For Advisory Firms

Scale your tax practicewith AI-powered automation

Deliver nexus studies, VDAs, audit defense, and more to your clients — faster, with built-in best practices and white-labeled deliverables.

Everything you need to servemore clients, more efficiently

Nexus Studies & Analysis

Comprehensive multistate nexus analysis in minutes, not days.

  • All 50 states + DC analyzed simultaneously
  • Economic and physical nexus thresholds
  • Professional client deliverables

Product Taxability

Automated taxability determination across all jurisdictions.

  • 2000+ product tax codes
  • Multi-state taxability matrices
  • Regular updates for law changes

VDA Management

Streamline voluntary disclosure from start to finish.

  • State-specific VDA packages
  • Lookback period calculations
  • Automated state deliverables

Audit Defense

Comprehensive audit analysis and risk identification.

  • Line-level transaction review
  • Risk area identification
  • Audit trail documentation

Return Summaries

Automated return preparation across all jurisdictions.

  • Multi-state return summaries
  • Deadline tracking & alerts
  • Export-ready formats

Client Deliverables

White-labeled reports that showcase your expertise.

  • Your branding, your reports
  • State-compliant formats
  • Executive summaries & workpapers

How it works

From data to deliverable in three steps.

Step 1

Import client data

Upload CSV, Excel, or connect via API. Your client data is ready in minutes.

Step 2

Run AI-powered analysis

Nexus studies, taxability, VDAs, audit defense — all automated with built-in best practices.

Step 3

Deliver to your clients

Generate white-labeled reports and state deliverables, ready to send.

Ready to scale yourtax practice?

See how L3i helps advisory firms deliver more value to more clients.