Petal working…
Authoritative, up to date answers
Navigate federal and state rules with an assistant kept current as guidance changes. Connect the sources your firm already trusts.
Now onboarding founding firms
Frontier intelligence for the modern tax, audit, and accounting practice.
Get started“The most significant shift in how tax work gets done in a generation.”
A founding firm, California EAWho We Are
Petal multiplies your expertise with multi agent AI.
Built by people who care about the craft of tax work. Petal handles the volume so your team can spend its hours on judgment, clients, and growth.
“AI will not replace preparers. The preparers who use it will replace the ones who do not.”
Founding firmCalifornia EA, 25 years
Professional Excellence
Tailored for every practice area
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Tax
The code, the context, and a citation for every position, in seconds.
Accounting
Clean books and clear reconciliations, even through the messiest months.
Audit
The signal pulled from thousands of lines, so nothing slips past.
Firmwide agentic AIAugment your work
Augment your work
with confidence
Importing brokerage 1099s
Matched 0 of 34 lots · 4 accounts
Retrieving 1099-B · Fidelity
Estimated 14s remaining…
Accurate, enhanced research
Deliver advice with confidence. Visible reasoning and a complete source list make every conclusion fast to check and ready to defend.
Ask Petal anything↑
Context that compounds
Spin up projects that run agents across complex fact patterns, hold the context locally, and keep a record of everything Petal did.
Built around your firm
Three ways to put Petal to work
Ad hoc. Describe what you need. Petal plans it, does the work, and hands it back.
Review the plan
- 1Read every source for the Chen Household return1099-B · Fidelity.pdf
- 2Reconcile Q2 and flag anything that doesn’t tieBank feedsReceipts
- 3Draft the return with a citation on every figure
Pre-built. A library of agents vetted for tax and accounting, for consistent results every time.
Agents
- Reconcile a bank feed
- Draft a 1040
- Chase a missing document
- Categorize Q3 expenses
- Build a depreciation schedule
- Prepare a K-1 package
Custom. Take what makes your firm exceptional and turn it into an agent of its own.
Help me build an agent for our R&D credit workflow.
Let’s build it together. Tell me the steps you take today and I’ll turn them into a repeatable agent.
Pull the project ledger, classify qualified expenses, and draft Form 6765.
Enterprise grade security
Security as a feature, not an afterthought
- Never trained on your client data.
- Goes beyond our SOC 2 Type II certification.
- Public, real-time status on infrastructure and privacy controls.
