Product Vision

The Road to Autonomy

We are moving from AI-assisted returns to fully autonomous filing. Here is how we get there.

Phase 1: Foundation

Completed Q1 2024
  • Core Return Filing (1040)
  • Document Ingestion OCR
  • Client Portal v1

Phase 2: Intelligence

Live Now
  • "Unlock AI" Analysis Engine
  • Automated Schedule C Categorization
  • Real-time Audit Risk Detection

Phase 3: Scale

Coming Q4 2024
  • Multi-Firm Management
  • Corporate Returns (1120/1065)
  • API Access for Developers

Phase 4: Autonomy

2025 Vision
  • Hands-free "Zero-Touch" Returns
  • Predictive Tax Planning