Research, plan and defend
Planner Agent
It models scenarios with you and the client, then turns the strategy you choose into work that gets done.
What it does
- Models outcomes, cashflow and tax impact across scenarios.
- Turns the chosen strategy into a workflow that feeds back into AccuMax.
What it works from
- The client record: last year's return and this year's data.
Who decides
The practitioner is the driver and decision-maker. The Planner Agent models the options and your firm and the client choose. Every Agent drafts and assists; a qualified member of your firm reviews and decides.
Questions about the Planner Agent
- Is the Planner Agent tested by tax practitioners?
- Yes. The Agents are continuously tested by a panel of tax practitioners.
- Does the Planner Agent choose the strategy?
- No. It models the scenarios. You and the client decide.
- What happens after a strategy is chosen?
- It becomes a workflow with steps and owners, so the plan is carried out and tracked in the same system.
- What does it start from?
- The client record, so the plan and the return are built from the same facts.
Also in research, plan and defend
See it on your own returns
Book a 30-minute walkthrough, or start the trial and try it against a real engagement.
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