AdvantageAiQ

Private AI · On Your Hardware · Works Offline

Your clients' financial data
never leaves your office.

AdvantageAiQ is the only AI platform that runs entirely on your hardware. It reads, validates, and organizes every client document — with zero cloud exposure and full regulatory compliance.

Get Started See How It Works Book a Discovery Session

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✓ 100% data sovereignty

✓ Zero cloud or API fees

✓ Works completely offline

✓ Integrates with your software

14/14

Competing AI tools are cloud-only

5

Audiences: RIAs, CFPs, CPAs, SMBs, Non-Profits

20+

Validation checks across 7 rule categories

0

Client documents sent to the cloud

What You Can Process

Upload your documents.
Get validated results in minutes.

AdvantageAiQ reads, classifies, and validates 12 categories of financial documents automatically. Each engagement adds a de-identified data point to AAQT's model — compounding across filing years into income, asset, and tax efficiency trends. PII-stripped before export to CRM.

Bank Statements & Financial Records

Monthly and quarterly statements from any institution.

Payroll Records & W-2 Forms

W-2 wage statements and contractor 1099 forms with field-level IRS validation.

Tax Returns & IRS Filings

1040, Schedule C, Schedule E, 990, 990-EZ — all major forms with regulation-aware processing.

Investment & Suitability Documents

Client financial profiles and suitability questionnaires for fiduciary compliance.

Processing Queue — Active Session

PDF

Chase_Business_Checking_Q1_2026.pdf

3.2 MB

Validated

XLS

Employee_Payroll_Summary_March.xlsx

1.1 MB

Validated

PDF

1099-NEC_Contractor_Client_1_2025.pdf

245 KB

Processing

CSV

QuickBooks_Export_Accounts_Recv.csv

890 KB

Validated

PDF

Client_Suitability_Assessment_Client_2.pdf

1.8 MB

Under Review

DOC

Schedule_C_SoleProprietor_2025.docx

520 KB

Validated

IMG

Receipt_OfficeSupplies_Staples_04152026.jpg

2.4 MB

Processing

Competitive Landscape

The gap no competitor
has solved — until now.

Every CPA and RIA AI platform on the market is cloud-only and addresses only the bookkeeping layer.

Capability	Cloud AI Tools	RIA Platforms	AdvantageAiQ
On-device processing	✗	✗	✓
Regulatory native compliance	✗	✗	✓ Native
Document intake layer	⚠ Post-intake	✗	✓ Core
GAAP validation	✗	✗	✓ Deterministic
Professional enforcement	✗	✗	✓ Code-enforced
Accounting to Advisory bridge	✗	✗	✓ Financial Graph
Works completely offline	✗	✗	✓ Full offline
Training & Development	✗	✗	✓ Expert blogs & daily news

How It Works

From paper to insight.
Everything stays in your office.

AdvantageAiQ runs a private AI engine directly on your hardware. Your clients' documents are uploaded, read, validated, and organized — without ever touching an outside server.

1

Upload Your Documents

Physical receipts, invoices, and statements go through your office scanner. Digital files, emails, bank statements, voice messages, photographs, and tax transcripts are uploaded directly. Everything enters the system on your device.

→

2

Instant Reading & Extraction

The platform reads every document — handwritten or typed — and extracts amounts, dates, names, and line items automatically.

→

3

Smart Analysis & Privacy

Built-in intelligence summarizes, categorizes, and validates every document against compliance standards — while automatically protecting all client information.

→

4

Validated & Ready for Your Software

Your 7-section CPA Intake Report — covering completeness scorecard, income classification, rule engine findings, GAAP flags, regulatory citations, and action items — flows directly into Drake Tax, Lacerte, ProConnect, and QuickBooks. No re-entry, no export headaches.

100% Data Sovereignty

Zero Cloud or API Fees

Works Completely Offline

See It in Action

Watch how AdvantageAiQ
transforms your workflow.

Product Walkthroughs

Full Product Walkthrough

See the complete intake-to-validation pipeline in action on real financial documents.

Installation & Setup Guide

From download to first validated document in under 15 minutes.

Why AdvantageAiQ

Why On-Device Matters

Understanding Reg S-P and why cloud AI creates regulatory liability for your firm.

Why It Matters for CPAs & Their Clients

What on-device AI means for your clients’ privacy and your firm’s compliance obligations.

Core Capabilities

Everything your firm needs.
Nothing leaves your device.

On-Device Encryption

Military-grade AES-256-GCM encryption protects every document at rest. Client data stays on your hardware with hardware-bound keys.

Reg S-P Native

GAAP Validation Engine

20+ active rules check every document against GAAP completeness and consistency. Deterministic — no AI-generated guesswork.

No AI Hallucinations

Professional Approval Gate

Human-in-the-loop enforced at the code level. A licensed professional must approve every output before release.

