Live demo · TaxAgent
See TaxAgent live, by appointment.
TaxAgent is the system behind the tax firm case study. It reads receipts, assigns them to clients and passes uncertain cases to the team for review. Because it is built for real client data, access is protected. We show you the demo in a short online session.
How the demo works
- 1
Request a session
Through the contact form. One sentence about your firm and how receipts arrive today is enough.
- 2
Live walkthrough
We sign in to the system and show how the agent reads receipts, how confident it is about each field and how uncertain receipts go to the team.
- 3
Your processes
Afterwards we talk about what an agent could take on at your firm and what is better left with the team.
Better to see it live once than to read three slides.
Send us a short note on when suits you. We will get back to you with a proposed time.
Book a demo session