ALMANOR AI — ACCOUNTING & TAX
Almanor AI builds AI systems for accounting firms — automating client intake, extracting data from tax documents, and streamlining filing workflows so your team can focus on advisory work.
THE ACCOUNTING AI ENGINE
Accounting firms are buried in documents — W-2s, 1099s, K-1s, invoices, contracts. TaxAssist extracts, classifies, and validates them automatically, pre-filling returns and routing edge cases to the right team member.
AI processes PDFs, scanned forms, and emailed attachments — extracting structured data from any document type with 98%+ accuracy.
Automated intake workflows collect missing documents, chase outstanding items, and keep clients updated — without any manual follow-up.
TaxAssist pre-fills returns from extracted data, flagging discrepancies and unusual items for reviewer attention.
An AI assistant trained on tax legislation answers client and staff questions — with citations to the relevant rules and HMRC/IRS guidance.
ALMANOR AI — THE PROCESS
TaxAssist integrates with your practice management system and gets smarter with every engagement.
PHASE ONE
TaxAssist connects to your existing practice software — CCH, Thomson Reuters, Xero, QuickBooks — via DataBridge connectors, with no disruption to existing workflows.
PHASE TWO
We fine-tune TaxAssist on your firm's historical documents and workflows — so it understands your client base, common document types, and review standards.
PHASE THREE
TaxAssist handles the full journey from client document receipt to pre-populated return, with human review gates at every material decision.
ALMANOR AI — PHASES
We analyse your historical document library to understand the document types, client profiles, and edge cases TaxAssist will need to handle.
Learn more →TaxAssist is configured to your firm's specific workflows — intake rules, review thresholds, escalation paths, and client communication templates.
Learn more →Deployed on a subset of clients first, with full monitoring and reviewer feedback loops before firm-wide rollout.
Learn more →WHY FIRMS CHOOSE ALMANOR AI
TaxAssist cuts the time from client document receipt to pre-populated return from days to under an hour.
Every extracted data point is cross-validated against source documents, with discrepancy flagging before any return is submitted.
TaxAssist gets smarter with every engagement — building a proprietary model that reflects your firm's specific client base and document patterns.
TAXASSIST
TaxAssist is Almanor AI's purpose-built AI system for accounting and tax firms — combining document AI, intake automation, and regulatory Q&A in a single embedded platform.
Explore TaxAssist →THE ACCOUNTING AI PROBLEM
The advisory work accounting firms sell — tax strategy, business advisory, audit opinion — is high-value and impossible to automate. The document work that consumes the majority of staff time is not: intake of client documents, extraction of figures from bank statements and receipts, population of working papers, pre-population of return forms. This is high-volume, low-variability work that AI handles more accurately and faster than humans.
TaxAssist is trained on your specific document library — your firm's client base, your most common document types, your return templates, your workflow structure. This is not generic OCR bolted onto a tax platform. It is a domain-specific AI system that understands the difference between a P60 and a P11D, knows that a HMRC tax calculation letter needs different handling than a Companies House filing, and extracts figures in the context of your specific return workflows.
The result is a system that takes a client document pack and produces a reviewable, near-complete draft return — reducing the time between document receipt and partner sign-off from days to hours. Peak season capacity triples without additional hiring.
USE CASES
End-to-end automation from client document intake to SA100 pre-population — P60s, interest certificates, dividends, rental income, capital gains — ready for partner review.
Automated extraction from bookkeeping data, bank statements, and management accounts into CT600 working papers — with tax computation and disclosure notes generated automatically.
Automated extraction from sales and purchase records, reconciliation, and MTD-compliant VAT return population — with exception flags for manual review before submission.
Intelligent classification and extraction of client document packs — identifying missing documents, flagging anomalies, and routing to the correct workflow without manual sorting.
Automated classification and routing of HMRC letters, enquiry notices, and tax calculations — with draft response generation for standard enquiry types.
Automated extraction and processing of payroll data, expenses, and benefits-in-kind for P11D completion and employer reporting.
FREQUENTLY ASKED QUESTIONS
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