See FilingIQ in Action
Watch how FilingIQ transforms tax document intake into actionable AI-powered strategy recommendations
Client Intake Flow
- • Multi-step branded intake form
- • Secure document upload
- • Real-time form validation
- • Customizable branding per tax firm
AI Document Analysis
- • Automatic document type detection
- • Key information extraction (W-2, 1099s)
- • Confidence scoring
- • Intelligent data parsing
Strategy Recommendations
- • Personalized tax strategies
- • Potential savings calculations
- • Actionable insights
- • Client-specific recommendations
Admin Dashboard
- • View all client submissions
- • Detailed analysis results
- • Document management
- • Export capabilities
Ready to Transform Your Tax Practice?
Start using AI-powered tax strategy discovery for your clients today. Set up your white-label intake portal in minutes.