Run your entire tax practice from one dashboard
CRM, deadline tracking, team workflows, revenue analytics, and billing — unified by AI so nothing slips through the cracks.
CAPABILITIES
Everything to run your tax practice
CRM, deadlines, team management, and revenue analytics — all in one platform.
Client Relationship Management
Every client, every document, every interaction — organized and searchable.
- Unified client profiles with tax history, documents, and notes
- Automated client intake forms and e-signatures
- Smart tagging and segmentation for targeted outreach
- Secure client portal with real-time status updates
Deadline Tracking
AI-powered deadline tracking across federal, state, and local jurisdictions.
- Auto-populated federal & state filing deadlines for every return type
- Multi-channel reminders via email, SMS, and in-app notifications
- Extension tracking with automatic follow-up workflows
- Holiday and weekend adjustment built in
Team Management
See who's working on what, track billable hours, and balance workloads.
- Workload balancing with drag-and-drop assignment
- Automated time tracking and billable hour reports
- Revenue dashboards by service type, preparer, and client segment
- Integrated invoicing with online payment collection
Revenue Analytics
Real-time insights into every aspect of your firm's financial performance.
- Revenue by service type, client segment, or preparer
- Fee realization rates and write-off tracking
- Seasonal revenue forecasting with historical trends
- Accounts receivable aging dashboard
USE CASES
Built for every type of tax practice
Whether you're a solo preparer or a multi-office firm, Taxation.ai scales with your practice.
Solo Practitioners
Manage your entire client base without an assistant. Automated workflows handle the busywork.
Multi-Partner Firms
Role-based access, partner dashboards, and firm-wide analytics keep everyone aligned.
Seasonal Practices
Scale up for tax season, scale down after. Pay only for what you use.
Remote Teams
Cloud-native platform with real-time collaboration, screen sharing, and secure file exchange.
Franchise Preparers
Multi-location management with centralized compliance and brand-consistent client portals.
Advisory Firms
Combine tax prep with advisory services. Track planning engagements alongside returns.
Ready to modernize your tax practice?
Join 2,000+ tax professionals already using Taxation.ai. Start your free trial — no credit card required.