuracy — eliminating manual data entry.
Natural Language Tax Research
Query tax code, regulations, and IRS guidance in plain English. Our AI surfaces relevant authorities and citations in seconds, not hours.
Automated Compliance Checking
Continuously validate returns and filings against current tax law, flagging errors, inconsistencies, and missed deductions before submission.
Client Communication Automation
Generate personalized client updates, organizer letters, and engagement correspondence — maintaining your firm's voice while saving hours of drafting.
Predictive Analytics
Forecast tax liabilities, identify planning opportunities, and model scenarios using historical data and machine learning to deliver proactive advisory.
Seamless Connections
Integration Capabilities
We connect with the systems your firm already runs on — no rip-and-replace required.
ERP Systems
Connect your enterprise resource planning systems to automate data flow between financial operations and tax workflows.
Tax Engines
Integrate with indirect tax engines for real-time rate calculation, exemption management, and transaction-level compliance.
Accounting Platforms
Sync with the accounting tools your clients already use — pulling trial balances, chart of accounts, and transaction data automatically.
Custom APIs & Data Pipelines
Build bespoke integrations and automated data pipelines tailored to your firm's unique systems and processes.
Ready to modernize your tech stack?
Let's talk about how our technology partnerships and AI capabilities can transform your firm's workflows.