See Taxerity.AI in action
Watch the deduction scanner process a client return end-to-end — from file drop to owner review to the final summary. No login required.
File Upload
Drop client tax return here
PDF · JSON · CSV · XML
Client return loaded
Johnson, Marcus · Tax Year 2024 · Single Filer
What you just saw
AI reads the return in seconds
The engine parses the client file and reviews the return against the current IRC citation registry — it surfaces candidate lines for owner review, never final numbers.
Citation context when available
A flagged item may show citation context from the shipped registry, plus a HIGH / MEDIUM / LOW confidence score. Review the source and facts before relying on it.
Human judgment before anything lands
No deduction is written back until the firm owner reviews and accepts or rejects it. Taxerity.AI surfaces opportunities; your professional license stays on the line.
Full audit trail — recoverable on request
The demo shows review actions with timestamps and a basis string. Exportability and retention depend on the configured workflow and policy.