Quarterly Review Agent
Keeps planning continuous — including the multi-year exit readiness work that only pays off if it starts early.
- Tax
- Exit — Exit Readiness Tax Planning
- Tax STAR
- 12 AI Agents
- Prepares recurring check-in packages that keep advisory fees in place.
- 01
Assembles the quarterly advisory package on schedule.
- 02
Updates progress against the client's multi-year planning roadmap.
- 03
Surfaces newly triggered opportunities and deadlines.
- Prior quarter package and roadmap
- Current financial and activity data
- Open planning items
- A quarterly advisory package
- Roadmap progress update
- New items for partner review
Part of Tax STAR.
Exit Readiness Tax Planning
Prepare years ahead of the transaction, when the planning still has leverage.
A 12-module Tax Operating System that turns episodic tax planning into an ongoing advisory process.
Explore The SystemTax Intake Agent
Gathers returns, entities, and documents into one structured planning file.
Agent DetailPlanning Opportunity Agent
Scans client data against your playbook and surfaces planning ideas.
Agent DetailScenario Modeling Agent
Runs multi-year and entity-structure scenarios for advisor review.
Agent DetailDeliverable Drafting Agent
Produces first-draft planning reports and client-ready summaries.
Agent DetailNotice & Compliance Agent
Tracks filings, deadlines, and notices so nothing slips through.
Agent DetailOwner Comp Agent
Owner Compensation Strategy.
Agent DetailMethods Agent
Accounting Method Optimization.
Agent DetailCredits Agent
Tax Credits & Incentives.
Agent DetailHuman Capital Agent
Human Capital Tax Strategy.
Agent DetailProtection Agent
Asset Protection & Risk Structuring.
Agent DetailPost-Sale Agent
Post-Sale Wealth Management.
Agent Detail
Deploy This Agent Inside Your Firm.
We install it in your workflow, with your standards and your review points.