AI for Tax Advisors

Stop Drowning in Deadlines. Start Delivering Strategic Advice.

Sentia+ is the AI-powered personal operator built specifically for tax advisors. Sentia+ replaces the deadline spreadsheets, the document chase emails, and the fragmented client data. It tracks every obligation across every jurisdiction, automates follow-up sequences, and gives you instant briefings before every advisory conversation — so you can focus on the strategic work that grows your practice. At $75 per month, Sentia+ replaces practice management, crm, deadline calendars, and more — giving tax advisors a single workspace for client management, pipeline tracking, AI briefings, automated follow-ups, meeting recording with transcription, lead generation, and daily pulse summaries. It replaces Practice Management (Canopy, TaxDome, Karbon). It replaces CRM (HubSpot, Salesforce, spreadsheet trackers). It replaces Deadline Calendars (Tax deadline spreadsheets, Outlook reminders). It replaces Document Collection (Liscio, SafeSend, ShareFile, email chains). It replaces Meeting Notes (Otter, Fireflies, handwritten notes). It replaces Research Tools (CCH AnswerConnect, RIA Checkpoint lookups).

Tax advisors are drowning in compliance logistics.

Between managing multi-jurisdiction filing calendars, chasing clients for supporting documentation, staying current on tax code changes, preparing for advisory meetings, and trying to shift from compliance to strategic planning — you're spending more time on administration than on the high-value advice your clients are paying for.

Key Challenges for Tax Advisors

• Multi-Jurisdiction Deadline Chaos: Federal, state, local, international — each client may have obligations in multiple jurisdictions with overlapping deadlines. Extensions, estimated payments, and amended returns multiply the complexity. One missed date can mean penalties and lost trust.
• Client Document Collection is Endless: W-2s, 1099s, K-1s, foreign income statements, cost basis records — every engagement starts with a document request list and weeks of follow-ups. High-net-worth clients with complex portfolios are the worst offenders.
• Tax Code Changes Move Faster Than You Can: New legislation, IRS rulings, state conformity updates, and expiring provisions. You need to stay current to advise clients correctly, but there's no time to research between filing deadlines.
• Advisory Work Gets Crowded Out by Compliance: You want to help clients with tax-loss harvesting, entity structuring, estate planning, and retirement optimisation. But compliance work consumes 80% of your capacity, leaving scraps for the advisory services that differentiate you.
• No Single View of Client Complexity: Entity structures, prior year positions, carryforward schedules, estimated payment history, multi-state nexus — this data lives across your tax software, workpapers, and email. Pulling it together for a planning meeting takes an hour.
• Growing Your Practice Means More Admin: Every new client means more deadlines, more document chasing, more follow-ups. Without systems that scale, growth just means more hours — not more revenue per hour.

One AI. Every client. Every jurisdiction. Handled.

Sentia+ replaces the deadline spreadsheets, the document chase emails, and the fragmented client data. It tracks every obligation across every jurisdiction, automates follow-up sequences, and gives you instant briefings before every advisory conversation — so you can focus on the strategic work that grows your practice.

Sentia+ is the AI-powered personal operator built for tax advisors and tax consultants. Manage client portfolios, track filing deadlines across federal, state, and international jurisdictions, automate engagement workflows, and grow your advisory practice — all in one workspace. No more spreadsheets, no more missed deadlines.

