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Basis gathers client data, builds workpapers, and runs partner-level quality controls before your team opens a file. Staff investigate exceptions. Managers review. Partners focus on tax strategy. Everyone spends more time on judgment and with clients.
Manual extraction, data entry, workpaper construction, and rekeying inputs consume tax teams. Basis executes the first pass so staff can start at review and reduce time per return.
Document chasing, rekeying, rework, and unplanned review erode engagement economics. Basis automates intake and follow-up so teams meet deadlines and budgets.
Workpaper quality and review readiness vary by preparer and office. Basis delivers to a firm-wide standard to ensure accuracy and turnaround time.
Agents deliver accurate and reliable work. Tax practitioners focus on review and judgment.
Agents work your way based on approved firm procedures, prior-year work, and client-specific context.
Agents deliver consistent first pass using firm-standard workpapers and quality control checklists across preparers, teams, and offices.
Agents read the prior-year return and client files, organize documents, surface data gaps, and reach out to clients instantly to resolve them.
Agents structure source data, populate firm workpapers, apply return-specific tax logic, and surface exceptions for review.
Agents track inputs with citations, assumptions, calculations, exceptions, and source evidence in one inspectable platform so practitioners can easily sign off.
Agents connect source documents, workpapers, calculations, and review notes so practitioners can resolve issues before the return moves to filing.
Basis carries forward nuanced client context, workpaper feedback, and prior decisions so each return builds on what the team learned last year.
Built to protect client data from day one. Learn more here.
Security controls undergo an annual audit.
Client data stays within US-based infrastructure.
Basis does not train the models on client data.