For CPAs, Enrolled Agents (EAs), and Accounting Firms

AI-Powered Tax IntelligenceBuilt for Firms Who Demand Accuracy

Taxerity.AI helps tax professionals review cataloged deduction research while keeping professional judgment firmly in their hands. Connector availability and demo boundaries are labeled throughout the product.

Request Early Access See How It Works Calculate your ROI Try it live →Browse the deduction library →Browse the deduction gallery →

Early-access capacity is limited. Read /trust for the controls behind a beta rollout.

Limited beta program

New: Beta program — first 10 firms get 60 days free.

Claim Your Spot →

Filing-season pass

Filing-season pass — free through January 2027 for solo CPAs and EAs.

Claim Your Pass →

Mock review-queue preview

Illustrative demo card

Business Meals

Review Required

$2,340

Home Office Use

Approved

$1,875

Vehicle Deduction

Review Required

$4,200

AI recommendations require owner review before integration

Early-access capacity is limited

Review-first

Firm decision before filing workflow

Citation-aware

Catalog entries show stored evidence

Review-first

Firm decision before filing workflow

Status-labeled

Connector availability is explicit

Capabilities

Intelligence That Amplifies Your Expertise

Taxerity.AI handles the research so you can focus on delivering strategic guidance to your clients.

Cataloged tax research

Search a bounded collection of federal and state tax references, then review the evidence for the client context before deciding what applies.

Human-in-the-Loop Oversight

Suggestions stay in a firm review workflow. The practitioner decides what to accept, modify, or reject; Taxerity.AI does not auto-file.

Connector status is visible

Connector availability is labeled as configured, partial, demo, or coming soon. See the integrations page before relying on a platform connection.

Documented controls, open review

The trust pages describe implemented access and review controls with their evidence. Certification, retention, privacy, and compliance conclusions remain subject to owner and professional review.

Process

Fits your review workflow

Taxerity.AI presents a review queue alongside your existing practice. Connector availability and limitations are labeled before you rely on a path.

Surface candidates for owner review

AI surfaces candidates for owner review; the firm owner remains the practitioner of record.

Review the cataloged opportunities

Use bounded research signals as a starting point for the firm owner’s review.

Maintain Full Control

Every AI recommendation is a suggestion — your professional judgment is always the final word.

Connect Your Practice Software

Choose a labeled connector path where available. Availability depends on configuration; the public preview does not establish a production sync or write-back.

AI Analyzes Client Data

The engine surfaces candidates for owner review. A citation is shown when the relevant catalog record contains one; it is not promised for every output.

Review Recommendations

Suggestions are presented for review. Approve, modify, or dismiss them according to your firm’s process; the practitioner remains responsible for the filing decision.

Approved Entries Integrate

Accepted work follows the configured workflow and remains subject to the connector’s stated limitations. Taxerity.AI does not auto-file; review the privacy and security pages for documented controls.

Integrations

Works With Your Existing Tools

Connector availability varies by product and configuration; review the labeled status before using a path.

Intuit ProConnect

Drake Software

UltraTax

More connector paths may be evaluated. Contact us for more details.

Security First

Enterprise-Grade Protection for Sensitive Data

Your clients trust you with their financial data. Taxerity.AI documents access, review, and processing controls, but deployment configuration and applicable review determine what may be promised for a particular firm.

Documented data controlsReview the implementation and deployment posture before use.

Configuration-dependent hostingHosting and residency language requires deployment review.

Review recordsDecision and access records can support review; retention is policy-dependent.

Consent control on supported pathsThe product records a consent step; this is not a legal-compliance conclusion.

Processing policy is documented for review

Review the applicable processing and training terms with your firm's privacy and security advisers.

Audit posture at a glance

Audit logAppend-only, recoverable on request

RetentionOperator-defined policy

MFA readinessConfiguration-dependent

HostingDeployment review required

App-layer encryptionAES-256-GCM field envelope

Practice Types

Built for Your Practice Type

Taxerity.AI adapts to the specific demands of your practice, wherever you specialize.

Solo Preparer / Independent CPA

AI handles the tax-law research so you can focus on advisory work. Punch above your weight without adding headcount.

Mid-Size Bookkeeping & CPA Firms

Serve more clients per preparer with a consistent review workflow. Use the cataloged research that fits each engagement and verify the result before filing.

Real-Estate-Focused Practices

Specialized analysis for depreciation, cost segregation, and 1031 exchanges — keeping pace with evolving real-estate tax guidance.

Crypto & Equity-Heavy Clients

Cost-basis tracking, wash-sale rules, and DeFi treatment — stay ahead of the most rapidly changing area of the tax code.

Enrolled Agents (EAs)

Independent EAs handling individual and small-business returns — with full IRS representation authority under Circular 230. Same IRC-cited deduction review, same audit trail, fitted to a solo EA practice.

FAQ

Common Questions

How does Taxerity.AI handle IRC §7216 consent?

The app records a consent step on supported intake paths before data is read. That workflow is a product control, not a conclusion that a firm complies with IRC §7216 or Circular 230; consult qualified tax and legal professionals about your obligations.

Why is human review required for every flagged item?

Suggestions are presented for firm review. The practitioner decides whether to accept, modify, or reject a suggestion, and Taxerity.AI does not auto-file. Review obligations remain with the firm and its professional advisers.

Which tax preparation platforms do you integrate with?

The integrations page labels connector availability. Current evidence supports UltraTax as live-capable only when configured and gated, ProConnect as partial/coming soon, and Drake as coming soon/not implemented; do not infer write-back or complete sync from a platform name.

How is Taxerity.AI priced?

See /pricing for the current tiers — Starter ($49 / month), Professional ($149 / month), Firm ($399 / month), and Enterprise (contact-only). A 14-day trial is included on Starter, and you can cancel anytime from /account/billing.

How is my client data handled?

The product documents access, review, and processing controls on /trust and /privacy. Those pages do not establish SOC 2 certification, a legal-compliance conclusion, absolute retention or training guarantees, or clearance for real taxpayer data; review the documented posture with your security and privacy advisers.

What do I need to get started?

Start with a basic practice profile and use the public preview only with its illustrative data. Do not submit SSNs, tax documents, or other taxpayer records until your firm has reviewed the applicable consent, privacy, security, and release controls.

Join the Early Access List

Taxerity.AI is opening early access to a limited group of accounting firms, CPAs, and Enrolled Agents (EAs). Request availability for AI-powered tax intelligence in your client workflow.

Limited early-access availability
Configuration-dependent hosting posture
No commitment required — cancel any time

Review the documented data-handling posture before use.

Transport controls documented

Firm-scoped access paths

Review records available