Freemium
Leading digital analytics platform for product insights and customer journey analytics
analyticsproduct analyticscustomer insights
View detailsKey facts
Pricing
Freemium
Use cases
Tax professionals performing regulatory research to obtain citable answers from IRS laws and court rulings for client advisory (verified: 2026-01-29), CPA firm members automating the intake and extraction of client data from documents to centralize information for multi-entity support (verified: 2026-01-29), Accounting teams mapping trial balances and performing AI reclassifications with audit trails to prepare first-pass tax returns (verified: 2026-01-29)
Strengths
The platform provides instant tax research answers with direct IRS citations and references across both federal and state jurisdictions (verified: 2026-01-29), Security measures include TLS 256-bit encryption for data in transit and at rest, alongside quarterly scans and annual penetration tests (verified: 2026-01-29), The system supports multi-entity types including 1040, 1065, and 1120-S while offering automated form extraction for client data (verified: 2026-01-29)
Limitations
Access to automated client data intake and AI client insights is restricted to the custom-priced Neural plan tier (verified: 2026-01-29), The Tax Assist Solo plan limits user access to a single practitioner and excludes firm-wide team collaboration features (verified: 2026-01-29)
Last verified
Jan 29, 2026
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Strengths
- The platform provides instant tax research answers with direct IRS citations and references across both federal and state jurisdictions (verified: 2026-01-29)
- Security measures include TLS 256-bit encryption for data in transit and at rest, alongside quarterly scans and annual penetration tests (verified: 2026-01-29)
- The system supports multi-entity types including 1040, 1065, and 1120-S while offering automated form extraction for client data (verified: 2026-01-29)
Limitations
- Access to automated client data intake and AI client insights is restricted to the custom-priced Neural plan tier (verified: 2026-01-29)
- The Tax Assist Solo plan limits user access to a single practitioner and excludes firm-wide team collaboration features (verified: 2026-01-29)
FAQ
What specific security protocols does SignalsHQ implement to protect sensitive client tax data?
SignalsHQ utilizes industry-standard security measures including TLS 256-bit encryption for data both in transit and at rest. The platform also undergoes quarterly scans and annual penetration tests, while enforcing multi-factor authentication and role-based permissions to ensure secure data management and control (verified: 2026-01-29).
How does the platform assist tax professionals with regulatory research and legal citations?
The tool features an AI-driven tax research engine that provides answers backed by laws and court rulings. It includes direct IRS citations and references, allowing users to switch between federal and state jurisdictions to find specific answers for tax questions (verified: 2026-01-29).
What are the primary differences between the Tax Assist Solo and Tax Assist Team plans?
The Tax Assist Solo plan is designed for individual practitioners and includes tax code search and federal coverage. The Tax Assist Team plan supports multiple users and adds firm team collaboration features and priority email support for multi-member tax firms (verified: 2026-01-29).
