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Verifiedlast checked 21 Oct 2026 · re-checked every 3 days
Filed
AI tax preparation platform that automates data entry, quality review, and tax planning for accounting firms using existing tax software
- Pricing (as verified)
- Custom (flat monthly fee based on taxpayer count)
- Free plan / trial
- No free plan · trial: 60-day money-back guarantee
- Works in
- United States
- Best for
- Small teams, Larger teams and companies
- Does
- Paperwork, contracts and documents, Quality control and inspections, Tax preparation
- Connects with
- Canopy, professional tax software
- Company
- not stated
- Billing and payment
- Bills in USD; accepts major payment methods (specific details not publicly disclosed). Flat monthly platform fee structure.
Worth knowing: Best for larger accounting firms: Requires minimum of 500 taxpayers per year to be cost-effective. Pricing requires sales call and is not publicly listed. Platform fee model rather than per-return pricing.
Is this the right tool for your business?
The directory tells you what exists. The audit tells you what to use, with the prompts, a setup playbook and a 90-day plan.
Start my audit, from $29“Verified” means: real company, live product, priced as stated on its own site, evidence of real users, checked on the date shown and re-checked every 3 days. It is not a recommendation for your business; the audit does that. We take no commission and have no sponsored listings. How we verify, with live numbers.