Petal working…
Your nights,handed back.
Drafts, reconciles, and chases. Overnight.
Filed 12 returns overnightAI that runs the
tax practice.
Importing brokerage 1099s
Matched 0 of 34 lots · 4 accounts
Retrieving 1099-B · Fidelity
Estimated 14s remaining…
Ask Petal anything↑
Petal does your busywork
Reconciling books, posting entries, and filing returns. Automatically, without delay.
Keeps you in the loop
Watch Petal work, asking for your call only on the genuinely complex returns.
And answers your questions
Got a question about a return? Want to see how your week is tracking? Petal's always ready.
Works with the tools you already use.
- NetSuite
- BILL
- Workday
- BlackLine
- SAP Concur
- Drake
From a client inbox
to reviewer-ready.
One pass through the work your firm already does, run overnight and handed back in the morning with the decisions still yours.
01
It asks for what is missing.
Petal knows what each return still needs, asks the client for it, follows up when they go quiet, and tells you which clients are actually holding the work up.
Chasing what is missing
1099-B · Fidelity
W-2 · Acme Corp
K-1 · Riverbend LP
Chased on its own. You are told who is holding things up.
02
It drafts with the source attached.
Every figure links back to the document it came from, so a position questioned months later already has its substrate sitting behind it.
Every figure, sourced
Schedule C · Line 8
$14,200
Invoice_0412.pdf
Traced to source. One click to open it.
03
It stops at your desk.
Work queues for approval rather than going out. Your preparers review, decide the close calls, and sign. Petal does the volume, never the judgment.
Waiting on your approval
Chen Household · 1040
Delgado LLC · 1120-S
Okafor · Q2 estimate
Drafted by Petal. Sent only once a preparer signs off.
Common questionsFrequently asked
Frequently asked
questions.
What does Petal actually do?
It runs the admin of a tax practice. Petal reads every client source, drafts returns and replies with citations, reconciles books, chases missing documents, and surfaces what needs your judgment. Overnight, so your day opens with decisions, not data entry.
Does it replace my tax software?
No. The return is still prepared in OLT, Drake, or ProConnect. Petal orchestrates the software you already pay for the way a sharp junior would, without forgetting to log what it did.
Does the AI touch client data on its own?
Never unsupervised. Every draft is preparer-approved before it sends, nothing posts to a record without your sign-off, and Petal stops and escalates when a position needs judgment instead of guessing.
How long does onboarding take?
A day, not a quarter. You connect your tax software, accounting file, and a document source, and Petal starts shadowing the work the same week. There is no migration and nothing to rip out.
What does my team still handle?
The judgment. Petal does the reading, drafting, reconciling, and chasing; your preparers review, decide the close calls, and own the client relationship. It removes the busywork, not the people.
How is client data protected?
Built on Claude with zero data retention, per-tenant encryption at rest, an OTP-gated client portal, and a cryptographic audit chain tying every output to its source and approver.