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Taxvelocity doesn't just answer questions — it guides your entire tax engagement lifecycle. Here's exactly how our five-step process works in practice.
Step-by-step detail
Each step is designed with AI automation where it adds speed and CPA judgment where it matters most.
Every great engagement starts with a thorough intake. Taxvelocity conducts an AI-powered interview to identify the client's tax situation, flag complexity, surface IRS transcript data, and automatically generate a personalized research agenda — before your CPA opens a single source document.
Describe the scenario in plain English. Taxvelocity identifies relevant code sections, regulations, and risk areas instantly — no keyword search required.
Describe the scenario in plain English. Taxvelocity identifies relevant code sections, regulations, and risk areas instantly — no keyword search required.
Describe the scenario in plain English. Taxvelocity identifies relevant code sections, regulations, and risk areas instantly — no keyword search required.
Chasing documents is one of the biggest time sinks in public accounting. Taxvelocity's secure client portal, smart document checklist, and AI-powered extraction engine means you spend minutes reviewing — not hours requesting, uploading, and manually keying data.
Clients upload documents directly via a branded, encrypted portal. No email attachments. SOC 2 certified upload pipeline with full audit trail per document.
AI-generated document checklist based on entity type and prior-year returns. Automatically marks items received, tracks outstanding, and sends client reminders.
Engagement letters, 8879s, and authorization forms collected via built-in e-signature. Eliminates print-sign-scan cycles and accelerates engagement kick-off.
This is where Taxvelocity's research engine does the heavy lifting. Complex questions get answered in seconds, deductions are analyzed against current law, multi-state nexus is evaluated automatically, and a first-draft memo is generated — all ready for your CPA's expert review and sign-off.
Complex research questions answered in under 60 seconds with full IRC citations, Rev. Rulings, PLRs, and CCAs. Every answer is hyperlinked to source.
AI scans each client entity for deduction opportunities, missed credits, and potential overstatements — before preparation begins, not after filing.
Automatic nexus evaluation across all 50 states. Apportionment analysis, filing obligations, and estimated tax calculations handled with current-year law.
Compliance is table stakes. The real value your firm delivers is planning. Taxvelocity transforms raw research into client-ready advisory outputs — tax planning summaries, scenario comparisons, and engagement documentation — so your CPAs spend client time on strategy, not formatting.
Auto-generated client memos summarize findings, explain positions in plain language, and include CPA review sign-off. Ready to deliver, not ready to rewrite.
AI surfaces planning opportunities — entity restructuring, timing strategies, retirement plan optimization, and credit harvesting — with estimated dollar impact.
Every deliverable is organized in the engagement file with version history, approval records, and source citations. IRS-ready documentation from day one.
The engagement isn't over when the return is filed. Taxvelocity's practice management layer helps you track firm-wide performance, optimize utilization, monitor year-round compliance obligations, and build the visibility you need to grow sustainably.
Track utilization, realization, and per-client profitability across your practice. Identify where capacity is going and where margin is being left on the table.
AI identifies patterns in your team's work — bottlenecks, review cycles, common queries — and surfaces recommendations to streamline future engagements.
Proactive alerts for estimated tax deadlines, extension filings, annual reporting obligations, and regulatory changes that affect your client base.
Before & after Taxvelocity
Here's what a typical S-Corp tax engagement looks like before and after deploying Taxvelocity across your team.
CPA runs through checklist by hand. Notes scattered across email, paper, and CRM. Research agenda not captured.
Repeated follow-ups for missing items. Documents arrive in inconsistent formats. Manual data entry begins.
Senior associate searches Checkpoint or CCH manually. Complex questions escalated to manager. Citations compiled by hand.
Associate writes from scratch. Manager reviews and rewrites. Client communication delays downstream.
Documentation quality varies by preparer. IRS correspondence requires reconstructing the file. No visibility into firm utilization.
CPA reviews AI-generated assessment, approves questionnaire, and starts with a full research agenda before the first client call.
Client uploads via branded portal. AI extracts and validates immediately. Smart checklist auto-tracks what's missing.
Complex questions answered with full IRC citations, Rev. Rulings, and PLRs. CPA reviews and approves doesn't rebuild from scratch.
First draft memo generated automatically. CPA edits and approves. Consistent quality regardless of who prepared it.
Every action logged. Documentation IRS-ready. Utilization and realization tracked automatically across the firm.
Getting started
We don't drop software on you and disappear. Every firm gets a dedicated onboarding specialist, role-specific training, and live support through your first full filing cycle.
Day 1
Account & integrations
Connect your tax software, configure user roles, and set firm preferences with a live specialist on the call.
Day 2
Team onboarding
Role-specific walkthroughs for partners, managers, and preparers using your real client document types.
Day 3
First live engagements
Process real client files with your success team available in real time. Every flag and output reviewed together.
Day 4
Full deployment
Your team runs independently. Analytics surface time savings and exceptions across all engagements.
See how taxvelocity.ai can transform your firm's efficiency and client service.
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