AI Projections
AI Tax Projections - No-Surprise Estimates in Minutes
Run current- and future-year projections and compare scenarios so clients are never caught off guard.
Current- and future-year scenarios, side by side
Tax ProjectionsTaxBase · draft
ScenarioFed. taxEffective
Current year$41,20022.1%
Sell rental$53,80025.4%
Defer to 2027$38,90020.8%
Process
How it works
- 01
Enter assumptions
Provide income, deductions, and changes.
- 02
AI projects
Estimates are calculated across scenarios.
- 03
Compare and advise
Review outcomes and plan ahead.
Benefits
Why firms use it
Scenario comparison
Model multiple outcomes side by side.
Future-year view
Project beyond the current year with confidence.
Quarterly estimates
Keep clients on track with timely numbers.
Fast iterations
Adjust assumptions and re-run instantly.
Use cases
Built for real workflows
Quarterly estimates
Life-change planning
Business forecasting
Start today
Give every return a smarter second look
Start free, no credit card required. Plans from $29/mo.