Home / Small CPA firms
160 toolsAI tools for small CPA firms
Every tool that names small CPA firms as a segment it serves, or sells to accounting practices generally. Grouped by what the tool does.
122 of these 160 tools name small CPA firms outright on their own site; the rest sell to accounting practices generally and are included because they work for small CPA firms too. 111 post a starting price. Each listing shows what the tool does, what the AI part actually does, and the date it was last checked against the vendor's site.
New to AI for small CPA firms? Start with the guide: AI for Small CPA Firms: What's Worth It in 2026.
AI Bookkeeping & Transaction Categorization
- Booke AIBookkeeping automation layer inside QuickBooks Online and Xero that categorizes bank feeds, matches documents and preps reconciliations per client.From $129/business/moDetails
- BotkeeperAI bookkeeping platform for accounting firms that connects client bank feeds, auto-categorizes transactions, reconciles accounts and tracks closes.From $149/license/moDetails
- DigitsAI-native general ledger sold to firms per client as a QuickBooks/Xero replacement; categorizes transactions continuously and runs an agentic close.From $65/client/moDetails
- Integra Balance AIWhite-label AI bookkeeping platform for firms whose bot categorizes, reconciles and closes the month in QuickBooks or Xero with Integra accountants overseeing.From $55/client/moDetails
- KickAgentic bookkeeping ledger for firms that categorizes client transactions, normalizes vendors, matches documents and opens books to AI via MCP.Free plan, then $40/moDetails
- Sage IntacctMid-market cloud ledger sold to accounting firms and BPOs through the Sage Intacct Accountants Program, with Sage Copilot as its AI finance assistant.Quote-basedDetails
- SynderAccounting automation for ecommerce clients that syncs sales, fees and taxes from every channel into QuickBooks or Xero, with an accountant program.From $52/moDetails
- WesleyAI-native ledger built for accounting firms that turns client files and bank feeds into posted transactions, with unlimited clients per team member.From $96/member/moDetails
- XeroCloud ledger with a free US partner program for accountants and bookkeepers; JAX, Xero's AI assistant, answers questions and drafts invoices.Free plan, then $27/moDetails
- Zoho BooksCloud ledger with a free accountant partner program; its Zia AI categorizes bank statements, flags anomalies and answers plain-English questions.Free plan, then $15/moDetails
Document Collection, OCR & Data Entry
- Aiwyn TaxTax document gathering and return delivery for CPA firms, with AI that recognizes and organizes client uploads; a core tax engine is on a waitlist.Quote-basedDetails
- AutoEntryCaptures invoices, receipts and bank statements by photo, scan, email or upload and publishes the extracted lines to Sage 50, QuickBooks or Xero.From $13/moDetails
- CCH ProSystem fx ScanSorts scanned client tax documents into organized, bookmarked PDFs and, with AutoFlow Technology, extracts 1040 and 1041 data into the CCH return.Quote-basedDetails
- Content SnareClient information and document-request platform with an Accounting & Bookkeeping edition that chases clients automatically and builds requests with AI.From $35/moDetails
- DextCaptures receipts, bills and bank documents from clients by app, email or WhatsApp, extracts the data and publishes coded transactions to the ledger.From $17.70/client/moDetails
- DocuClipperConverts PDF bank statements, receipts, invoices and tax forms into QBO, IIF, CSV or Excel files and categorizes transactions for QuickBooks or Xero.From $20.30/moDetails
- GruntWorxScan-organize-populate service for tax firms that uses AI-enhanced processing plus human review to bookmark documents and extract data into the tax software.From $10/returnDetails
- K1xAI platform for the K-1 lifecycle: K1 Aggregator extracts, validates and distributes K-1s, 1099s and W-2s into CCH, GoSystem and UltraTax.Quote-basedDetails
- LedgerBoxConverts PDF and scanned bank statements into Excel, CSV or QBO files, checks every balance against the statement and posts to QuickBooks Online.Free plan, then $9/client/moDetails
- LedgerDocsDocument management for bookkeepers with automatic bank-statement fetching, a PDF-to-QBO converter and a client portal, publishing to QuickBooks and Xero.From $18/moDetails
- LedgrClient upload portal for accounting firms whose AI checks what arrived against the request list, flags missing files and sends follow-ups to clients.Quote-basedDetails
- MoneyThumbConverts PDF and scanned bank and credit-card statements into QBO, QFX, CSV and Excel files for QuickBooks or Xero import, online or on the desktop.From $24.95/moDetails
- SafeSend OneTax workflow from intake to delivery: Next Gen Gather AI collects engagement letters, questionnaires and documents, then returns go out for signature.Quote-basedDetails
