Tax, bookkeeping and payroll firms.
Take on more clients with the preparers you have. Your AI handles document intake and routine questions in your firm’s words, and your tax strategy becomes Courses and Services clients pay for year-round.
Dana’s receipts are the last item. I sent her your checklist and will flag anything missing before your advisor looks.
Teach your tax strategy as a Course your Subscribers take at their own pace.
Take on more clients with the preparers you have.
Sell year-round planning check-ins to current clients.
Services for document intake, with Chat for client questions.
Recommended tools
Teach your tax strategy as a Course your Subscribers take.
See how it works
Collect client documents with your own checklist.
See how it works
Answer routine client questions year-round.
See how it works
Load your checklists and past answers.
See how it works
Courtney Epps, founder of OTB Tax, shares her tax strategy as Thoughts and videos, and her Human Learning Model answers business owners’ questions in her own words.
“Most entrepreneurs were taught how to earn money. Nobody taught them how to keep it.”
Human Learning Model Answers business owners’ tax questions in her words, before they book. Courtney Epps 
Service A free first conversation with her FREE Method, open to any founder. 
FREE Method™ Clarity Session, by Ishali Mulchandani 
Service A structured review of a founder’s latest tax return. Tax Return Deep Dive for Founders, by Ishali Mulchandani 
Course Teaches founders to read runway, burn and margins like a CFO. Cash Flow Clarity for VC-Backed Founders, by Ishali Mulchandani One goal, three steps and the one thing to do next, for a business like yours.
Client answers between deadlines, in your firm’s own words
This is Courtney Epps’s real Human Learning Model, answering from Courtney’s own work. Pick a question, no account needed.
It answers from your firm’s own material, in your words, and you decide what it knows. Your Services can carry your own disclaimers and next steps.
Yes. You see every chat, you approve what it knows, and you can correct any answer.
Yes. An Organization gives each expert their own Human Learning Model, and your admin decides who sees what.
Build an AI from your expertise, then use it to serve your clients, sell what you know and grow your business.
