Adaptive interview
Guide taxpayers through a responsive intake that expands only when a fact pattern actually matters for the return or planning strategy.
Guide each client through an adaptive interview, evaluate their situation with versioned rules, compare multiple planning scenarios, and deliver recommendation dossiers with plain-English guidance, legal citations, and audit-ready documentation paths.
Product narrative
Guide clients and households through facts, rules, scenarios, and evidence with a premium decision workflow.
Trust statement
Every recommendation is tied to a specific fact pattern, rule version, and supporting citation before it reaches the user.
Recommendation detail
Every recommendation includes a rule trace, forms, records checklist, and risk framing.
Owner visibility
When onboarding is completed, the owner receives a notification for quality review and follow-through.
Guide taxpayers through a responsive intake that expands only when a fact pattern actually matters for the return or planning strategy.
Keep calculations deterministic by routing every eligibility test, limitation, phaseout, and carryforward through explicit tax-year-aware rules.
Compare baseline, optimized, conservative, and next-year planning outcomes in a format clients can understand and advisors can defend.