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taxscout.ai
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Book a Personal Demo

See TaxScout in action. We'll walk you through the platform with your actual workflow in mind — no generic sales pitch.

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30 Minutes

Quick, focused walkthrough

Personalized

Tailored to your firm's needs

No Commitment

Zero pressure, just value

What You'll See in the Demo

  • 1AI Document Extraction — Upload a sample W-2 and watch AI extract every field with 5-layer validation. Click any number to see its source on the original PDF.
  • 2Pipeline & Billing Gate — See how returns flow through 15 stages with automatic actions, and how the billing gate blocks access until payment.
  • 3Client Portal — Experience the branded portal your clients will use — OTP login, document upload, e-signatures, and real-time status tracking.
  • 4Communication Hub — Email, chat, and SMS unified in one AI-prioritized inbox with auto-drafted replies.

TaxScout brings intake, document processing, workpapers, review, billing, and client workflow into one AI-native platform — flat firm pricing, no per-user fees, and your tax engine stays where it is.