FirmAdmin | TaxCovenant

Your AI-powered assistant for seamless tax planning, client management, and risk assessment.

Data types

  • Client
  • Owner
  • TaxParams
  • TaxCarryover
  • TaxProjection
  • TaxProjectionRun
  • SchCEstimate
  • K1Estimate
  • SchEEstimate
  • MagicLink
  • StrategySignal
  • MeetingActionItem
  • EntityFlowthroughEstimate
  • EntityFlowthroughAdjustment
  • EntityFlowthroughOwnerAllocation
  • ClientDependent
  • StrategyLibrary
  • StrategyRecommendation
  • Firm
  • CCorpProjection
  • CCorpCarryover
  • StrategyAnnualSnapshot
  • StrategyInput
  • SafeHarborCalculation
  • FirmServiceLevel
  • TaxReturnDocument
  • TaxReturnFieldValue