For CPA firms

Cited answers your whole team can check.

Give each accountant the same primary sources, with answers that quote the rulings they rely on and folders the team shares.

How you would use it

  • Cited answers from private letter rulings

    Ask in plain words and get an answer that quotes the rulings it relies on, with the page for each quote.

    Business

  • Research folders

    Keep the documents for a matter together in shared folders so colleagues can pick up the work.

    Business

  • Compare rulings

    Put two documents side by side with the changed wording marked, to see where the facts and reasoning differ.

    Business

  • Code section lookup

    Search by Internal Revenue Code section. When a ruling names a section, open the official text of that section from the ruling.

    Starter and Business

  • Highlights and annotated downloads

    Highlight passages on the original PDF in four colors, add notes, and download a copy with your highlights.

    Starter and Business

The plan that fits: Business

Business adds shared research folders, comparison, and cited AI answers, and the per-user rate steps down as the team grows.

$250per user / month to start

Company sign-in with automatic staff access is a $199 per workspace per month add-on.

Compare plans and estimate your cost
  • Everything in Starter
  • AI-enabled search and AI-assisted summaries
  • Document comparison with highlighted differences
  • Research folders and saved documents
  • Priority and Slack support

See it with your own questions.

Create an account to start, or book a demo and we will show you the workflow for your practice.