Offering · Operations

Tax & Accounting AI Workflow

Document AI and agentic workflows for tax and accounting practices. Drafting, research, case management, built for the unique compliance and document-heavy nature of CA and tax firms.

Why Infinitra

We shipped this offering with a high-net-worth tax filing platform, handles document-heavy CA workflows, automated drafting, and case management at the scale CA firms need. Custom domain SLM fine-tuned on tax filings and audit corpora, with retrieval grounded in current statute and prior cases. Compliance posture and audit trails are designed in from day one, not bolted on.

What we deliver

Each capability is delivered as part of a single fixed-scope engagement, with reusable accelerators across our offering library.

Document intelligence

Extraction, classification, and scoring across the document types tax and accounting practices touch every day.

Agentic workflows

Intake → preparation → review → submission, orchestrated end-to-end with human review checkpoints.

Custom domain SLM

Small language model fine-tuned on tax and audit corpora, answers grounded in the practice domain, not the open web.

Multi-Modal AI Search

Search across filings, statutes, and prior cases, text, scanned PDF, and image, in one query.

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AI Workload Well-Architected Review

Governance baked in, audit existing AI workloads across 6 WAR pillars + GenAI + Responsible AI lenses.

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Sub-verticals

Chartered accountant practices · Tax filing platforms · Audit firms · HNW tax services · Tax SaaS