The Future of Tax Process Automation

The Future of
Tax Process Automation

The Future of Tax Process Automation

Aurella is a tax preparation engine designed to eliminate manual data entry. By automating the journey from client document intake to return-ready output, the platform empowers firms to focus on professional review and tax strategy instead of administrative assembly.

Aurella is a tax preparation engine designed to eliminate manual data entry. By automating the journey from client document intake to return-ready output, the platform empowers firms to focus on professional review and tax strategy instead of administrative assembly.

📄1099-INT
Unverified
📄1099-DIV
Duplicate?
📊1099-B
Raw
✓
Mapped to 1040
✓
Variance Flagged
✓
Multi-Source Reconciled
✓
Pushed to Tax Engine
✓
Document Classified

Built for Tax Preparation,
Not Just Document Ingestion

Maximize your efficiency by replacing fragmented tools with a unified tax reasoning engine.

Aurella’s platform is purpose-built for each dimension of tax practice. Compliance automation and research intelligence working from the same structured data.

Other Tools

Read & Populate

Read documents and fill fields without contextual awareness.

Fragment the Workflow

Scatter your workflow across intake tools, OCR platforms, and review checklists.

Require Manual Assembly

Still requires your team to reconcile, classify, and assemble the return manually.

Aurella

Tax Reasoning Engine

Understand complex tax relationships, multi-year dependencies, and filing logic across various forms.

Unified Ecosystem

Manage the entire lifecycle (from the first client upload to the final digital archive) in one secure system.

Review-Ready Returns

Deliver a fully prepared tax package ready for final professional sign-off.

Aurella Connects
Every Stage of Your Tax Season Workflow

Aurella Connects
Every Stage of Your Tax Season Workflow

Eliminate manual data entry and fragmented communication.

Eliminate manual data entry and fragmented communication.

Frictionless Client Intake

Replace messy email chains with secure, 2FA-protected links. Aurella uses prior-year data to conduct "smart interviews" asking clients only the relevant questions. Documents uploaded through the portal or emailed to the firm are matched, classified and filed automatically.

Frictionless Intake

Replace messy email chains with secure, 2FA-protected links. Aurella uses prior-year data to conduct "smart interviews" asking clients only the relevant questions. Documents uploaded through the portal or emailed to the firm are matched, classified and filed automatically.

Document Intelligence

Every 1040 slip is classified and mapped to the correct line item automatically. The platform surfaces prior-year variances and confidence scores, ensuring teams only spend time on the exceptions.

Pipeline Visibility

Gain a real-time Command Center view of your entire firm’s workload. Filter by partner, stage, or missing documents to identify bottlenecks before they impact filing deadlines.

Automated Client Communication

When documents are missing or data is flagged as inconsistent, Aurella automatically drafts the request for info. Your team simply hits "send" keeping the engine moving without manual drafting.

Audit-Ready Workpaper Output

Every extraction is logged with an audit trail. The final package arrives organized with digital workpapers attached, mapped, and ready for the reviewer’s immediate attention.

Seamless Tax Engine Integration

Push approved data flows directly into your tax engine (CCH, etc.) for automated calculation. The integration eliminates rekeying errors and automatically archives structured metadata to GoFileRoom or a preferred Document Management System (DMS).

Two Engines
One Intelligence Layer

Aurella’s platform is purpose-built for every dimension of modern tax practice. Compliance automation and research intelligence operate from the same structured data layer to ensure consistency across 1040 filings.

Aurella’s platform is purpose-built for each dimension of tax practice. Compliance automation and research intelligence working from the same structured data.

Aurella
Core Engine
Lucid
Process client data from any source. Normalize it. Reconcile it. Map it to the correct forms before your team opens the file.
1
Automate before the first form is touched
2
Convert uploads into return-ready data
3
Surface anomalies before reviewers reach the file
Full details →
Research Engine
Jarvis
The reasoning layer that goes beyond document processing, interpreting data, tracing dependencies, and surfacing advisory opportunities.
Cross-reference positions across tax years and entity structures
Model filing scenarios and flag the lowest-liability position
Trace how corrections cascade across downstream filings
Expanding to Advisory + Audit, H2 2026
Output
Reviewer sees what matters, before the file is opened
No rekeying. No reformatting.

From Raw Document to Filed Return

Every operational step between an uploaded file and a reviewed tax return is fully automated.

01/

Collect & Organize

Eliminate manual storage and reduce intake delays. Aurella automatically organizes PBC (Provided by Client) documents, email attachments, and portal uploads into a structured digital tax folder.

