AI Document Intelligence
for Tax Professionals.
TaxScout replaces your patchwork of tools with one AI-powered platform. Extract data from any document, get instant research answers, manage every client conversation — email, chat, and SMS — in one AI-prioritized inbox, collect payment through a billing gate, and give clients a portal they'll actually use — all for $49/month flat.
Sound Familiar?
11 PM and Still Typing
Your best preparer spent 3 hours today entering W-2 data manually. Tomorrow it'll be K-1s. Tax season isn't a staffing problem — it's a workflow problem.
The Missing Document Chase
Client sent 8 of 12 needed documents. You've emailed twice. They think they're done. You know they're not. Repeat × 200 clients.
Five Tools, Zero Integration
Client portal here, e-signatures there, document storage somewhere else, invoicing in a fourth app. None of them talk to each other. None of them understand tax.
How TaxScout Works
Upload
Clients upload to their branded portal. AI classifies every document — W-2s, 1099s, K-1s, 180+ form types — in seconds.
AI Prepares
Five validation layers extract every field, cross-verify against OCR, run 15 math rules, and flag mismatches. Click any number to see its source on the PDF.
You Review & Advise
Ask 9 AI research agents about gaps, calculations, and IRS guidance — with full client context. E-sign, invoice, and file — all from one platform.
What Makes TaxScout Different
AI Extraction That Actually Works
Per-field confidence scoring. Click any extracted value to see it highlighted on the original PDF. 5-layer validation catches errors before you see them.
Explore AI extractionAI Research Agents With Client Memory
Ask complex tax questions. Get cited answers from IRS.gov and tax law databases — live. The AI remembers every client's full profile across sessions.
Explore AI agentsNot $49/User. $49 Total.
Your entire team — portal, pipeline, e-signatures, invoicing, AI extraction — for one flat monthly price. A 10-person firm saves $5,000+/year vs TaxDome.
See pricingYour AI Tax Assistant That Replaces Every Intake Form.
No more 78-question PDFs. No more chasing clients for documents. An AI assistant that reads your clients' documents, remembers their prior year, and has a real conversation — asking only what matters, skipping what doesn't, and finding tax savings along the way.
5–10 min
Intake time (was 30–45 min)
90%+
Client completion rate
<1%
Data entry errors
80–120 hrs
Saved per tax season (200 clients)
AI Intake Chat
- Conversational AI — not a 78-question PDF form
- Reads uploaded W-2s, 1099s, 1098s — skips questions it already knows
- Prior-year memory: returning clients confirm changes, not re-enter everything
- Adaptive flow: single filer sees 35 questions, not 127
Real-Time Tax Optimization
- Finds savings during intake — not after preparation
- HSA contribution gaps, itemize vs. standard, missing deductions
- Foreign tax credit detection with calculated dollar amounts
- Clients see friendly suggestions, not IRS jargon
25+ Cross-Form Validation
- Catches errors and contradictions in real-time during intake
- W-2 vs. 1099 income mismatch detection
- Year-over-year variance flagging with dollar amounts
- Findings routed to CPA review queue with priority
Smart Organizer
- 6 signals predict which documents each client needs
- Auto-match uploads to expected document slots
- Priority badges: Essential (red), Expected (yellow), Optional (gray)
- One-click "Request All" branded email for missing docs
Get Paid & Grow Your Firm — On Autopilot
Built-in billing with a pipeline gate that blocks return access until paid, plus a campaign engine for referrals, discounts, and client gifts. No QuickBooks. No Mailchimp.
Billing & Invoicing With a Billing Gate
Get paid before clients see their return. Invoicing that lives inside your pipeline — not in a separate tool.
- Pipeline billing gate blocks return access until the invoice is paid
- Payments go directly to your own connected payment account
- Auto-invoice creation when a return enters the billing stage
- Promo code discounts applied at checkout via the Campaign Engine
- Manual payment recording for cash, check, or wire
- Automated overdue reminders on a daily schedule
- Reusable invoice templates for standard service packages
- Skip billing for pro bono or retainer-included clients
Campaign Engine — Referrals, Discounts & Gifts
The only tax platform with a built-in marketing engine. Create campaigns in 5 minutes with pre-built templates — no external tools needed.
- 6 ready-to-use templates: Holiday Gift, Referral, Early Bird, Loyalty, Welcome, Tax Season Kickoff
- 3 delivery modes: manual send, scheduled date, or pipeline-triggered automation
- Audience targeting by client status — done, returning, new, or custom segments
- Gift tax prep flow lets clients gift filing to friends and family
- Smart recommendations suggest campaigns based on your client data
- Campaign analytics with redemption tracking and ROI breakdown
Every Client Conversation. Every Channel. One AI-Powered Inbox.
Email, chat, and SMS unified in a single priority-sorted inbox. AI classifies emails, drafts context-aware replies, scores every thread by urgency, and proactively follows up with clients going silent. TaxDome shows you messages. TaxScout tells you who needs attention and what to say.
Unified Inbox
- Email, chat, and SMS in one priority-sorted view
- AI priority scoring (0–100) based on pipeline stage, urgency, and missing docs
- Cross-channel search — find any message across all channels instantly
- Smart Nudges surface clients going silent with pre-drafted follow-ups
AI Email Command Center
- Gmail, Outlook/365, and IMAP — all synced in one place
- AI classifies into 6 categories (Action Required, Question, Document Delivery, etc.)
