Demo Portal | True Faith Financial Hub

AI Tax Preparation

From W-2 to e-file — fully automated

Grace handles the entire tax preparation lifecycle:

▸Document intake and OCR scanning of W-2s, 1099s, K-1s, and receipts

▸AI-powered tax computation across 1040, 1040-NR, 1041, 1120, 1120S, and 1065 returns

▸Automatic Schedule C preparation for self-employed and gig workers

▸Filing status optimization and deduction discovery

▸Grace's review layer — she flags anomalies and missing documents before a human ever touches the return

▸E-file submission tracking with IRS confirmation numbers

▸Tax projection and planning year-round, not just at tax season

Every return goes through Grace's AI prep, then her review layer, then gets assigned to a human preparer for final sign-off. AI never files alone — a licensed human always reviews and submits. This is how True Faith scales: Grace does 90% of the work, humans do the final 10%.

Credit Repair & Dispute Engine

AI-driven dispute generation and tracking

Grace's credit repair module is a full dispute factory:

▸Pulls and analyzes credit reports from all three bureaus — Experian, Equifax, and TransUnion

▸AI identifies disputable items: late payments, collections, charge-offs, bankruptcies, hard inquiries, identity theft, mixed files

▸Generates customized dispute letters for each bureau and creditor

▸Tracks 30-day response deadlines automatically

▸Sends follow-up reminders when bureaus don't respond in time

▸Records resolution outcomes and tracks score improvement

▸Bulk dispute generation for high-volume credit repair operations

Grace doesn't just write letters — she manages the entire dispute lifecycle, tracks every deadline, and follows up automatically. This is credit repair at scale.

Bookkeeping & Payroll

Full-cycle bookkeeping and ADP-style payroll

Grace handles bookkeeping and payroll like a full accounting department:

BOOKKEEPING:

▸Transaction categorization and journal entry management

▸Monthly reconciliation and financial statement generation

▸Expense tracking with receipt upload and OCR extraction

▸Invoice creation, bulk invoicing, and accounts receivable tracking

▸Revenue dashboards with chart visualization

PAYROLL (ADP-style):

▸W-2 and 1099 employee management

▸Hourly and salary calculations with overtime

▸Federal and state tax withholding

▸Direct deposit setup and tracking

▸Pay stub generation and distribution

▸Payroll runs with approval workflows

▸Payroll reporting and tax filings

Grace processes payroll, generates pay stubs, tracks direct deposits, and ensures compliance — all in one place. No more juggling three different payroll platforms.

IRS Resolution & Tax Resolution

Resolve back taxes, audits, and IRS disputes

Grace's IRS resolution module helps clients facing:

▸Back taxes and unpaid tax debt

▸IRS audits and examination responses

▸Installment agreement negotiations

▸Offer in Compromise preparation

▸Penalty abatement requests

▸Levy and wage garnishment releases

▸Tax lien withdrawals

▸Currently Not Collectible status

Grace prepares resolution documents, tracks IRS response deadlines, manages communication with IRS agents, and keeps clients informed every step of the way. She tracks every case through intake, document collection, preparation, submission, and resolution.

Business Funding & Loans

AI-powered funding matching and application

Grace's business funding portal matches clients with the right financing:

▸SBA loans, term loans, lines of credit

▸Equipment financing and invoice factoring

▸Merchant cash advances and business credit cards

▸Grants, angel investors, and venture capital

▸Revenue-based financing

Grace evaluates each client's revenue, time in business, credit score, and collateral to recommend the best funding options. She prepares applications, tracks lender responses, and manages the entire funding lifecycle from intake to funded.

This is how True Faith helps businesses grow — not just by doing their taxes, but by helping them access the capital they need to scale.

Life Insurance & Financial Advisory

Life, auto, and home insurance plus financial planning

Grace's insurance and advisory module covers:

INSURANCE:

▸Term life, whole life, universal life, and final expense policies

▸Auto insurance (liability, collision, comprehensive)

▸Home insurance (homeowners, renters, condo, flood)

▸Policy comparison and carrier matching

▸Application tracking and underwriting management

▸Premium tracking and renewal reminders

FINANCIAL ADVISORY:

▸Tax projection and planning

▸Retirement planning guidance

▸Investment strategy recommendations

▸Estate planning document preparation

▸Business succession planning

Grace helps clients protect their assets, plan for retirement, and build generational wealth — all from one platform.

