Sales Brief · One-Pager

Taxerity.AI for CPAs, Enrolled Agents (EAs), and accounting firms. One page. Five minutes.

AI deduction scanner with citation context when available, firm-controlled review, and decision records. Review connector scope and the source evidence before acting. From $49 / month — see /pricing for current tiers.

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Shareable sales brief — forward to partners, attach to emails, or print as a PDF.

How it works

Three steps, end-to-end

Connect where configured, review, decide. Use the documented privacy posture and do not treat this brief as a clearance for real taxpayer records.

1
Connect your software
Connector availability is labeled and depends on the configured environment.
    Intuit ProConnect Tax
    Thomson Reuters UltraTax CS
    Intuit Lacerte
    Wolters Kluwer CCH Axcess
    OLSoftware OLT Pro
    Drake Tax
    TaxAct Professional
2
Taxerity.AI reviews
A configured workflow can surface catalog citation context: IRC §162 for ordinary business expenses, IRC §212 for investment deductions, IRC §219 for retirement contributions, IRC §280A for home-office use, and Rev. Proc. 2023-34 for standard mileage.

Suggestions may carry a confidence rating, basis string, and decision entry. These records support review; they are not a guarantee of correctness or defensibility.

3
You approve
Human-in-the-loop by design. The practitioner decides whether to accept, modify, or reject a suggestion; Taxerity.AI does not auto-file.

Decision records are available in the workflow. Their sufficiency for an IRS review or state-board inquiry requires professional judgment.

Feature highlights

What Taxerity.AI ships on day one

Deduction research with available IRC references
Catalog entries can show the IRC section stored with the suggestion — IRC §162 for ordinary business expenses, IRC §212 for production-of-income deductions, IRC §219 for retirement contributions, IRC §162(l) for self-employed health insurance, IRC §280A for home-office use, IRC §274 for meals and entertainment, and Rev. Proc. 2023-34 for standard mileage. The citation string supports review; verify the facts, tax year, and authority before relying on it.
Year-over-year anomaly flagging
Where prior-year material is available, selected deviations — a new deduction category, a sudden jump in business-meals expense, or a home-office change — can be surfaced for the reviewer to sanity-check before filing.
Multi-software support
One Taxerity.AI subscription presents the connector paths available to your firm. No rip-and-replace; no double data entry.
Intuit ProConnect Tax
Thomson Reuters UltraTax CS
Intuit Lacerte
Wolters Kluwer CCH Axcess
OLSoftware OLT Pro
Drake Tax
TaxAct Professional

Pricing

One plan. Public pricing. Cancel anytime.

Four public tiers, no setup fee, cancel any time. Try it free for 14 days before the first charge.

From $49 / month — see /pricing for the full tier-by-tier breakdown.

ProConnect, UltraTax, Lacerte, CCH Axcess, OLT Pro, Drake, and TaxAct — labeled Live / Demo / Coming Soon on /integrations.

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Want to see your firm's numbers? Estimate your ROI →

Start your free trial

Connect your tax software, scan a real client return, and see AI-cited deductions before you decide. No commitment, no card on file for the trial.

  • Review connector status before planning a ProConnect, UltraTax, Lacerte, CCH Axcess, OLT Pro, Drake, or TaxAct workflow
  • Review your first client return with AI in the pilot session
  • Documented controls are available on /trust and /privacy; professional review remains open
Book a walkthrough with the team →

Review the documented data-handling posture before use.

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

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14-day free trial · see /pricing · taxerity-ai@polsia.app