AI powered tax planning is here
13 March 2025
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!
"You’d be stupid not to try to cut your tax bill and those that don’t are stupid in business"
- Bono: U2