FINRA AI Governance

Client Financial Graph

A compounding 4-layer graph bridging intake data into investment suitability workflows. The link between accounting and advisory.

CPA to RIA Bridge

RIA Suitability Profile

Document-driven suitability scoring from 0–100. Five dimensions: income stability, tax compliance, risk capacity, liability exposure, and GAAP consistency. Powers licensed RIA workflows with CLEAR / CONDITIONAL / HOLD verdicts.

Investment Advisers Act § 206

Immutable Audit Trail

Every processing event is written to a hash-chained audit trail. Examiner-ready from day one.

SEC 17a-4 Pattern

IRS Forms & IRM Support

Built-in support for 1099-NEC, 1099-MISC, W-2, 1040, Schedule C/E, 990, and 990-EZ.

Tax Season Ready

12-Category Classifier

Deterministic routing across 12 document categories — bank statements, invoices, payroll, tax forms, and more.

Deterministic Routing

Compounding Financial Graph

Each engagement adds a de-identified data point to AAQT's model — compounding across filing years into income, asset, and tax efficiency trends.

Longitudinal Forecasting

Premium Add-On

Predictive Analysis

Stay in touch with the real world. Market conditions change — your advice should too.

Live Market Data

Real-time market condition updates integrated directly into your client analysis.

Model Updates

Our specialized language model receives regular updates trained on current market conditions.

Accurate, Current Advice

Predictive scoring that reflects real-world conditions — not static rules.

Available as Add-On

Available to Professional and Enterprise tiers as a separate premium capability.

Learn More About Predictive AnalysisAvailable for Professional and Enterprise tier subscribers.

/output-examples

The documents we read. The findings we return.

AdvantageAiQ processes the documents CPAs, RIAs, and small businesses actually work with — wage statements, the 1099 family, K-1s, IRS notices, prior returns, and supporting financials. Every finding traces back to a real IRC section, IRS publication, or IRM chapter. The CPA reviews. The CPA signs. We handle the unglamorous detection work in between.

Income

W-2·1099-NEC·1099-MISC·1099-K·1099-INT·1099-DIV·K-1·Pay stub

Wage statements, broker reports, pass-through allocations, and the supporting documents that confirm them. The form family with the deepest IRS matching coverage, and the one where small errors compound into CP2000 notices fastest.

Form W-2 · Wage and Tax Statement

Employer wage and withholding statement.

Filed by every employer for every W-2 employee. The form most likely to contain a real, undetected payroll-provider math error.

What we extract

Boxes 1, 3, 4, 5, 6, and Additional Medicare withholding
Federal and state wage cross-reference (Box 1 vs Box 16)
Tax-year-aware Social Security wage base

What we return

FICA math validation at 6.2% (SS) and 1.45% (Medicare)
Additional Medicare Tax tier ($200,000 single threshold)
Wage base cap enforcement (TY2025 $176,100 · TY2026 $184,500)

Sample finding Box 4 = $3,005.83. Expected 6.2% of Box 3 ($24,773.55) = $1,535.96. Discrepancy: $1,469.87. Verify payroll provider. IRC § 3101 · SSA TY2025

Form 1099-NEC · Nonemployee Compensation

Independent contractor payments.

The form formerly reported in 1099-MISC Box 7. Separated in 2020 to give the IRS earlier visibility into contractor income.

What we extract

Box 1 nonemployee compensation
Payer EIN and TIN cross-reference
Backup withholding flag (Box 4)

What we return

$600 reporting threshold check
Self-employment tax routing to Schedule SE
Possible 1099-MISC misclassification (Box 6 vs Box 1 NEC)

Sample finding Payer issued 1099-MISC Box 6 ($4,200) to unincorporated medical provider. Reclassify as 1099-NEC Box 1. Form 1099-MISC Instructions Box 6

Form 1099-K · Payment Card & Third-Party Network

Marketplace and payment processor receipts.

The form whose reporting threshold has changed three times since 2021. Currently restored to pre-ARPA values by OBBBA, retroactive to TY2022.

What we extract

Gross payment amount and transaction count
Reporting entity classification (PSE vs TPSO)
Per-month transaction breakdown

What we return

Threshold check: $20,000 AND more than 200 transactions
Schedule C / Schedule E routing decision
Possible duplicate reporting flag (1099-K + 1099-NEC for same income)

Sample finding Payer reported $14,200 across 87 transactions. Below restored statutory threshold. Inform client; verify no duplicate 1099-NEC. OBBBA § 70432 · IRS FS-2025-08

Form 1099-MISC · Miscellaneous Income

Eight reporting boxes, each routing to a different schedule.

The most commonly mis-routed form in the 1099 family. Box-to-schedule mapping is the most frequent source of CP2000 notices.

