The AI stack for professional advisors,
ranked with security in mind.
Shortlists of AI tools for tax prep, bookkeeping, client meetings, planning, agency management, compliance and firm operations. Every tool is scored on a published rubric, and security and compliance count for 20% of the score.
Rankings by category
AI Tax Preparation & Research
Tools that automate return preparation, intake and tax research for firms.
AI Bookkeeping & Close Automation
Categorization, reconciliation, document capture and month-end close.
AI Meeting Notes for Financial Advisors
Notetakers that capture meetings, draft follow-ups and update the CRM with compliance in mind.
AI in Financial Planning Software
Planning, tax-aware analysis and client-ready output with AI assistance.
AI for Insurance Agencies
Agency management, comparative rating, AI receptionists and data intake.
AI Compliance & Supervision
Marketing review, communications archiving and licensing compliance.
AI Practice Management & Client Portals
Workflow, client portals, intake and AI email/document handling.
General AI Assistants for Firms
Business-tier assistants that keep client data out of model training by default.
Beyond software
Hidden revenue for your clients
A plain-English guide, built on IRS and CBP sources, to credits and cost-recovery items business clients often overlook, including the R&D credit, the new §174A expensing rules, the FICA tip credit, bonus depreciation and IEEPA tariff refunds.
Read the guideBecome a referral partner
Have business-owner clients? Introduce them to an outside review of credits, benefits and costs. Specialists do the analysis, and you keep the relationship.
How it worksAI tools worth your firm's time
One short email a month for CPAs, advisors and agents: ranking changes, notable releases, and security and compliance notes. No spam.