Trusted by 10,000+ Businesses

Intelligent Tax Prep,Simplified by AI

Intelligent AI Tax Prep with Human Tax Pro review

Bank-Level Security
99.8% Accuracy
Modern business analytics dashboard
$2.3M+
Tax Savings Generated
85%
Time Reduction

Built for Small Business Success

Our AI-powered platform combines intelligent automation with professional CPA & EA oversight to deliver unmatched tax optimization.

AI Smart Intake

Simply upload your documents, receipts, and financial data. Our AI instantly categorizes, extracts, and organizes everything automatically.

OCR Recognition
Auto-Categorization

Professional CPA & EA Review

Every tax return is reviewed by licensed CPAs & EAs who verify AI recommendations and ensure maximum deductions within compliance.

Licensed CPAs & EAs
Audit Support

Small Business Focused

Purpose-built for small businesses with industry-specific deductions, business expense optimization, and growth-focused tax strategies.

Industry Specific
Growth Planning

AI Deduction Finder

Discovers hidden deductions you never knew existed

Real-time Calculations

Instant tax projections and optimization suggestions

Audit Protection

Full audit support and compliance guarantee

Lightning Fast

Complete tax preparation in minutes, not hours

AI-Powered Tax Compliance for Small Business

AI does the busywork. Licensed Tax Experts (CPAs & EAs) review, certify, and file. Transparent pricing with upfront estimates.

Freelancer

Best for Freelancers
$79/mo

$79/month (annual) or $899 filing

1040 + Schedule C

AI-powered tax intake & automation
Deduction spotting & expense categorization
Compliance reminders
Filing reviewed & signed by Tax Expert
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Most Popular Plan

Small Business

$149/mo

$149/month (annual) or $1,899–$1,999 filing

1065 or 1120S + 2 owners

Entity return + 2 owner 1040s
K-1 generation & distribution
Multi-state support (1 included)
AI tax projections & reminders
Tax Expert-reviewed filing
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SMB Growth

For Fast-Growing SMBs
$299/mo

$299/month (annual) or $3,588/year

$2M–$5M revenue SMBs

Everything in Small Business
Multi-entity consolidation
Advanced analytics & reporting
Discounted tax planning session
Dedicated account manager
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Enterprise

Custom Plan — Tailored to Your Business
Custom Pricing

1120 C-Corp, multi-subsidiary, $5M+ revenue SMBs

Everything in SMB Growth
Consolidated corporate filings
Premium audit-ready package
Custom entity structuring
White-glove onboarding
24/7 priority Tax Expert support
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Tailored pricing based on complexity and entity count.

All subscription plans include 30-day money-back guarantee and free migration assistance

CPA & EA Review Add-On

Professional CPAs & EAs review your returns, find additional deductions, and ensure compliance

Bookkeeping Services

Full-service bookkeeping with monthly reconciliation and financial statements

Audit Protection

Complete audit defense with expert representation and documentation support

View Detailed Pricing & Add-Ons

Are You a Licensed Tax Professional?

Access the CPA & EA Professional Portal to review AI-prepared returns, manage client portfolios, and leverage advanced tax optimization tools.

Licensed CPAs & EAs

Professional verification required

Client Management

Portfolio oversight and review tools

Advanced Analytics

Professional-grade reporting and insights