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.

Start saving time
Encrypted in transit & at rest Works with QuickBooks, Xero, more No hidden fees
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Visual Story

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
Get Organized Now

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.

How it works

  1. 1

    Upload & Ingest

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

  2. 2

    Analyze & Process

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

  3. 3

    Review & Finalize

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

See It in Action

Choose your workflow multiplier

Monthly subscription with a one-time setup fee and included credits. Each processed document uses 1 credit. Need more? Recharge credits inside the app.

Basic Plan

For Solo Preparers
$29
per Month
Setup fee: $299 (includes the first month)
  • Included credits: 75 (price per credit: $3.99)
  • CRM: Not included
  • Credit recharge: ✓ Available

Smart document upload & processing (PDF, scans, CSVs)

Automatic field extraction & form autofill

Profit & Loss reports

Audit alerts & reporting

AI support agents

MOST POPULAR

Pro Plan

Agencies Growing
$199
per Month
Setup fee: $599 (includes the first month)
  • Included credits: 172 (price per credit: $3.49)
  • CRM: Not included
  • Credit recharge: ✓ Available

Everything in Basic

Higher credit volume for larger workloads

RECOMMENDED

Agency Plan

Complete Solution
$399
per Month
Setup fee: $899 (includes the first month)
  • Included credits: 300 (price per credit: $2.99)
  • CRM: Included ✓
  • Credit recharge: ✓ Available

Everything in Pro Plan

Higher credit volume for larger workloads

Base CRM automations included (additional setups available at extra cost)

Client communications (email, SMS, chat)

Marketing campaigns

Voice agents & automations

No minimum commitment. Cancel anytime.

Boost My Productivity

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.

Watch Videos

Knowledge Base

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

Explore Guides

Blog

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

Visit Blog

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.”

Headshot of Carlos Mendoza

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.”

Headshot of Laura Martinez

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.”

Headshot of Jorge Castillo

Jorge Castillo

Independent Tax Consultant

Built for tax & accounting teams

Ready to revolutionize your tax practice?

Join firms saving hundreds of hours with AI-driven document handling, reconciliations, and review-ready outputs—so you can focus on advisory.

Start saving time How it works
120+ hrs
saved / preparer / month
-43%
error rate on reviews
98%
setup in under a day

7-day free trial. Cancel anytime. Credit card required to start.