- SmartVaultDocument management and branded client portal for tax and accounting firms, with request lists, e-signatures and an AI client-questionnaire add-on.From $65/user/moDetails
- SuralinkClient request-list and document-exchange platform for accounting firms whose AI agents prescreen each upload against its request and search files.Quote-basedDetails
- SurePrep 1040SCANScan-and-populate software that reads 1040 source documents, bookmarks them into a standardized workpaper index and exports the data to tax software.Quote-basedDetails
- TaxCaddyClient tax portal that builds each client's document request list from the tax software, collects uploads and e-signatures, and auto-sorts documents.Quote-basedDetails
- TXF IntelligenceAI tax-document extraction for tax professionals: upload a client's W-2s, 1099s and prior return, review every value, export to ProConnect or Drake.From $30/returnDetails
- VeryfiOCR API and apps that turn receipts, invoices, bank statements and W-2s into structured data, plus free practice dashboards for accountants.Free plan, then $500/moDetails
- WellyBoxReceipt and invoice collection that pulls documents from Gmail, Outlook and WhatsApp, extracts the data and syncs it to accounting software.From $19/moDetails
Tax Preparation & Review AI
- BasisAI agents for accounting firms that take the first pass on tax returns and month-end closes, from K-1 extraction and trial-balance mapping to workpapers.Quote-basedDetails
- Black OreAI platform that prepares complex 1040 and K-1 returns from client documents, builds workpapers and exports data into the firm's tax software.$60/returnDetails
- ByronAI agent for CPA firms that organizes client documents, builds workpapers and prepares individual, business and K-1 returns from plain-language instructions.Quote-basedDetails
- CCH Axcess TaxWolters Kluwer's cloud professional tax suite for firms of all sizes, with an AI-enabled CCH AnswerConnect research bar inside the return.Quote-basedDetails
- Drake TaxProfessional tax software for 1040 and business returns, desktop or online, with Drake SmartExtract (beta) reading source documents into the return.From $379.99/tax yearDetails
- FiledAI tax platform for accounting firms that extracts source-document data, enters it into your tax software and reviews each return line by line.Quote-basedDetails
- HubSync Tax WorkpapersCloud tax workpaper workspace for CPA firms that imports trial balances, maps accounts to 1120 and 1065 tax lines with AI and tracks review sign-offs.Quote-basedDetails
- Intuit ProConnect TaxIntuit's cloud professional tax software with AI-assisted document import, 1040 data entry and diagnostics, sold per return or in annual bundles.From $93.46/returnDetails
- JunoTax prep automation that reads W-2s, 1099s and K-1s into workpapers, pushes the data into your tax software and reviews the return for mismatches.From $50/returnDetails
- MyTAXPrepOfficeCloud professional tax software with unlimited returns and a client portal, with My AI Assistant reading uploaded W-2s, 1099s and K-1s into the return.From $895/yrDetails
- NumeralSales tax compliance (nexus monitoring, registrations, filings, remittance) with a partner program for accounting firms, CAS practices and bookkeepers.Free planDetails
- Ready to ReviewThomson Reuters agentic AI tool that sorts client documents, extracts the data and drafts simple 1040 returns with source links for staff review.Quote-basedDetails
- SorabanTax workflow platform for firms that collects client documents, builds source-tied workpapers, drafts the return and posts data into tax software.Quote-basedDetails
- TaxRobotR&D tax credit software for accountants and tax professionals that calculates, substantiates and documents clients' credits with audit-ready paperwork.Quote-basedDetails
- UltraTax CSThomson Reuters' professional tax suite for 1040, 1120, 1065 and 1041 returns that connects to the CoCounsel Tax AI assistant.Quote-basedDetails
Practice Management & Workflow with AI
- CanopyModular practice management suite for accounting and tax firms covering CRM, client portal, documents, workflow, time and billing with built-in AI.From $74/user/moDetails
- CCH Axcess WorkflowWorkflow module of the CCH Axcess suite that tracks firm work, deadlines and staff capacity and uses Expert AI to recommend scheduling.Quote-basedDetails
- Client HubPractice management and client portal for bookkeeping and CPA firms that turns client emails into tracked tasks and runs month-end close work.From $49/user/moDetails
- Financial CentsWorkflow and practice management tool for accounting and bookkeeping firms with recurring work, client requests, time tracking and AI file agents.From $19/user/moDetails
- HubSyncWorkflow platform for CPA firms that runs the tax and accounting engagement from engagement letter to e-file and delivery, with embedded AI.Quote-basedDetails