What we extract

All eight reporting boxes (1, 2, 3, 5, 6, 7, 8, 10)
Payee entity type (corporate vs unincorporated)
State income tax withheld

What we return

Box routing validation per IRS instructions
Box 6 corporate-medical-only check
Box 10 attorney gross proceeds vs Box 7 attorney fees discipline

Sample finding Box 10 populated for individual attorney. Box 10 is gross proceeds (trust funds only). Attorney fees for services belong on 1099-NEC Box 1. IRC § 6041

Schedule K-1 · Partnership & S-Corp Income

Pass-through entity allocations to the owner.

Where partnership and S-corp income, deductions, and credits flow to the individual return. Basis tracking and at-risk limits live here.

What we extract

Ordinary, rental, and portfolio income lines
Capital account beginning and ending balances
Section 199A QBI components

What we return

At-risk limitation flags (IRC § 465)
Passive activity classification (IRC § 469)
QBI deduction eligibility (IRC § 199A)

Sample finding Partnership loss ($18,400) exceeds owner's at-risk basis ($12,100). Suspend $6,300 to future year. IRC § 465(a)

IRS notices

CP14·CP501·CP503·CP504·CP2000·Letter 1058·Letter 11·Letter 3172

Collection notices and proposed-change letters. The documents whose response deadlines drive the tax-relief triage decisions: which programs are still available, which doors have already closed, how many days remain.

Letter 1058 · Final Notice of Intent to Levy

The 30-day CDP appeal countdown.

Opens the Collection Due Process appeal window. After 30 days, the IRS can proceed with levy. The single highest-stakes triage decision in the relief workflow.

What we extract

Notice date and 30-day response deadline
Total assessed amount and tax years covered
Levy method declared (wages, bank, federal payments)

What we return

CDP appeal eligibility window (days remaining)
Currently Not Collectible screening triggered
Installment Agreement eligibility (current compliance gate)

Sample finding Notice dated 2026-02-14. CDP appeal deadline: 2026-03-16 (22 days remaining). Eligible programs: CDP, IA, CNC. Severity: HIGH. IRC § 6330

Notice CP14 · First Notice of Balance Due

First-Time Abatement screening point.

The earliest collection notice. The right moment to evaluate FTA eligibility (penalties only) before they compound across CP501 / CP503.

What we extract

Balance amount with penalty and interest breakdown
Tax year and assessment date
Payment due date

What we return

FTA eligibility (3-year clean compliance check against prior returns)
Installment Agreement eligibility
Estimated savings if FTA applied

Sample finding Penalty: $1,847. Client has 3-year clean compliance per prior returns. FTA-eligible. Estimated savings: $1,847. IRM 21.5.10 · IRC § 6651

Notice CP2000 · Proposed Changes to Return

IRS matching system discrepancy.

Generated when the IRS Automated Underreporter program finds a mismatch between reported income and third-party 1099 / W-2 filings. 30-day window to respond.

What we extract

Discrepancy items by form and amount
Proposed additional tax, penalty, interest
Response deadline (typically 30 days)

What we return

Per-discrepancy documentation checklist
Audit reconsideration eligibility
Statute of limitations check for original return

Sample finding Discrepancy: 1099-K reported $11,400 not on return. Request gross-vs-net documentation; possible duplicate reporting against 1099-NEC. IRC § 6213(b)

Letter 3172 · Notice of Federal Tax Lien

Public lien filing with credit consequences.

Notifies the taxpayer that a Notice of Federal Tax Lien has been filed in the county records. Triggers the post-filing CDP appeal window.

What we extract

Lien filing date and county jurisdiction
Assessed amount and tax years
Property affected (general or specified)

What we return

CDP appeal window (30 days from notice)
Lien withdrawal eligibility under IRC § 6323(j)
Subordination and discharge option screening

Sample finding Lien filed 2026-01-08. CDP window closes 2026-02-07. Direct Debit IA may qualify for withdrawal under IRC § 6323(j) Fresh Start.

Returns & supporting documents

Form 1120·Form 990·Prior return·Bank statement

Filed returns and the supporting financials that establish baselines. Compliance history feeds eligibility checks; bank statements feed reasonable-collection-potential calculations.

Form 1120 · U.S. Corporation Income Tax Return

C-corporation annual return.

The C-corp return surface. NOL carryforwards, accumulated earnings, and Section 163(j) interest limitation are the highest-error areas.

What we extract

Gross receipts, deductions, taxable income
NOL carryforward balance
Schedule M-1 / M-3 book-tax reconciliation

What we return

NOL 80% taxable income limitation (IRC § 172)
Accumulated earnings tax exposure (IRC § 531)
Interest expense limitation under IRC § 163(j)

Sample finding NOL carryforward applied: $480,000. Taxable income before NOL: $520,000. 80% cap: $416,000. Excess $64,000 must carry forward. IRC § 172(a)(2)

Form 990 · Tax-Exempt Organization Return

Nonprofit annual filing.

The transparency document for 501(c) organizations. Public support test, UBIT, and governance disclosures drive the highest-stakes findings.

