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Open the directory →TAXSCOUT.AI — AI TAX PREPARATION, REVIEW AND E-FILE FOR CPA FIRMS
AI tax agents
for CPA firms.
One workspace from client intake to IRS acknowledgment — intake, documents, calculations, workpapers, review, signatures. Then file it in TaxScout, or export to the software your firm already runs.
No return is transmitted without reviewer approval · 8879 first, always
W-2 ✓1099-NEC ✓1099-INT ✓1099-DIV ✓1099-MISC ✓1099-B ✓1099-R ✓1099-K ✓1099-G ✓1099-SA ✓Schedule K-1 ✓1098 ✓1098-T ✓1095-A ✓8949 ✓W-9 ✓W-2G ✓5498 ✓1040 ✓1065 ✓1120-S ✓W-2 ✓1099-NEC ✓1099-INT ✓1099-DIV ✓1099-MISC ✓1099-B ✓1099-R ✓1099-K ✓1099-G ✓1099-SA ✓Schedule K-1 ✓1098 ✓1098-T ✓1095-A ✓8949 ✓W-9 ✓W-2G ✓5498 ✓1040 ✓1065 ✓1120-S ✓
WORK WITH THE SOFTWARE YOUR FIRM ALREADY USES
DrakeCCH AxcessUltraTax CSLacerteProConnectProSeries
VIEW EXACT IMPORT COVERAGE →COMPANY NEWS
TaxScout.ai accepted as an Authorized IRS e-file Provider →
READ ON MARKETS INSIDER · YAHOO FINANCE · BENZINGAToday you pay for two systems that don’t talk to each other.
A tax engine that can’t run the practice, and a practice tool that can’t touch the return. So firms buy both — and the client record lives in neither.
BILL №1 · PER SEATDrake / Lacerte / UltraTax
+Prepares and e-files.
No client portal, no pipeline, no billing, no AI intake. You buy TaxDome on top.
BILL №2 · PER USERTaxDome / Canopy / Karbon
=Runs the practice.
Cannot prepare or file a return. You still pay per user, and still pay for Drake.
ONE BILL · BY RETURNStaxscout.ai
Runs the practice, prepares the return — and files it, here or in your software.
- Practice — portal, pipeline, billing, one inbox
- Preparation — complete draft, source-linked
- Filing — IRS MeF here, or export to your engine
Every return travels the same rail — until the last switch.
Collect → prepare → review are identical for every return. At the junction, the reviewer picks the track: transmit from TaxScout, or export to the engine you trust.
CollectAI intake, no templates
Preparecomplete draft, source-linked
Reviewexceptions only · 8879⬦ ROUTE SELECT
E-file from TaxScoutIRS MeF · your EFIN
Export to your engineDrake · CCH · UltraTax
Everything between “client uploads their tax documents” and “IRS said yes.”
Intake
AI intake — no templates, no questionnaires
It works out what each client needs to be asked, asks only that, and chases what’s missing.
Hi Marcus — we have last year’s 1099-INT from Chase but nothing this year. Still open?Account closed in March — attaching the final statement 📎✓ Filed to the return · outstanding list closed
Prepare
The whole return, drafted — every number keeps its receipt
Extracted, cross-checked, calculated. Click any value → the page it came from.
wages84,230.00 ●
fed_withheld11,904.00 ●
ss_tax5,222.26 ▲
state_wagescross-check ●
validationall layers passed
Review
Exceptions, not fields
Accept, correct, escalate — recorded on the return.
ACCEPTCORRECTESCALATE
▲ ss_tax · 5,222.26→ W-2, page 1
✍ 8879e-signed in portal
E-file
Filed from here
Meridian · 1040+MA+NYACCEPTED
Okafor · 1120-SACCEPTED
Lindqvist · 1040+CAREJECT · fix queued
Park Trust · 1041QUEUED
Practice
Pipeline, billing, one inbox
The return unlocks when the invoice is paid.
WAITING 12IN REVIEW 7READY TO FILE 4
✉ 3 drafted repliesAI-prioritized
$ invoice paidreturn unlocked
SWIPE FOR MORE →
14
client tax documents in — W-2s, 1099s, brokerage, K-1
3
exceptions raised · three human decisions
1
signature — 8879, e-signed in the portal
3m 40s
average IRS acknowledgment, when you file here
Follow this return, end to end — fourteen documents in, one accepted filing out →
Nothing reaches the return without a reviewer’s decision.
Every extracted value is shown beside the page it came from. TaxScout surfaces low-confidence fields, missing information and validation exceptions; the CPA decides what moves forward — and where it gets filed.
Source→Extracted value→Confidence→Checks→Decision
Security
Client data never leaves the country
US-only hosting, encryption in transit and at rest, per-firm isolation. Customer data is never used to train shared models.
Read the trust page → Regulatory postureBuilt for IRC §7216 and Circular 230
Deterministic math, click-to-source values, role-based controls and a complete audit trail — the controls regulators now expect of practitioners.
How each named risk is covered → Vs. the marketOne bill instead of two systems
Prepares and files the return and runs the practice. Compare it line by line with TaxDome, Canopy and Karbon.
See the comparison →Priced by returns filed. Not by seats.
One firm subscription. Unlimited internal users. Choose the return-credit pool that matches your practice — on a 12-month term, paid monthly or annually.
Full pricing and overage details →Solo≈ $3.92 per return, all-in
$49/mo
Return credits150 / yr
Overage$4 / return
Internal usersUnlimited
E-fileIncluded
MOST POPULARFirm≈ $3.58 per return, all-in
$149/mo
Return credits500 / yr
Overage$4 / return
Internal usersUnlimited
E-fileIncluded
Practice≈ $3.32 per return, all-in
$415/mo
Return credits1,500 / yr
Overage$3 / return
Internal usersUnlimited
E-fileIncluded
Volume≈ $2.83 per return, all-in
$825/mo
Return credits3,500 / yr
Overage$2 / return
Internal usersUnlimited
E-fileIncluded
SWIPE FOR MORE →
Unlimited internal users on every plan · free migration from TaxDome, Canopy or Karbon · Full pricing and the return-volume estimator →
The AI-native tax preparation, review and filing platform for CPA firms.
What it isTaxScout is an AI-native tax preparation, review, filing, and practice-management platform for CPA firms. File supported federal and state returns through TaxScout, or use it alongside the tax software your firm already trusts.
Built forSolo CPAs, EAs, and U.S. tax firms that want to automate preparation without giving up professional control. Nothing is transmitted or released to a client until an authorized reviewer approves it.
Not forTaxpayers preparing their own return, and firms that want software to transmit a return without a licensed reviewer’s approval.
FAQ
Frequently asked questions
TaxScout.ai is an AI-native tax preparation, review and filing platform for CPA firms. It collects client documents, prepares the complete draft return with every value linked to its source, routes it for professional review and signature — then e-files it, or exports it to the tax software your firm already uses.
For taxpayers
Free tool
Build your firm’s WISP
A written information security plan is required of tax preparers. Run the guided assessment and generate your plan — no charge, no platform account needed.
Start the assessment →