- Intuit Accountant SuiteIntuit's firm platform replacing QuickBooks Online Accountant: client QuickBooks files, team work, automations and books close in one console, with AI chat.Free plan, then $149/moDetails
- KarbonPractice management platform that runs email, work, tasks, time and billing in one place, with Karbon AI drafting and summarizing client email.From $59/user/moDetails
- ParoPractice platform for CPA firms with a client CRM, AI-generated project plans, agent workflows, SOW drafting and profitability tracking.Free plan, then $399/moDetails
- QountPractice management platform for tax and accounting firms whose QAI layer prioritizes work, detects risk and flags scope creep and unbilled time.From $74/user/moDetails
- TaxarooClient command center for small tax practices — portal, organizer, e-signature, scheduling, invoicing, workflows — with an AI tax assistant add-on.From $99/moDetails
- TaxDomeAll-in-one practice platform for tax and accounting firms: CRM, client portal, workflow pipelines, e-signature, billing and AI document tagging.From $800/user/yrDetails
- UkuPractice management software for accounting firms covering tasks, deadlines, time, client portal and billing, with an MCP server for AI agents.From $19/user/moDetails
- Xero Practice ManagerXero's practice add-on for jobs, time tracking and billing inside Partner Hub, where the JAX assistant summarizes client data.Free plan, then $149/moDetails
Client Communication, Portals & AI Receptionists
- Abby ConnectHuman and AI receptionist service for accounting and CPA firms that screens calls, books consultations and handles client intake 24/7.From $164/moDetails
- AssemblyBranded client portal and CRM for service firms with messaging, files, e-signature and payments, plus an AI app builder and client AI assistant.Free plan, then $29/moDetails
- CCH Axcess Client CollaborationClient engagement layer for CCH Axcess that automates 1040 intake, request lists, document classification and secure messaging with clients.Quote-basedDetails
- DialzaraAI phone receptionist that answers a firm's calls around the clock, screens new clients, books appointments and emails call summaries.From $29/moDetails
- Integra AI Answering ServiceFully managed AI answering service for accounting firms: Integra writes and maintains the script, and the AI answers, books and flags urgent calls 24/7.From $38/moDetails
- JustCallCloud phone system with an AI voice agent add-on that answers accounting-firm calls, books appointments and routes callers 24/7.From $29/user/moDetails
- LiscioClient portal with secure messaging, tasks, e-signature and document filing for accounting, bookkeeping and tax firms.From $19/user/moDetails
- MoxoClient-facing workflow and portal platform that collects documents, tracks deadlines and sends follow-ups for accounting firm engagements.Quote-basedDetails
- My AI Front DeskAI receptionist that answers calls, qualifies new clients, books appointments with SMS confirmation and screens calls during tax season.From $99/moDetails
- PoshLive receptionist service with a Posh AI receptionist option that answers, screens and routes calls for financial and tax practices 24/7.From $65/moDetails
- RosieAI phone answering service that picks up an accounting firm's calls 24/7, screens callers, takes messages and books consultations.From $49/moDetails
- RubyUS-based live receptionist service for CPAs and tax professionals whose AI assists receptionists with answers, transcripts and spam filtering.From $250/moDetails
- SchedulingKitAI appointment receptionist that answers calls and texts for accounting and tax firms, explains meeting types and books client meetings.Free plan, then $12/seat/moDetails
- SuiteDashWhite-label client portal, CRM, invoicing and e-signed engagement letters for accounting firms, with unlimited users on every plan.From $19/moDetails
- TrilletAI receptionist that answers a tax or CPA firm's calls, screens new callers by service and urgency, texts booking links and summarizes calls.From $49/moDetails
- Virtualworkforce.aiAI email assistant inside Outlook or Gmail that labels, prioritizes, drafts and routes client email for accounting firm staff to review.Free plan, then $29/moDetails
Proposals, Pricing & Engagement Letters
- AnchorBilling platform for accounting firms that turns signed proposals and agreements into automatic invoices, ACH/card collection and ledger sync.From $5 per paymentDetails
- FigsFlowProposal, pricing and engagement-letter platform for accounting firms whose US edition adds jobs, time, billing and a client portal.From $29/moDetails
- IgnitionProposal, engagement-letter and billing platform for accounting firms that takes payment details at signing and auto-bills recurring work.From $39/moDetails
