Processes/compliance — filings, taxes, and staying compliantcompliance
File federal tax return — compliance processFile federal tax return
Prepare the annual federal corporate tax return (Form 1120) and file with the IRS.
Tax filing requires a CPA. System compiles financial data, tracks deadlines, coordinates with accountant.
Current agent ceiling
An agent can run 3 of 7 steps — 1 of them behind a human approval gate ⏸
Irreducibly human (3): CPA prepares return (2-3 weeks) (needs a human); Review draft return (needs a human); CPA files return with IRS (needs a human)
No workaround yet (1): Pay any tax due (manual form/portal — no API path)
How it runs
Route-coded block flow: emerald = agent, amber = manual form/portal, red = needs a human. ⏸ approval gate · ⏳ async wait.
01Export financial data from QBO
agent3 API calls
- GET /v3/company/{id}/reports/ProfitAndLoss
- GET /v3/company/{id}/reports/BalanceSheet
- GET /v3/company/{id}/reports/GeneralLedger
02Send financials to CPA
agent1 API call
- gmail.users.messages.send
03CPA prepares return (2-3 weeks)
human04Review draft return
human05CPA files return with IRS
human06Pay any tax due
manual form07File copy in records
agentContext the agent needs first: recent transactions · 1099s · cpa
The market options
Each role resolves against its arena’s live leaderboard — the default is the process’s canonical vendor, alternatives ranked by agent-readiness.
Digits47/100 agent-ready
Xero44/100 agent-ready
QuickBooks Onlinedefault39/100 agent-ready
Zoho Books33/100 agent-ready
FreshBooks33/100 agent-ready
Puzzle24/100 agent-ready
Kick8/100 agent-ready
Pilot3/100 agent-ready
Mercury Books1/100 agent-ready
Wave0/100 agent-ready
Bench0/100 agent-ready