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AI powered tax planning is here

AI tax planning

Why AI tax planning is a game-changer

  • Access 250+ proven tax strategies
    AI scans a vast, legally compliant database to find the best ways to reduce your clients tax burden.
  • Custom-tailored to your situation.
    No one-size-fits-all! AI analyses your clients real financial data to match strategies to their goals, income and business.
  • More than just numbers – a smarter approach
    Takes into account future ambitions, growth plans, and lifestyle needs to maximise benefits.
  • Crystal-clear reports, actionable insights
    Receive an easy-to-read report showing exactly how much the client can save, what steps to take, and any implementation costs.
  • Stay in control
    With full transparency, the clients decide which strategies to use.

How it works: simple and powerful

  • The accountant imports client data.
  • AI scans for the best tax-saving strategies.
  • A custom report is generated, highlighting savings opportunities.
  • The client chooses their preferred strategies and takes action!

Book an AI demo now

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"You’d be stupid not to try to cut your tax bill and those that don’t are stupid in business"

- Bono: U2