One assistant for the tax law, your whole book of clients, and the work that follows, with nothing sent until you approve it.
“Is the §179 deduction limited for an SUV over 6,000 lbs?”
“Which clients are underpaying officer compensation?”
“Draft the outreach for the top three and book time.”
Most firms buy one tool for tax research and another for tax planning, and neither one lives where the work happens.
Ayyva is all three: primary-law research with every quote checked against its source, an advisory scan across your entire client base, and an assistant that carries out the follow-up inside Arrive, with nothing sent until you approve it.
Research tools stop at the first. Planning tools stop at the second. Practice management stops at the third. Ayyva runs all four, in one place, on the same data.
Answers built from the Code, Treasury Regulations, the Internal Revenue Bulletin, IRS publications and form instructions, with superseded guidance tracked so retired rulings aren't cited as live.
Every quote checked word-for-word against its source
Reads the returns you have already filed, straight from UltraTax, CCH and Lacerte, and flags advisory opportunities across every client at once rather than one plan at a time.
Each finding priced, with the calculation behind it
Answers from your own records instead of a stale report: what's due this week, which clients are outstanding, how a matter stands, and what QuickBooks has seen lately.
Reports and custom exports on request
Creates the task, drafts the message, requests the documents, prepares the engagement letter, records the payment. The follow-up that turns a finding into an engagement.
Every action staged for approval before it happens
Three jobs that usually take three vendors: the advisory scan, defensible tax research, and an assistant that acts inside your firm.
Not one client at a time. Ayyva reads every return in your tax software and flags each advisory opportunity, per client, per year, per strategy.
Every finding carries the figures read off the return, the IRS constants it used with the section they come from, the formula step by step, and an honest caveat.
Answers cite the statute, regulation, Rev. Proc. or publication they came from. Every quote is checked word-for-word against the source, and dropped if it doesn't match.
“Business expenses are the cost of carrying on a trade or business…”
Ask what's due this week, which clients are still outstanding, or a client's status, answered live from your own data rather than a stale report.
Create the task, draft the message, request the documents, prepare the engagement letter, record the payment. The work that turns a finding into an engagement.
Anything that reaches a client or changes your data waits on an approval card. Edit it, confirm it, or cancel, and nothing was sent.
Every finding is potential, pending your review. Illustrative figures.
Officer compensation of $60,000 against $412,000 of distributions is below the range comparable filers report for this NAICS code.
Ordinary and necessary business expenses are deductible under §162, provided they're not capital in nature.
“Business expenses are the cost of carrying on a trade or business…”
“There shall be allowed as a deduction all the ordinary and necessary expenses…”
General information, not tax advice.
Ayyva never acts on its own, nothing happens until you confirm.
From the tax software you already use. Ayyva reads UltraTax, CCH and Lacerte backups directly, including bulk exports, so there's no questionnaire to fill in and no re-keying of returns you have already filed.
No. Every opportunity is potential, pending verification. It carries the rule that fired, the evidence behind it, and a confidence level, then waits for a human to review, propose or dismiss it. The estimates are estimates, and each one states its own limitation.
Each strategy carries a default fee range and an estimate of the hours behind it, from reasonable compensation at $1,500 to $3,500 through to an R&D credit study at $5,000 to $15,000. Your firm can override the whole rate card, or switch a strategy off.
The answers are built from primary sources rather than a summary of them, and every quote is verified word-for-word against the cited authority before it is shown. Anything that fails that check never reaches you. Answers are labelled general information, not tax advice.
No. Anything that reaches a client or changes your data is staged as an approval card. It only executes when you confirm, and you can edit the details or cancel first.
Answer questions from live firm data, run and export reports including custom ones, look up QuickBooks activity, and take an @ mention to pin a client or teammate to the conversation. She is available from any screen in Arrive.
One assistant, three jobs, no hand-offs.
The research, the advisory scan across your whole book, and the work that follows, in the system your firm already runs on.