Navigator
Turn a stack of client documents into reviewable tax strategy.
Navigator is the core of the suite: an AI tax-strategy engine that takes document intake and generates strategy options across the client’s situation — for a licensed CPA or advisor to review, document, and stand behind. It runs under your own firm’s brand.
What you get
- Document intake → structured, evaluable tax-strategy options
- Surfaces strategies your team can review, document, and defend
- Keeps the licensed professional in control at every step
- White-labeled under your firm — your clients see your brand, not ours
Who it’s for
CPAs and tax-focused practices — the reason most firms adopt Helmstead.
Where the line is
Navigator does not file returns and does not replace professional judgment. It is professional tooling that produces options for a licensed pro to stand behind — not a black-box scheme.