SALT compliance is still manual.
L3i changes that.
AI does the work on nexus, VDAs, taxability, audit defense, and filings — with your team in the loop on every call that matters. Built for advisory firms.
Covering every jurisdiction
Platform Highlights
A few of the things we automate.
Six of the capabilities advisors use most. There's plenty more inside the platform.
Automatically maps client nexus across every state in minutes. Economic and physical thresholds tracked in real time with alerts the moment a client crosses.
- All 50 states + DC analyzed simultaneously
- Economic + physical nexus thresholds
- Real-time threshold-crossing alerts
per multi-state nexus study vs. manual analysis
Automatically maps client nexus across every state in minutes. Economic and physical thresholds tracked in real time with alerts the moment a client crosses.
- All 50 states + DC analyzed simultaneously
- Economic + physical nexus thresholds
- Real-time threshold-crossing alerts
per multi-state nexus study vs. manual analysis
Plus much more — workflows, integrations, and AI tooling built for SALT.
Explore the full platformHow it works
From client data to audit-ready deliverable — in three steps.
Connect your data
Upload CSV, Excel, or pipe in via API. We meet your data where it lives.
AI runs the work
Nexus, taxability, exposure, and audit prep — analyzed in minutes, not weeks.
Review & deliver
Your team reviews the AI’s work, then exports audit-ready, white-labeled reports with your firm’s branding.
Built for Advisory Firms
Everything your practice needs.
Fast implementation
Live in minutes. Not months.
Enterprise security
SOC 2 compliant infrastructure.
Team collaboration
Unlimited members across your firm.
Audit-ready
Documentation generated from day one.
For businesses
Need a tax provider? We'll match you with a partner firm.