AllReceivedOutstanding
DOC TYPEPAYERSTATUSDATEAMT
Wages1 received
W-2Barton-LeblancReceivedFeb 12, 2026—
Interest & Dividends1 received · 1 outstanding
1099-DIVBryant and SonsOutstanding—$2,821
1099-INTVillarreal GroupReceivedFeb 12, 2026—
Capital Gains1 received
1099-BThomas LtdReceivedFeb 12, 2026—
Retirement · 1 outstanding
1099-RMiller LtdOutstanding—$12,750
Documents
W-2_Barton.pdf
245 KB
1099-INT_Vil...
182 KB
1099-B_Tho...
320 KB
Recent ActivityView All
Document uploaded
1099-B from Thomas Ltd
2h ago
Status updated
W-2 marked as received
5h ago
Email sent
Reminder for outstanding
1d ago
02/

Validate & Map

Pre-map tax data to the appropriate tax forms. The system validates current-year data against prior-year returns to flag exceptions and variances before the professional staff review begins.

W-2W-2 Wage and Tax Statement
Lead Sheet Mappings4 mappings
BOXEXTRACTEDCONFLEAD SHEET ITEMTOTAL
Box 1
Wages, tips, other
$80,000.00HighWages, tips, other comp.$80,000.00
Box 2
Federal income tax withheld
$10,368.00HighFederal income tax withheld$10,368.00
Box 4+6
SS + Medicare tax
$6,120.00HighFICA withheld (SS + Medicare)$6,120.00
Box 17
State income tax
$3,835.00HighState income tax$3,835.00
03/

Monitor & Manage

Give leadership real-time visibility into the entire pipeline. Track return status, identify production bottlenecks, and assess filing readiness across all engagement teams from a single dashboard.

RETURNS IN PROGRESS
28↑ 12%
PENDING CLIENT INFO
222 awaiting
ITEMS NEEDING REVIEW
9953 due
READY FOR EXPORT
1On track
All 30Intake 22Processing 4Lead Review 2Export Ready 1Completed 1
CLIENT NAMESTATUSTYPETAX LIABILITYPREPARER
TB
Thomas Brown
***-**-7479
Lead Review1040$0Unassigned
AL
Alex Lee
***-**-2245
Intake1040$0Jesus Brown
MT
Malik Turner
***-**-9770
Intake1040-$1,250Unassigned
RE
Robert Elliott
***-**-3717
Processing1040$0Unassigned
WN
William Nelson
***-**-4388
Intake1040$4,200R. Petersen
Return Details×
TB
Thomas Brown
***-**-7479
Lead Review
RETURN INFORMATION
Type:1040
Tax Year:2025
Tax Liability:$0
Preparer:Unassigned
Last Updated:Yesterday
Open Return
Assign Preparer
04/

Detect & Act

Detect missing tax slips or data anomalies early in the cycle. Aurella automatically drafts client follow-up communications for team approval, ensuring faster turnaround times during peak tax season.

ActionsAI-Powered
TOTAL ACTIONS
18
CRITICAL
3
PENDING
16
IN PROGRESS
0
Search actions...
All typesAll prioritiesAll statuses
Review Missing W2 from Evans LLC
Patricia Andrews · It appears that we are missing... · 7 days ago
CRITICAL
Review Missing 1099-INT from Ortiz LLC
Amanda Navarro · It appears that we are missing... · 7 days ago
CRITICAL
Review Missing 1099-DIV Document
Brittany Moore · It appears that we are missing... · 7 days ago
CRITICAL
Review Missing 1099-DIV Document
Barbara Craig · It appears that we are missing... · 7 days ago
HIGH
Clients
AN
Amanda Navarro
3 actions
DS
Daniel Stewart
2 actions
BM
Brittany Moore
2 actions
RE
Robert Evans
2 actions
By Type
Missing Document
Clarification
Verification
05/

Export & Archive

Send approved value directly into preferred tax engines. The platform generates complete filing packages and archives all workpapers with structured metadata, ensuring every return is audit-ready in DMS.

