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Wealth Management & Family Offices

Coordinate complex client tax work across documents, entities, advisors, and reviewers.

Coordinate complex HNW and multi-entity tax work without losing the source, status, or reviewer decision.

AI-native tax preparation, review and filing platform for CPA firms. Volume depends on entity count, not household count, unlimited internal users, and your tax engine stays exactly where it is.

01/Who this is for

Does this describe your practice?

Wealth management firms with an in-house tax team
Multi-family and single-family offices
RIAs coordinating with internal or external preparers
HNW advisory groups with complex document and entity workflows

Volume depends on entity count, not household count. That is volume guidance, not an entitlement — a four-person firm with 120 returns can buy the smallest plan, because internal users are unlimited on every plan and a seat is never a meter.

02/What you get

What has to be true for this to be worth switching.

HNW individual returns
Brokerage and equity-compensation records
Trusts and estates where supported
K-1 and multi-entity workflows
Coordination between wealth advisors and tax professionals
Secure client communication
Handoff to the existing tax engine

03/The workflow

Collect, Prepare, Review, Deliver.

Collect

Portal, intake, documents, reminders.

Prepare

Document processing, workpapers, research, prior year.

Review

Exceptions, source links, validation, decisions.

Deliver

Handoff, signature, communication, billing, archive.

04/Your tax engine

Keep the software your firm already licenses.

Drake SoftwareDesign-partner validation

We are validating a controlled TaxScout-to-Drake handoff with design partners. Calculation and e-file stay in Drake.

CCH AxcessDesign-partner validation

We are validating a controlled TaxScout-to-CCH Axcess handoff with design partners. Calculation and e-file stay in CCH Axcess.

UltraTax CSWorkflow-compatible

Run TaxScout alongside UltraTax CS; hand off documents, workpapers and generic exports.

LacerteWorkflow-compatible

Run TaxScout alongside Lacerte; hand off documents, workpapers and generic exports.

ProConnectWorkflow-compatible

Run TaxScout alongside ProConnect; hand off documents, workpapers and generic exports.

ProSeriesWorkflow-compatible

Run TaxScout alongside ProSeries; hand off documents, workpapers and generic exports.

TaxScout e-files supported federal and state returns through IRS MeF under your firm's EFIN — or hands approved data to the professional tax software your firm already uses. E-file coverage is published per return type, and nothing is transmitted before the reviewer approves and the 8879 is signed.

05/Pricing path

Priced on returns, not headcount.

Recommended plan

TaxScout Practice$415/month on a 12-month term

1,500 return credits, all available at the start of the term, then $3 per return. Unlimited internal users. Unlimited clients.

See the full ladder Request Early Access

06/Scope of service

What TaxScout is, and is not, in this setting.

TaxScout supports the workflow of authorized tax and financial professionals. It does not provide investment, legal, or tax advice.

07/Fit

Who TaxScout is not for today.

Non-US tax practices
DIY taxpayers looking to self-file inside TaxScout
Firms that need built-in IRS MeF transmission today
Audit-only or bookkeeping-only organizations with no tax workflow
Buyers expecting AI to make unreviewed professional tax decisions
Firms unwilling to keep a professional tax engine during the current integration-first stage

08/Other practices

Not quite your firm?

Solo CPAs & EAs

Up to 150 return credits a year

Small Tax Firms

Up to 500 return credits a year

Growing Firms

Up to 1,500 return credits a year

High-Volume Practices

1,500–3,500+ return credits a year

·/Limitations

What this does not do today.

TaxScout e-files supported federal and state returns through IRS MeF under your firm's EFIN — or hands approved data to the professional tax software your firm already uses. E-file coverage is published per return type, and nothing is transmitted before the reviewer approves and the 8879 is signed.
Tax-engine integrations carry an exact public status — Drake and CCH Axcess are in design-partner validation, not shipped integrations.
Business-return workflows are not all at the same maturity stage.
Source highlighting depends on document quality and OCR anchoring.
TaxScout assists preparation and review; it does not replace professional judgment.
Accuracy percentages are not published without a documented benchmark.

Discuss your wealth tax workflow

Or read the wealth management & family offices pricing path below. Nothing is bought through the website today — we set the plan up with you directly.