Practice advisory · software + implementation

Built in a working tax practice. Sold the way Deloitte would: product, then the people who installed it.

Quincy, Ledger, and Allison run on our own clients first. For firms, we sell the tools — and the engineering that made them survive filing season.

Book a demo See the suite

What we sell now

Three products with a door. The rest are named below.

Each of these gets a product page. Anchors first; dedicated URLs as the SKU is real.

Q

Quincy

Tax co-pilot with citations. Already on the client site. White-label tenant for a firm site, escalation into your inbox when it cannot answer.

Live

See it on the client site →

L

Ledger

Bookkeeping and close support. Same engine we use on client books. Built for practices, not hobby QuickBooks.

Beta
A

Allison

SEC / RIA compliance agent. Quotes primary authority or stays silent. For advisory shops that cannot bluff an exam.

Private

Coming on fast — named now, SKU when it survives our season

On the bench, not vapor.

These are real workstreams. They are not equal to Quincy on this page until they have a SKU and a page of their own.

Tax Planning Scanner Live on client tools IRS transcripts in. Itemized planning report out. PII redacted in the browser before anything is transmitted.
Document Extraction Private beta W-2, 1099, K-1, 1098, SSA-1099 and brokerage composites parsed into a keyable workbook with a per-field confidence trail.
Drake Driver Private beta Approved fields only into GruntWorx-compatible Drake XML. Never a blind import.
Client Auto-Upload Beta Branded intake. Documents land classified, deduplicated, and attached to the right return.
Review Document Builder Private beta Source-to-form confirmation, year-over-year deltas, open questions — the client review pack.
Sextant Planning API API The planning engine behind our own advisory work, for firms adding planning to a tax practice.

Consulting

Or hire the practice that built it.

The products are the proof. The engagement is how a firm actually gets them in.

AI readiness

Where the hours actually go this season, and which of it is worth automating.

Install & train

Stand the tools up against your workflow. Train the people who will use them.

Custom build

Firm-specific work no SKU covers. Same platform. You own the result.

Book a demo Looking for personal tax help? →
Human in the loop, by design. Nothing files, transmits, or imports without a preparer approving it. The tools remove keystrokes, not judgment.