PETAR

PETAR™ turns client documents into completed returns in CCH or Digita, with bookmarked working papers ready for review.

PETAR™ - personal tax returns, without the grind

PETAR™ is an agentic AI assistant that takes personal tax returns from inbox to ready-to-file. It reads emails, PDFs, and scans, extracts the data with up to 97% accuracy, and populates returns directly in CCH or Digita. Every return comes with fully bookmarked working papers, and any low-confidence figures are flagged for review.

No rekeying. No integration project. Up and running in hours.

The result: your team gets hours back on every return, has more capacity to take on work, and can grow without adding headcount. That's why over half of the UK's Top 50 firms already use FD Intelligence.