- SocketProposal, pricing and engagement software for accountants and bookkeepers: priced proposals, branded e-signature, engagement letters and billing.From $13/moDetails
Advisory, Forecasting & Cash-Flow Reporting
- AiderAdvisory platform for accountants and bookkeepers that automates period close from the client ledger and generates AI management reports.From $150/moDetails
- Cash Flow FrogRolling 36-month cash flow forecasts and scenarios built from client books, with branded reports for accountants and bookkeepers.From $78/moDetails
- ClockworkAI-native FP&A platform with firm plans that build a 5-year model, 52-week cash forecast and dashboards for every advisory client from the ledger.From $999/moDetails
- FathomManagement reporting, three-way cash flow forecasting and client-portfolio analysis that firms white-label and resell to clients.From $59/moDetails
- HelmCash management and 12-month cash-flow forecasting for advisors and their small-business clients, built from QBO, Xero or Sage data.From $50/moDetails
- JiravDriver-based forecasting, budgeting, reporting and dashboards that accounting and CFO-advisory firms resell to clients under their own brand.From $50/moDetails
- LiveFlowPulls live QuickBooks Online data into Excel and Google Sheets templates, consolidations and client dashboards for accounting firms.Quote-basedDetails
- LivePlanBusiness planning, forecasting and dashboard software with an Accountants & CPAs program, connecting client QuickBooks or Xero files to AI-built plans.From $20/moDetails
- Reach ReportingAutomated financial reporting and planning for accountants that builds client reports and dashboards from the ledger, with AI narrative insights.From $149/moDetails
- Spotlight ReportingPerformance reports, dashboards, three-way cash flow forecasts and multi-entity consolidation that advisory firms white-label for clients.From $329/moDetails
- Syft AnalyticsAutomated management reports, consolidations, forecasts and benchmarks for client books, now bundled with qualifying Xero plans for partners.Free plan, then $23/moDetails
Audit & Assurance AI
- Audit IntelligenceAI analytics add-on for Cloud Audit Suite that analyzes full transaction populations, flags unusual items and selects risk-based samples.Quote-basedDetails
- Audit SightAudit and transaction-advisory automation that runs deterministic full-population tests on bank and ledger data into reviewable workpapers.Quote-basedDetails
- AuditDashboardClient experience platform for accounting firms that runs PBC request lists, e-signatures and file exchange and links AI agents to the data.Quote-basedDetails
- AuditFileCloud audit platform for CPA firms with methodology, trial balance, workpapers and AI agents that prepare, review and perform procedures.From $179/user/moDetails
- CasewareCloud audit and engagement platform for firms with trial balance, workpapers, financial statements and AI agents inside the engagement file.Quote-basedDetails
- Caseware ValidateCloud financial-statement review tool that flags math errors, inconsistent notes and prior-period variances in draft statements before sign-off.Quote-basedDetails
- CCH Axcess AuditWolters Kluwer's cloud audit suite for firms, pairing CCH Axcess Engagement workpapers with Knowledge Coach methodology and agentic AI.Quote-basedDetails
- CircitIndependent evidence platform for auditors: digital confirmations and verified bank transactions and balances pulled straight from the banks.Quote-basedDetails
- Cloud Audit SuiteThomson Reuters' cloud audit workflow suite: Engagement Manager, Guided Assurance methodology, Confirmation and Audit Intelligence analytics.Quote-basedDetails
- CoCounsel Audit & AccountingAgentic AI assistant for audit teams that reads engagement data and documents, reviews agreements and drafts workpapers with citations.Quote-basedDetails
- DataSnipperExcel add-in and agent platform for audit teams that extracts data from PDFs, matches evidence to workpapers and links figures to sources.Quote-basedDetails
- FieldguideAgentic audit and advisory platform for CPA firms whose Field Agents plan, test, review and build financial statements on the firm's own methodology.Quote-basedDetails
- InfloDigital audit platform and methodology for accounting firms, with data ingestion, AI risk analysis, client collaboration and US and PCAOB content packs.Quote-basedDetails
- MindBridgeRisk-analytics platform that scores every transaction in a client's ledger to point audit testing at the riskiest entries.Quote-basedDetails
- PunchcardAudit work platform (formerly Agentive) where each request and task holds the evidence, the agent's work and the reviewer's sign-off in one place.Quote-basedDetails
- TrullionAI accounting platform for audit teams that matches evidence to samples, extracts data from documents and validates financial statements.Quote-basedDetails
Month-End Close & CAS Automation
