AI Tax Advisory Platform
AI-Powered Tax Planning & Advisory Platform for CPA Firms
An AI-driven tax planning, financial analysis, and advisory platform for accounting firms (CPAs), their clients, and direct consumers. It automates tax-return analysis, research, financial planning, and strategy generation by pairing large-scale document ingestion with multi-provider AI.
The platform is a multi-tenant B2B SaaS giving CPA firms a branded AI workspace for tax planning, research, client management, and report generation. It ingests tax returns, federal and state regulations, and IRS bulletins, surfacing them via specialized AI chat assistants and automated planning pipelines.
Tax-Return Analysis.
The platform automates tax-return PDF analysis - extraction, charting, observation notes, and savings estimates - removing the need for manual CPA review. Google Gemini handles vision OCR and document classification, feeding structured data into downstream planning pipelines.
Financial Planning & Strategy Generation
The platform generates full financial-planning reports across investment, retirement, estate, real estate, and freelancer/business verticals, alongside long-running tax strategies - all reviewable and approvable by the CPA before delivery to the client.
White-Label & Client Management
Each firm receives a branded, white-labeled client experience with customizable intake forms and branded AI assistants. The full CPA-client lifecycle is managed through a Django admin panel - covering seat licensing, feature flags, trials, referrals, and Stripe billing.
Services Provided
Frontend
- Nuxt 3
- Vue 3
- Pinia
- PrimeVue
- Tailwind CSS
- Bootstrap 5
Backend
- Django 4
- Django REST Framework
- Python 3.11
- dj-rest-auth
- django-allauth
Integrations
- Stripe
- Ably (WebSocket)
- SendGrid
- HubSpot
- Sentry
Data & Search
- PostgreSQL (Cloud SQL, AES-GCM field encryption)
- Pinecone (vector DB)
- Cohere (reranker)
AI / ML
- Anthropic
- Claude
- OpenAI GPT-4
- Google Gemini
- LangChain
- Cohere
Scraper
- Scrapy
- Selenium
- BeautifulSoup
- pymupdf4llm
Infrastructure / Cloud
- GCP (Cloud Run, Cloud SQL, GCS, Cloud Tasks, Cloud Scheduler, Cloud Build)
- Netlify
- Bitbucket Pipelines