Always audit-ready.
Quarterly estimates, regulatory monitoring, filing preparation, and compliance documentation.
Filings, on schedule.
The Tax & Compliance agent keeps your company audit-ready at all times. It estimates quarterly tax obligations, monitors regulatory changes that affect your business, prepares filing data, and maintains compliance documentation. Every calculation references your financial data in real time.
Tax season used to be a week of panic. Now it's a notification that says 'filing ready for review.'
James Liu
Founder, Keystone Analytics
What the Tax & Compliance agent does
Quarterly Estimation
Calculates estimated tax obligations based on current revenue, expenses, and deductions. Alerts you before payment deadlines.
Regulatory Monitoring
Tracks regulatory changes in your jurisdictions. Flags new requirements that affect your business and recommends actions.
Filing Preparation
Compiles financial data into filing-ready formats. Generates reports for your accountant. Exports in standard formats.
Compliance Documentation
Maintains a living compliance library. Tracks which requirements are met, which need attention, and what documentation is current.
How the agent thinks.
Every decision the Tax & Compliance agent makes is grounded in your constitution. It loads your constraints, checks priorities, and applies your tradeoff guidance before taking any action. The reasoning is logged. The rules are yours.
$ agent load --domain tax
constitution v12 loaded
domain: tax & compliance
constraints:
quarterly_alert: 30 days before deadline
nexus_tracking: monitor all active jurisdictions
doc_retention: 7 years minimum
estimate_method: safe harbor (110% prior year)
status: ready — awaiting room dispatchSee it work
Scenario
Q2 estimated tax payment due in 15 days
OBSERVE
Revenue up 23% from Q1. Two new deductible expenses identified. State nexus in one new jurisdiction.
DECIDE
Calculate estimated payment. Flag new nexus for accountant review. Prepare payment.
GATE
EXECUTE
Estimate calculated and payment prepared. Nexus question escalated (resolved in 30 seconds).
Works alongside
Agents coordinate across departments — no silos, no handoff friction.