Meet Logan
Tax Assistant
Logan is not a chatbot. Logan is a full TAX AI Pod — named, trained, and secured for CPA firms. He collects W-2s, chases clients, reminds deadlines, and locks every file in an encrypted vault.
What Logan Does
Logan is 10% Chat, 90% Tax Ops Machine
Six specialized agents working in concert — so your CPAs focus on tax strategy, not document chasing.
Document Chase Agent
Auto-SMS/email "Missing W-2" — follows up every 3 days. Clients upload directly to encrypted vault. No more "I sent it already?"
Deadline Sentinel
IRS calendar built-in. Reminds clients 30, 14, 7, and 1 day before deadlines. Escalates to CPA if documents are still missing.
Organizer Agent
Smart questionnaire replaces paper organizer. Pre-fills from last year's return. Saves 45 minutes per client on average.
Secure Vault + Security Layer
AES-256 encryption, PII auto-redaction, tenant isolation, full audit logs. Your client data never trains other models. SOC 2 & HIPAA-ready.
Human CPA Gate
Logan never files. He prepares and routes every return to a human CPA for final review. You stay in control. Every action is traceable.
Status Update Agent
"Where is my return?" Logan answers instantly with real-time status pulled from your tax software. No more phone tag.
Transparent Pricing
Token Logic for Logan
1 Token = 1 Completed Tax Task. Security scan always included free.
| Task | Tokens |
|---|---|
| Chase client for missing document | 1T |
| Client uploads W-2 + PII scan + Vault store | 2T |
| Complete organizer + pre-fill from prior year | 3T |
| Answer "Where is my return?" | 1T |
| Deadline reminder sequence (30/14/7/1 day) | 1T |
| Security scan + audit log entry | FREE |
Firm-size estimate: 50 clients × 15 tokens = 750 tokens → Starter Pod $199 | 200 clients × 15 tokens = 3,000 tokens → Growth Pod $499
How Logan Works
Every task — who does it, who gets paid
Each $499/mo subscription flows through 6 layers. Onshore experts handle quality gates; offshore specialists handle volume work — all coordinated by the AI.
Client Intake & Document Request
Logan sends personalized SMS/email to each client: "Hi Sarah, I'm Logan from Johnson CPA. I need your W-2 and 1099-INT." Follows up every 3 days automatically.
Secure Upload & Vault Storage
Client uploads directly to their encrypted vault (AES-256, tenant-isolated). Offshore team configures vault structure and monitors upload status.
PII Redaction & Security Scan
Every file is automatically scanned for PII (SSN, CC numbers). Sensitive data is redacted before storage. Audit log entry created. FREE on all plans.
Organizer Pre-fill & Workflow
Logan pre-fills the tax organizer from prior-year data and new uploads. Offshore team QAs the pre-fill output and flags exceptions for CPA review.
Human CPA Gate — Review & Approval
Onshore CPA expert reviews flagged items, approves sensitive actions, and handles edge cases. This is the 20% human layer — real expertise, not just AI.
Deadline Sentinel & Reminders
IRS calendar built-in. Automated reminders at 30, 14, 7, and 1 day before deadlines. Escalates to CPA if documents are still missing at 7-day mark.
Client Status Updates
"Where is my return?" Logan answers instantly with real-time status. Clients never need to call the firm. Onshore team handles escalated calls only.
Audit Log & Compliance Trail
Every action logged with timestamp, actor, and outcome. 90-day retention on Growth, unlimited on Enterprise. Exportable for cyber insurance compliance.
Team Structure — Who Performs Each Role
- •Human Expert Gate — QA & approvals
- •Client-facing calls & escalations
- •Compliance sign-off
Higher cost, higher trust. Handles sensitive decisions.
- •Document processing & data entry
- •Workflow configuration & testing
- •Monitoring & alert triage
Cost-efficient volume work. Supervised by onshore QA.
- •AI Agent reasoning & chat
- •Orchestration & automation
- •Security vault & audit logs
Runs 24/7 autonomously. No human needed for routine tasks.