What we extract

Schedule A public support fractions
Schedule J executive compensation
Schedule L related-party transactions

What we return

Public support test pass/fail (IRC § 509(a)(1) and § 509(a)(2))
Unrelated Business Income flags (IRC § 511)
Excess benefit transaction risk (IRC § 4958)

Sample finding Public support test for the 5-year period: 31.2%. Below 33⅓% threshold. Reclassification to private foundation risk. IRC § 509(a)(2)

Prior tax return · Up to 3 years

Compliance history baseline.

Establishes the three-year clean compliance record required for OIC, FTA, and most relief programs. Feeds the eligibility gate.

What we extract

Filing dates for each of the prior three years
NOL carryforward balances
Prior FTA usage

What we return

Three-year clean compliance flag
FTA availability (one penalty per type, per period)
OIC compliance gate pass/fail

Sample finding TY2022, 2023, 2024 all filed on time, no penalties assessed. Three-year clean compliance: PASS. FTA available for TY2025 penalties.

Bank statement · 3-6 month window

Liquid assets and cash flow.

Establishes monthly cash flow patterns and liquid assets for Reasonable Collection Potential (RCP) calculations and CNC hardship verification.

What we extract

End-of-month balances across the window
Recurring inflow patterns
Large or irregular transactions

What we return

Liquid assets line for OIC RCP calculation
Monthly disposable income estimate
CNC hardship support evidence

Sample finding Average liquid balance over 6 months: $1,180. Monthly disposable income after Collection Financial Standards: -$340. CNC hardship: SUPPORTED.

What comes back to the CPA

Findings·Triage·Report·Audit chain

Every output is structured for a licensed professional's review. No autonomous filing. No advice given without sign-off. Each finding cites the IRC section, IRS publication, or IRM chapter it relies on.

Output 01

Cited findings

Each finding is a discrete claim with its statutory or regulatory source attached. CPAs can verify any line by clicking through to the source document.

finding_id: F-2026-001047
rule: w2_fica_box_math_v2
severity: HIGH
claim: Box 4 ≠ 6.2% of Box 3
expected: $1,535.96
actual: $3,005.83
delta: +$1,469.87
citation: IRC § 3101(a)

Output 02

Tax-relief triage decision

For collection-notice intakes, a ranked list of the six core IRS relief programs with eligibility, severity, and the next compliance gate.

case: 01KVEX2NNZZ2D76DR335KYNBPV
eligible: OIC, IA, FTA
ineligible: CDP (window closed)
needs info: CNC, Innocent Spouse
severity: MEDIUM
next gate: Filing compliance TY2024

Output 03

7-section CPA report

A reviewable document with executive summary, findings, citations, audit trail, required actions, risk factors, and recommended next steps. Exportable as PDF.

§1 Executive summary
§2 Findings (12)
§3 Citations (47)
§4 Audit trail
§5 Required actions
§6 Risk factors
§7 Recommended next steps

Output 04

Hash-chained audit log

Every action is appended to a tamper-evident log. Each entry's hash incorporates the prior entry's hash. Exportable and SEC 17a-4 retention compliant.

entry_id: A-2026-883401
event: ELIGIBILITY_RUN_COMPLETED
actor: jane.cpa@firm.com
prev_hash: 7f3a...e21c
hash: 9b4d...18ef
timestamp: 2026-06-22T19:42:08Z

Currently trained on the following form types

W-21099-NEC1099-MISC1099-K1099-INT1099-DIVK-1 (1065)K-1 (1120-S)Pay stubCP14CP501CP503CP504CP2000Letter 1058Letter 11Letter 3172Form 1120Form 990Prior 1040Bank statement

Specimen outputs

One fictional case·Five views

A single tax-relief case threaded through five views: intake extraction, eligibility triage, finding detail, the CPA report, and the audit log. Numbers are illustrative; rule logic, citations, and the schema are production.

01

Intake extraction A W-2 ingested. PII sealed into the on-device vault. Derived non-PII surfaced.

advantageaiq.com / cases / RIVERA-2026-Q2 / documents / W2A1

Vault: sealed

SOURCE · FORM W-2 · TY2024 PII redacted in display

a Employee SSN•••-••-7891

b Employer EIN82-•••••••

c Employer name & address••••••••••••••••••••••

e Employee name & address••••••••••••••••••••••

1 Wages, tips, other comp73,420.50

2 Federal income tax wh9,135.20

3 Social Security wages24,773.55

4 Social Security tax wh3,005.83

5 Medicare wages24,773.55

6 Medicare tax wh359.22

DERIVED · NON-PII PROJECTION confidence 0.97

{
  "document_type": "W2",
  "tax_year": 2024,
  "boxes": {
    "1_wages_tips": 73420.50,
    "2_federal_income_tax_wh": 9135.20,
    "3_ss_wages": 24773.55,
    "4_ss_tax_wh": 3005.83,
    "5_medicare_wages": 24773.55,
    "6_medicare_tax_wh": 359.22
  },
  "extraction_confidence": 0.97,
  "vault_pointer": "vault://t-abc/RIVERA/W2A1",
  "pii_redaction_applied": true
}

