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Client Intelligence
AI-powered client dashboard with contextual memory of your practice.
What is Client Intelligence?
AI-powered client dashboard with contextual memory of your practice. Connects tax history, entity structure, prior-year positions, and research threads per client.
Product typeTax & Financial Reporting
Pricing · Subscription
Deployment
APINot available
What teams use Client Intelligence for
Tax research with citation-backed answers
Tax preparation automation inside existing software
Tax planning strategies
Tax document analysis
Client management and communications
Automated tax return reviews
Integrations and access
Platforms, integrations, and language support vary by plan and region. Confirm final requirements with the vendor.
Platforms
IntegrationsAPI and webhooks
Languages
Support
What reviewers say
Community reviewsReviews are owned and editable by their authors.
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Enterprise readiness
Compliance claims are normalized from current vendor documentation and independently reviewed by SOTA2.
SOC 2 Type II
Role-based access controls
Activity logs
Audit trails
Data retention:
Benchmarks and comparisons
Independent benchmarksStructured task results are being verified.
Side-by-side comparisonsComparison workspaces will be available in a later release.
