The AI-Powered Automation for Modern Tax Firms
Time is money. Keep more of both at tax time.
Automate data collection, extraction, and filing. Save 10+ hours per return and scale your practice without increasing headcount.
Import Tax Documents
Drag & drop 1040, 1065, or 1120 returns directly.
AI Extraction & Mapping
Instantly maps data to fields with 99.8% accuracy.
Fully automated tax preparation for professionals.
Stop acting as a data entry clerk. Our AI-driven platform handles the heavy lifting—from document collection to filing—so you can focus on high-value advisory services.
Analyzing Schedule C deductions and cross-referencing with new tax codes...
Zero Manual Data Entry
Upload PDFs, photos, or connect APIs. We extract everything automatically.
Error-Free Calculations
Automated cross-checks against thousands of tax rules and regulations.
Scalable Infrastructure
Process 10 or 10,000 returns with the same ease and speed.
The Future of Tax Prep
Eliminate data entry and focus on high-value advisory work. Our platform handles the grunt work so you can handle the client relationships.
Intelligent OCR Extraction
Upload W-2s, 1099s, and K-1s. Our AI instantly extracts, validates, and maps data to the correct tax forms with 99% accuracy.
Batch Processing
Handle hundreds of returns simultaneously. Bulk upload documents and let the system process them in the background.
Automated Review
The system flags potential errors, missing information, and audit risks before you even open the return.
Real-time Client Sync
Integrated client portal collects documents and signatures automatically, reducing back-and-forth emails.
Practice Analytics
Track team performance, return status, and revenue projections in one centralized dashboard.
Team Collaboration
Collaborate with colleagues in real-time. Assign tasks, leave comments, and track progress together.
Proof is in the performance.
We measure success by how much time we give back to your firm. Stop grinding through data entry and start growing your practice.
- Average time saved per return
- 4.5h
- Data extraction accuracy
- 99.8%
- Returns processed annually
- 125k+
- Firms scaled to 6-figures
- 85%
Simple, transparent pricing
Start for free, upgrade as you scale. No hidden fees.
Solo
Perfect for independent preparers just starting out.
- Pay-as-you-go filing
- Basic OCR extraction
- Single user seat
- Standard email support
- Client portal (limited)
Growth
For growing firms automating their workflow.
- 50 returns included
- Advanced AI verification
- Up to 5 team members
- Priority chat support
- Full white-label portal
- API Access
Enterprise
For large practices and service bureaus.
- Volume discounts
- Dedicated account manager
- SSO & Advanced Roles
- Custom integrations
- On-premise options
- SLA Guarantee