Premium Agent
Tax & Close Team
Tax & Close Team gives accounting and finance operators a native multi-agent workspace for recurring close and tax-prep work. It keeps engagement memory, document handoffs, review state, and evidence trails local while guiding the team through intake, ledger classification, deadline communications, return prep, and final review.
Starting At
$499
One-time purchase
What It Does
Coordinates document intake, ledger review, deadline communications, return prep, and final review for tax and close workflows.
Includes a Nexus License Key issued by the Nexus License Server after purchase.
Core Features
Workflow automation that keeps working after setup.
Tax & Close Team is built for teams that need a private, repeatable workflow. It watches the inputs you configure, keeps useful history, and prepares review-ready output your team can act on.
Native multi-agent team payload managed by ClearPoint Agent Manager
Part of the Premium Agent package and configured for repeatable team review.
Tier-aware roster with Starter intake, ledger, and deadline agents
Part of the Premium Agent package and configured for repeatable team review.
Pro and Elite return-prep and review agents with team memory
Part of the Premium Agent package and configured for repeatable team review.
Local evidence, handoff, and audit contracts
Part of the Premium Agent package and configured for repeatable team review.
Guided setup, local console, logs, and support bundle path
Part of the Premium Agent package and configured for repeatable team review.
No customer-facing Docker or terminal requirement through Agent Manager
Part of the Premium Agent package and configured for repeatable team review.
Recommended Models
Model guidance for best results.
Preferred
GPT
GPT is preferred for structured tax and close synthesis. Outputs are review drafts and must be checked by qualified finance or tax professionals.
Recommended alternatives
You choose and pay for the model provider directly. ClearPoint Nexus recommends a default for quality and cost, but the package supports the alternatives listed here where the agent workflow allows them.
Pricing Tiers
Choose the operating depth that matches your workflow.
$499
One-time license
All sales final. No refunds on digital products.
$999
One-time license
All sales final. No refunds on digital products.
$1,499
One-time license
All sales final. No refunds on digital products.
License
Activation is handled by the Nexus License Server.
Your purchase includes a Nexus License Key.
The key confirms which agent and tier you purchased. During setup, ClearPoint Agent Manager activates against the Nexus License Server for your computer and downloads only the payload you are entitled to run. The agent then checks that activation before running. This keeps access tied to the buyer without sending workflow data to ClearPoint Nexus.
FAQ
Questions teams ask before they deploy.
How does the Nexus License Key work?
After purchase, the Nexus License Server issues a license key for your agent and tier. You paste that key into ClearPoint Agent Manager, and the app activates this machine, downloads only the entitled payload, and checks the license before running. If the key is missing, expired, revoked, or used on the wrong machine, the agent stops safely and explains what to fix.
What is included with a Premium Agent purchase?
You receive ClearPoint Agent Manager setup access, the entitled agent payload, tier-specific configuration, license activation flow, health check, troubleshooting tools, and customer documentation for the workflow you purchased.
Where do my data and credentials go?
The agent is designed to run where you install it. Your local files, source exports, provider keys, Slack tokens, and mailbox credentials stay under your control. When an AI provider is used, the agent sends only the workflow context needed for that step through the provider key you configure.
Can we change providers or models later?
Yes. Each package lists a recommended model for best performance and supported alternatives. You can update the provider key or model setting during setup or later if your team prefers a different supported provider.