Scale your availability without scaling your headcount.
Your Individual AI handles the first layer of tax questions around the clock. Strategy questions, follow-ups, and initial guidance get answered without touching your calendar.
Meet the Business Owners
Bring anyone into focus to see how they use their Individual AI.
Transformations · Business Owners
Your tax strategy, personalized to every client.
Courtney Epps spent nineteen years learning how to find money others miss. She taught her Individual AI the strategies, the processes, the instincts, everything that makes her expertise invaluable to a client. Now that expertise shows up for every client, at any hour, whether she's in the room or not.
“My Individual AI doesn’t just answer questions. It takes clients on the same journey I would. It knows my strategy, my process, and how I think through freeing up money for my clients. Nineteen years of practice, available at any hour, in exactly the way I would deliver it.”
Courtney Epps · Tax Strategist · Author · International Speaker
How Business Owners use it
One AI. Give every client your full tax strategy, not just an answer.
Own your expertise instead of giving it away.
Every time you share your methods in a general AI tool, you are training a model that will eventually compete with your clients. On Uare.ai, your strategies belong to you. It never feeds a public model, never trains an LLM, and is deletable at any time. That is a competitive asset, not a liability.
Earn from your knowledge beyond the hour.
Your time has a ceiling. Your Individual AI does not. Set a monthly subscription price and open your expertise to clients who cannot access you directly.
Automate the repetitive work that slows you down.
Your AI knows your tax frameworks, your process, and the questions every client eventually asks. It handles the routine so you stay focused on the complex strategies only you can build.
Build thought leadership that actually sounds like you.
Turn your expertise into Thoughts. Tax insights, articles, and video in your voice, published consistently. Your Individual AI knows how you think about strategy. Creation gets faster the more it learns you.
Connect everything
Your AI plugs into every tool you already use to run your tax practice.
Your client communications.
It knows how you write to clients, the questions they ask, and where they are in their tax strategy. It helps you respond, follow up, and stay on top of every relationship without losing your voice.
Your documents and frameworks.
Your strategies, playbooks, and client materials feed directly into your AI. It doesn’t just store them. It uses them to walk clients through your exact thinking on demand.
Your calendar and scheduling.
It knows your availability, your priorities, and what’s coming next. It surfaces what matters, flags conflicts, and keeps your time protected for the work only you can do.
Your billing and financial tools.
Connect Stripe and your financial stack. Your Professional Dashboard tracks subscribers, revenue, next payout, and earnings trends in one place.
Your content channels.
It understands your voice across LinkedIn, your speaking platforms, and social. It helps you publish tax insights consistently, draft replies, and keep your presence aligned with who you are as a strategist and author.
Your messaging apps and thousands more.
Slack, Teams, your CRMs, your project tools, your custom workflows. Whatever sits at the center of how your practice runs, your Individual AI connects to it.
1,000+ tools connected. One AI that knows your practice.
Talk to Courtney’s Individual AI
This is Courtney. Not a chatbot. Not a template.
Courtney’s Individual AI is built on 19+ years of tax strategy and accounting expertise. Ask her anything you’d ask a trusted tax strategist. Built on the Human Life Model. Zero-party data. Owned entirely by her.
Start building yoursCourtney Epps
Tax Strategist · Author · International Speaker
Built on her expertise, her methods, and her 19+ years of experience. Not a chatbot. Not a template. Courtney.
Try asking
- What’s the difference between tax preparation and real tax strategy?
- How do I know if my business has the right structure to save on taxes?
- Can you help me amend a past tax return I think was done wrong?
Earnings vary and are not guaranteed. Individual AI responses are not professional, medical, or financial advice.