Excel workpapers with live formulas, senior-level return review, and client-ready deliverables — every judgment call flagged for your professionals.
Try it → change a blue cell; the totals and the K-1 split recalculate.
The core of RAG Tax AI mirrors how an engagement already moves through your firm — and the AI carries the load at each station.
Drop in the P&L, balance sheet, prior workpapers, W-2s and 1099s — phone-scanned PDFs included; the AI reads them visually.
Upload the finished return with its support and get the read a senior reviewer would give it before signature.
Turn the reviewed engagement into something a client can actually read and act on.
The return workflow is the spine. Around it sit the tools a firm reaches for every week.
Quarterly safe-harbor estimates computed from current-year books and prior returns, with the payment schedule ready to send.
Scenario projections on a deterministic tax engine — the math is code, not guesswork.
Upload an IRS or state notice; get the analysis plus a response letter drafted on firm letterhead.
AI drafts. Professionals decide. The software enforces that boundary instead of blurring it.
| Control | How it works | |
|---|---|---|
| Flags, not guesses | Anything uncertain is marked for review or left blank with an explanation — never silently invented. | ✓ |
| Traceable numbers | Each amount links back to its source line, and tie-outs recompute the moment a preparer edits the workpaper. | ✓ |
| Firm-level isolation | Your data is visible only to your firm's users. Hashed credentials, encrypted integration tokens, daily backups. | ✓ |
| Originals untouched | Client reports are carried into the workbook verbatim on their own tabs — the source always sits 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 — not because it demoed well.
We onboard a small number of firms at a time so every pilot gets direct support. Bring one real engagement and we'll walk it through the workflow with you.
RAG Tax AI