What is SignalsHQ?
SignalsHQ is an intelligent, AI-powered tax automation platform specifically designed for scaling CPA firms. It addresses the core challenges of manual workflows, time-consuming research, and error-prone processes, empowering tax professionals to significantly streamline operations, reduce busy-season strain, and dedicate more time to high-value advisory services and firm growth.
Key Features
🧠 Intelligent Tax Research: Gain instant, reliable answers to complex tax questions. SignalsHQ provides clear, citable responses backed by direct IRS citations, relevant laws, and court rulings, covering both Federal and SALT regulations for comprehensive advisory. This cuts down research hours, ensuring accuracy and saving valuable time.
📊 Centralized Client Data Management: Consolidate all your client data into a single, searchable, and always-current hub. Leveraging advanced AI, SignalsHQ automates document intake and extraction, providing you with a 360° client overview at your fingertips, which drastically reduces manual data entry and potential errors.
🚀 Streamlined Preparation & Advisory Support: Accelerate your tax preparation process and enhance advisory services. SignalsHQ is designed to cut prep time significantly through AI reclassification with an audit trail, seamlessly integrating with your existing tool stack. It also supports proactive advisory through features like nexus studies and multi-entity reporting (1040, 1065, 1120-S) to help you deliver strategic advice more efficiently.
Use Cases
Expediting Complex Research: When facing a nuanced tax question, a CPA can use SignalsHQ to quickly retrieve clear, citable answers with direct IRS references in seconds, replacing hours of manual database searches. This allows for faster client responses and more informed decision-making.
Efficient Client Onboarding and Data Management: Instead of manually sifting through client documents, firms can leverage SignalsHQ's AI document intake to automatically extract and centralize key financial data. This creates a comprehensive, searchable client profile, reducing setup time and minimizing data entry errors.
Shifting Focus to High-Value Advisory: By automating routine tasks like research and initial data processing, tax professionals can redirect their efforts. This enables them to proactively identify strategic advisory opportunities for clients, such as optimizing tax structures or performing nexus studies, ultimately driving firm revenue and client satisfaction.
Unique Advantages
SignalsHQ distinguishes itself by delivering tangible results and unparalleled data security, addressing critical needs for growing firms:
Quantifiable Efficiency Gains: Firms using SignalsHQ report significant improvements, including 4+ hours saved on research and preparation, 2X advisory revenue growth, and 95%+ client satisfaction. Specific features like AI-driven preparation can cut prep time by 70%, leading to 80% faster first drafts.
Enterprise-Grade Security & Compliance: Protect your clients' sensitive financial data with SignalsHQ's robust security framework. This includes:
End-to-end Encryption and TLS 256-bit for data in transit and at rest.
SOC 2 Type II certification and 24/7 intrusion detection through continuous monitoring systems.
Multi-Factor Authentication and Role-based permissions for strict access control.
Regular quarterly scans & annual pen tests to ensure continuous protection.
Unwavering Data Privacy Guarantees: SignalsHQ ensures your client data remains yours, with strict protocols against AI training and third-party access:
No AI Training on Your Data: Your and your clients' data is never used to train, fine-tune, or improve AI models.
No Data Retention by Partners: AI technology partners (OpenAI, Anthropic, Google) do not store or train on your client data.
No "Humans in the Loop": Only your team has access to your data; SignalsHQ never employs manual human review.
Secure Document Processing: Documents are processed through proprietary servers, redacted, and securely stored within AWS infrastructure.
Conclusion
SignalsHQ empowers scaling CPA firms to transform their tax operations by integrating advanced AI with robust automation. It's designed to help you reclaim valuable time, enhance service delivery with greater accuracy, and strategically fuel your firm's growth. Discover how SignalsHQ can redefine efficiency and elevate your client services.
More information on SignalsHQ
Launched
2024-01
Pricing Model
Free Trial
Starting Price
Global Rank
Follow
Month Visit
<5k
Tech used
SignalsHQ was manually vetted by our editorial team and was first featured on 2025-09-24.
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