AI Year-Round Tax Planning Insights
AI analyzes client financial patterns from bookkeeping data and generates quarterly mini-advisory reports with tax liabi
What This Automation Does
How It Works
Quarterly
March, June, September, December
Qualifies?
Active bookkeeping/advisory with sufficient data
AI Analysis
YTD income, expense trends, estimated tax, optimization opportunities
CPA Review
Assigned CPA reviews and adds commentary
Insight Report
Visual report: snapshot, estimate, opportunities, action items
This automation is included with your Intellivizz AI subscription.
Compliance & Security
All automated communications are consent-based with opt-out compliance.
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