For accounting and tax
Turn tax season into a year-round business.
Right now most of your firm’s work lands in a few busy months. Your Human Learning Model collects documents and answers routine questions in your firm’s words, and your tax strategy becomes courses and services clients buy all year. You take on more clients with the preparers you have.
My Human Learning Model doesn’t just answer questions. It takes clients on the same journey I would. It knows my strategy, my process, and how I think through freeing up money for my clients. Each return used to take my team 3.74 hours, most of it chasing documents and answering the same questions. Now my AI handles that, so we can grow from about 2,000 clients to 10,000 with the team we have.
Clients get more of you.
- The right documents sent the first time, so the season goes to the returns.
- Answers between deadlines, in your firm’s words.
- A planning session they can start any time.
Clients understand their tax plan before they sit down with you.
- Turn the strategy you explain every season into short Course lessons.
- Clients ask your AI about their own situation inside each lesson.
- Planning meetings go straight to decisions.
Manage every document and workflow with your clients.
- Your AI collects, sorts and tracks every client document.
- It runs each client’s workflow from intake to filing, and answers routine questions in your firm’s words.
- Your preparers spend the season on returns, so you take on more clients with the team you have.
Sell year-round planning check-ins to current clients.
- Package a quarterly check-in with your price and session length.
- Clients start it from your profile and pay up front.
- Clients can message you before they book.
Share your strategy as Thoughts that bring new owners to your firm.
- Share a short tip, a photo or a video in your own words.
- Readers chat with your AI about any Thought.
- Interested owners find your services one tap away.
Every part of your AI stays yours.
You own your data.
A private model of your knowledge, built from your own material. Delete what you share any time.
- Own
You own your data.
A private model of your knowledge, built from your own material. Delete what you share any time.
- Control
You decide what it shares.
You choose which files are public and which stay private, what each connected system shares, and what your AI sends.
- Understand
You know exactly how it works.
Guidance at every step shows you how to set up your Human Learning Model safely and securely.
- Grounded
It answers from what you know.
When a question falls outside your expertise, your AI says so and points the client to you.
- Private
Stored privately.
Your data is yours alone, stored privately and securely. You choose what is public, Subscriber-only or private.
- Portable
Take it with you.
Your data is yours to export on request. Delete it anytime, and we remove it from active systems and purge it from backups on our retention cycle.
See exactly how it works.
Watch a short demo of how firms turn their guides into Courses, intake Services and answers between deadlines.
Questions, answered.
Does it give tax advice?
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.
Can I see what it tells clients?
Yes. You see every chat, you approve what it knows, and you can correct any answer.
Can the whole firm use it?
Yes. An Organization gives each expert their own Human Learning Model, and your admin decides who sees what.