Product
Everything a tax practice runs on, in one place.
Petal reads the sources, drafts the returns, reconciles the books, and chases what’s missing, overnight, so your day opens with decisions instead of data entry.
Capabilities
What Petal does
Reads every source
Brokerage statements, K-1s, bank feeds, prior returns. Petal ingests them and knows what each one is.
Drafts with citations
Every figure on the return traces back to the document and the code section it came from.
Reconciles the books
Matches payments to invoices and deposits, then posts the entries back to your system.
Chases what's missing
Emails the client for the 1099 you don't have yet, and follows up so you never have to.
Answers your questions
Ask about a return, a position, or how the week is tracking. Grounded, cited answers in seconds.
Keeps the record
A cryptographic audit chain ties every output to its source and the preparer who approved it.
Overnight
The work runs while the office is closed
Every figure
Cited to its source and code section
Your stack
Orchestrates the software you already use
