Limited beta program

Join the Taxerity.AI Beta —First 10 Firms Get 60 Days Free

Taxerity.AI is opening a limited beta for professional accounting firms, CPAs, and Enrolled Agents (EAs). Review cataloged deduction suggestions with the firm before taking any filing action. Offer capacity and timing are subject to owner confirmation.

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AI deduction suggestions

Cataloged suggestions can include stored authority context. Verify the facts, tax year, and source before relying on a suggestion.

Citation context when available

A suggestion can show the citation stored with its catalog entry; citation coverage is not promised for every output.

Human-in-the-loop approval

Nothing enters a client return without owner sign-off. Professional judgment stays with the firm — AI never auto-files.

  • No commitment — the 60-day window is free for the first 10 firms. No card on file, no auto-charge.
  • Review the documented privacy and security posture on /trust before using taxpayer data; the app is not presented as certified or cleared for production records.
  • Onboarding within one business day. We schedule the kick-off before you commit so you see real numbers, not a pitch deck.
Reserve your spot

Tell us a little about your firm.

We’re reviewing applications manually for the first 10 beta spots. Expect a personal reply within one business day with next steps and a calendar link for the kick-off.

What happens after you submit

  • · Operator notification fires within seconds.
  • · You hear from us within one business day with a calendar link.
  • · Onboarding kicks off during the 60-day free window.

No commitment required. Review the documented data-handling posture; read /trust for the posture.