Private AI for tax accountants.

Find the missing tax evidence before preparing the submission

Read supplied fields, reconcile inconsistencies and identify missing evidence for the practitioner.

Inputs: Authorised client forms, accounting schedules, source documents and specialist-maintained requirements.

From observation to completed task

Create review tasks and prepare controlled working papers with source references.

Build a missing-information list for a tax working file

The supporting records include client schedules, approved questionnaires and prior correspondence.

The accountant verifies current rules and calculations separately.

The systems involved

OCR, accounting or tax-software interfaces and current approved rule sets.

SOS AI configures the local models and tool permissions for this workflow. Actions in business software follow the authority you approve; uncertain cases and actions outside those limits go to the responsible person.

What a useful result must get right

Qualified practitioners verify rules and calculations; no unreviewed tax filing.