AI just autonomously completed its first end-to-end partnership tax return. Your strategic thinking is what clients still can't automate.
Compliance is being automated. Strategy is your edge.
In February 2026, AI accounting platform Basis demonstrated the first AI agent to autonomously complete an end-to-end Form 1065 partnership tax return - one of the most complex filings in the US tax code. 30% of the top 25 accounting firms are already using AI agents for tax workflows, reporting 20–50% efficiency gains. The compliance work that used to fill your team's hours is being automated. But strategic tax planning - entity structure optimization, multi-state nexus analysis, estate and succession planning, the kind of work that requires judgment, client relationships, and deep expertise - that's the work AI can't touch. DataPeeps turns your strategic tax knowledge into an AI that educates clients and captures leads 24/7.
We're onboarding tax strategists in small groups - early signups get priority access
of the top 25 US accounting firms already use AI agents for tax workflows - with 20–50% efficiency gains reported.
Basis / CPA Practice Advisor, February 2026
valuation for Basis after demonstrating the first AI agent to autonomously complete a full partnership tax return.
Bloomberg, February 2026
total raised by Basis alone - and they're just one of dozens of AI tax tools entering the market. The compliance automation wave is real.
Reuters, February 2026
Every dollar spent on AI compliance automation is a dollar NOT spent on your billable hours for routine tax preparation. The tax professionals who cling to compliance work are watching their margins erode. The ones who position themselves as strategic advisors - the ones whose clients say 'I need your judgment on this, not just a return' - have never been more valuable. The difference between a commodity preparer and a trusted strategist is whether your clients can see the distinction.
From compliance preparer to strategic advisor.
Clients see tax preparation as a commodity and shop for the lowest fee
Your strategic planning expertise is buried in engagement files clients never revisit
Every new client asks the same foundational questions about entity selection and structure
Between tax seasons, your expertise sits idle - generating no revenue and no visibility
Clients experience YOUR strategic thinking and understand why your advisory fee is worth it
Your tax planning frameworks and published insights are accessible to clients year-round
New prospects self-serve foundational questions - so your time goes to high-value strategic engagements
Your expertise captures leads and demonstrates authority 12 months a year - not just during busy season
Live in minutes. Not months.
Upload your strategic expertise
Tax planning guides, entity structure analyses, published articles, CLE presentations, client advisory memos, succession planning frameworks - anything that captures your strategic thinking beyond basic compliance.
Set professional guardrails
Restrict responses to general educational guidance. Add disclaimers. Redirect engagement-specific advice to a consultation booking. Your professional standards, your boundaries.
Deploy year-round
Embed on your website, share with existing clients, or use as a lead generation tool during off-season. Your strategic expertise works 12 months a year - not just from January to April.
Built for tax professionals who think beyond the return.
Zero Made-Up Answers
Every response comes from YOUR uploaded content. In tax strategy, accuracy is non-negotiable. If your AI doesn't have enough information, it says so and redirects to you.
Year-Round Lead Generation
Most tax firms go quiet after April. Your AI captures leads and demonstrates strategic value all year - so prospects find you before they need you.
Client Education
Educated clients are better clients. Your AI helps business owners understand entity structure, deduction strategies, and planning opportunities - so your advisory conversations start at a higher level.
Practice Area Segmentation
Restrict your AI to specific practice areas - estate planning, business succession, multi-state nexus - and redirect everything else appropriately.
Marketplace Revenue (Coming Soon)
Charge for premium access to your tax strategy expertise - or list it in the DataPeeps marketplace to reach clients beyond your geography.
What this looks like in practice.
Patricia is a CPA and tax strategist specializing in small business entity optimization. Patricia uploads her published guides on entity selection, her framework for evaluating S-Corp vs. LLC tax efficiency, and her advisory materials on qualified business income deductions into DataPeeps. She embeds the AI on her firm's website with a clear educational disclaimer. When a business owner searches 'S-Corp tax benefits' and lands on her site, they can ask 'What factors should I consider when choosing between an LLC and S-Corp?' and get a response grounded in Patricia's actual decision framework - not a generic article. The business owner enters their email to continue the conversation, and Patricia follows up with a consultation offer. She reports capturing 5x more qualified leads from her website, with prospects arriving to consultations already understanding her approach and ready to engage.
Illustrative example based on the DataPeeps platform. Your results will depend on your content and practice area.
Questions we hear from tax strategists like you.
The tax strategists who deploy their expertise first will define what advisory looks like next.
Compliance automation is here. The tax professionals who stay essential aren't the ones fighting it - they're the ones making their strategic thinking too valuable to automate. DataPeeps puts your tax strategy to work year-round.
We're onboarding tax strategists in small groups - early signups get priority access
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