Tax Aide · 税务管家
A NestPilot product for CPA firms — CPA-Bridge platform.
Operations Dashboard
Phase 1B — manager firm-wide oversight (7.5) + accountant personal portfolio (4.4), one backend.
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Integrated Client Demo
One client end to end — intake, checklist, Ada Mode A/B, oversight. The 6/9 walkthrough.
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Batch Pipeline
Document intake, classification, extraction, and ATX/Drake import packs.
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Advisory Transcripts
Transcript ingest and AI tax-advisory recommendations (the advisory closer).
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