- Context-aware draft replies informed by client's filing status and missing docs
- Auto-match emails to clients — no manual tagging
Real-Time Chat with AI
- Client support, internal notes, team DMs, and group channels
- AI chat summaries and suggested replies based on conversation history
- @Mentions with email notifications for team coordination
- Instant delivery, typing indicators, read receipts
SMS Integration
- "Also Send SMS" toggle — one message, two channels
- Pipeline-triggered SMS for key stages (missing info, billing, signing)
- Two-way SMS — client replies route into their chat thread
- TCPA-compliant: opt-in tracking, quiet hours, one-touch opt-out
AI Intelligence Layer
- Auto-drafted replies on every unread thread — one-click send
- Smart channel selection based on client behavior and response patterns
- Escalation engine flags clients stuck 7+ days with no communication
- Weekly intelligence report: response times, at-risk clients, unresolved threads
From Cold Lead to Paying Client — Automatically.
Built-in CRM, embeddable quote widget, AI-powered pricing, smart proposals with tiered pricing, an 8-step nurture engine, scope change detection, AI tax savings finder, and revenue forecasting. No HubSpot. No spreadsheets. No leads falling through the cracks.
Built-in CRM
- Leads, prospects, and clients unified in one view
- Lead score (0-100) auto-calculated from profile, docs, and engagement
- Auto-status: lead → prospect (on upload) → client (on acceptance)
- Real-time dashboard updates when leads act
AI-Powered Pricing
- Price calculated from uploaded doc types (W-2 + Sched C + State = total)
- Market benchmarks for your state (25th / 50th / 75th percentile)
- Complexity score (1-10) based on return type and schedules
- AI suggests, you adjust freely before sending proposal
Smart Proposals
- Single price or 3-tier options (Basic / Standard / Premium)
- Branded proposal page with customizable tiers and features
- Proposal → Customer Agreement → Engagement Letter → Portal — all automatic
- Every open, view, and click tracked for conversion insights
Quote Widget
- Embeddable quiz on any website — one line of code
- Instant estimate using your actual pricing rules
- Leads flow directly into your CRM → Pricing → Proposal pipeline
- Anti-spam protection built in
Nurture Engine
- 8-step drip: email + SMS with educational content and social proof
- Smart discount engine with configurable limits and CPA approval
- Hot lead detection: 3+ proposal views = auto-task + alert
- Annual re-engagement: auto-outreach to prior-year clients each October
AI Tax Savings Finder
- 6 rules detect savings from extracted data (OBBBA, SALT, Home Office, SEP-IRA)
- Confidence levels: High / Medium / CPA Review
- Total estimated savings shown per client
- Scope change detection: alerts when new docs arrive after engagement letter
Revenue Forecast
- Projected season revenue: pipeline + pending proposals + estimated leads
- Behind-schedule alerts for returns stuck too long
- Pricing insight: your average vs. market with suggested adjustments
- Conversion rate, avg time to accept, and proposal outcomes
Auto-Tasks & Alerts
- 5 auto-task triggers: lead created, docs uploaded, proposal accepted, nurture day 10, hot lead
- CPA email + SMS notifications for hot leads and acceptances
- Scope change tasks when clients upload new doc types after signing
- 6 configurable notification toggles in settings
New Tax Rule Drops. AI Tells You Which Clients Are Affected. You Bill Them.
Bloomberg Tax charges $5,000–$10,000/year for raw regulatory information with zero personalization. TaxScout monitors 7 authoritative sources daily and automatically matches new rules to your clients using data already extracted from their documents. Included in every plan.
AI monitors 7 sources
Federal Register, IRS.gov, Congress, FinCEN, AICPA, 50 states
Matches your clients
20+ templates match new rules to client tax profiles automatically
One-click engagement
Draft advisory emails or engagement letters with fee estimates
Track revenue
Revenue dashboard shows opportunities, engagements, and earnings
Before vs. After TaxScout
What CPAs Say
TaxScout cut our document processing time from 30 minutes to under 8 minutes per client.
Finally, one platform that actually replaces the five tools we were juggling.
The AI research agents saved me 45 minutes on a single K-1 question.
See How TaxScout Compares
| TaxScout | TaxDome | Canopy | |
|---|---|---|---|
| Price | $49/mo flat | ~$100/user/mo | ~$45/user/mo + $11/client |
| AI Extraction | 180+ forms, 5-layer validation | Basic rename only | |
| AI Research Agents | 9 agents + client memory | ||
| Pipeline Management | 15-stage workflow engine | Basic kanban | Task management only |
| Client Portal + E-Sign | |||
| Billing Gate | Stripe Connect + pipeline gate | ||
| Campaign Engine | 6 templates + promo codes | ||
| Communication Hub | Email + Chat + SMS, AI priority | Email only | Email only |
| Revenue Engine | CRM + proposals + nurture |
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Your Product Is Better Than Your Process. Let's Fix That.
See how TaxScout transforms your firm's workflow in a 15-minute walkthrough.
Frequently Asked Questions
TaxScout uses a 5-layer validation system to ensure accuracy. First, AI extracts every field. Then OCR cross-verifies each value against the actual PDF text layer using 4 matching strategies (exact, currency, identifier, and fuzzy name matching). Next, 15 deterministic math rules auto-correct totals and catch hallucinations. Then cross-document validation flags mismatches across all client documents. Finally, a confidence score tells you exactly which fields need your review. Click any field to see its exact source on the PDF. The system also learns from your corrections, getting smarter over time.