Tools and research

Every client tool, reflected here.

The nine client tools below exactly match the portal. Their public pages preview the analysis and deliverables; questionnaires, calculations, uploads, and client work stay behind client sign-in. Research assistants remain a separate public category.

Available on the public site

Exact client-tool previews

See the same nine tools clients see in the portal. These pages explain what each tool is designed to analyze and produce without asking questions or calculating a personalized result.

Available in the client portal

Client workflows

The questionnaires, calculations, uploads, personalized analysis, saved work, and deliverables appear only after client sign-in.

01 · Assistants

AI Research Assistants

Conversational research with citations to the RCW, WAC, ETAs, and DOR guidance. Try any assistant free — three questions on us, no account or key needed. Keep going with a free account and your own Anthropic or OpenAI key; client accounts run on our keys.

Washington tax research

Delphi

Broad WA tax research across classifications, exemptions, nexus, refunds, audits, and compliance — every answer cited.

Open public tool

Apportionment specialist

Solomon

Receipts attribution, benefit of the service, the Rule 19402 cascade, throw-out income, and apportionment analysis.

Open public tool

Refund opportunity scout

Scout

Company-specific scans for Washington refund opportunities — exemptions, exclusions, and 2026 law changes, ranked by likelihood.

Open public tool

REET specialist

Oikos

Real estate excise tax research for sales, consideration, exemptions, 1031 exchanges, affidavits, and refund procedure.

Open public tool

DOR website search

Doris

Natural-language search of the official Washington DOR site (and five western-state pilots) to find the right agency page. Free — no account or API key needed.

Open public tool

02 · Client portal

The Nine Client Tools

This list is generated from the same catalog as the client portal. Preview pages contain no intake questions or personalized analysis; the working interface and client deliverables stay inside the portal.

Client tool

Tax Refund Engine

Upload purchase data and identify potential Washington sales and use tax overpayments for review.

Preview tool

Client tool

Work Papers

Turn an auditor's workbook into organized findings, exceptions, rate checks, and supporting work papers.

Preview tool

Client tool

VDA

Organize eligibility, estimated exposure, evidence, review, and a complete voluntary-disclosure package.

Preview tool

Client tool

Ruling Requests

Develop the transaction facts, questions presented, cited analysis, review record, and finished request package.

Preview tool

Client tool

Annual Reconciliation

Compare reported figures with actual revenue by state or country, calculate the true-up, and prepare the memo, workbook, and filing packet.

Preview tool

Client tool

Nexus Monitor

Screen sales-tax nexus across all 50 states and DC, preserve dated state authority, and open a deeper Washington review when needed.

Preview tool

Client tool

DOR Notices

Keep Department letters private with their deadlines, risk, required actions, requested documents, and supporting excerpts.

Preview tool

Client tool

Legislative Watchlist

Choose tax topics and industries, rank bills by relevance, and pin the Washington legislation you need to follow.

Preview tool

Client tool

Taxability Matrix

Keep product and service taxability decisions, authority, jurisdictions, and review status in one maintained record.

Preview tool

03 · For clients

Client accounts get the full workbench.

The private portal is where the questionnaire, client documents, personalized analysis, saved status, professional review, and final deliverables live. Public pages describe those capabilities without exposing the working client interface.

Request a client account Client sign-in