Streamline Your Tax Season with Eton Solutions’ All-in-One Platform

Tax season brings complexity and administrative burdens, especially for family offices managing intricate financial structures. AtlasFive® simplifies the process with automated tax reporting, seamless data integration, and AI-powered assistance, ensuring accuracy and efficiency. With advanced K-1 processing and expert tax support, AtlasFive® transforms tax management into a streamlined, scalable, and reliable experience.

‍

Automated Tax Reporting

AtlasFive® offers automated tax classification and reporting of all income and expenses by tax categories, detailing relationships, entities, accounts, securities, and funds. This automation reduces manual data entry, minimizing errors and freeing up valuable time for your team. 

‍

Integrated Data Management

Managing data from multiple sources can be daunting. AtlasFive® integrates with over 1,500 banks and custodians, aggregating financial data into a unified system. This consolidation ensures that all information is up-to-date and readily accessible, facilitating accurate and timely tax filings.

‍

EtonGPT™: AI-Powered Assistance

Eton Solutions has integrated EtonGPT™, a generative AI assistant, into AtlasFive®. EtonGPT™ assists with complex cognitive tasks, such as analyzing investments and behavior trends, generating content like market research using real-time web data, and summarizing lengthy documents into briefs. This AI integration enhances operational efficiency and inferential learning, making tax season more manageable. 

‍

Tax Support Services

Recognizing that not all family offices have in-house tax experts, Eton Solutions offers tax support services based on your data within the platform. While Eton Solutions does not perform activities related to filing with tax authorities, they can prepare tax returns for you, ensuring compliance and accuracy. 

‍

Streamlined K-1 Processing

K-1 processing is complex and time-intensive, but AtlasFive® simplifies it with advanced automation and seamless integration. Our AI-powered solution eliminates manual data entry, extracts data from 200+ fields across schedules and supplements, and ensures precise validation against your family office software. By automating workflows and integrating directly with your financial ecosystem, AtlasFive® enhances efficiency, reduces errors, and scales with your business—transforming K-1 processing into a seamless, reliable experience.

‍

Conclusion 

Tax season doesn’t have to be a time-consuming, error-prone process. With AtlasFive®, Eton Solutions delivers a powerful, integrated platform that streamlines tax workflows, enhances accuracy, and reduces operational burdens. From automated tax reporting and seamless data integration to AI-powered assistance and expert tax support services, AtlasFive® transforms the way family offices manage tax complexities.

‍

By eliminating manual data entry, ensuring precise K-1 processing, and leveraging advanced automation, AtlasFive® optimizes efficiency, minimizes risk, and scales with your business. Whether managing multi-entity portfolios or preparing complex tax filings, AtlasFive® provides the intelligence and automation needed to navigate tax season with confidence.

‍

Elevate your tax operations with AtlasFive®—the future of family office tax management.

‍