AI tax preparation support that knows where it must stop.
CharFlo helps organize tax documents, identify missing information, and retrieve cited guidance. A qualified tax professional remains responsible for judgment, preparation, and filing.
A head start for the preparer, not an autonomous return
CollectDocuments organizeTax forms and supporting records are classified and attached to the engagement.
ReviewGaps surfaceMissing items, mismatches, and follow-up questions are made visible.
ResearchGuidance retrievesRelevant official material can be retrieved with citations for professional review.
DecideProfessional judgmentA qualified person evaluates the facts, prepares the return, and files it.
What the workflow can prepare
- A structured inventory of provided tax documents.
- Questions for documents or facts that appear to be missing.
- Flags for inconsistencies that need professional attention.
- Cited reference material to support a reviewer’s research.
- An activity trail showing what was interpreted and what remains unresolved.
What the AI does not do
- Calculate authoritative client tax liability.
- Decide whether a client qualifies for a deduction or credit.
- Make elections or strategic tax decisions for the client.
- Sign or file a tax return.
- Hide uncertainty behind a definitive answer.
Tax judgment remains professional judgment.
CharFlo can reduce document handling and research friction. It does not replace the person responsible for applying the law to the client’s facts.
Built by Charcounting
CharFlo is a product of Charcounting. The product’s boundaries reflect a simple operating principle: software prepares and supports, while qualified people decide and file.