Help build the AI-native 1040 workflow CPAs can actually trust.
TaxScout is selecting a small group of CPA firms and tax professionals to help shape a review-first, source-traceable 1040 preparation platform for tax year 2026.
AI drafts. CPA reviews. Every number should be traceable back to source documents.
Takes about 2 minutes. No taxpayer data required.
What this is
The TaxScout Design Partner Program is a structured collaboration with CPA professionals and firms who want to help shape the next generation of tax preparation software.
The initial focus is the 1040 workflow: client creation → document intake → AI-assisted draft return → CPA review → line-by-line source traceability → controlled pilot.
A structured collaboration
Working with CPA professionals and firms who want to help shape the next generation of tax preparation software.
Focused on the 1040 workflow first
Client creation → document intake → AI-assisted draft return → CPA review → line-by-line source traceability → controlled pilot.
Built around CPA control
AI drafts. CPA reviews. Every number should be traceable back to source documents. The CPA is never removed from the loop.
What this is not
We'd rather lose your application here than waste your time on a fit call.
- A request to replace your current software today
- A request for confidential taxpayer files
- Black-box AI filing
- A generic practice management tool
- A free-software giveaway
- Custom software development for one firm
Who is a fit
- CPA firms preparing 1040 returns
- Modern solo and small firms
- Breakaway CPAs building a newer practice
- Legacy firms in transition
- Tax reviewers who understand where current software fails
- Firms interested in AI but unwilling to trust black-box outputs
What selected partners receive
- Early access to TaxScout.AI
- Direct founder access
- Influence over product roadmap
- Priority pilot consideration for tax year 2026
- Founding partner economics
- Preferred pricing after launch
Specific commercial terms are discussed privately after a qualification conversation.
What we ask
Design partners are expected to provide:
- 1–2 structured feedback calls per month
- Review of synthetic demos and workflows
- Feedback on CPA review requirements
- Input on trust, security, source traceability, and adoption
- Optional redacted examples later, only under separate agreement
Your client data stays with you
No taxpayer data, SSNs, client names, tax returns, or confidential client documents should be submitted through this page.
Initial design partner conversations use synthetic examples and workflow discussions only. Any use of redacted or live client data requires a separate written agreement and security review.
Apply for the Design Partner Program
Takes about 2 minutes. No taxpayer data required. Personally reviewed by the founder.
Looking for IT & security support for your firm instead? See TaxScout Help.