Thursday, Oct 9, 2026 · 4 things need you this week
IdentityVerified once, used everywhere
✓KYC level 2 · can act for you
Government ID
Texas driver license
Liveness check
Passed · Sep 3, 2026
Signs as
Maya L. Chen
Used this month
6 actions
What the agent may do alone
Notify onlyFinds things, never prepares them
Prepare and askDefaultDrafts everything, you approve each step
Act within limitsAddress updates, cancellations under $20
Always asks: anything that files, pays or signs, whatever the setting.
Connected sourcesread-only
EmailConnected
Bank and cardsConnected
PayrollConnected
BrokerageConnected
IRS Online AccountConnected
Health insurance
Found for you
📦MoveMoving Nov 15 → Denver, CO15 accounts still have your Austin address. 7 of them the agent can update today.
🛂RenewPassport expires Mar 2, 2027Many countries require 6 months' validity. Your Lisbon trip is in April.
💸Claim$412 flight refund unclaimedFlight AX 2231 was cancelled Sep 22 and you didn't travel. Plus 2 more claims worth $926.
🧾TaxYou'd owe about $460 for 2026Freelance income has no withholding. 4 moves before Dec 31 could turn that into a refund.
Active jobs
Job
Module
Progress
Next step
Status
📦 Moving to Denver
Austin, TX → Denver, CO · Nov 15, 2026 · plan built from 14 months of email and bank activity
0 of 13 required done
15
Accounts with your old address
7
Agent updates directly
4
Need your signature
2
You do in person
2
Optional offers
Passed to other modules
→ TaxPart-year residency: Texas until Nov 14, Colorado from Nov 15. Colorado return DR 0104PN added.
→ RenewDon't renew the Texas license or registration. Replace them with Colorado ones.
→ PayrollState withholding switches from none (TX) to Colorado on Nov 15.
🪪 Renewals
Read from your document vault · each document has its own lead time
Document
Expires
Lead time
Why now
Status
💸 Money you're owed
Found in email, bank transactions and insurance documents
$1,338
Potential, across 3 claims
$0
Filed and being tracked
$0
Recovered this year
Claim
Amount
Basis
Deadline
Status
🧾 Taxes · 2026
Year-round copilot · single filer · W-2 job plus freelance design · moving states in November
If you filed today
Owe $460
With the strategies you've accepted
Owe $460
This updates monthly from payroll, bank and brokerage. Agent estimate from sample data, not tax advice.
Projected balance by monthred = you'd owe · green = refund
Life events that changed your taxesfrom other modules
Nov 15
Moving TX → COfrom Move Part-year Colorado return (DR 0104PN). Colorado taxes income earned after Nov 15.
May 2
First freelance paymentfrom bank No withholding on it, so quarterly estimates and Schedule C apply.
Mar 18
Sold ETF sharesfrom brokerage Long-term gain. One lot is old enough that the broker may not report its cost.
Jan 1
HSA through payrollfrom payroll $2,250 contributed. There's room to add more before April 15.
Strategies the agent checked for youLegal planning only · you decide each one
Not done for you: accepting a strategy drafts the payroll change, transfer or trade. Nothing moves money until you approve that action.
Documents for your 2026 returncollected automatically
W-2 · employerpayrollReceived
1099-NEC · freelance clientemailReceived
1099-INT · savingsbankReceived
1099-B · brokeragebrokerage1 lot missing cost
Identity Protection PINIRS accountRetrieved
Colorado residency datesMoveNov 15
File with the agentSimulated filing season
The agent fills your federal and Colorado return from these documents. It only asks about what it can't find, then runs accuracy checks before you sign.
Checked first: your income is above the limits for IRS Free File and free volunteer help (VITA). If you qualified, the agent would send you there.
Carried forward to 2027starts the next year's plan
Jan
Full-year Colorado resident Colorado withholding all year. No part-year split.
Jan
Quarterly estimates set up Based on 2026 freelance income, so there's no underpayment penalty.
Any
IRS letters If a notice arrives, the agent reads it, explains it, and drafts a reply for you to approve.
Set up Errand
Verify once. The agent uses this identity every time it acts for you.
Step 1 of 4
🐝
1Interview2Confirm draft3Accuracy checks4Sign and submit
Estimated federal
updates as fields fill
—
Required 0/0
🔒 Draft confirmed and locked. Changes reopen the interview.
Accuracy checks
Runs after you confirm the draft.
CheckingComparing against your records…
The agent drafts. You confirm, and you sign.
🐝
Ask Errand
Answers only from your vault and connected accounts · 41 accounts · 12 documents
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Guardrail · answers only from your own records, never guesses a number · any action opens on its page for your approval