Excel workpapers with live formulas, senior-level return review, and client-ready deliverables — with every judgment call flagged for your professionals.
The core of RAG Tax AI mirrors how a real engagement moves through your firm — and the AI does the heavy lifting at each station.
Upload the P&L, balance sheet, prior workpapers, W-2s, 1099s — even phone-scanned PDFs, which the AI reads visually.
Upload the completed return with its support and get the read a senior reviewer would give it.
Turn the reviewed engagement into something a client can actually read.
The Return Workflow is the spine. Around it, RAG Tax AI ships the tools a firm reaches for every week.
AI drafts. Professionals decide. The software enforces that boundary instead of blurring it.
Anything uncertain is marked NEEDS REVIEW or left blank with an explanation — never silently invented.
Each amount links to its source line; tie-outs recompute live when your preparer edits the workpaper.
Your data is visible only to your firm's users. Hashed credentials, encrypted integration tokens, daily backups.
Client reports are carried into the workbook verbatim on their own tabs — the source is always beside the work.
RAG Tax AI was built inside a working U.S. tax practice — every feature exists because a preparer needed it during a real season.
We onboard a small number of firms at a time so every pilot gets direct support. Bring one real engagement — we'll walk it through the workflow with you.
RAG Tax AI