Record OS
Stand: E18(Floor plan)
Emerging tech & operational models
AI, analytics & business intelligence
Tax & compliance technology
Full set of tax return and accompanying schedules
Tax return, SA302, client payment summary, and detailed schedules for every return
Other products & services
Automated AI-advisory on every return
Automatically detect tax planning opportunities to pursue with clients
AI-powered working papers
Tax return boxes are populated directly from source documents and presented for your review
Self Assessment client data collection
Our AI-assistant simplifies the process for clients and tells them what information they need to provide
Self Assessment client data collection
Collect accurate, complete information from clients and reduce your pick-up and put-down