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TAX ASSIST — MEMO 001
Q:

What's the nexus rule in California?

Economic nexus is established once a taxpayer exceeds $500,000 in California-sourced sales in a calendar year, regardless of physical presence.1

1.Cal. Rev. & Tax Code §23101(b)(2) — verified against current SALT guidance

CITED & VERIFIED

§ PLATFORM OVERVIEW

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Experience how our AI-driven infrastructure automates complex tax workflow analysis with absolute precision and citation.

EXHIBIT A — SIGNALS INTRO
DURATION — 0:43
MODULE — PLATFORM INTRO
STATUS — VERIFIED

§ Verified Outcomes

Cut research and preparation hours with AI-driven automation.

One reliable layer for authoritative answers, automated intake and extraction, and streamlined prep to help your firm cut busy-season grind and redirect time to advisory.

§ 014+ hrsTime saved
§ 022xAdvisory Revenue
§ 0395%+Client Satisfaction
CASE FILE — BUSY SEASON, 2026
§Review queue is jammed again
§W-2s and 1099s everywhere - help!
§K-1s are slowing everything down
§What's the nexus rule in California?
§We're double-entering the same data!

§ THE PLATFORM

Cut research and preparation hours with AI-driven automation.

TAX ASSIST

Instant, reliable answers to your tax questions.

Direct IRS citations & court ruling references
Federal & SALT coverage across all 50 states
Context-aware answers tuned to the client file
Exportable memos, ready for the client folder
Tax Assist UI preview

§ Use Cases

Focus on high-value client outcomes.

RULE TRACKING§ 01

Always Current on Tax Rules

Delivers the latest updates across SALT and Federal taxes directly in your workflow.

DATA SYNTHESIS§ 02

Turn Raw Data into Insight

Uses AI to locate, organize, and surface client insights hidden in client documents.

RISK ANALYSIS§ 03

Surface Savings & Risks

Analyze your client data to unlock opportunities and spot risks proactively.

§ Customer Stories

Trusted by firms across the board

EXHIBIT B-01

Research used to be a black hole. Now, I just type the question and get a citable IRS answer in seconds.

ST
Tax ManagerSama Tributa
VERIFIED
EXHIBIT B-02

80% faster first drafts. What used to take us two days is now done in two hours.

NT
Managing PartnerNorthbridge Tax Advisory
VERIFIED

§ Compliance & Trust

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Built on industry-leading compliance standards to keep your clients' data isolated, encrypted, and audit-ready.

End-to-end Encryption

SOC 2 Type II compliant pipelines. Data is isolated and shielded at all processing stages.

Monitoring Systems

24/7 intrusion detection. Continuous quarterly security vulnerability scans & annual pen tests.

Access Control

Multi-Factor Authentication (MFA) enforcement. Strict role-based granular permissions.

Regulation Compliant

TLS 256-bit encryption in transit & at rest. Full compliance with IRS Pub 1345 guidelines.

SECURE ACCESS CONSOLE // DEMO SETUP
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