Every tool you need to run your practice
From intelligent document extraction to seamless client communication, Astraea provides a complete ecosystem for modern tax professionals.
AI & Document Intelligence
Our Zero Data Entry promise is backed by advanced AI document understanding technology. Every field is extracted with a confidence score, so you know exactly what needs review.
Total wages increased 23% from prior year ($101,975 → $125,430). Flag for review.
Workflow & Management
Visual Kanban-style pipelines give you instant visibility into every return. FIFO queue management ensures fair workload distribution, while automated triggers keep your team aligned.
White-Label Client Experience
Your clients interact with your brand, not ours. The white-label portal can be fully customized with your logo, colors, and domain—creating a seamless experience that reinforces your professional image.
2024 Tax Return
Billing & Communication
Keep your team efficient and your clients informed with integrated time tracking, secure messaging, and streamlined billing.
Threaded Messaging
Secure, threaded conversations tied to each client. All communication in one place.
Time Tracking
Built-in timers and manual entry. Track time by client, project, or task.
Stripe Integration
Accept payments directly. Automatic invoicing and payment reminders.
Client CRM
Complete client profiles with contact info, notes, and engagement history.
Tax Software Integration
Astraea integrates with leading tax preparation software. Extracted data flows seamlessly into your existing workflow with zero manual intervention.
Integration Status
Real-time sync active
Ready to see these features in action?
Schedule a personalized demo and discover how Astraea can transform your tax practice.