PETAR™ – the first Agentic AI tax assistant

Automate tax prep. Free up capacity. Unlock profitable growth.

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PETAR™ redefines how firms handle personal tax returns, replacing slow, manual processing with
AI-powered speed and precision.

Built for high-volume tax work,
it classifies, extracts, and inputs data from any document format with up to 97%  accuracy.

No rekeying. Confidence-rated data. Fully reviewed working papers. Feeling the strain of tight deadlines, too few advisers, and rising client expectations? 

PETAR™ gives you the operational lift to scale advisory services, meet compliance demands, and protect profitability – without hiring.

How it works

PETAR™ uses advanced machine learning and natural language processing to:

  • Extract and classify data from emails, PDFs, scans, and more
  • Auto-populate returns in platforms like CCH and Digita
  • Produce fully bookmarked working papers for seamless review
  • Flag low-confidence data points so your team can step in when needed
  • File with HMRC once final approval is given


All within a workflow your tax team already knows.

Plug & play. Day-one impact.

PETAR™ requires no integration. Firms can be up and running in hours. Already trusted by over 50% of the UK’s Top 50 accountancy firms, PETAR™ helps:

  • Save hours per return
  • Offset adviser shortages
  • Increase billable capacity
  • Reduce rework and risk
  • Free up time for strategic advisory

Built for leaders at every level 

  • Managing Partners & CEOs: Boost margin by freeing partners from prep work and focusing on growth.

  • COOs & CIOs: Standardise quality, reduce risk, and scale operations without extra headcount.

  • Tax Partners & Directors: Eliminate rekeying and repetitive tasks. Deliver more, faster, with complete confidence.

Ready to scale your team without hiring?

Let PETAR™ handle the manual workload, so your people can focus on work that moves the needle.

See PETAR™ in action

See what other firms are gaining:

CASE STUDY

Case study MHA

How leading accountancy firm boosts tax returns performance, savings and experiences with Agentic AI.

To find out more contact us today.