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Tax Advisers

Visualize complex tax advice, faster

Create entire steps plans effortlessly with features
designed for speed and precision

Accelerate tax planning and stay responsive

Create structure charts rapidly

Significantly reduce diagramming time and remove the frustrations of legacy applications

Manage step sequences effortlessly

Create linked step sequences and update multiple steps efficiently with a single edit

Create exceptional client reports

Automatic layouts and PowerPoint integration ensures highly professional outputs consistently

Generate with AI to keep you moving

Import a hand drawn sketch or text to get started or use our AI assistant to update

Features

Everything you need for the perfect
steps plan

Professionalize your workflows and deliver
the best quality advice to your clients

Rapid Diagramming

Fast, intuitive diagramming

Reduce time taken to create diagrams

AI-powered chart generation

Generate structure charts from text or hand-drawn sketches

Automatic page layouts

Diagrams and text content autofit to the space available, ensuring perfect presentation

step-plans-who-we-serve-2

Effortless editing of step sequences

Create linked steps, then save effort by editing multiple steps with a single action