FAQ
Questions practitioners ask before they start.
Straight answers about the beta, what Jenna does, and what happens to your clients' details.
Request beta accessFree during the private beta. No credit card needed.
The beta
Joining the private beta
Is Jenna free?
Yes, during the private beta. No credit card needed.
Who is Jenna for?
Solo enrolled agents, CPAs and tax attorneys who handle IRS problem cases.
What happens after I request access?
We read every request. If you're a fit, your invite code arrives by email.
How do I use my invite code?
The email links to the account form with your code and email already filled in. The code works for 30 days.
What if I already have an account?
Sign in as usual. If you request access again, we email you a link to sign in instead.
How do I report a bug or ask for a feature?
Inside Jenna, the Insider board takes bug reports and feature requests. You can follow each one from New to Shipped.
Using Jenna
What Jenna does, and what stays with you
Does Jenna replace my tax prep software?
No. Your tax software prepares the return. Jenna helps with what comes after: IRS notices, transcripts, penalty relief and collections.
What can Jenna do?
Jenna reads IRS account transcripts, drafts letters to the IRS and state agencies, lays out a plan of action for a case, sorts bank statements, and answers tax questions.
Do I still check the work?
Yes. Jenna does the first pass, and you make the calls. Check every date, figure and cite before anything goes to the IRS or your client.
Where do Q&A answers come from?
Answers list the web links they used. Open the source and read it before you cite it.
Your clients' data
What happens to your clients' details
What does the AI see?
Your work, with identifiers as placeholders. Dollar amounts and dates stay, so the math works.
What gets swapped out?
On Jenna's own servers, people's names, Social Security numbers, bank account numbers and other identifiers become placeholders before any AI call. Real details come back in the answer you see. If the check cannot run, nothing is sent.
Can I see what was found before it's sent?
In Q&A, Letter Drafter, Financials and transcript PDFs or images, yes. You see what was found before anything is sent. The security page lists what is swapped and where the scan can miss.
Do I still need my client's consent?
That decision is yours and your advisor's. The security page shows what Jenna sends and to whom.
Still have a question?
Write to support@getjenna.com. A real person reads every message.
Request beta accessFree during the private beta. No credit card needed.