AI Research Analyst — Built for CPAs & Finance Professionals

The AI research analyst that saves CPAs 10+ hours per week

Tax code research, client document analysis, regulatory compliance tracking, and plain-English explanations of complex financial rules — powered by AI that learns your practice.

Start for $49/month
10+
Hours saved per week
24/7
Always available
< 30s
Response time

Built for the way CPAs work

📋

Tax Code Research

Ask any IRS code section in plain English. Loup researches the relevant code, regulations, and rulings — then explains it in language you and your clients can understand.

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Client Document Analysis

Upload tax returns, financial statements, and contracts. Get structured summaries, red flags, and actionable insights in seconds — not hours of manual review.

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Audit Preparation

Organize client information, generate audit checklists, and research accounting standards (GAAP, FASB, GASB) with cited sources.

🏛️

Regulatory Tracking

Stay current on IRS notices, FASB updates, SEC rule changes, and state tax law developments that affect your clients.

🧠

Collective Intelligence

When one CPA asks about a tax regulation, the answer benefits all CPAs on the platform. Loup gets smarter with every question.

🔒

Private & Secure

Client data stays private. Magic link authentication — no passwords to forget or compromise. SOC 2-ready architecture.

How CPAs use Loup

Real workflows that save billable hours and improve client service quality.

Tax Research

"What are the passive activity loss rules for a client with rental income and an S-corp?" Get the IRC sections, regs, and key cases in 30 seconds.

Saves 2-3 hours per research question

Return Review

Upload a client's prior-year return. Loup identifies changes, missing items, and potential red flags before you file.

Saves 1-2 hours per return review

FASB Lookup

"What does ASC 842 require for lease disclosures?" Get the standard summary, key requirements, and disclosure checklist instantly.

Saves 30-60 min per standard lookup

Client Communication

Translate complex tax positions into plain-English client letters. Loup drafts the explanation; you review and send.

Saves 1 hour per client letter

IRS Notice Response

Get the relevant code sections, response deadlines, and recommended actions for any IRS notice your client receives.

Saves 2-3 hours per notice response

State Tax Comparison

Compare tax treatment across states for multi-state clients. Nexus rules, apportionment, and filing requirements in one query.

Saves 3-4 hours per multi-state analysis

Simple, transparent pricing

No free tier. No hidden fees. Cancel anytime.

Firm
$99/month
For small to mid-size firms
  • 1,000 messages/month
  • Everything in Solo
  • Document analysis (25/mo)
  • Custom client letter templates
  • Priority responses
Get Started
Enterprise
$299/month
For large firms with heavy workloads
  • Unlimited messages
  • Everything in Firm
  • Unlimited document analysis
  • Custom workflows & integrations
  • API access
Get Started

How it works

1

Sign Up

Enter your email. We send a magic link — no password needed.

2

Subscribe

$49/month. Cancel anytime. Your account is active immediately.

3

Ask Anything

Type your tax or finance question in plain English. Loup researches and responds with cited sources.

4

Get Smarter

Loup learns your practice areas and client types. Every interaction improves the experience.

Start saving hours this week

Enter your email and we'll send you a magic link to get started.

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