What it sells
AI tax workflow platform for accounting firms
Business model breakdown
Buyer: who owns the budget?
Owners and partners of CPA and tax firms (350+ firms).
Trigger: what makes them buy now?
Tax season bottlenecks from chasing client documents, manual workpaper prep and data entry.
Workflow: what inputs become what output?
Collect client documents, AI builds leadsheets and workpapers, pushes data into tax software (e.g. Drake) at claimed 99% accuracy, then assembles the return and chases signatures and payment.
Economics: what it saves and how it charges
Software for firms (price not shown); site claims no added headcount, and 89% client adoption in year 1; Necelis CPA (750 returns/year) dropped paper organizers.
Distribution: how it reaches customers
Demo-led ("Request a Demo", weekly live-demo webinar) and integrations; founded 2021.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| — | Y Combinator Winter 2021 | — | Y Combinator | ycombinator.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.