Sentia+ Features for Tax Advisors

• AI Client Briefings: Before any meeting, ask Sentia to brief you. Get entity structures, prior year positions, carryforward schedules, outstanding items, multi-state nexus exposure, and tailored talking points — in seconds.
• Multi-Jurisdiction Deadline Pipeline: Kanban board tracks every obligation: federal, state, local, and international filings. Filter by jurisdiction, entity type, or deadline urgency. See your entire practice workload with colour-coded deadline proximity.
• Automated Document Collection: Create document request templates by engagement type — 1040, 1120-S, 1065, international reporting. Sentia sends requests, tracks receipts, follows up on missing items, and escalates as deadlines approach.
• Meeting Recording & AI Notes: Record tax planning sessions and advisory calls. AI transcribes, extracts action items, flags planning opportunities mentioned, and logs everything to the client record. Complete audit trail of advice given.
• Unified Client Communications: Email, secure portal messages, phone notes — every client interaction in one view. Auto-linked to the relevant engagement and tax year so you have full context when a client calls about their filing status.
• AI-Powered Client Acquisition: Define your ideal client profile — business owners, high-net-worth individuals, expats, real estate investors — and let Sentia surface qualified prospects with company details and contact information.
• Daily Pulse Emails: Every morning: upcoming deadlines by jurisdiction, documents still outstanding, client meetings today, and advisory follow-ups due. During busy season, see exactly which filings are at risk this week.
• Tax Research & Regulatory Intelligence: Research any tax question, code section, or regulatory change with AI-powered web search. Get cited, current guidance you can use in advisory conversations — covering federal, state, and international tax developments.
• Practice Revenue & Capacity Analytics: Track revenue per client, engagement profitability, realisation rates, seasonal capacity, and advisory pipeline value. Visual dashboards for practice management decisions — not another spreadsheet.

How Tax Advisors Use Sentia+

1. Morning: Your Daily Pulse: Open Sentia+ and see today's filing deadlines across all jurisdictions, documents still missing, client meetings on the calendar, and advisory follow-ups due. Know exactly what needs attention before you open your first email.
2. Before a planning meeting: Instant briefing: Ask Sentia to brief you on a client. Get their full entity structure, prior year positions, carryforward balances, estimated payment history, and advisory opportunities — in 10 seconds flat.
3. Document season: Automated chase: Sentia tracks which documents have been received per engagement and which are outstanding. Automated reminders go out on your schedule, escalating as deadlines approach. You stop being the document police.
4. After a client call: Zero admin: AI transcribes the advisory call, extracts action items and planning decisions, and updates the client record. Follow-up tasks auto-create. You move to the next client without losing a detail.
5. Off-season: Advisory pipeline building: Sentia surfaces clients who would benefit from tax planning, entity restructuring, or year-end strategy sessions. Automated outreach sequences keep your advisory pipeline growing without manual effort.

Software Sentia+ Replaces for Tax Advisors

• Practice Management (Canopy, TaxDome, Karbon)
• CRM (HubSpot, Salesforce, spreadsheet trackers)
• Deadline Calendars (Tax deadline spreadsheets, Outlook reminders)
• Document Collection (Liscio, SafeSend, ShareFile, email chains)
• Meeting Notes (Otter, Fireflies, handwritten notes)
• Research Tools (CCH AnswerConnect, RIA Checkpoint lookups)

One workspace. One subscription. Everything handled for $75/month.

Frequently Asked Questions about Sentia+ for Tax Advisors

Sentia+ Pricing for Tax Advisors

Sentia+ Individual costs $75 per user per month — an introductory price that will increase. Teams plans start at $100/user/month, and Enterprise at $200/user/month. This includes unlimited contacts, AI assistant, email sync, calendar, meeting recording and transcription, pipeline management, lead generation, analytics, and follow-up automation. Integration add-ons (WhatsApp, Telegram, Instagram, Messenger) are $10 per month each.

What Tax Advisors Say About Sentia+

I advise clients across 12 states and 3 countries. Tracking filing obligations used to take a full-time admin. Sentia's multi-jurisdiction pipeline shows me everything by deadline and status. We haven't missed a date since switching.

— Tax Advisor, International Tax Practice

The AI briefings changed how I prepare for meetings. I walk in knowing their full picture — entity structure, carryforwards, estimated payment history, planning opportunities. Clients feel like I've been studying their file for hours.

— Tax Consultant, HNW Clients

I replaced TaxDome and a separate CRM with Sentia for $75/month. Document collection alone saves us 15 hours a week during filing season. The automated follow-ups are relentless in the best way.

— Managing Partner, Tax Advisory Firm