SignalsHQ

Smart Automation Built for Scaling Tax Firms

About SignalsHQ

SignalsHQ is an AI-powered platform designed for small and mid-sized US tax firms to automate and streamline tax workflows. The tool covers document intake, data extraction, workpaper creation, and filing, integrating with major tax software such as Lacerte, UltraTax, and CCH Axcess. It features modules for organizing client documents, extracting structured data from various tax forms, and generating IRS-cited research memos. Security is emphasized with SOC 2 Type II compliance and end-to-end encryption. Pricing details are not published; interested firms are directed to contact sales for more information.

Best for: small tax firms, mid-sized tax firms, US tax professionals

Key features

Automates document intake and organizes client files
Extracts data from K-1, 1099 and W-2 forms; the vendor claims 95%+ accuracy
Provides instant tax research with IRS citations
Generates workpapers and audit-ready trails
Integrates with major tax software for filing
Offers proactive advisory insights and strategy suggestions
Lists SOC 2 Type II compliance and end-to-end encryption

Use cases

Automating the intake and classification of client tax documents
Extracting structured data from scanned or uploaded tax forms
Conducting rapid, cited tax research for client questions
Preparing and reviewing tax returns with integrated workpapers
Identifying advisory opportunities and drafting client outreach

Pros

Integrates with widely used tax software platforms
Lists SOC 2 Type II compliance and end-to-end encryption

Limitations

Pricing is not publicly listed and requires contacting sales

Screenshots

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