Tax & Accounting
The future of tax reporting is personal and automated.
Storyline automates the creation of AI-powered tax return overviews, offering key insights, year-over-year comparisons, and personalized recommendations for next year’s planning.
Tax Insights, Simplified
Simplify client education on both federal and state tax filings with highlights on key income changes, legislative updates, and actionable opportunities for added savings.
Improve Financial Literacy
Viewers retain 95% of a video message, compared to just 10% from text. With Storyline, clients absorb key insights before meetings—freeing time for strategic planning and actionable decisions.
Education
Educate clients easily on changes in their taxes from changes in income to new legislation
Compliance & Security
Our deterministic AI model delivers only the communication outputs you choose, with enterprise-grade security and compliance built in at every stage.
AI-powered video series for Tax & Accounting
Secure, scalable, fully personalized and measurable
Fully Configurable
Improving customer experience through intelligent, real-time personalization.
AI-powered Storytelling
Patent-pending technology is the industry’s 1st personalized video analytics platform.
Deterministic Narratives
Configuration analytics and narration scripts govern what key insights to feature and how to deliver the messaging.
Voices & Avatars
Deepen engagement and increase content retention through 100’s of narrator voices and avatars.
Multi-language
Visualizations and narration currently support multiple currencies and 30+ avatar and voice supported languages
Interactivity
Design interactive menu system to navigate chapters, visualization rollovers and call-to-action buttons.
Measure Engagement
Real-time engagement monitoring across all episodes and clients to maximize impact.
Compliance Ready
Storyline’s data security and compliance is monitored 24/7 by industry leading 3rd part vendors.
Take a tour of the Storyline implementation process
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