Login to financial institutions, download tax forms, estimate taxes, and help fill returns. All credentials securely stored in encrypted vault.
Securely store login credentials for banks, brokerages, and financial institutions. AES-256 encrypted.
Automatically download 1099, W2, 1098, and other tax forms from all your accounts.
LLM estimates your tax liability based on downloaded forms and income data.
Help fill tax returns. Review and approve before submission.
Securely store login credentials for banks, brokerages, and financial institutions. AES-256 encrypted.
Automatically download 1099, W2, 1098, and other tax forms from all your accounts.
LLM estimates your tax liability based on downloaded forms and income data.
Help fill tax returns. Review and approve before submission.
Automatically file extensions if you need more time.
Local AI processing. Credentials never leave your encrypted vault.
Works with self-hosted LLMs on NVIDIA Jetson Orin Nano Super. Full AI privacy on-premise.
Connect bank/brokerage accounts via secure credential vault
Download all tax forms (1099, W2, 1098)
LLM analyzes forms and estimates tax liability
Help fill tax returns - you review and approve
Google Workspace, MCP access for other agents, reusable skills, and a secure secrets vault.
Gmail + Calendar actions built in for real workflows, not brittle APIs.
Expose your browser as an MCP server so other AI agents can drive it.
Securely connect remote agents to your logged-in browser without VPNs.
Create reusable skills and share them across your team or clients.
Internal vault with a password-fill tool that never exposes secrets to the LLM.
Works with Vibe AI, Anthropic Claude Max, GitHub Copilot, and BYOK providers.