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L3i
The full SALT lifecycle on one platform

One foundation. Every report.

Onboard a client once. From a single normalized foundation, L3i generates every SALT report across the U.S. and Canada — and keeps the whole engagement tracked and audit-ready, continuously.

Start · one-time
Onboard

AI-assisted — each client in fast.

01
Ingest

Transactions, documents, and more.

02
Normalize

AI cleans and structures the data.

03
Generate

Any report, from the same foundation.

04
Query & insight

Ask the data questions; surface risk.

05
Track

Deadlines and status across the book.

↻ Steps repeat continuously

Not a chatbot with a tax prompt

AI-native by construction.

So the answer fits this taxpayer, in this state — and gets sharper every time. Deterministic where the rules are settled, AI where retrieval and judgment help.

Deterministic rules

For the rules that are settled, a deterministic engine makes the call — reproducible, not a guess.

Retrieval by meaning

Vector search and RAG surface the comparable call your team already made — by meaning, not keywords.

AI drafting

An on-prem LLM drafts and explains each determination in plain language.

Feedback loop

Every expert accept, reject, and correction feeds back — so the next answer starts from everything your firm has decided.

It won’t guess.

When the evidence is thin, L3i flags the gap and routes the call to a human expert instead of returning a confident wrong answer — and every determination it makes is cited to the controlling authority.

The data layer

Messy data in. Answers out.

Bring client data in any format — L3i does the normalizing, not your team.

Data normalization

Messy client exports become a clean foundation every report can use.

AI-assisted cleanup

AI maps and normalizes fields automatically — your team reviews, not retypes.

Query your data

Plain-language questions across one client or your whole book.

Insights & risk

Approaching nexus, exposure, and filing risk surfaced before deadlines do.

What you generate

Every SALT report. Hundreds of hours back.

Not a stack of isolated projects. Every report draws from that one shared foundation — so each builds on the last, and they all stay current as the data changes.

Nexus Studies

Where every client has triggered economic or physical nexus — automatically, and kept current.

40+ hrssaved · per study

Product Taxability

Taxability resolved across 2,000+ product codes and 50+ jurisdictions, as rules change.

160+ hrssaved · per matrix

Exposure Analysis

Prior-period liability quantified across jurisdictions — before it becomes a problem.

30+ hrssaved · per analysis

VDA Management

Disclosure workpapers generated and the process managed; your team submits to the state.

30+ hrssaved · per disclosure

SUT Audit Reports

Documentation already assembled when an audit lands — not reconstructed under pressure.

50+ hrssaved · per audit

Tax Returns

Clean, client-ready return summaries from the same foundation — not reassembled by hand.

20+ hrssaved · per cycle

A few of the highlights — from the same foundation, your team can generate any SALT report a client needs.

One connected platform

No patchwork of tools. Every report feeds the next.

Nexus flows into exposure, exposure into VDAs, normalized data into returns and audits — so audit readiness is the natural outcome, not a separate project.

Schedule a Demo →