Everything you need to prepare taxes smarter
12 integrated tools — from AI-powered document extraction to e-filing — designed to save time, catch missed deductions, and deliver a premium client experience.
AI Tax Assistant
Ask complex tax questions and get instant, IRS-referenced answers. Context-aware guidance — not generic advice.
Document Extraction
Upload any tax document — W-2, 1099, K-1, receipts — and AI reads every field and maps it to the correct form line.
Deduction Discovery
AI scans income, expenses, and life events against 500+ deductions. Each suggestion includes a risk score and IRS reference.
Client Portal
Secure, branded portal for document uploads, intake questionnaires, e-signatures, and real-time return status tracking.
Practice Management
Client CRM, team management, revenue analytics, and billing — all integrated so nothing falls through the cracks.
E-File & Compliance
Submit federal and state returns through our IRS-authorized e-file system with real-time status tracking and compliance checks.
Tax Returns
Create, manage, and track every return through preparation, review, filing, and completion — all at a glance.
Analytics Dashboard
Returns filed, refunds processed, revenue, and processing time — visualized in charts with exportable reports.
Accounting Tools
Depreciation schedules across 13+ countries, R&D tax credit calculations, and deferred tax computations — all automated.
What-If Scenarios
Run side-by-side tax planning scenarios. Change income, filing status, or deductions and instantly see the impact.
Review Queue
Route returns through structured review. Track pending, approved, and needs-changes status with team assignments.
Tax Deadline Calendar
IRS deadlines auto-populated for every form type with custom reminders, recurring alerts, and extension tracking.
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Join thousands of tax professionals using Taxation.ai to work smarter this season.