AI Tax Return Quality Assurance - Catch Errors and Risks Before Filing
Catching errors before filing prevents client cost and protects your firm's reputation. Upload a return and get a prioritized QA report in minutes.
Works with Form 1040, 1120, and 1120S · faster partner review
Schedule C meals deduction needs documentation
QBI calculation should be verified
Form 8829 supporting detail is incomplete
How it works
Upload the return
Bring in completed returns from Drake, ProSeries, Lacerte, CCH, or UltraTax.
AI scans systematically
A multi-point check runs across forms, schedules, and calculations.
Get a prioritized report
Receive flagged issues ranked by severity, ready before filing.
Why firms use it
Consistent error-catching
Every return gets the same rigorous review, even at the peak of busy season.
Reduced audit risk
Pattern-based flagging surfaces the items most likely to draw scrutiny.
Faster partner review
Cut partner review time by up to 50% with a pre-sorted findings list.
Uniform QA standards
Apply the same quality bar across every preparer and every client.
Built for real workflows
1040 individual returns
Corporate 1120 / 1120S returns
High-volume firm processing
Give every return a smarter second look
Start free, no credit card required. Plans from $29/mo.