02

Eligibility triage Six IRS relief programs evaluated. Engine outputs round-trip as TaxReliefProgram enum values.

advantageaiq.com / cases / RIVERA-2026-Q2 / eligibility

MEDIUM

Case 01KVEX2N · RIVERA-2026-Q2

Letter 1058 received 2026-02-14 · CDP window: 22 days remaining · Single filer · WA

$42,000Total assessed

TY23 + TY24Years with balance

IAELIGIBLE

Installment Agreement

Filing compliance current. Streamlined IA at $580/month over 72 months supported.

IRC § 6159

OICELIGIBLE

Offer in Compromise

RCP estimate $18,400 below total debt. Three-year clean compliance confirmed.

IRC § 7122

FTAELIGIBLE

First-Time Abatement

No prior penalty assessments TY2021-2023. Penalties of $4,847 abatable.

IRM 21.5.10

CNCNEEDS INFO

Currently Not Collectible

Liquid assets ($1,500) and disposable income (-$340/mo) suggest hardship. Bank statements 4-6 needed.

IRM 5.16.1

CDPELIGIBLE

Collection Due Process

Letter 1058 received 22 days ago. 8-day appeal window remaining. Form 12153 ready.

IRC § 6330

ISINELIGIBLE

Innocent Spouse Relief

Single filing status. Innocent Spouse Relief requires a joint return.

IRC § 6015

RECOMMENDED NEXT ACTIONS

File CDP appeal within 8 remaining days (Form 12153). Preserves all relief options.
Pursue OIC after CDP filing. Highest expected client benefit.
Request bank statements 4-6 to finalize CNC supporting analysis.

03

Finding detail One compliance finding with the math and a link to the source statute.

advantageaiq.com / cases / RIVERA-2026-Q2 / findings / F-2026-001047

F-2026-001047

HIGH w2_fica_box_math_v2

FICA withholding does not match statutory rate

Source fieldReportedExpectedDelta

Box 4 · Social Security tax withheld $3,005.83 $1,535.96 +$1,469.87

Expected derived as 6.2% × Box 3 ($24,773.55) per statutory rate. Box 3 within TY2025 wage base cap of $176,100.

SOURCE

IRC § 3101(a) · Social Security tax→ SSA TY2025 wage base · $176,100 · IR-2024-273→

04

CPA report · Page 1 of 7 The reviewable document. Exportable as signed PDF for the firm file.

AdvantageAiQ · Compliance and Tax Relief Report

GENERATED 2026-06-22 19:42 UTC · CASE 01KVEX2N · PREPARED FOR CPA REVIEW

§1 Executive summary

The taxpayer (RIVERA-2026-Q2) received a Letter 1058, Final Notice of Intent to Levy, dated 2026-02-14, alleging an outstanding balance of $42,000 across tax years 2023 and 2024. As of report generation, 22 days have elapsed; 8 days remain in the Collection Due Process appeal window.

Four IRS relief programs (Installment Agreement, Offer in Compromise, First-Time Abatement, Collection Due Process appeal) are confirmed eligible. Currently Not Collectible requires additional bank statements. Innocent Spouse Relief is unavailable due to single filing status. The recommended action sequence preserves all eligible options.

Findings overview

Severity	Count	Aggregate amount at stake
HIGH	2	$1,469.87
MEDIUM	5	$4,847.00
LOW	5	—
Total	12	$6,316.87

Document chain of custody

Five source documents were ingested: one Letter 1058, one W-2 (TY2024), one prior return (Form 1040 TY2023), and two bank statements. All PII was sealed into the on-device vault at intake. Every finding in this report derives from non-PII fields and cites the IRC section, IRS publication, or IRM chapter it relies on.

05

Hash-chained audit log Every action appended. Each entry hashes the prior one. SEC 17a-4 compliant and exportable.

advantageaiq.com / cases / RIVERA-2026-Q2 / audit

Export ↓

Entry	Timestamp (UTC)	Event	Actor	Prev hash	Hash
A-883400	2026-06-22 19:18:42	CASE_CREATED	jane.cpa@firm.com	3c7e…0a14	8f1b…ea33
A-883401	2026-06-22 19:21:09	DOCUMENT_INTAKED	jane.cpa@firm.com	8f1b…ea33	2d44…77c2
A-883402	2026-06-22 19:21:14	EXTRACTION_COMPLETED	system	2d44…77c2	b079…5fae
A-883403	2026-06-22 19:31:51	ELIGIBILITY_RUN_STARTED	jane.cpa@firm.com	b079…5fae	e23d…91b8
A-883404	2026-06-22 19:31:53	ELIGIBILITY_RUN_COMPLETED	system	e23d…91b8	4a91…d0e6
A-883405	2026-06-22 19:38:22	FINDING_ACCEPTED	jane.cpa@firm.com	4a91…d0e6	7c2f…aa71
A-883406	2026-06-22 19:42:08	REPORT_GENERATED	jane.cpa@firm.com	7c2f…aa71	9b4d…18ef

/early-access

If you process more than 50 client documents a month, we want to talk.

