TAX ADVISORY INTELLIGENCE
Meridian runs alongside your team — organizing documents, guiding preparation, reviewing returns, identifying strategy, and producing client-ready deliverables. Built by a CPA. Governed by doctrine. Powered by Meridian.
THE STANDARD
LAW ONE
All work begins with verified fact. No assumption substitutes for evidence. Fact pattern construction is the first discipline. Before strategy, before planning, before recommendation — truth is established.
LAW TWO
Once truth is established, strategy follows. Recommendations are measured against client objectives, legal boundaries, and long-term outcomes. Optimization is never detached from what is true.
THE PLATFORM
One system. Every role. Every stage.
Client Portal
Your clients get a single place to manage their entire tax engagement — upload documents, track progress, sign forms, make payments, and communicate with their advisor. Intuitive prompts make adoption effortless. For clients who are reluctant, your preparer can walk through the intake in minutes on a phone call. Meridian AI answers client questions inside the portal, reducing support calls and building confidence throughout the engagement.
Preparer Workstation
Client intake flows directly into the preparer workspace — documents sorted by type, a pre-populated preparation workbook generated from the data, and a clear sequence of what to enter and where. The preparer starts 60–80% complete before touching the file. Meridian AI walks them through each section, flags discrepancies against prior year, and builds real preparer expertise with every engagement.
Advisor Dashboard
When a return is complete, Meridian runs a line-by-line AI review against prior year and flags every variance. The Strategy Scan identifies missed planning opportunities — entity restructuring, retirement optimization, Roth conversion windows — ranked by impact with IRC authority. Meridian drafts the Advisory Opinion and client communication automatically. The advisor reviews, applies judgment, and delivers a branded deliverable that demonstrates value and opens the door to recurring advisory.
Command Center
Every engagement visible on a seven-stage pipeline board — the owner knows exactly where every job stands without asking anyone. Revenue intelligence shows fees quoted, collected, outstanding, and advisory conversion rates. Staff activity tracking surfaces who is moving work forward and where bottlenecks exist. Deadline alerts, real-time activity feeds, and firm-level economics turn a practice into a business the owner can plan from, not just run.
FOR CPA FIRMS
Meridian deploys into your existing practice. Your team works inside the platform. Your clients see your brand. The intelligence layer runs underneath — surfacing opportunities, enforcing process, and producing deliverables at a level your clients have never experienced.
Meridian develops your staff through guided engagement — not automation that replaces them. Every return builds preparer expertise. Every review teaches the advisor what to look for. The platform enforces a consistent standard across every engagement while the professional applies judgment at the critical gates.
Every recommendation is grounded in IRC authority with citations. Circular 230 professional standards are built into the workflow — not bolted on after the fact. No strategy reaches a client without advisor sign-off. The platform protects the practitioner as much as it empowers them.
Tax strategy opens the door to expanded advisory relationships. Meridian surfaces the opportunities, drafts the deliverable, and presents the advisory engagement at the exact moment the client sees the value — right after signing their return. Every engagement closes with a clear path to deeper advisory, and the recurring relationship follows naturally from demonstrated results.