Guided workflows
These workflows help accountants and businesses collect facts, apply open rules, draft computations, prepare working papers, and identify issues for human review across 111 jurisdictions. They are not filing software and not a substitute for a licensed professional. Do not file, submit, pay, or take a tax position based only on a workflow output.
These workflows run via the MCP connector
Install once — your AI agent picks the right workflow automatically based on what you say.
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Full workflow execution — phases, questions, skill loading — is available via the MCP connector only. Accountants: join as a contributor to unlock verified workflows.