ANNOTATE, ORGANIZE, & DOWNLOAD
Create workpapers in minutes
Luca IQ organizes everything into clean, review-ready workpapers. Annotate as needed and download - ready for your tax software.
Made by CPAs. No new client portals. No new processes.
Luca IQ transforms scattered client files into organized, complete, review-ready workpapers automatically.
Selected for Harvard Business School's Accelerator ProgramSimply upload your client's previous year organizer and current documents. Luca IQ automatically identifies what's present and what's missing.
Luca IQ organizes everything into clean, review-ready workpapers. Annotate as needed and download - ready for your tax software.
Keep using the same processes you already know. Luca IQ works in the background.
No more sorting through files, checking what's missing, or organizing documents by hand.
Get back hours every week during both busy season and extension season.
Real results from tax professionals using Luca IQ
Minutes saved per return
Automate document processing and organization
Change to your current workflow
Works seamlessly with your existing processes
Increase in staff efficiency
Your team can handle more returns in less time