Make Compliance Season Profitable Again.
Your tax practice carries the firm's biggest volume and its thinnest recovery. Archie takes on the assembly work sitting underneath every return, so the same team files more and writes off less.
See it on your returns
Most Of A Return Is Assembly, Not Tax
Tax season compresses a year of judgment into ten weeks. These are the three pressures firms tell us about before anything else.
Preparation eats the season
Gathering, tidying and cross-checking swallows the hours that should go on judgment. The thinking gets done last, at night.
Every preparer does it slightly differently
Reviewers spend as long working out how a file was built as checking whether it is right. Consistency is a training problem you never finish.
Clients answer late, then all at once
The chase is nobody's job and everybody's problem, so the file sits half-built until the deadline forces it.
Fixed Deadlines Meet Fixed Capacity
Each one runs as a WorkStream: taught once, run for every client, gated wherever you want a human name against it.
Corporate tax computations
Pulls the trial balance, applies your adjustments and tax depreciation conventions, drafts the computation with every figure linked back to source.
Individual tax returns
Chases the missing documents, drafts the return, flags the three things that changed since last year rather than making you compare by eye.
Sales tax preparation & review
Runs the quarterly cycle across the book, reconciles to the ledger, and raises only the transactions that need a judgment call.
R&D claim support
Assembles the technical narrative from project records and prices the claim against your methodology, with the evidence trail attached.
Client correspondence
Drafts the cover letters and the plain-English explanation clients actually read, in your firm's voice.
The Technical Answer Sits In One Person's Head
Gather
Pulls the ledger, last year's file and the client's documents, then chases what is missing without being asked.
Prepare
Builds the file to your firm's conventions, applying the treatments your reviewers expect to see.
Flag
Raises only what needs a judgment call, with the workings attached and last year's treatment beside it.
Sign
You approve once, in one queue. Filing never happens without a human name against it.
What Changes, Depending On Where You Sit
A figure you cannot trace is a figure you cannot sign. Archie shows the source document, the treatment applied and the reasoning for every line — before you are asked to approve it.
“The first season it prepared. The second season it prepared and I stopped re-checking the arithmetic. That is the whole change, and it is enormous.”
The Questions Tax Teams Always Raise
Does it file anything by itself?
No. Submission is gated by default and stays that way until you decide otherwise, cycle by cycle.
What happens when legislation changes?
The regulatory feed updates the treatment and flags the clients affected, rather than quietly applying it and hoping you notice.
Will it match how our firm does it?
It learns from your files and your review notes. Corrections are held against the cycle, so every client inherits them.
What does the review actually look like?
One queue, the flagged items first, each with the workings and the prior-year comparison already open.
Put Him On Your Worst-Recovery Tax Job.
The honest test is work you have already done. Give us a cycle you closed and compare.
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