Keep the source connected
Statements and supporting records should remain available throughout preparation and review.
About Simple Tax AI
Build automation around accountable bookkeeping.
Simple Tax AI is designed for businesses and accounting firms that want less repetitive preparation without losing evidence, context, or professional control.
Product principles
Useful automation should improve the review, not conceal it.
Learn how the business operates
A restaurant settlement, marketplace payout, property report, and client retainer require different evidence and treatment.
Separate preparation from approval
AI can prepare and prioritize. Accountable people retain judgment and final responsibility.
Content standard
Financial content needs a higher trust threshold.
Product and educational claims are reviewed for accounting relevance, scope, and evidence before publication.
- No invented customer or performance claims
- No tax product presented as currently available
- Named source and update date on substantive guides
- Clear distinction between workflow guidance and professional advice
Operating scope
Know who the product serves and where final terms live.
Start with a defined scope