How it works

Four steps from your tax software to an owner-approved flag — never an auto-applied change.

Connect where configured, review cataloged deduction research, and keep the accept / modify / reject decision with the firm. The available record and citation context are bounded by the configured workflow.

For solo CPAs and EAs →See the trust posture →

The workflow

Four steps. One owner-review checkpoint.

Each step is short, deliberate, and bounded — the platform does not transmit to a tax authority at any point, and the preparer’s PTIN stays on the return across all four.

Connect your tax software.
Choose a connector path only where the configured environment supports it. ProConnect is partial/coming soon, UltraTax is live-capable only when configured and gated, and Drake is coming soon/not implemented. Verify consent and privacy requirements before sharing a return.
  • ProConnect
  • UltraTax CS
  • Lacerte
  • CCH Axcess
  • OLT Pro
AI scans for deductions.
The scanner can surface cataloged candidates with stored authority context. Citation coverage is bounded; nothing is auto-applied, and the practitioner verifies the source, facts, and tax year.

IRC §179 · §162 · Schedule C · IRS.gov / Cornell LII

Owner review queue.
Candidates enter the firm review workflow with an explicit accept / modify / reject decision. The practitioner remains responsible for the filing treatment and any professional obligations.
  • Accept
  • Modify
  • Reject
Approved items applied to the filing.
An accepted or modified item follows the configured workflow and can produce a decision record. Taxerity.AI does not auto-file or transmit to a tax authority; the practitioner verifies any downstream filing action.

audit_log · PTIN P01234567 · 2026-01-31T14:22Z · accept

Supported steps can leave a timestamped, reviewer-attributed entry in the firm’s audit log. Retention and record sufficiency depend on the configured deployment and review.

See exactly what Pro includes — and what the audit log looks like on day one.

A 15-minute walkthrough with someone who ships the product — no deck, no commitment. Pricing stays on the corresponding Pro tier once you’re ready.

Book a 15-min walkthrough →