For Tax Teams

Navigate complex tax workflows with speed and confidence.

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Modern professional office

Combinely for Tax

85%

Reduction in tax prep time
across complex returns

5+

Non-billable hours saved by
experienced users weekly

95%

Of mistakes caught
on tax review

Use Cases

Handle tax workflows faster, more consistently and with greater confidence.

Review returns, catch errors

Flags mismatches and issues across all client emails, docs and tax software before the return reaches manager review. Focus on the 10% that needs judgement.

Form 1040 - Tax Return
Schedule E - Page 1
Line 3 - Rents received$48,500
Line 5 - Advertising$1,200
Line 6 - Auto and travel$3,400
Line 9 - Insurance$2,100
Line 12 - Mortgage interest$18,200
Line 18 - Depreciation$12,500
Combinely Review
Rents match workpaper total
Mortgage interest tied to bank
Depreciation variance

Fixed asset schedule shows $12,800. Verify correct amount.

Answer client queries instantly

Drafts replies from each client tax query, pulling from HMRC guidance and your knowledge base. Partners stop losing half their day to email.

Can we claim R&D tax credits for wages paid to our AI engineering team this year?

Researching...
Assessing query and client context
Searching and prioritizing sources for relevance

Extract data, skip re-keying

Pulls figures straight from payslips, P60s, and source documents into your tax software. No manual entry, no MTD deadline panic.

Schedule K-1 (Form 1065)
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ProSystem fx Tax
Schedule E - Supplemental Income
Line 13H
Investment Interest Expense
-
Line 9A
Net Long Term Capital Gain
-
Line 20AE
Excess Taxable Income
-
Importing...
$29,970 total
Extracting from K-1...
0 of 3 fields extracted
Processing
Bob Appleby, Tax Manager at Blu Sky

"Coco does the first pass which allows me to spend more of my time on the complex parts of tax and the judgement calls."

Bob Appleby

Tax Manager, Blu Sky

Certified & Compliant

Security and compliance built in.

SOC 2 Type II

Certified compliance with rigorous security standards that gives clients confidence in how we build and run our platform.

No AI Training

Your data is never used to train or fine-tune any AI models. What you share stays yours, always.

GDPR Compliant

We operate under GDPR - the world's strictest standard for data privacy - protecting every client file and engagement.

Ready for the next accounting era?

Discover how Combinely can put time back in your hands for what matters most.

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