- DoubleMonth-end close platform for bookkeeping and CAS teams that codes bank feeds, reviews files and posts accruals in synced QuickBooks Online or Xero.From $10/client/moDetails
- MeridianPilot's AI operating system for firms that closes clients' QuickBooks Online or Xero books each month and hands finished books to staff for review.Quote-basedDetails
- TruewindAI month-end close platform for accounting firms and finance teams that codes transactions, reconciles accounts and runs flux analysis.Quote-basedDetails
- XBertData-quality and workflow platform for bookkeeping practices that runs automated AI checks on Xero, QuickBooks Online and MYOB client files.From $29/user/moDetails
- XenettAI book-review and close platform for accounting firms that scans QuickBooks Online and Xero files for errors and tracks the close.$7.5/client/moDetails
Payroll, AP/AR & Bill Pay with AI
- BILLAP, AR and bill-pay platform with an Accountant Console that firms use to run client payables and receivables across many entities.From $49/user/moDetails
- BILL Spend & ExpenseFree corporate-card and expense-management software, formerly Divvy, that firms deploy for clients and sync to the ledger.$0/user/moDetails
- BrexCorporate cards, expense management and bill pay with an Accounting Partnership Program for accounting, bookkeeping and fractional-CFO firms.Free plan, then $12/user/moDetails
- ChaserAccounts-receivable automation — reminders, payer portal, receivables forecasting — that accountants and bookkeepers offer clients through a partner program.From $233/moDetails
- DeelGlobal payroll, contractor, EOR and PEO platform whose accounting partner program lets firms deliver multi-country payroll and compliance for clients.From $49/contractor/moDetails
- ExpensifyExpense management, cards and bill pay that firms run for clients via the ExpensifyApproved! program: free firm account, 50% client discount.Free plan, then $5/member/moDetails
- ForwardlyAP and AR payments platform with a multi-client dashboard for accounting firms: capture and code bills, invoice, and pay by instant or standard transfer.Free planDetails
- GustoSmall-business payroll, benefits and HR that firms run or refer for clients through the Gusto Partner Program, with free Gusto Plus for the firm itself.From $49/moDetails
- MelioBill-pay and receivables platform that firms run for clients at no firm subscription cost, syncing to QuickBooks, Xero and NetSuite.Free plan, then $25/moDetails
- Paychex FlexPayroll and HR platform firms refer, resell under their own brand or manage for clients from the Partner Pro (formerly AccountantHQ) dashboard.Quote-basedDetails
- QuickBooks PayrollPayroll service inside QuickBooks Online that firms run for clients via the ProAdvisor program, with AI that collects hours and flags errors.From $50/moDetails
- RampCorporate cards, expense management and bill pay in one platform that firms manage across clients through an accounting partner program.Free plan, then $15/user/moDetails
- RelayOnline business banking with bill pay, invoicing and expense tools that accountants and bookkeepers manage for clients via a partner program.Free plan, then $30/moDetails
- RipplingPayroll, HR, spend and bill-pay platform that firms resell or refer through a tiered partner program with free payroll for the firm itself.From $8/employee/moDetails
- RUN Powered by ADPSmall-business payroll and HR that firms refer, resell or process for clients through ADP's free Accountant Connect multi-client platform.Quote-basedDetails
- Sage Expense ManagementExpense management on clients' existing cards that firms resell or refer, with text-message receipts and automatic coding to the chart of accounts.From $11.99/user/moDetails
- SurePayrollPaychex's small-business payroll resold by firms under their own brand, with a white-label client portal and wholesale pricing.From $29/moDetails
- Zoho ExpenseTravel and expense management (receipts, cards, approvals, reimbursements) that firms roll out for clients through the Zoho Expense CPA Partner Program.Free plan, then $3/user/moDetails
Marketing, Websites & Lead Generation for Firms
- 10WebAI website builder with an accountant landing page that generates a firm site from a text description and edits it with an AI co-pilot.From $10/moDetails
- B12AI website builder with an accountants page that drafts a firm site in a minute and adds client intake, scheduling and invoicing.Free plan, then $24/moDetails
- BOMAEmail and social campaign platform for accounting and bookkeeping firms with a weekly-updated content library and lead capture forms.From $58/moDetails
- CountingWorks PROWebsite, marketing automation, lead capture, CRM and client-hub platform for tax and accounting firms, run on its MAX AI layer.$150/moDetails
- Creative Marketing AIManaged website, local SEO and social posting service for accountants and CPAs that bundles an AI phone receptionist in every plan.$297/moDetails