Design partner applications are open. The first cohort starts in approximately 30 days. Your firm helps shape the next set of rules, gets early access to the engine, and works with a team that ships fixes the week you flag them.

Apply for Early Access Contact us

Privacy & Security

Your clients' data is protected
at every layer.

AdvantageAiQ was designed from the ground up with a single principle: sensitive information must never be exposed — not to the cloud, not to AI models, and not even to the system itself during processing.

How It Works

Sensitive data is stripped before processing — and can only be restored with your key.

Before any document enters the AI analysis pipeline, AdvantageAiQ automatically identifies and separates all personally identifiable information (PII).

This sensitive data is encrypted and stored in a separate, isolated vault on your local device. The AI engine only ever sees anonymized, tokenized data.

Once processing is complete, the original PII can be re-attached — but only through a unique session key that exists solely on your hardware.

PII Minimization Standards

SSN

Only last 4 digits extracted — full SSN is never stored

EIN

Cross-reference only — not stored in raw form

DOB

Never extracted from any document

Training Wall

Raw client docs never enter the AI training corpus

PII Stripping Pipeline

1. Document Ingestion

Raw document enters the on-device pipeline

↓

2. PII Detection & Separation

Names, SSN last-4, account numbers, addresses identified and extracted into encrypted vault

↓

3. Tokenized Processing

AI analyzes anonymized data only — no sensitive fields visible

↓

4. Validation & Output

GAAP-validated, compliance-checked results ready

↓

5. Key-Based Re-Attachment

Original PII restored using your unique session key — only on your device

Security Architecture

Built for compliance.
Engineered for trust.

AES-256-GCM Encryption

Military-grade encryption for every piece of separated PII. Keys are hardware-bound and never leave your device.

SOC 2 Type II Readiness

Platform architecture designed for SOC 2 compliance. All data access logged, session keys destroyed after use, and PII handling follows enterprise-grade HIPAA/PII data protection standards.

Zero Cloud Exposure

No client data — raw, tokenized, or encrypted — ever touches an external server.

Immutable Audit Trail

Every PII separation, tokenization, and re-attachment event is logged in a hash-chained audit trail.

Human-in-the-Loop Gate

A licensed professional must approve every re-attachment before PII is restored to validated outputs.

Session-Based Keys

Each processing session generates a unique encryption key. Once a session ends, the key is destroyed.

The AI never sees your clients' identities.

That is not a feature. That is the architecture.

Get Started Ask Us About Security

Who It's For

Built for professionals
who can't afford to get compliance wrong.

Five audiences. One unified compliance layer.

RIAs — Registered Investment Advisors

The Compliance-Focused Advisor

Building suitability profiles from questionnaires while navigating evolving SEC regulations and fiduciary obligations.

Suitability profiles built from questionnaires — not documents

AI tools create third-party processor liability

AI-based outputs cannot be audited — fiduciary risk

Client financial goals and tax status need verification

AdvantageAiQ gives them: Suitability foundations built from validated financial documents on their own hardware, with an immutable audit trail and Investment Advisers Act § 206 compliant framing.

CFPs — Certified Financial Planners

The Holistic Financial Planner

Coordinating tax, estate, and investment planning across multiple client touchpoints, where documentation quality drives planning quality.

Coordinating tax returns, investment statements, and estate documents

Client data scattered across multiple advisory tools

Annual review prep requires hours of document gathering

Need verified data for retirement and education planning models

AdvantageAiQ gives them: Unified client document intake with deterministic validation — the foundation for accurate planning recommendations across all CFP practice areas.

CPAs — Accountants

The Overwhelmed CPA Partner

1–10 staff. Dozens of bookkeeping clients. Hours lost per engagement sorting documents before a single journal entry is made.

Clients send unsorted document folders every quarter

Multiple tools in use — still mostly manual intake

Current AI vendors create regulatory liability

No tool validates completeness before bookkeeping

AdvantageAiQ gives them: On-device intake that classifies, validates, and scores every document before bookkeeping begins — with a professional approval gate enforced in code.

Small Business & Non-Profits

Owners & Grant Administrators

1–50 employees, or grant-funded organizations with 990 filing requirements and board audit obligations.

Financial documents scattered across email, drives, and folders

990 preparation requires meticulous document organization

Grant compliance documentation is time-intensive

Limited staff for financial operations

AdvantageAiQ gives them: Automated document organization, GAAP validation, and compliance-ready reports — all running locally on their own device.

