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Aiwyn Tax
Tax document gathering and return delivery for CPA firms, with AI that recognizes and organizes client uploads; a core tax engine is on a waitlist.
| What the AI does | AI recognition that identifies and organizes uploads, even when files are mislabeled; AI-enabled review with firm-specific validation rules (coming soon); tax engine with AI built in (coming soon) |
|---|---|
| Who it serves | All practices |
| Starting price | Quote-based |
| Pricing model | Quote-based |
| Free trial | Not stated on the vendor site |
| Best fit | Mid-size firm |
| Category | Document Collection, OCR & Data Entry |
| Also fits | Tax Preparation & Review AI |
| Part of | Aiwyn |
| Works with | CCH Axcess, Practice CS, SafeSend, Sage Intacct, QuickBooks Online, Caseware, Fieldguide, Box, HubSpot, Certinia, Deltek, IRIS Practice Management, Remitian |
| SOC 2 | Not stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
Aiwyn Tax is listed as a fit for mid-size firms, and the vendor names accounting practices generally on its own site. The job it gets hired for: collecting client documents, reading them and getting the numbers into the ledger or the return without retyping. It also fits the Tax Preparation & Review AI category.
What it costs
Aiwyn Tax is priced by quote, so the demo is where you get a number tailored to your firm. Ask the vendor about a trial when you reach out.
Good to know
Aiwyn Tax is the tax workflow module from the firm-billing company Aiwyn, and what's live today is the front and back of the process: document gathering with AI recognition that identifies and organizes uploads even when files are mislabeled, IRS-compliant e-signatures with identity verification, and secure return delivery, working alongside your existing tax software. The AI tax engine that pre-populates draft returns and the AI-enabled review with red, yellow and green indicators are on a waitlist. Aiwyn integrates with CCH Axcess, Practice CS, SafeSend, Sage Intacct, Caseware and Fieldguide and is priced by demo; the company counts 800-plus firms.
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