Tax Planning

Save time on creating
all your tax documents.

Tax Planning (Join the Waitlist – Expandable)
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Tax planning screenshot

Create tax document packages with ease.

Drafting tax documents shouldn’t be...taxing.

Appara’s built-in AI drafts documents in minutes – not hours. Auto-draft and export not only diagrams, but an array of customizable documents like planning & instruction letters. Appara can even generate compliance documents based on slide decks and the steps being taken!

Appara is your one source of truth for your transaction. When dates, values or other numbers change, Appara allows you to update one spot and automatically update all of your documents.

Appara’s powerful AI even checks its own work, flagging errors and highlighting missing information. Less time reviewing for errors or fiddling with formats means more time to focus on what you do best…putting money back in your clients’ pockets.

Tax documents

Tackle complex transactions in half the time.

Visual diagramming tool

Visual
Diagramming Tool

Appara’s visual transaction editor makes it easy to generate diagrams showing steps in transactions and relationships between entities. Model steps in a transaction that automatically creates the next slide in the story.
Free records product

Free
Records Product

Tax Planning integrates with our free Records product, so you can save time on data entry and reduce duplication errors. Appara can be your source of truth - no need to have multiple copies of entity information.
All in one platform

All-In-One
Platform

Appara makes it easy to complete complex transactions from start to finish, with automatic data updates recording your changes every step of the way. Instead of switching between platforms, you can complete every step of your tax transactions in one platform.

Collaborate with remote colleagues in real time.

Live documents make collaboration simple.

Forget about “version control” or importing and exporting documents. Appara’s in-app document editor means you can make changes directly within the Appara environment – and with robust collaboration and sharing features, you can share documents with colleagues, add comments, and track changes…even if your team’s all over the world.

Collaborate

Spend more time with clients and less time with documents.

Document analysis

Appara tackles the tedium for you, so you can focus on your clients.

Your time and expertise are valuable. Your clients don’t come to you because you can create documents; they come to you because you can help them save money or reduce risk.

Appara’s powerful AI analysis and warnings tools help you reduce risk and improve the quality of your plans. Let Appara help you free up your time and energy, so you can focus on what you do best – serving your clients.

Start saving time with Appara today

Tax Planning (Join the Waitlist – Expandable)

By submitting this form, you are agreeing to Appara’s Privacy Policy and Terms of Service
You are also agreeing to receive information and offers relevant to Appara’s solutions, and can opt-out at any time.