Early Access Program · 10–25 Spots

Help build the compliance layer
the industry has been missing.

We are selecting 10–25 firms as early access partners through December 31, 2026.

Free Access Through Dec 2026

Full platform access during the testing phase at no cost through December 31, 2026.

Direct Input into the Product

Your professional feedback shapes the validation rules and compliance standards.

First-Mover Positioning

Be among the first firms to offer on-device, compliant AI intake before competitors know it exists.

Apply for Early Access Book a Discovery Session

Pricing

Transparent pricing.
No fees. No cloud markup.

One subscription. Everything included. Your data stays on your device.

Starter

Essentials

For smaller firms processing client document intake.

$

299

/month

On-device document reading pipeline
12-category document classifier
GAAP validation engine
Professional approval gate
Encryption at rest
Immutable audit log
Up to 50 active clients
Email support

Everything you want to know.

AdvantageAiQ is a private AI platform that runs entirely on your own hardware. It handles document intake, validation, and compliance scoring for financial professionals — RIAs, CFPs, CPAs, small businesses, and non-profits. Unlike every competitor, nothing ever touches a cloud server.

Every other AI tool processes your clients' data on remote servers — creating regulatory liability. AdvantageAiQ processes everything locally. Zero cloud exposure, zero API fees, and it works completely offline.

Five primary audiences: RIAs (Registered Investment Advisors), CFPs (Certified Financial Planners), CPA firms, small businesses, and non-profit organizations with grant compliance and 990 preparation needs.

Client personal information is stripped before processing. Only SSN last-4 is extracted, EIN is cross-referenced (never stored raw), and DOB is never extracted. Raw client documents never enter the AI training corpus. Everything is encrypted with AES-256-GCM and bound to your hardware.

AdvantageAiQ runs on Windows desktops with modern processors. Recommended: 8GB RAM, 2GB disk space, multi-core processor.

Yes. Validated results output directly into Drake Tax, Lacerte, ProConnect, and QuickBooks — the industry-standard platforms.

The platform architecture is designed for SOC 2 Type II compliance. All data access is logged, session keys are destroyed after use, and PII handling follows enterprise-grade HIPAA/PII data protection standards. Formal SOC 2 audit is underway.

A premium add-on for Professional and Enterprise subscribers. It integrates live market data and keeps analysis current with real-world conditions.

After signing up and completing payment, you receive a unique code key to download the software. It is hardware-bound on first install for security.

Get in Touch

Contact us.

Advantage AI Quantum Tax LLC

We are building the compliance layer the financial industry has been missing. Whether you are an RIA, CFP, CPA, small business, or non-profit — we would love to hear from you.

Email: jr.josiah8@advantageaiq.com

shreya_sundaram@advantageaiq.com

lingli_yang@advantageaiq.com

Location: Lynnwood, WA

Book a Discovery Session →

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Privacy Policy

Last updated: May 19, 2026

Introduction

Advantage AI Quantum Tax LLC ("AdvantageAiQ," "we," "us," or "our") operates the website advantageaiq.com and provides on-device AI document processing software for financial professionals. This Privacy Policy explains how we collect, use, and protect information when you visit our website or use our services.

Information We Collect

Account Information: When you create an account, we collect your name and email address via Google OAuth or direct signup.
Firm Information: Optional firm or organization name provided at signup.
Usage Analytics: Anonymous page-view data via Vercel Analytics to understand how visitors navigate the site.
Subscription Data: Email addresses submitted via subscription forms to receive product updates.

How We Use Your Information

To create and manage your account
To communicate about product updates, releases, and important account information
To process payments for subscriptions (handled via secure third-party payment processors)
To improve our website and product based on aggregate, anonymized analytics

Client Document Data

AdvantageAiQ processes all client documents entirely on your local hardware. Client financial documents uploaded into the AdvantageAiQ software never leave your device and are never transmitted to AdvantageAiQ or any third party. This is the foundational principle of the product.

Data Sharing

We do not sell, rent, or trade your personal information. We do not share your data with third parties except as required by law or to provide essential services (such as payment processing).

Data Storage & Security

Account data is stored using Supabase with industry-standard encryption. All transmissions are protected via TLS. We follow security best practices including session management, password hashing, and access logging.

Your Rights

You may request access to, correction of, or deletion of your personal data at any time by emailing info@advantageaiq.com.

Contact Us

Questions about this Privacy Policy can be directed to: info@advantageaiq.com or Advantage AI Quantum Tax LLC, Lynnwood, WA.

This Privacy Policy is provided in good faith as a working draft. It will be reviewed and updated by legal counsel.

Terms of Service

Last updated: May 19, 2026

Acceptance of Terms

By accessing or using AdvantageAiQ services, including the website advantageaiq.com and the AdvantageAiQ software product, you agree to be bound by these Terms of Service. If you do not agree, do not use the service.