Revenue Distribution — $499/mo per client
| Layer | % | $/mo | Team |
|---|---|---|---|
| 🤖 AI Agent (Brain) | 10% | $50 | Platform |
| ⚙️ Orchestration & Workflows | 25% | $125 | Platform |
| 🔗 CRM & Integrations | 20% | $100 | Platform |
| 👤 Human Expert Gate | 20% | $100 | Onshore |
| 🔒 Cyber Security Layer | 15% | $75 | Platform |
| 📊 Traceability & Support | 10% | $49 | Offshore |
Simple Pricing
Choose Your Logan Plan
Live in 24 hours. Connect email, QuickBooks, SmartVault or ShareFile. We train Logan on your organizer.
Growth
Tax Season Special — $50 off the standard Growth plan. Normally $599/mo. Best for firms with 100–300 clients and full-season coverage.
- 2,500 tokens/mo (Jan–Apr)
- $149 retainer May–Dec
- Auto-switches Jan 1
- AES-256 vault included
- Priority support
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Seasonal Pack 2026
Pay once, use all season. Best for predictable volume.
- 10,000 tokens total
- Vault active through Dec 31
- Off-season access FREE
- No monthly billing
- AES-256 vault included
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Off-Season Retainer
Keep Logan active year-round for extensions and planning.
- 300 tokens/mo (May–Dec)
- Vault stays active
- Auto-upgrades Jan 1
- AES-256 vault included
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Secure checkout via Stripe. After payment, your Logan pod is deployed within 24 hours. You'll receive a dashboard link and onboarding call invite. Questions? Book a free 15-min call.
Voice AI Demo
Hear Logan In Action
Real call recordings from Logan — chasing W-2s, leaving voicemails, and confirming secure uploads. Your clients will hear a professional, branded voice.
W-2 Chase Call
Day 3 — first outbound call to client
Voicemail Drop
30-second voicemail when client doesn't answer
Status Update
"Where is my return?" — inbound handling
Common Questions
Logan FAQ
Everything CPA firms ask before deploying Logan.
Logan is Zero-Trust by Design
Logan never asks for SSN, bank account numbers, or full tax documents over phone or SMS. He only directs clients to their private encrypted vault link. All uploads are AES-256 encrypted, PII auto-redacted, tenant-isolated, and audit-logged. Your clients' data is never used to train AI models.
Charged. Deployed. Renewed.
Every Logan Pod follows the same three-phase lifecycle — transparent billing, 24-hour deployment, and automatic renewal with seasonal intelligence.
Charged Monthly
Pod Subscription + Token Meter
Pay once per month. Tokens fuel every task Logan runs — document chase, vault upload, deadline reminder, status call. Unused tokens roll over (20% cap). Hit 80%? Auto-alert. Hit 100%? Auto top-up or pause — your choice.
Real example: Logan Growth Pod — 2,500 tokens. Tax season uses 2,000. 500 left → 400 rolls over (20% cap). Month 2 starts with 2,900 tokens.
Deployed in 24 Hours
From Checkout to Live in One Day
We create an isolated tenant for your firm — your data never mixes with another client's. Logan is trained on your organizer, your CPA's name, your vault format, and your IRS deadlines.
Hour 0–2
Connect
Email (Gmail/Outlook), Calendar, CRM (HubSpot/QuickBooks), Phone (Twilio), Storage (SmartVault/ShareFile/Drive)
Hour 2–12
Train + Secure
Upload organizer, past emails, FAQ, brand voice. AES-256 vault activated. PII redaction list (SSN, CC). RBAC configured.
Hour 12–24
Test + Go Live
Test call + SMS to firm owner. Dummy W-2 upload, PII scan, audit log check. Go-live email with dashboard link.
Renewed Automatically
Auto-Renews Monthly, Same Date
Stripe auto-charges on your anniversary date. New tokens granted. Rollover added. Audit log continues — 90-day retention on Growth, unlimited on Enterprise. Payment fails? 3-day grace, then Logan notifies you directly.
Cancel anytime in dashboard. Pod stays active until end of billing period. Data exported + vault locked. No refund for unused tokens (standard SaaS).
Hire Logan for This Tax Season
Live in 24 hours. Connect email, QuickBooks, SmartVault or ShareFile. We train Logan on your organizer. Encrypted vault + full audit trail included free.
Get Free Logan Assessment — 15 Min Call