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L3i
Practice management for SALT

Turn your firm's SALT judgment into IP that compounds.

Every nexus call, taxability position, and VDA your experts make is captured, reused, and sharpened — instead of re-derived from scratch and lost at turnover. The whole lifecycle, audit-ready from day one.

Built for accounting firms running SALT practices across North America.

Acme Retail Co.
Data normalized
Generated from one data foundation
Nexus studiesReady →
Product taxabilityReady →
Exposure analysisReady →
VDA workpapersReady →
SUT audit reportReady →
Tax returnsReady →
One ingestion · 6 reportsNo data re-gathered
50+
U.S. jurisdictions
2,000+
Product taxability codes
One foundation
Powers every report
SOC 2
Type II audited
The leak

Every cycle, your hardest-won expertise leaks away.

Made once, then lost — to a closed workbook, a departure, or a rule change. You pay to re-derive what your firm already knew.

Every study starts cold

The judgment behind a nexus call or taxability position is made once, lives in the cells, and is re-derived from scratch next time.

Knowledge walks out the door

When a senior practitioner leaves, the reasoning that set your SALT practice apart leaves with them.

Positions quietly go stale

A rule changes — and nothing flags what it just invalidated across your book.

Capture it

Onboard once. The rest is one continuous loop.

Start · one-time
Onboard

AI-assisted — each client in fast.

01
Ingest

Transactions, documents, and more.

02
Normalize

AI cleans and structures the data.

03
Generate

Any report, from the same foundation.

04
Query & insight

Ask the data questions; surface risk.

05
Track

Deadlines and status across the book.

↻ Steps repeat continuously

The proof

Ingest once. Generate anything.

See all capabilities →

Nexus studies

Where each client has triggered nexus.

40+ hrssaved · vs. manual

Product taxability

2,000+ codes across 50+ jurisdictions.

160+ hrssaved · vs. manual

Exposure analysis

Prior-period liability, quantified.

30+ hrssaved · vs. manual

VDA management

Disclosure workpapers, end to end.

30+ hrssaved · vs. manual

SUT audit reports

Audit-ready, as the work happens.

50+ hrssaved · vs. manual

Tax returns

Client-ready summaries from the data.

20+ hrssaved · vs. manual
Compound it

Nothing starts from scratch again.

Your firm's institutional memory — captured, kept current, and delivered under your own brand.

Expertise that compounds

Every determination your experts make is captured and reused — so each call sharpens the next.

Judgment kept, not just files

Every nexus call, taxability position, and the reasoning behind it — traceable and reusable.

Continuous monitoring

Nexus, exposure, and deadlines watched between filings — flagged when a rule changes.

AI-normalized data

Messy exports become a clean foundation you can query.

The opportunity

Stop re-deriving. Start compounding.

L3i turns every expert decision into an asset your firm keeps — so your hours go to high-value advisory, not re-doing last year's call. See it on your own data in 30 minutes.

Schedule a Demo →