Tax automation starts with a complete evidence base. Know what arrived before you ask AI to prepare the return.
Coalesc organizes tax documents, keeps missing items visible and follows up so the tax file is ready before preparation begins.
The problem
Tax preparation breaks when automation sees only part of the taxpayer’s situation, or when staff must stop repeatedly to chase slips and answers.
Live today
See how the file moves forward.
The steps stay simple, explicit and visible to the team.
Collect tax documents
Documents can arrive through familiar client channels.
Understand what arrived
Coalesc organizes files and identifies their context.
Track completeness
Missing slips or supporting items remain visible.
Follow up
The client can be asked for the specific missing item instead of another generic checklist.
Outcome today
Preparers start with a clearer evidence set and spend less time interrupting the return to collect what should have been there already.
Product direction
Not presented as shippedThe next step is evidence-backed tax preparation that writes into professional tax software while accountants review the facts, exceptions and tax positions.
FAQ
Common questions
Does Coalesc replace Taxprep or DT Max?
No. Those systems remain the specialized tax calculation and filing engines. Coalesc is building the preparation and engagement layer around them.
Is AI tax preparation live today?
The current product centers on collecting, understanding and completing the tax file. Deeper preparation and review are product direction and should not be read as shipped functionality.
Why does completeness matter so much?
An AI system can only reason from the evidence it has. Missing slips, prior-year context or client answers can turn fast automation into unreliable preparation.
Bring one real engagement.
We’ll look at where the file slows down, what Coalesc can remove today and what should stay under human control.
Book a workflow review