ClientManagement | EchoTaxAI

EchoTaxAI is your AI-powered assistant for tax and financial insights. Upload your documents, ask natural language questions, and get citation-backed answers instantly.

Data types

  • Document
  • ChatSession
  • SubscriptionPlan
  • GeneratedLetter
  • Client
  • ClientAccess
  • Firm
  • GeneratedContract
  • ContractTemplate