Under the hood
AI flags issues a tired human would miss. ProConnect handles the preparation. AES-256 keeps your documents safe from upload to e-file. A Florida-licensed CPA signs every return.
Photo via Unsplash
Pattern-recognition models flag missed deductions, prior-year inconsistencies, and audit-risk transactions before a CPA opens the file. AI is plumbing, not the product.
We prepare and e-file every return inside Intuit ProConnect. You upload documents to your portal; we do the rest. You never see the software.
Tax data is among the most sensitive data that exists. AES-256, TLS 1.3, MFA, and controls modeled on IRS Pub. 1075 best practices protect it from upload to e-file.
Your portal shows exactly where each filing stands: documents received, items pending, return drafted, CPA review, e-filed. No emailing for status updates.
AI methodology
Our model acts as a first-pass reviewer: systematic, consistent, and never tired. A CPA always has final authority.
Our model is trained on IRS audit selection criteria, published guidance, and historical return data. It recognizes deduction ratios that deviate from industry norms, identifies missing schedules triggered by reported income types, and surfaces positions that require additional documentation.
A statistical baseline for each return type (1040, 1120-S, 1065, 1041) flags line-item values more than 2 standard deviations from the cohort median. Year-over-year swings above 15% on key schedules trigger automatic escalation to CPA review regardless of absolute value.
CPA overrides and corrections feed a fine-tuning loop. Every acknowledged override improves the model's understanding of practice-specific norms and jurisdiction-specific treatment. The model never ships a flagged position without human sign-off.
Security
Tax data is among the most sensitive data that exists. We treat it accordingly.
All client data is encrypted at rest using AES-256. Data in transit is protected by TLS 1.3. Encryption keys are rotated on a 90-day schedule and stored separately from the data they protect.
Every firm account requires MFA on login. Administrative access to production infrastructure requires hardware-token MFA. Session tokens expire after 4 hours of inactivity.
Every file access, review action, and override is logged with timestamp, user identity, and action detail. Logs are immutable and retained for 7 years to support IRS record-keeping requirements.
Our infrastructure is patterned on IRS Publication 1075 best practices for tax data handling: least-privilege access, encryption, audit logging, and incident response procedures. We are not a federal contractor; we use Pub. 1075 as a reference framework alongside §7216 consent workflows and SOC 2 industry standards.
What you'll touch
ProConnect runs in the background; you don't see it. These are the three tools you actually log into.
Drag-and-drop upload for W-2s, 1099s, K-1s, and any document we need. Pending-document checklist is visible the whole time so you know what is still missing. AES-256 at rest, TLS 1.3 in transit.
Sign your return electronically inside the portal. §7216 consent is collected before any data transfer. No printing, no faxing, no scanning. Your CPA signs the return; you sign the authorization.
Manage your quarterly subscription, view invoices, update payment method, and change tiers — all inside the Stripe billing portal linked from your account. Quarterly billing on a four-quarter minimum.
Technology Partners & Integrations
See it in action
We will show you exactly how a return flows through our system, from upload to annotated sign-off.