Marketing & Growth Engine

Automated marketing, social media, and lead generation

Grace doesn't just manage finances — she helps grow the business:

▸AI-generated social media content for Facebook, Instagram, LinkedIn, TikTok, YouTube, and X

▸Social media scheduling and publishing

▸Lead capture forms with spam detection and lead scoring

▸Automated lead follow-up sequences via email and SMS

▸Marketing campaign management with A/B testing

▸Newsletter generation with AI-written content

▸Bulk email blasts and outreach campaigns

▸Marketing analytics and performance reporting

Grace generates leads, scores them, follows up automatically, and converts them into paying clients. She is a full marketing department in one AI.

Document Signing & Compliance

E-signature portal and WISP compliance

Grace's document management includes:

SIGNING PORTAL:

▸Create and send signature requests for engagement letters, 8879 e-file forms, Powers of Attorney, contracts, and more

▸Track signature status in real-time — pending, viewed, signed, declined

▸Automatic reminders to clients who haven't signed

▸Signed document storage and download

▸Drag-and-drop document upload

COMPLIANCE:

▸WISP (Written Information Security Program) compliance dashboard

▸Audit log tracking for every action taken in the system

▸Data backup automation

▸System health monitoring

▸Tax deadline alerts and compliance checks

Grace ensures every document is signed, stored, and compliant — protecting both you and your clients.

How Grace Scales Your Business

The business case for Grace AI

Grace is the ultimate business scaling engine:

FOR TAX FIRMS & FINANCIAL SERVICES:

▸Grace scales your business 50 times more — if you're pushing 50 returns at a time, Grace makes it 50 times faster

▸Grace does the prep, your team does the review and sign-off

▸Automated follow-ups mean no client falls through the cracks

▸Built-in CRM, pipeline management, and lead scoring

▸White-label the entire platform with your own branding

FOR ENTREPRENEURS & SMALL BUSINESSES:

▸Your entire financial department in one platform

▸Tax prep, bookkeeping, payroll, funding, insurance — all handled

▸Grace works 24/7 — she never sleeps, never takes vacations

▸AI-powered insights help you make better financial decisions

▸Pay a fraction of the cost of hiring a full finance team

FOR WHITE-LABEL PARTNERS:

▸Rebrand the entire platform as your own

▸Your colors, your logo, your domain

▸Full admin access to manage your own clients and team

▸Grace becomes YOUR AI — she works for YOUR brand

▸Revenue share and subscription tiers built in

This is the future of financial services. Grace is not a tool — she is an employee who never sleeps, never complains, and executes every single time. We don't just create. We execute.

Mentorship & Business Scaling

1-on-1 and group mentorship with Shantadria Prelow

Go beyond software — get direct mentorship from Shantadria Prelow, founder of True Faith Financial Solutions.

MENTORSHIP PACKAGES:

▸Group Mentorship — $499/month: Learn alongside other entrepreneurs, share insights, and grow together in a collaborative setting

▸1-on-1 Private Mentorship — $999/month: Personalized guidance, direct access, and custom business scaling strategy tailored to your goals

▸Full Mentorship Program — $1,999/month: Weekly 1-on-1 sessions, group mastermind access, unlimited messaging, and the complete business scaling toolkit

WHAT YOU GET:

▸Step-by-step guidance on scaling your financial services business

▸Learn how to leverage Grace AI to process more clients with less overhead

▸Marketing and lead generation strategies that actually work

▸Access to proven systems, templates, and workflows

▸Direct feedback on your business strategy and growth plan

▸Network with other ambitious entrepreneurs in the group sessions

Whether you're starting a tax firm, scaling your bookkeeping business, or building a full financial services empire — Shantadria's mentorship gives you the roadmap, the tools, and the accountability to get there faster.

This isn't just mentorship. This is building your legacy.

👉 Choose your mentorship package and start scaling today. View Mentorship Packages

Meet Grace AI

Your AI-powered financial chief of staff

Grace is not just another chatbot. She is a fully autonomous AI financial assistant designed to run your entire financial operation — 24 hours a day, 7 days a week, 365 days a year.

Grace is represented as an urban, professional Black woman — a high-authority CPA, EA, and financial strategist with decades of institutional knowledge encoded into her AI brain. She doesn't just answer questions. She prepares taxes, disputes credit items, manages bookkeeping, resolves IRS issues, processes payroll, finds funding, and markets your business — all without coffee breaks, sick days, or overtime pay.

Grace is the market leader because she was built different. While competitors offer single-purpose tools, Grace is an all-in-one virtual financial office that executes end-to-end. She is to be sold, not stolen — because the value she delivers is worth every penny.

Grace AI Online

Your AI Tax Preparer & Virtual Assistant

Try Grace now — ask about taxes, credit repair, bookkeeping, IRS resolution, business funding, insurance, payroll, and more. Grace is a fully functional AI assistant ready to help you right now.

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