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
- 01
Upload the return
Bring in completed returns from Drake, ProSeries, Lacerte, CCH, or UltraTax.
- 02
AI scans systematically
A multi-point check runs across forms, schedules, and calculations.
- 03
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
Start today
Give every return a smarter second look
Start free, no credit card required. Plans from $29/mo.