AI Tax Assistant for Tax Professionals
The first AI tax prep platform for CPAs to reduce burnout and scale your firm with confidence.
It's hard to be a good
tax accountant
Manual tax preparation is painful
Late nights and burnout brain lead to missed details - and missing soccer games on the weekends.
Mid-crunch client questions go unanswered
There's never time for personalized research, let alone advisory and tax planning.
Client docs and emails are a mess
Way too many hours looking for a source document, copy-pasting data, and formatting emails.
How TaxScout.Ai Helps
Three powerful ways we transform your tax preparation workflow
Data Entry & Processing
- Enters data from source documents into returns
- Builds full workpapers in seconds
- Handles state and federal K-1s
- Flags errors and inconsistencies
- Pushes source document data to tax software
Quality Review
- Learns your firm's review process
- Checks source documents and prior year returns for errors, inconsistencies, and missing information
- Flags mismatches for you and provides side-by-side comparisons to dive into the details and review
Tax Planning
- References client data
- Recommends potential tax strategies for any client
- Creates and summarizes tax projections
- Calculates and compares tax planning scenarios
Automate 1040 tax prep so you can focus on building your firm
Eliminate tedious tasks and manual entry so your team can focus on advising your clients
Combat burnout
Reduce repetitive tasks and focus on high-value client advisory services that grow your practice.
Supercharge efficiency
Process returns 90% faster with AI-powered document extraction and automated form completion.
Scale with confidence
Handle more clients without hiring more staff. Our AI ensures accuracy and compliance at scale.
Bank-grade security
SOC 2 Type II certified with end-to-end encryption protecting your clients' sensitive data.
Smart integrations
Seamlessly connects with your existing practice management and tax software ecosystem.
Grow your revenue
Increase capacity and profitability while delivering exceptional client experiences.
AI-powered Copilot and Agents built for modern accounting firms.
Eliminate tedious tasks and manual entry so your team can focus on advising your clients.
AI Admin Assistant
for Accounting Firms
Enterprise-grade security & compliance
Our software is built using the most reliable and secure infrastructure,
ensuring your organization's safety and compliance for enhanced
protection.
Your Data Remains Private
Our AI tools ensure your data remains private and are not used for model training. TaxScout.Ai is compliant with AICPA SOC 2 to ensure Security, Confidentiality, and Availability controls align with Trust Service Criteria.
Client-specific checklists
created by AI
Each of your clients gets their own checklist. TaxScout.Ai uses data from your Tax Prep software to ask for the specific documents each client needs to provide.
Whether you use Axcess, Ultratax, Drake, ProSystemFX, ProConnect, Pro Series, or Lacerte, ATX – TaxScout.Ai can work for you.
Seamless Client Experience
Provide a painless experience working with your firm.
Focus on Your Expertise.
We'll Automate the Rest.
Multi-modal AI designed to collaborate with accounting professionals to eliminate all admin tasks.
See Our Solutions in Action
Request a DemoNeed Help?
Embrace the future of financial services
Work with TaxScout.Ai and unlock artificial intelligence designed to scale your tax operations. Join the waitlist to get early access to our revolutionary platform.