- Marketing by NumbersThought-leadership marketing platform built only for accounting firms: branded videos, articles and email published to the firm site, with an AI Suite.From $199/moDetails
- MYCPE ONE WebsitesWebsite design and digital marketing service for CPA and accounting firms, with an AI chatbot trained on the firm's site on higher tiers.From $99/moDetails
- TarsConversational AI agent platform with a ready-made lead-capture agent for CPA and tax firm websites that qualifies visitors and books consultations.Free plan, then $499/moDetails
- TaxBuzzConsumer directory where tax pros list a profile, collect reviews and get matched to taxpayers, with paid tiers that put the pro inside its AI answers.Free plan, then $49/moDetails
Tax Research & Knowledge Assistants
- Avalara Tax ResearchSales and use tax research library with the Avi research agent that answers taxability and rate questions with citations for client work.Quote-basedDetails
- BizoraAI tax research platform for tax professionals that answers federal and all-50-state questions with a visible reasoning path and sources.From $29.99/moDetails
- Bloomberg Tax ResearchBloomberg Tax research platform with an AI Assistant that answers plain-language tax questions linked to its Portfolios and sources.From $2,200Details
- Blue JAI tax research platform that answers US federal and state tax questions with cited sources and drafts memos for your firm.From $1,498/user/yrDetails
- CCH AnswerConnectWolters Kluwer tax research library with AI-powered search, Expert AI answers and Document Analysis for notices and uploads.From $1,499Details
- Checkpoint EdgeThomson Reuters tax and accounting research library with AI-powered natural-language search, state charts and advisory maps.Quote-basedDetails
- CoCounsel TaxThomson Reuters AI assistant grounded in Checkpoint that answers tax questions with citations, reviews returns and drafts client deliverables.From $1,300/user/yrDetails
- CPA PilotAI workspace for CPAs that reviews returns for risks, drafts client emails, runs projections and researches tax issues, priced by messages not seats.From $29/moDetails
- Hive TaxAI tax research assistant for sole practitioners and firms that answers federal and state questions with inline citations and drafts memos.$79/moDetails
- MarbleAI tax platform for tax professionals that keeps cited research, client intake, return analysis and returns around one client profile.Free plan, then $600/user/yrDetails
- NoticeNinjaTax notice management platform for CPA firms that reads incoming IRS and state notices with agentic ingestion and routes them to resolution.Quote-basedDetails
- Rightworks Spark AIAI assistant bundled with Rightworks cloud hosting that explains GAAP and IRS rules, drafts emails and notice replies and analyzes exported data.No additional costDetails
- TaxGPTAI assistant for tax firms that researches with citations, drafts memos and notice responses, reviews returns and runs prep, planning and bookkeeping agents.Quote-basedDetails
- TheTaxBook WebLibrary PlusOnline edition of TheTaxBook reference library with TaxBert, an AI research assistant that answers tax questions from its content with citations.From $429Details
- Tolley+ with ProtégéLexisNexis AI tax research platform for US CPA firms and tax professionals, with Protégé Ask answering from 1,400+ federal and state sources.Quote-basedDetails
Tax Planning & Projection AI
- CCH Axcess iQPredictive-intelligence module for CCH Axcess firms that flags which clients a new tax law or event affects and drafts client letters.Quote-basedDetails
- HolistiplanTax-planning platform whose OCR reads a client's 1040 or IRS transcript into a tax report, then models scenarios, projections and Roth conversions.From $749/yrDetails
- InsteadAI tax platform for firms that builds multi-entity tax plans, quarterly estimates, returns and IRS-resolution workpapers from uploaded documents.Free planDetails
- Intuit Tax AdvisorTax-planning module inside ProConnect Tax and Lacerte that builds strategies and client plans from the return data already in the software.No additional costDetails
- Tax Planner ProTax-planning software built by a CPA for advisors and solo CPAs/EAs: upload a return and get federal, state and Roth scenarios from 75 strategies.From $19/moDetails
- TaxPlanIQTax planning platform for accounting firms that turns uploaded 1040s into strategy plans, projections and branded client proposals.$397/moDetails
- TaxRockIRS account intelligence that connects to clients' IRS accounts, monitors them continuously and decodes notices, with Rocky, an AI assistant.Quote-basedDetails
- TaxTrexR&D tax credit platform that lets a CPA firm document qualified research, calculate QREs and draft Form 6765 narratives in-house.Free plan, then $375/moDetails