FEATURES
From AI-powered document extraction to e-filing — every feature designed to save time, catch missed deductions, and give your clients a premium experience.
YOUR ALWAYS-AVAILABLE TAX EXPERT
Ask complex tax questions and get instant, IRS-referenced answers. The assistant understands your return context and gives specific guidance — not generic advice.
FROM PAPER TO RETURN IN SECONDS
Upload any tax document — W-2, 1099, K-1, receipts, bank statements — and watch as AI reads every field and maps it to the correct form line.
NEVER MISS A DEDUCTION AGAIN
Our AI scans your income, expenses, and life events against 500+ federal and state deductions. Each suggestion comes with a risk score and IRS reference.
PROFESSIONAL CLIENT EXPERIENCE
Give each client a secure, branded portal to upload documents, answer intake questions, sign engagement letters, and track their return status in real time.
RUN YOUR ENTIRE FIRM FROM ONE DASHBOARD
Client CRM, team management, revenue analytics, and billing — all integrated so nothing falls through the cracks during tax season.
FILE WITH CONFIDENCE
Submit federal and state returns directly through our IRS-authorized e-file system. Real-time status tracking and automatic compliance checks before filing.
FULL LIFECYCLE RETURN TRACKING
Create, manage, and track every return through preparation, review, filing, and completion. See the status of every return at a glance.
DATA-DRIVEN DECISIONS
Returns filed, refunds processed, revenue, and processing time — all visualized in monthly charts with exportable reports for firm leadership.
ADVANCED TAX CALCULATIONS
Depreciation schedules across 13+ countries, R&D tax credit calculations, and deferred tax computations — all automated and audit-ready.
PLAN BEFORE YOU FILE
Run side-by-side tax planning scenarios. Change income, filing status, deductions, or 401(k) contributions and instantly see the impact on tax liability.
STREAMLINED TEAM WORKFLOW
Route returns through a structured review process. Track pending, approved, and needs-changes status, and assign preparers and reviewers.
NEVER MISS A DEADLINE
IRS deadlines auto-populated for every form type with custom reminders. Set recurring alerts and track extensions all in one calendar view.
Join thousands of tax professionals using Taxation.ai to work smarter.