Private Beta — Tax Season 2026

Tax intelligence that
defends itself

AI-powered document extraction, compliance scanning with IRS citations, and refund optimization — all before you open your tax software.

12hrs
saved per week
$2.8K
avg. additional refund
98%
extraction accuracy
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Tax season shouldn't feel like
data entry

You became a tax professional to help clients — not to re-type W-2 boxes or chase missing documents at midnight.

Re-entering the same data from intake to software
Wondering if you missed deductions or credits
Anxiety about compliance issues and audit risk
Enterprise tools that cost more than you make

How it works

Three steps to transform your tax prep workflow

Step 01

Upload Documents

Drop W-2s, 1099s, and client docs. Our AI classifies and extracts data automatically with 98% accuracy.

Step 02

AI Analysis

Four AI agents debate every finding. Compliance issues get IRS citations. Savings get dollar estimates.

Step 03

Export to Software

Chrome extension auto-fills Drake Tax, TaxSlayer Pro, and more. No manual entry required.

Simple pricing

14-day free trial. No credit card required.

Starter
$67/mo
$799/year
50 returns
1 preparer
All AI features
Email support
Most Popular
Professional
$125/mo
$1,499/year
250 returns
3 preparers
All AI features
Chrome extension
Priority support
Firm
$250/mo
$2,999/year
1,000 returns
Unlimited preparers
All AI features
Chrome extension
Dedicated success manager
Custom integrations

Ready to find what
others miss?

Join 50+ tax professionals in our private beta. Limited spots for Tax Season 2026.

SOC 2 Compliant 256-bit Encryption IRS Pub 1075