What it sells
AI back office for tax preparers that collects client documents, extracts their data and enters it into tax software forms.
Business model breakdown
Buyer: who owns the budget?
Tax preparers / accounting firms
Trigger: what makes them buy now?
Accounting workforce shortage, with 80%+ of accountants expected to retire within a decade
Workflow: what inputs become what output?
Manual document collection, data extraction and tax form entry
Economics: what it saves and how it charges
Human-assisted service priced per firm; testimonial claims an appointment with 189 stock transactions took ~30 minutes instead of over an hour. FAQ lists "How is pricing determined? Is there a minimum?" but answer not visible.
Distribution: how it reaches customers
Integrations with filing platforms (Drake, ProSeries); acquiring books from retiring tax firms
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| 2025-10-20 | Pre-seed | $750K | Mistral Venture Partners, 15 angels | betakit.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-12.