The AI Agent for Year-End Engagements.
Compilation, review, and tax brought together as a single AI agent. Luka looks at every component connected to your files, builds an understanding of them, asks for the requisite information, then auto-populates and auto-generates the file.
Connects to the components tied to your files and builds a picture of the whole engagement.
Checks your setup, templates, headers, and signatures, then flags what is missing.
Asks for the requisite information, sends the requests, and chases responses with reminders.
Auto-populates and generates the file, showing you exactly where your input is needed.
Purpose-built capabilities that move a year-end file from intake to review while keeping your team in control.
Builds the engagement file live from connected data, prior-year documents, and the firm’s selected templates.
Three layers automatically protect sensitive client data before, during, and after every AI interaction. Rolling out next week.
Scans every uploaded document, detects personal and payment information, and replaces it with secure placeholders. Original values remain encrypted in a protected vault.
Protected on uploadMasks identifiers, account details, and credentials before any AI request leaves our environment—then securely restores the values after the response.
Protected during AI useCryptographically records every protected AI call without storing sensitive content, creating verifiable proof for compliance and trust.
Protection you can verifyRun complete year-end engagements with Autopilot.
Purchase additional runs whenever you need them.
Early Access
