CEO and co-founder Andrew Argue said the AI features gives businesses greater capacity and knowledge. “For businesses, it’s more like having access to a junior tax professional directly, and for firms, it’s like having an unlimited number of junior tax professionals on staff,” he said in a prepared statement.

New tax positions for the Sole proprietor and Business tiers include integration with QuickBooks accounts, the ability to integrate with bank, investment and retirement accounts, upgraded AI document creation and storage and upgraded e-signing capability.

New strategies covered are for Meals, Travel, Vehicle expenses, Clean Vehicle Credit, Late S Election, Late C Election and the Qualified Educational Assistance Program.  The updated strategies are for Home Office with upgraded bank integration and the Augusta Rule, which features upgraded e-sign capability.