Tax Studio AI - AI-Powered Tax & Accounting Automation

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AI for tax professionals

Revolutionize Your Tax Prep with AI

Turn messy documents into ready-to-file returns in minutes—save hours, cut errors, and finish with confidence.

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Free for 7 days — no charge today. Cancel anytime. Card required. Unused credits refunded.

Encrypted in transit & at rest Works with QuickBooks, Xero, more No hidden fees

Tax professional smiling while using Tax Studio AI on a laptop

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From Chaos to Ready‑to‑File

Turn messy docs into ready‑to‑file returns with AI.

Pain: messy intake & manual entry

Chasing documents across email and folders. Keying line items into spreadsheets. Error‑prone reconciliations under deadline.

Step 1

Solution: AI cleans, extracts, autofills

Upload any doc. Tax Studio AI extracts fields, flags gaps, generates P&L snapshots, and pre‑populates forms—so you review, not retype.

OCR + field extraction
Missing‑info flags
Form prefill

Step 2

Outcome: hours saved, fewer errors

Teams report faster closes and cleaner returns—more advisory, less rework.

0

mins saved / return

0%

fewer errors

0

agents online (24/7)

Step 3

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AI-Driven Solutions for Modern Tax Professionals

Leverage cutting-edge AI to automate tedious tasks, gain deeper insights, and deliver exceptional client service.

Document intake that cleans itself

Securely upload any document. Our AI cleans, sorts, and extracts key data instantly.

Instant P&L and balance snapshots

Generate accurate financial statements in seconds, ready for client review or tax prep.

Auto-filled tax forms, review-only workflow

Let AI handle the data entry. Your team just needs to review and approve, saving hours.

Audit alerts before they become issues

Proactively identify discrepancies and potential red flags, helping you prepare robust defenses.

24/7 AI agents for the busywork

Delegate repetitive data categorization and reconciliation tasks to AI that works around the clock.

Secure client portal they’ll actually use

A dedicated, easy-to-use portal for seamless and secure document exchange with your clients.

1

Upload & Ingest

Drop PDFs, scans, CSVs. AI extracts fields, dedupes pages, and flags missing docs instantly.
2

Analyze & Process

P&L and balance snapshots auto‑built; forms prefilled; anomalies highlighted for review.
3

Review & Finalize

Approve fixes, export or e‑file, and ship with an audit trail for confidence.

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Extracts fields Flags gaps Prefills forms

Choose a plan

Simple pricing built for transparency. Pay a one-time startup credit today (first month free). Monthly billing starts next month.

Basic

$29/mo

One-time startup credit: $299

Credits included: 75

Price per credit: $3.99

Due today

$299

Then $29/mo starting

MOST POPULAR

Pro

$199/mo

One-time startup credit: $599

Credits included: 172

Price per credit: $3.49

Due today

$599

Then $199/mo starting

Agency

$399/mo

One-time startup credit: $899

Credits included: 300

Price per credit: $2.99

Due today

$899

Then $399/mo starting

No minimum commitment. Cancel anytime.

Seamlessly Integrates With Your Existing Tools

Connect Tax Studio AI with popular accounting software, CRMs, and cloud storage.

Learn & Master Tax Studio AI

Explore our tutorials, guides, and videos to get the most out of our platform.

Video Tutorials

Watch step-by-step guides on using key features and optimizing your workflows.

Knowledge Base

Find detailed articles, FAQs, and best practices in our comprehensive help center.

Blog

Stay informed with the latest updates, tips, and insights on maximizing Tax Studio AI.

Don't Just Take Our Word For It

“Since using Tax Studio AI, we’ve cut down our prep time by 40%. It’s like having an extra team member who never gets tired.”

Carlos Mendoza

Managing Director, CM Advisors

“The AI's accuracy on document extraction is incredible. We're catching errors we used to miss, which saves us hours in rework.”

Laura Martinez

Partner, LM Tax Consultants

“Our clients love the secure portal. It makes them feel confident, and it makes our intake process twice as fast.”

Jorge Castillo

Independent Tax Consultant

Ready to Revolutionize Your Tax Practice?

Join thousands of firms saving hundreds of hours, reducing errors, and focusing on high-value client advisory with Tax Studio AI.

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7-day free trial. Cancel anytime.