Eligibility

You must be at least 18 years old to use AdvantageAiQ. By creating an account, you represent that you meet this age requirement.

Service Description

AdvantageAiQ provides on-device AI software for financial document processing, intended for use by licensed professionals including RIAs, CFPs, CPAs, and authorized small business and non-profit personnel.

Service Provided "As Is"

The service is provided on an "as is" and "as available" basis without warranties of any kind, express or implied. AdvantageAiQ does not warrant uninterrupted operation, error-free function, or fitness for a particular purpose.

Professional Responsibility

AdvantageAiQ is a tool that assists licensed professionals. All outputs require professional review and approval. Users remain solely responsible for the accuracy of all financial, tax, and advisory work product.

Subscription & Payment

Subscriptions are billed monthly with a 6-month minimum commitment. You may cancel after the minimum commitment period. Refunds are at AdvantageAiQ's discretion.

Modifications to Terms

We reserve the right to modify these Terms at any time. Continued use of the service after changes constitutes acceptance of the modified terms.

Limitation of Liability

To the maximum extent permitted by law, AdvantageAiQ shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of the service.

Governing Law

These Terms are governed by the laws of the State of Washington, United States. Any disputes shall be resolved in the courts of Washington State.

Contact

Questions about these Terms can be directed to: info@advantageaiq.com or Advantage AI Quantum Tax LLC, Lynnwood, WA.

These Terms of Service are provided in good faith as a working draft. They will be reviewed and updated by legal counsel.

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Choose Your Plan

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Starter

Essentials

For smaller firms processing client document intake.

$

299

/month

On-device document reading pipeline
12-category document classifier
GAAP validation engine
Professional approval gate
Encryption at rest
Immutable audit log
Up to 50 active clients
Email support

Complete Payment

Professional Plan

$599/month

6-month minimum commitment. Cancel anytime after.

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Our payment system is currently under construction. We're working hard to bring you a seamless checkout experience. Please check back soon, or contact us at info@advantageaiq.com to discuss early access options.

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Your clients' financial datanever leaves your office.

Bank Statements & Financial Records

Payroll Records & W-2 Forms

Tax Returns & IRS Filings

Investment & Suitability Documents

The gap no competitorhas solved — until now.

From paper to insight.Everything stays in your office.

Upload Your Documents

Instant Reading & Extraction

Smart Analysis & Privacy

Validated & Ready for Your Software

Watch how AdvantageAiQtransforms your workflow.

Full Product Walkthrough

Installation & Setup Guide

Why On-Device Matters

Why It Matters for CPAs & Their Clients

Everything your firm needs.Nothing leaves your device.

On-Device Encryption

GAAP Validation Engine

Professional Approval Gate

Client Financial Graph

RIA Suitability Profile

Immutable Audit Trail

IRS Forms & IRM Support

12-Category Classifier

Compounding Financial Graph

Predictive Analysis

Live Market Data

Model Updates

Accurate, Current Advice

Available as Add-On

The documents we read. The findings we return.

Cited findings

Tax-relief triage decision

7-section CPA report

Hash-chained audit log

FICA withholding does not match statutory rate

If you process more than 50 client documents a month, we want to talk.

Your clients' data is protectedat every layer.

Sensitive data is stripped before processing — and can only be restored with your key.

PII Minimization Standards

1. Document Ingestion

2. PII Detection & Separation

3. Tokenized Processing

4. Validation & Output

5. Key-Based Re-Attachment

Built for compliance.Engineered for trust.

AES-256-GCM Encryption

SOC 2 Type II Readiness

Zero Cloud Exposure

Immutable Audit Trail

Human-in-the-Loop Gate

Session-Based Keys

The AI never sees your clients' identities.

Built for professionalswho can't afford to get compliance wrong.

Help build the compliance layerthe industry has been missing.

Free Access Through Dec 2026

Direct Input into the Product

First-Mover Positioning

Transparent pricing.No fees. No cloud markup.

Everything you want to know.

Contact us.

Advantage AI Quantum Tax LLC

Ready to eliminatecompliance risk from your intake?

Privacy Policy

Introduction

Information We Collect

How We Use Your Information

Client Document Data

Data Sharing

Data Storage & Security

Your Rights

Contact Us

Terms of Service

Acceptance of Terms

Eligibility

Service Description

Service Provided "As Is"

Professional Responsibility

Subscription & Payment

Your clients' financial data
never leaves your office.

The gap no competitor
has solved — until now.

From paper to insight.
Everything stays in your office.

Watch how AdvantageAiQ
transforms your workflow.

Everything your firm needs.
Nothing leaves your device.

Your clients' data is protected
at every layer.

Built for compliance.
Engineered for trust.

Built for professionals
who can't afford to get compliance wrong.

Help build the compliance layer
the industry has been missing.

Transparent pricing.
No fees. No cloud markup.

Ready to eliminate
compliance risk from your intake?