Log In to Tax Studio AI
How to sign in and access your dashboard.
Add a New Tax Preparer Profile
Create a preparer profile and link it to customers fast.
Add a New Customer
Create a new customer and assign key details in seconds.
Upload & Process Bank Statements
Upload files and trigger automatic transaction extraction.
Manage Your Plan & Billing
Update subscription, payment methods, or cancel your plan.
Bank Statement Transactions Categorization
Categorize and edit transactions quickly and accurately.
Tax Form & Profit and Loss Generation
Generate a full-year P&L and supported tax form from categorized statements.