Lead Sheet
Tax Year 2025 · Barbara Craig
All Categories
Early Withholdings
High
Schedule 1
Federal Income
High
Sum of W-2
1099 Federal
High
1099-R, 1099-INT
Return ID
CRAIG-2025
Taxpayer SSN
***-**-4665
Return Type
Form 1040 — Individual
Tax Year
2025
Export Target
Production
Sandbox
Document Retention
Archive to Document Management
DMS Provider
GoFileRoom — Thomson Reuters
Drawer *
Tax Returns
Service Type *
Form 1040 — Individual
Client *
Craig, Barbara
Year *
2025
📄1099-INT
Unverified
📄1099-DIV
Duplicate?
📊1099-B
Raw
✓
Resolved K-1
✓
Verified Contrib.
✓
Categorized Medical
✓
Linked Expenses
✓
Verified Mortgage
Aurella

Most AI Systems Read Documents
Aurella Reasons Through Them

Most AI Systems Read Documents Aurella Reasons Through Them

Jarvis transforms raw data into structured decisions before your team opens the file.

01

Intelligent Multi-Year Dependencies

When a correction hits one year it ripples into every downstream filing. Jarvis traces those dependencies automatically so your team catches cascading amendments before they become problems.

02

Built-In Compliance

Jurisdictional rules and compliance context are applied automatically as data flows through the system. The return that reaches your reviewer already reflects the regulatory requirements

03

Complex Entity-Level Intelligence

Manage allocations and corporate group structures with ease. Jarvis cross-references positions across complex entity webs, ensuring consistency in intercompany transactions and Adjusted Cost Base (ACB) tracking across the entire client group.

2023Original FilingFiled2024Dependent ReturnPending2025Downstream FilingPendingHard-wired dependency chain, no manual tracking required
2023Original FilingFiled2024Dependent ReturnPending2025Downstream FilingPendingHard-wired dependency chain, no manual tracking required

Step 1

Multi-Year Dependencies

Trace how corrections in one year propagate across future filings and related returns, so cascading amendments don’t get missed.

REGULATORY ENGINE
Jurisdictional Compliance Pass
PROCESSING
§7216 CONSENTVerifying consent on file…
CHECKING
50-STATE ENGINE
State Rules
CA FTB §17041
NY SALT Cap
TX No Income Tax
PENDING
CROSS-BORDER LOGIC
Treaty Positions
US-UK Art. 15
FBAR Threshold
PFIC Reporting
PENDING
FILING RESTRICTIONS
Compliance
§7216 Offshore
Circular 230
E-File Mandate
PENDING
Compliance applied at ingestion, built-in, not bolted on

Step 2

Tax Optimization

Automatically compare alternative tax positions and surface the filing strategy that minimizes client liability.

H2 2026 ROADMAP
ENTITY INTELLIGENCE
Entity-to-Individual Cascade
PROCESSING
BUSINESS RETURN
Form 1065 (Partnership)
Entity: Blue Horizon LPEIN: ••-•••3847
INDIVIDUAL RETURN
Margaret & David Chen 1040 MFJ
SUPPLEMENTAL INCOME
Schedule E
K-1: Blue Horizon LP
Partnership ordinary income
$24,500
PENDING
CAPITAL TRANSACTIONS
Schedule D
K-1 Cap Gain (Box 8)
Long-term capital gain
$4,200
PENDING
Entity returns cascade into individual schedules automatically

Step 3

K-1 Cascade

Process entity-level returns and cascade every K-1 allocation through to individual filings automatically.

H2 2026 ROADMAP
ENTITY INTELLIGENCE
Entity-to-Individual Cascade
PROCESSING
BUSINESS RETURN
Form 1065 (Partnership)
Entity: Blue Horizon LPEIN: ••-•••3847
INDIVIDUAL RETURN
Margaret & David Chen 1040 MFJ
SUPPLEMENTAL INCOME
Schedule E
K-1: Blue Horizon LP
Partnership ordinary income
$24,500
PENDING
CAPITAL TRANSACTIONS
Schedule D
K-1 Cap Gain (Box 8)
Long-term capital gain
$4,200
PENDING
Entity returns cascade into individual schedules automatically

Step 3

Built-In Compliance

Apply state rules, treaty positions, and regulatory restrictions before the return reaches review.

Built For The Regulatory Reality of Tax Practice

Built For The Regulatory
Reality of Tax Practice

Aurella was designed for firms that operate under strict compliance and confidentiality requirements.
Every control, audit trail, and safeguard is built directly into the platform.

Aurella was designed for firms that operate under strict compliance and confidentiality requirements. Every control, audit trail, and safeguard is built directly into the platform.

Your Expertise. Every Return. Automatically.

Ready to leave manual prep behind? Let's talk.

Aurella was designed for firms that operate under strict compliance and confidentiality requirements. Every control, audit trail, and safeguard is built directly into the platform.