Choose the work to delegate.
Select agents for the tasks you need help with, rather than handing over the whole decision.
Delegate the tasks.
Free up your team.
Choose specialized agents for the work taking up your day—from tax preparation and planning to cash flow checks and books cleanup. JAN AI’s planned agents prepare findings with supporting evidence, so your team can focus on review and decisions.
Limited beta · Access by invitation
CONNECTED TO YOUR PORTAL
Your questionnaireDocument evidenceOfficial tax sources
JAN AI Assistant
One point of contact. Relevant case context.
Documents
Research
Preparation
Evidence attached. Ready for human review.
English & FrenchPersonal & business contextHuman judgment at the centre
MADE FOR THE WORK IN FRONT OF YOU
Specialized AI tax agents, with evidence for review.
An evolving catalog lets you choose the support your workflow needs. Each agent has a focused task, uses relevant records and returns findings your team can inspect. The examples below illustrate the wider product direction.
Use the context already gathered.
Relevant document facts, business details and sources travel with the task, reducing repeated preparation.
Inspect what comes back.
Review findings alongside their evidence, assumptions and unresolved questions before approving the next step.
YOUR DEDICATED ASSISTANT Planned
A dedicated assistant. Your choice of specialists.
The planned portal assistant helps you understand the selected case and identify useful next steps. You can choose specialist agents for your workflow; the assistant connects the conversation and relevant context. It does not replace your team’s approval.
SPECIALIZED AI AGENTS Planned
Choose the support.
Keep the decision.
Explore specialist support for cash flow, tax opportunities, planning and books cleanup. These examples illustrate planned capabilities from an evolving catalog; they are not available in the current beta.
Agent concept
Cash Flow Agent
See cash movement and anticipate potential shortfalls, with supporting records your team can inspect.
INPUTCash records + upcoming paymentsDRAFT OUTPUTCash movement + questions to review
Agent concept
Tax Savings Agent
Identify potential deductions and credits for advisor review, with eligibility assumptions and evidence to check.
INPUTRelevant tax facts + supporting recordsDRAFT OUTPUTPotential opportunities for review
Agent concept
Tax Planning Agent
Compare tax options with their assumptions and supporting sources before deciding with your advisor.
INPUTCase facts + planning questionsDRAFT OUTPUTOptions + assumptions + sources
Agent concept
Books Cleanup Agent
Spot possible duplicates, missing receipts and reconciliation differences for your team to investigate.
INPUTBookkeeping records + source documentsDRAFT OUTPUTExceptions + supporting evidence
Evidence travels with the work. People make the final decisions.
HOW IT COMES TOGETHER
Collect. Delegate. Review.
Bring the records together, delegate the preparation, and review the results. Your agents carry the context forward, helping your team avoid repeating work.
- 01
Collect
Bring the relevant documents, answers and business details into one place. Original records stay connected to the facts.
- 02
Delegate
Choose specialist agents for the preparation your workflow needs, with relevant context and supporting sources carried forward.
- 03
Review
Inspect findings, evidence and open questions together. Your team decides what is approved and delivered.
BUILT WITH INTENTION
AI prepares.
Your team decides.
Get help with the preparation without handing over important decisions. Your team reviews the evidence, resolves open questions, and approves what goes out.
Extraction and AI assistance are planned, not available in the current beta. Testing uses fictional information only.
A FEW THINGS TO KNOW
Clarity, before you begin.
Are these agents available now?
No. These are examples of the planned product direction, not a fixed launch catalog. The current beta focuses on portals, intake and restricted sample-document testing.
Will agents act without approval?
The intended workflow keeps important decisions and approval with people. Automated filing, autonomous client messages and live software integrations are not available.
What is the difference between an AI tax assistant and a specialized agent?
The planned portal assistant helps you ask questions in the selected case context. Specialized agents handle focused tasks such as document preparation or tax research. Their findings retain sources and open questions for your team to review.
THE NEXT CHAPTER
Delegate the busywork. Get time back.
Be part of what comes next. Join the waitlist for JAN AI updates and future access.