Platform Documentation
Complete user guide for the Uncle Kam platform. Covers both KamCode™ Advanced Tax Plan Builder and the Tax Analyzer — everything you need to create professional, AI-powered tax plans for your clients.
New to Uncle Kam?
Start with Chapter 1 to learn how to create your first tax plan from start to finish using the KamCode™ Tax Plan Builder. The guide walks you through every step of the intake form and plan generation process.
Start with Chapter 1KamCode™ — Advanced Tax Plan Builder
Create comprehensive, AI-powered tax plans with detailed strategy recommendations, scenario comparisons, and client-ready reports.
Introduction
Welcome to the Uncle Kam Platform Documentation. Overview of the platform, what's included, and how to use this documentation.
Getting Started - KamCode
Learn how to create your first tax plan, navigate the interface, and generate client-ready reports.
Strategy Overview
Understand the tax strategies available and how to apply them to different client scenarios.
Field Guide & Reports
Master the detailed field-by-field guide and learn how to customize client deliverables.
Navigation & Settings
Configure your workspace, manage settings, and optimize your workflow.
Tax Analyzer
Quickly assess client opportunities with the diagnostic questionnaire and generate analysis reports that identify potential tax savings.
Reference
Quick-lookup glossary of all tax strategies with IRS code citations — useful for both products.