Nine months in the making · Flagship SDA case study

We built an AI agent that can do the tax work.

This is not a chatbot demo. SDA turned more than 5,000 controlled project artifacts into a live federal and Arizona tax workflow—then carried the work into TurboTax and through software review.

9 months end to end5,000+ controlled artifacts2 live reviews passed
The three-minute flagship film

Nine months of work. On screen.

Hover anywhere on the film for an instant muted preview. Click to open the full showcase with its original score.

Title frame for the Tax Workflow Agent demonstration Hover: instant preview · Click: full film + score · 3:00
What SDA built

Not a prompt. A complete operating system for high-stakes work.

SDA keeps evidence, decisions, calculations, software actions, and human review connected across months—not just one chat.

01

Control the evidence

Organize more than 5,000 project artifacts into a current, traceable source of truth.

02

Resolve the hard calls

Research and reconcile federal, Arizona, business, credit, and depreciation positions.

03

Do the work

Carry settled inputs into a live TurboTax interview and move the return forward.

04

Prove the result

Reconcile the software output, catch constraints, and preserve the human filing gate.

The engagement behind the film

A nine-month tax project, transformed into an agentic system.

The public film shows the final mile. Behind it is an evidence-controlled federal and Arizona engagement spanning research, reconciliation, workpapers, tax software, and review.

9months from raw records to live software review
5,415controlled project artifacts in the source engagement
21current workpapers in the final review package
2live software reviews passed: federal and Arizona
$1
No black box. Every variance explained.

The source-cent workpapers and live software result were reconciled to one dollar of whole-dollar calculation behavior—not left as an unexplained difference.

What the agent mastered

One engagement. Every layer connected.

Evidence & reconciliationIncome, receipts, expenses, reimbursements, source files, and current authority kept connected.
Business taxA combined Schedule C, business assets, and bonus depreciation carried into the live return.
Credits & healthcareEducation, Marketplace coverage, and Arizona research-credit logic resolved with primary-source support.
Software & filing routeFederal review passed, Arizona Smart Check returned no errors, and a state-form product limitation was caught.
Finished like the work deserved

A breakthrough should not look like a screen recording.

The film was cut from 4K sources, selectively stabilized, denoised, sharpened, and rescored so the presentation matches the substance of the system behind it.

4K source master13 best selects100% captured audio removed3:00 original-score showcase
The proof is public

Watch nine months of engineering become three minutes of action.

No login. No mock interface. Just a real agent moving a real tax workflow forward.

Watch the flagship film