Platform Features

Every Tool for Stress-Free Tax Compliance

Sterling combines enterprise-grade AI with an intuitive interface to give small businesses and freelancers the same tax audit power as Fortune 500 companies.

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Core AI

AI Risk Analysis Engine

Powered by GPT-level intelligence trained on 50,000+ IRS audit cases. Detects anomalies, phantom deductions, and misclassified expenses with 98.6% accuracy.

  • Real-time error flagging
  • Pattern recognition across documents
  • Industry-specific risk models
  • Automatic severity scoring
AI Risk Analysis Engine
Real-time error flaggingActive
Pattern recognition across documentsEnabled
Industry-specific risk modelsReady
Automatic severity scoringActive
Document Processing

Smart Document Ingestion

Drag-and-drop upload for PDF, Excel, CSV, and scanned receipts. OCR technology automatically extracts line items, dates, and amounts.

  • 50MB per file, unlimited uploads
  • OCR for scanned documents
  • Multi-page PDF parsing
  • Bank statement reconciliation
Smart Document Ingestion
50MB per file, unlimited uploadsActive
OCR for scanned documentsEnabled
Multi-page PDF parsingReady
Bank statement reconciliationActive
Compliance

Compliance Checklist

Live compliance score against IRS Publication 535, state tax codes, and AICPA standards. Know exactly where you stand before filing.

  • Federal + all 50 state requirements
  • Quarterly estimated tax tracking
  • Deduction eligibility validation
  • Real-time score updates
Compliance Checklist
Federal + all 50 state requirementsActive
Quarterly estimated tax trackingEnabled
Deduction eligibility validationReady
Real-time score updatesActive
Reporting

Audit Reports & Analytics

Generate professional PDF reports with detailed findings, risk scores, and actionable recommendations. Downloadable and shareable with your CPA.

  • Executive summary pages
  • Detailed findings with citations
  • Historical trend analysis
  • CPA-ready export formats
Audit Reports & Analytics
Executive summary pagesActive
Detailed findings with citationsEnabled
Historical trend analysisReady
CPA-ready export formatsActive
Notifications

Deadline Intelligence

Smart calendar tracks every federal and state filing deadline. Get alerts 30, 14, and 7 days in advance via email and in-app notifications.

  • Personalized deadline calendar
  • Multi-channel notifications
  • Extension request reminders
  • Penalty cost calculator
Deadline Intelligence
Personalized deadline calendarActive
Multi-channel notificationsEnabled
Extension request remindersReady
Penalty cost calculatorActive
Admin

Admin & Team Management

Full admin panel for accounting firms and enterprises. Manage multiple clients, assign roles, and track audit status across your entire portfolio.

  • Multi-client dashboard
  • Role-based access control
  • Audit log & activity tracking
  • White-label options available
Admin & Team Management
Multi-client dashboardActive
Role-based access controlEnabled
Audit log & activity trackingReady
White-label options availableActive
Security & Trust

Enterprise Security Standards

Your financial data is protected by the same standards used by major financial institutions.

256-bit AES Encryption
SOC 2 Type II Certified
Zero-Knowledge Architecture
Daily Encrypted Backups
Multi-Factor Authentication
Full Audit Trail
Integrations

Works With Your Existing Tools

Native integrations with all major accounting and tax software platforms.

QuickBooks
Xero
FreshBooks
Wave
Sage
NetSuite
TurboTax
H&R Block
TaxAct
Drake
CCH
Lacerte

All Features. Zero Risk.

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