From a photo of a receipt to a signed return, in one record.
Bank feeds, documents and the client’s answers land in one categorized ledger. The ledger produces the statements; the statements produce the return; the examination loop tests it; you sign it.
- 01
Capture
In developmentEverything the return depends on, from wherever it lives.
- Phone capture of receipts, bills, 1099s, K-1s and notices
- Private email-forwarding address per client
- Direct bank and card feeds, an aggregator for the long tail
- PDF, CSV and OFX statements for backfill
- 02
Books
In the engineThe year rebuilt from bank evidence, then compared with the client’s bookkeeper.
- Overlapping exports de-duplicated; transfers paired by rule
- Processor payouts split into gross, fees and refunds
- Loans, owner contributions and distributions separated from revenue
- A line-by-line diff against the prior bookkeeper’s ledger
- 03
Classify
In the engineEvery transaction categorized with a confidence, a rationale and its evidence.
- Client rules and history first, models next, people last
- Below the threshold, a question instead of a guess
- Suspense items never deducted on a guess
- Injected instructions in descriptions treated as data
- 04
Statements
In the engineTrial balance, balance sheet and income statement from the reconciled ledger.
- Double-entry, accrual basis
- Every figure drills to its transactions
- Comparatives and close in development
- 05
Return
In the engineBook-to-tax bridge, Form 1120 and its schedules, computed by code.
- Schedules L, M-1 and M-2 tie by construction
- Depreciation, §174/§174A, §197, prepaid rules for 2024 and 2025
- Form applicability (4562, 1125-E, 5472, 2220) from the facts
- Elections surfaced to the CPA, never applied silently
- 06
Examine
In the engineAn isolated examiner agent attacks the return; the loop repeats until nothing material remains.
- Structured findings with authority and amount
- Termination conditions, resolver options and escalation diagnosis in development
- 07
Sign and file
In developmentYour review, your decision, your signature.
- Review queue of findings, positions and open questions
- Workpaper binder at convergence
- E-file in development
One vocabulary for where a return stands.
Customers and staff read the same words. A US CPA signs every return: your CPA, or ours.
- Not started
- Needs you
- In preparation
- Drafted
- Internal review
- Your review
- Approved
- Signed
- Transmitted
- Accepted
Rework sends a return back for correction. E-file is in development: Transmitted and Accepted are shown as states only.
Your clients already have the evidence in their pocket.
Owners snap a receipt, a bill or a 1099 and it is matched to the bank transaction it supports. When something is missing, they get a plain question by text, and answer it in a sentence.
Read: Capture anywhereBring us your hardest 1120.
Founding firms get their first three returns free and help decide what we build next. Email us with your name, your firm and roughly how many business returns you prepare each year. Do not include any client information.