The AI growth platform for tax professionals
Fill your season, capture year-round advisory work, and stop chasing missing docs. AI handles intake, reminders, and referrals so you can focus on returns.
Where growth quietly leaks
Missing documents kill your season
You spend February and March chasing K-1s, 1099s, and mortgage interest statements.
Clients disappear April 16 – December 31
You're a 3-month business by choice. Advisory revenue leaks all year.
New client intake is chaos
New leads call, email, walk in. No consistent onboarding, so half slip through.
You can't grow without hiring
Every new client means another 8 hours during season. Growth = burnout.
What GSS turns on for you
AI intake concierge
Prospects answer a short conversation, get an engagement letter, and land in your queue with documents already requested.
Automated doc chasing
Smart reminders escalate from friendly nudge to gentle deadline over 14 days — automatically.
Year-round advisory funnel
Post-return nurture drips quarterly tax planning offers, entity reviews, and business advisory upsells.
Extension + estimated tax reminders
Q1-Q4 estimated payment nudges keep clients compliant and keep you top of mind.
Your CRM workflow, on autopilot
Intake
New client answers AI intake, e-signs engagement letter, and drops in the pipeline.
Document collection
Automated checklist + escalating reminders until every doc is uploaded.
Prepare + review
You focus on the return; the CRM tracks status and communicates progress.
File + payment
Post-file summary, refund walkthrough, and next-year onboarding.
Year-round advisory
Quarterly outreach for planning, estimated payments, and business services.
ROI Calculator
Assumes 20 additional season clients and $10K in year-round advisory revenue.
What clients say
Client testimonials for the Tax Professionals vertical will appear here once we publish verified quotes. Placeholder to keep the layout honest — no fabricated reviews.
Client testimonials for the Tax Professionals vertical will appear here once we publish verified quotes. Placeholder to keep the layout honest — no fabricated reviews.
Client testimonials for the Tax Professionals vertical will appear here once we publish verified quotes. Placeholder to keep the layout honest — no fabricated reviews.
Frequently asked questions
Tax Practice AI Playbook
The intake, chase, and year-round advisory system top firms use to grow without hiring.
Turn on the AI Growth OS for your tax professionals business
Start a free trial or book a personal demo. Invite-only preview — we'll get back to you within one business day.