Accountancy
Tax teams are facing a perfect storm.
Productivity is strained. Qualified talent is scarce. Client expectations around speed, accuracy, and strategic advice keep rising.
Now layer in workload spikes, retention issues, and a shrinking pipeline of young professionals, all while senior partners retire early and private equity accelerates market consolidation.
The result? A widening delivery gap, just as boards demand scalable advisory services and clear ROI from AI investments. For many firms, it’s becoming a case of evolve or be acquired.
Yet change isn’t easy. Legacy processes persist. But the firms modernising now with Agentic AI are the ones building resilience and long-term competitive advantage.
That’s why over 50% of the UK’s Top 50 firms, and forward-thinking leaders across the US, trust FD Intelligence. They’re transforming tax delivery with Agentic AI tools built for real-world pressure: fast to deploy, easy to adopt, and ready to scale.
PETAR™
We’ve created the first Agentic AI-powered personal tax tool called PETAR™.
PETAR™ uniquely automates the extraction and categorisation of tax data from client documents, significantly slashing adviser time spent on these complex manual processes.
PETAR™ works by automatically downloading income documents, classifying them into categories such as employment income, bank interest, and investment income, and extracting relevant tax data. It can even spot information hidden in unstructured data such as emails.
- Data is presented to the tax adviser in a workflow tool for review and approval, along with a confidence rating for each data point.
- The tax adviser can interact with PETAR™, checking its work – while making any adjustments.
- After validation against business rules, PETAR™ opens the client’s tax return file, updates existing tax sources or creates new ones.
- Following the tax adviser’s final approval, PETAR™ files the return with HMRC.
See PETAR™ in action
PETAR™ is a smart, super-productive assistant that’s hugely appreciated by tax teams.
TIA™ - Your always-on tax intelligence assistant
Turn complex tax queries into confident, reference-backed answers in minutes, not hours.
Built for high-stakes work, TIA™ supports your team through investigations, disclosures, and technical tax queries with speed and precision.
Trained on thousands of HMRC sources, it delivers instant answers across VAT, Corporation Tax, SDLT, Employment Tax and Private Client matters – with clarity you can trust.
Whether you’re offsetting talent shortages or freeing up partners to focus on strategy, TIA™ scales advisory capacity without increasing headcount.
Loved by leaders for:
- 24/7 expert support
- Enterprise security
- Structured response drafting
- Investigation-ready intelligence
- Collaboration & analytics
No more HMRC dead ends.
No more time lost to manual research.
TAP™ - Your Tax Advisory Planner
Unlock untapped advisory and planning value sitting across your client base.
TAP™ delivers deep tax intelligence and AI-enabled analysis for your corporate and individual clients.
Capital allowances unclaimed. Group relief unused. R&D credits overlooked. Remuneration structures unoptimised. Inheritance tax exposure unreduced.
These are just the obvious ones; TAP finds what even your most experienced people miss.
Feed TAP client data of any complexity. It analyses everything autonomously against the full corpus of UK tax legislation, HMRC guidance, and case law. No prompts. No questions.
Built to be trusted
- Every finding backed by legislative references
- Full audit trail and explainable reasoning.
- Built-in self-review before the report reaches your specialist
Your specialist then applies their judgement and client context to a comprehensive, defensible advisory report.
Key gains
High-quality advisory work that took days now takes minutes.
New planning and advisory services become scalable, repeatable, and profitable, without compromising your compliance delivery.
TAP can uplift tax revenue by 15%, roughly 5% of total firm