Scale Your CPA or EA Practice 10x.
A 100% White-Labeled AI App for Your Clients.
Eliminate the seasonal capacity crunch. Deploy a 100% white-labeled, completely separate client app branded exclusively after your CPA or EA practice—even featuring your firm's own domain name, with zero “Professor.tax” branding. Your clients interact 24/7 with your firm's custom front desk that collects documents and parses receipts from your clients, creates documents ready to file, validates Title 26 statutory rules, and exports directly into Drake Software and UltraTax CS. Plus, use it anytime as your all-knowing senior colleague for instant statutory tax research updated on a daily basis.
Your Name, Logo & Domain
Even the domain name contains your practice name. Zero “Professor.tax” references.
Completely Separate App
A dedicated standalone portal for your clients to drop receipts & consult 24/7.
For CPA & EA Practices
Ready-to-file Form 1040 Schedule C, 1099, and Drake XML/UltraTax exports.
Watch the CPA Firm Intake & Split-Screen Review in Action
See how client intake, statutory multi-state deadlines, internal audit notes, and 1-click Drake/UltraTax exports work seamlessly.
👁️ Original Document on the Left. AI Tax Audit on the Right.
Your staff never types numbers again. Review scanned client receipts side-by-side with extracted Schedule C line items, deterministic math, and legal authority citations.
$145,000 Freelance Consulting Income, $12,400 Business Mileage, $3,200 Tech Subscriptions
IRC § 162(a) & Rev. Proc. 2024-30 standard mileage allowance verified.
📈 Practice Capacity & Profit Calculator
Calculate the immediate labor savings and revenue expansion your firm captures by replacing manual data entry with our autonomous 24/7 AI intake engine.
💼 1-Click Export to Your Existing Tax Software
No vendor lock-in. Once your team approves the AI intake review, export clean XML, CSV, and workpapers directly into your current tax preparation software.
Drake Software Integration
Export complete client returns pre-formatted in Drake Tax XML. Form schedules, line items, and write-in deduction codes map with 0 errors.
Thomson Reuters UltraTax CS
Generate UltraTax-compatible CSV import files with standardized form-level columns, entity identifiers, and depreciation schedules.
IRS Form 1040 Schedule C PDF
Generate official AcroForm-filled and flattened print-ready IRS PDFs alongside comprehensive CPA summary memos for client workpaper files.
Have Questions About Our White-Label App?
Speak directly with our partner architecture team about custom domains, Drake/UltraTax workflows, or volume licensing for your CPA or EA practice.