Collect in one place.
Bring documents and business details together, keeping original records linked to the facts used.
Less back-and-forth.
Keep work moving.
Bring the records together, delegate the preparation and review the results. JAN AI’s planned workflows let specialized agents carry the context forward, helping your team avoid repeated requests and preparation.
Limited beta · Access by invitation
PLANNED AGENT WORKFLOW
Collect
Bring the relevant documents, answers and business details into one place. Original records stay connected to the facts.
Delegate
Choose specialist agents for the preparation your workflow needs, with relevant context and supporting sources carried forward.
Review
Inspect findings, evidence and open questions together. Your team decides what is approved and delivered.
Illustrative workflow
English & FrenchPersonal & business contextHuman judgment at the centre
MADE FOR THE WORK IN FRONT OF YOU
Tax workflow automation that keeps the context.
A workflow connects the work your team needs—from gathering documents to tax preparation, cash flow checks or books cleanup. Each handoff keeps the supporting records, sources and open questions with the findings.
Delegate the preparation.
Assign specialist agents to the tasks your workflow needs. Their findings build on the relevant context already gathered.
Review with the context.
Your advisor receives findings, sources, assumptions and open questions together. Your team decides what is approved and delivered.
YOUR DEDICATED ASSISTANT Planned
Connected agents, with your team in control.
The dedicated portal assistant is designed to help you understand the context and identify useful preparation. Your team chooses which work to delegate. Specialists carry relevant evidence forward and return their findings to the same workspace.
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.
Can I build custom automations today?
No. A workflow builder and live agent orchestration are not available in the beta. This page illustrates the intended connected preparation experience.
What is working today?
The current foundation includes invited portal access, questionnaires and collection checklists, with restricted fictional-document testing. Extraction, source-backed agent execution and approval automation are later capabilities.
What does tax workflow automation cover in JAN AI?
The planned workflow covers collecting client information, delegating preparation to specialist agents and bringing findings into advisor review. It carries original records, supporting sources and unresolved questions between steps; a custom workflow builder is not available in the beta.
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.