PARTNERSHIP TAX AUTOMATION FOR THE AI ERA

A woman working with an AI partner to deliver a complex tax engagement.

Delivering a new standard of quality in partnership tax with deterministic calculations and AI-led digital operations.

EXPLORE PLATFORM

TRUSTED TO SERVICE THE LARGEST AND MOST COMPLEX US PARTNERSHIPS

SOLUTIONS FOR Elite Public ACCOUNTING FIRMS AND THEIR CLIENTS

Automate the federal, state, and international partnership tax workflow with proven calculation logic and human-centric AI operations.

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TIERS AI: NEXT-GEN PARTNERSHIP TAX COMPLIANCE SYSTEM

Cloud platform for Digital tax operations

A complete partnership tax solution that allows small human+machine teams to deliver complex allocations, tiering, and reporting at scale.

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PROJECT BRIEF:
Document intelligence

BREAKTHROUGH INTELLIGENCE FOR COMPLEX TAX DOCUMENTS

Acquired by a Big 4 firm in 2024,
deployed firm-wide in 2025:

An AI-driven solution that understands and extracts data from K-1s, K-3s, and complex footnotes with unprecedented speed and accuracy.

Transforming document ingestion from days to hours.

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My team and I searched far and wide for the best technology partner to collaborate on this effort with us. The platform we built with Crimson Tree is a differentiator for our clients in the private equity, family office, hedge fund and real estate markets.
— BRAD COLLINS, Partnership Technology Services Leader at RSM