One clear picture
Turn scattered information into an organized planning overview clients can actually understand.
A NEW PERSPECTIVE ON TAX PLANNING
A clearer plan.
A better client
experience.
From the first document to the next strategic decision. Discover what a thoughtful, AI-assisted tax planning experience can look like.
Open access. Fictional data. No login required.
THE ART OF THINKING AHEADYOUR PLANNING JOURNEYFictional experience preview
Discovery AnalysisAdvisor review
A plan with a clear next step.
Proactive, not reactive AI-assisted. Human-led. Clarity at every step
THE EXPERIENCE, REIMAGINED
More than a plan.
A connected journey.
Give every conversation a place, every opportunity a review, and every next step an owner. This is a vision of white-glove planning—made tangible.
Expertise in the loop
Let AI assist with analysis. Keep qualified professionals responsible for validation and approval.
A path to implementation
Move from a conversation to a coordinated timeline, with document readiness and clear review gates.
THE OPEN DEMO
Step inside
the possibilities.
Choose a fictional business. Explore the experience from three perspectives. See the workflow—not just a screenshot.
INTERACTIVE · SYNTHETIC DATA · NO LOGINTAX PLANNING ATELIERAn illustrative TaxAce experience
VIEW THE EXPERIENCE AS
Clarity, confidence, and a clear next step.
YOUR NEXT CHAPTER, WITH A PLAN
Planning overview
Illustrate how a business owner might organize questions before a qualified planning review.
Illustrative baseline tax
$126,000Simplified model · not a tax projectionIllustrative modeled tax
$99,600Assumes all sample adjustmentsIllustrative difference
$26,40021% of sample baseline · not guaranteedA thoughtful starting point
3 conceptsDocument readiness
2 / 4sample items marked ready
A clear next step: mark the remaining fictional document items ready.
AI can assist. A qualified advisor decides.
These prewritten examples illustrate analysis support. A qualified tax professional must validate facts, eligibility and current law before approving a real plan.
How are these illustrative figures calculated?
Fictional annual revenue: $1,800,000. Fictional profit: $420,000. A deliberately simplified flat rate of 30% is used for teaching—not an actual effective tax rate.
Baseline = fictional profit × illustrative rate. Modeled difference = sum of sample adjustment amounts × that rate. Modeled tax = baseline − modeled difference, floored at zero. Whole dollars are rounded in code. No state taxes, phaseouts, limitations, interactions, timing costs or eligibility tests are modeled.
- Retirement-plan feasibility conversation: $65,000 sample adjustment. This is a fictional planning input only; eligibility, timing, limits, and deductible amounts require qualified review.
- Expense documentation and timing review: $15,000 sample adjustment. The amount is a fictional model adjustment, not a claim that any expense is allowable or should be accelerated.
- Optional charitable-goals alignment: $8,000 sample adjustment. This fictional input assumes only that a charitable conversation may occur; it does not establish treatment or benefit.
All scenarios, figures and results are fictional/illustrative, not actual TaxAce results or promised savings.
All names, documents, figures and results are fictional or illustrative. No real tax advice, payments, uploads or live integrations. Changes exist only in this page’s memory.
A glimpse of what your firm could build. Not a live client portal or ready-to-license product. Understand the demo boundaries
FOR AICTP MEMBERS
The possibilities
are real.
The path is yours.
You do not have to build everything at once. Start with the experience you want your clients to have, then build the workflow that makes it repeatable.
NZ
Connect with the TaxAce team Shared by Nataly ZamoraCEO, TaxAce · A vision for fellow tax professionals
- 01
Define the workflow
Map the journey from discovery to implementation. Decide who owns each next step and what happens when information is missing.
- 02
Organize safe data
Separate client records, documents, tasks and plan versions. Start with invented examples, never copied client files.
- 03
Design permissions & review gates
Specify client, team and partner access. Require qualified-professional validation before any recommendation is released.
- 04
Pilot with synthetic data
Test a small, fictional engagement end to end. Teach the team how to handle exceptions before introducing real information.
- 05
Test, then scale
Verify security, accessibility, accuracy and recovery. Introduce approved integrations and real data only after a controlled production review.
A SHOWCASE, NOT A LIVE CLIENT PORTAL
Built to inspire.
Designed to be honest.
This is an educational, synthetic-data demonstration. Every scenario, business name, document, financial figure and result is fictional or illustrative. Any modeled tax difference is an arithmetic example—not tax advice, a guaranteed saving or an actual TaxAce result.
AI may assist analysis in a production workflow; qualified tax professionals must verify eligibility, current law, facts and assumptions before approving recommendations. No live AI analysis is performed here. Review approvals and strategy reveals are simulated and remain in this page’s memory.
No login or actual file uploads No payments or client-data collection No production portal connections
Before production: independently verify authentication, role-based permissions, encryption, MFA, audit logs, retention, consent and integrations. Perspective switching here is not enforced access control. This experience is not offered as ready-to-license software.
Created for AICTP members as an educational audience. AICTP does not sponsor or endorse this showcase.