Your enterprise GPT - secure and built for intelligent operations.
Build AI that works for you
Reasoning agents think in real time; operational agents execute reliably.
Automate tax provision and reconciliation checks with a full, auditable approval trail.
Streamline workpaper creation and automate data requests with built-in review gates.
Streamline workpaper creation and automate data requests with built-in review gates.
Ensure all AI-generated outputs are grounded, cited, and traceable for audit reviews.
Shorten close and filing deadlines by automating tedious data collection and documentation.
Minimize compliance risk with AI guardrails that enforce your firm's internal policies.
Enable teams to collaborate on sensitive tax matters within a secure, governed AI space.
Deploy an AI assistant grounded in your private tax libraries for accurate memo creation.
Build automated compliance and filing workflows with custom approval gates and logic.
Implement role-based access to protect sensitive tax data, ensuring SOC 2 compliance.
Maintain a complete, immutable log of all AI interactions for full audit and review.
Connect seamlessly with your existing ERP, DMS, and other critical tax software systems.
Data privacy control
SaaS data model
Limited control
Private data isolation
SOC 2 Readiness
Vendor-level only
Platform dependent
Built-in SOC 2 controls
Cited tax research
No source citations
Basic RAG
Grounded with citations
Workflows
Not available
Requires custom build
Native approval workflows
Audit logs
Limited user logs
Platform-level logs
Immutable audit trail
System Integrations
API-based only
Limited connectors
Full tax stack integration
No specific controls
No specific controls
Generic guardrails
Custom tax-specific rules
Role-based access
Basic user roles
Limited roles
Granular role-based access
Deployment Model
Public Cloud SaaS
Self-hosted, complex
Private VPC / On-Premise
Data Privacy
Vendor dependent
Relies on user config
Total data isolation
Execution Engine
Non-deterministic
Often unpredictable
Fully deterministic
Governance
Limited to none
Requires 3rd party tools
Native, built-in
Audit Logs
Basic usage logs
Manual setup
Immutable, automatic
Security Posture
Shared tenant model
Depends on environment
Zero-trust architecture
Not available
Not available
Requires custom code
Automated and native
Model Control
Locked to one API
Community supported
Fully model-agnostic
AI that is grounded in your trusted sources, not the public internet.
A SOC 2 compliant platform built for the most sensitive tax and client data.
Automate your unique filing, provision, and compliance processes with custom rules.
Manage users, monitor usage, and control costs with a powerful administrative dashboard.
Global Technology Firm
Data Exfiltration Incidents
We define your key tax workflows and establish secure data boundaries.
Integrate data sources and configure SOC 2-aligned roles and access controls.
Configure AI tax assistants, approval workflows, and evaluation criteria for pilot.
Roll out across your tax organization with robust monitoring and proven templates.
Get a custom architecture review and pilot plan in 48 hours.