Stand up AI agents that respect US entity structures, chart-of-accounts conventions, and federal filing rhythms—without forcing a one-size template from other regions.
June AI keeps Delaware-to-California nuances in prompts, document packs, and review gates so US operators and advisors share one source of truth.
Auto-build state checklists, registered-agent tasks, and document packs for LLCs and Corporations with versioned PDFs.
Scale return factories during season—parallelize workpapers while keeping IRS transcript pulls auditable per client.
Layer SaaS COGS templates, rental real estate schedules, or professional services rules without cloning entire agents.
Enforce sign-off matrices, lock tax years, and separate staff vs partner credentials before anything hits e-file partners.
Watch how June AI stitches QuickBooks or Xero exports, payroll summaries, and entity data into repeatable US workflows your firm can trust at scale.
Create a US workspace, wire accounting and payroll feeds, then publish agents that follow your engagement letter and internal quality standards.
Register with your firm or company email, map EINs and state registrations, and define who can approve filings versus draft-only runs.
Connect IRS, federal tax systems, accounting software, and financial records for US compliance agents.
Enable US-specific agents (business setup today; federal tax modules as they graduate from preview) with templates for each client tier you serve.
Monitor filing packets, extension calendars, and K-1 readiness dashboards—iterate playbooks per vertical without forking code.
Register and set up your US business entity with ease.
Prepare and file your US federal tax returns accurately.
Straight answers on multi-state nuances, data boundaries for client PII, and how June AI complements—not replaces—CPA review on LEDGERS.
