Tax, Compliance & Risk Management

Automate compliance. Eliminate risk. Sleep soundly.

In an era of increasing regulatory scrutiny, manual compliance is a liability. Tax Lens automates regulatory monitoring, prepares audit-ready documentation, and ensures your clients are protected across all jurisdictions - without adding a single hour to your workload.

100%
Audit-Ready
24/7
Monitoring
50+
Jurisdictions
0
Penalties

Services in This Category

Each service is powered by specialized AI that delivers expert-level analysis without the expert-level cost.

Automated Tax Filing & IRS Audit Readiness

Streamlines complex tax data collection and prepares comprehensive audit trails with proactive alerts to minimize penalties and amendments.

Automated data validation and error detection
Real-time IRS compliance monitoring
Proactive penalty prevention alerts
Complete audit trail documentation

AI-Driven & Data Privacy Compliance

Uses advanced AI to automate regulatory monitoring and address global privacy gaps to secure sensitive tax data across all systems.

GDPR, CCPA, and SOC 2 compliance automation
Sensitive data identification and protection
Automated privacy impact assessments
Cross-border data transfer compliance

Specialized Compliance Services

Comprehensive toolkits for Nonprofit Grant Compliance, PPP Forgiveness Reviews, and multi-state tax benefits optimization.

Nonprofit 990 preparation and review
PPP loan forgiveness documentation
Multi-state nexus analysis
R&D tax credit qualification

Business Continuity & Document Retention

Develops recovery plans to manage disruptions and creates compliant policies for audit-ready record-keeping.

7-year compliant document retention
Disaster recovery planning
Secure cloud-based storage
Instant document retrieval

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