Walk through the platform — from natural-language research and client workspaces to automated review and OCR benchmarks that redefine accuracy.
Natural language, purpose-trained on the tax code. Every answer anchored in primary authority — ready to paste into a client memo or audit defense letter.
Can Meridian defer gain on the sale of their Denver warehouse if they use a qualified intermediary but won't identify the replacement property for 60 days?
Yes. Under a Section 1031 exchange, Meridian can defer gain on the Denver warehouse sale using a qualified intermediary (QI), even if the replacement property isn't identified immediately.
The key timing rules under IRC §1031(a)(3) 1 are:
At 60 days, Meridian would exceed the 45-day identification window, which would disqualify the exchange under Treas. Reg. §1.1031(k)-1(b) 3.
Ask the way you think — multi-step reasoning, follow-ups, and clarifications, just like talking to a senior partner.
Every response surfaces the exact IRC section, regulation, ruling, or case it relies on. Click to verify the source.
Federal, state, and municipal in one query. Compare treatment across jurisdictions without switching platforms.
Type / to pull up purpose-built commands — draft a memo, email a client, pull a deadline, or kick off a full return review.
Draft a client-ready research memo from the current conversation
Compose a client email summarizing findings and next steps
Look up the correct IRS or state form for a specific filing
Pull filing deadlines and extension dates for an entity
Side-by-side comparison of tax treatment across jurisdictions
Initiate a multi-stage automated return review
Organize entities, related parties, and engagements — with full data isolation between clients and your firm-wide policies. Answers that understand your client's facts, not just the tax code.
Manage your firm's client entities and engagements
Scope the conversation to a single entity. Tax position, prior returns, supporting documents — all in the context window, all the time. The AI knows your client before you ask the question.
Drop in returns, statements, K-1s, and workpapers. The OCR pipeline parses every page and indexes the facts — so you can ask questions about what's in them.
Consolidated view · TY 2025
Bank, P&L, balance sheet, K-1s, prior returns — unified into one live snapshot. Spot the story in the numbers before your client calls.
Kick off a full review with one click. Multi-stage analysis runs in the background — missed deductions, open issues, and risk flags surfaced before filing. Every finding traces back to the source and the authority.
2025 Form 1065 · Partnership Return
Equipment purchase of $127,400 on 3/15 may qualify for immediate expensing under §179.
Partner K. Chen received $45,000 not reflected on Schedule K-1, Line 4c.
Asset class 39 using SL/39yr but placed-in-service date suggests bonus depreciation eligibility.
Partnership income exceeds threshold; W-2 wage limitation under §199A(b)(2) not computed.
Colorado income apportionment uses single-factor sales; verify sourcing methodology.
Data validation, income analysis, deduction review, compliance check, and risk assessment — each runs independently and reports findings.
Each finding is classified by severity with the specific line item, dollar amount, and authority cited. High-impact items surface first.
A clean completion summary you can hand to a client or reviewer. Every finding traces back to the source and the authority.
Our proprietary AI-powered OCR is tuned specifically for tax documents — not just for accuracy, but to make every page fully readable by the TaxFigure AI downstream. Better parsing in. Better answers out.
TaxFigure TaxScan vs. Industry Leader · IRS Form Suite
Control how the AI behaves across your firm
Automatically detect and tokenize PII (SSNs, EINs, account numbers) before sending to AI models. Client data never leaves your vault.
PrivacyVault, firm-wide guardrails, per-role access. Your client data stays yours — and stays out of anyone else's training set.
By the Numbers
The Math Behind Every Query
Average research time, per question. That's $750–$4,500 a month in billable time recovered for solo practitioners.
Common Questions
The mechanics behind research, documents, insights, and security.
Ask in natural language — a quick lookup, an eligibility question, an entity-structure comparison. Answers lead with a bottom-line-up-front summary, carry inline citations, and include a sources panel plus suggested follow-ups.
Files move through a three-stage pipeline — queued, processing, processed. OCR extraction and field classification run automatically, then the document becomes available to chat, insights, and the entity's document checklist. PDF, DOCX, XLSX, TXT, CSV, JPG, and PNG up to 10 MB.
Anchor a conversation to a specific client — individual, LLC, S-corp, partnership, or trust — and answers reflect that entity's structure, tax year, and uploaded documents instead of generic guidance.
Insights produces an entity overview with an A–F health grade, a document coverage matrix, and per-document analysis modules (bank statements, P&L, balance sheets, prior-year returns, K-1s). Deduction Hunter scores deduction opportunities by confidence and dollar value.
Yes — slash commands produce structured outputs like research memos and citation lookups, and conversations persist with history and pinning so engagements pick up where they left off.
PII is detected and tokenized before reaching a model, entity workspaces are isolated per client, team members get configurable per-entity access, and accounts support multi-factor authentication.
Answers current as of 2026-06-18.
Join tax practitioners who've stopped losing hours to manual research.