instead - Company Profile

AI-driven platform maximizing tax savings for individuals and businesses. This is a SaaS platform leveraging Artificial Intelligence to streamline tax processes and maximize savings. It offers a suite of products and features designed for individuals, sole proprietors, and small to medium-sized businesses. The platform provides tax strategy analysis, report generation, estimated tax payment calculations, AI-driven document requests, extension management, activity tracking, and tax return preparation. It supports various tax forms, including those for individuals, trusts, estates, C corporations, S corporations, and partnerships. Key features include QuickBooks integration, clear calculations, document creation and storage, e-signatures, and secure data storage. It offers resources like a tax advisor directory, blog, glossary, and support center. The platform aims to simplify tax compliance, uncover deductions and credits, and provide tools for tax planning and optimization. It also addresses specialty areas like R&D tax credits and work opportunity credits. The pricing model includes monthly and annual subscription options.