The Complete Tax Operating System

Vault is where your tax life begins. Upload every document that matters — prior-year returns, W-2s, 1099s, formation documents, IRS letters — and Logos organizes them automatically. No more hunting through email or hoping your old CPA kept good records.

Documents in the Vault are more than storage. They're active inputs. Every file you upload becomes context Logos can reference when analyzing your situation, building your strategy, and explaining your Ledger.

The Ledger is the spine of the platform. It's a permanent, portable record of every tax event in your business life — every strategy implemented, every filing submitted, every CPA interaction that matters.

When you switch CPAs, the new one doesn't start from zero. They read your Ledger and immediately understand what's been done, what's pending, and what was tried before. Your tax history finally belongs to you.

Citadel connects your live financial world to the platform. Link bank accounts through Plaid, sync QuickBooks Online, and import payroll data — all in one place. No more manual uploads or copy-pasting from spreadsheets.

Your financial data flows automatically, giving Analyze the real-time context it needs to surface accurate, personalized tax strategies. The more you connect, the smarter your analysis gets.

The Enchiridion is where analysis becomes action. It synthesizes everything Logos knows about your situation into a single, actionable tax strategy playbook — complete with dollar savings estimates, implementation steps, and legal references.

This is the document you take to your CPA. Instead of starting from scratch, they get a clear brief: here are the strategies, here's the math, here's the law. You both save time and nothing falls through the cracks.

Logos is the AI chat at the core of the platform. Ask it anything about your tax situation — it reads your Vault documents, processes your Citadel data, and answers in plain language grounded in the Internal Revenue Code. Clarity on demand, 24/7.

Every response surfaces three things: what Logos sees in your data, what it means for your business, and what you can do next. No jargon. No generic advice.

When you're ready for a human expert, Advisor connects you with CPAs who specialize in your specific situation — S-Corp elections, real estate, multi-state filing, retirement planning. You arrive with context. They skip the basics and get straight to strategy.

Every engagement is scoped and revocable. Your CPA sees what you share, nothing more. When the relationship ends, their access ends. The Ledger stays yours.