Tools
Free tools for working preparers.
Each tool replaces a paid subscription or an afternoon of manual work. All inputs stay on your device — no signup, no email gate, no transmission.
Compliance
Circular 230 §10.22 due-diligence checklist
Walk through the §10.22 due-diligence requirements as they apply to AI-assisted return preparation. Scored output, downloadable summary, no inputs stored.
§7216 consent template generator
Generate a §7216-compliant consent template for sending client data to a specific AI tool. Names the tool, names the data classes, dates the consent.
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Tax-AI prompt library
Curated, named prompts for research, memo drafting, IRS notice response, client-letter generation. Filter by task, by stack.
AI vendor §7216 / SOC 2 / DPA checker
Paste an AI vendor's name; we return their §7216 disclosure status, SOC 2 status, DPA availability, and last-verified date.
Stack-vendor AI feature matrix
Filterable matrix of every stack-vendor AI feature: ProSeries, Lacerte, Drake, UltraTax, CCH Axcess, ProConnect, ATX, GoSystem RS, TaxAct Pro, TaxSlayer Pro.