AI for tax practitioners

Unveiling our AI's potential

Taxfyle is pioneering how technology can augment the tax industry through the power of generative AI to empower accountants.

As featured in
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Plan by Taxfyle

AI tax planning software is already live in Plan

Plan analyzes a prior-year tax return, scans 49 tax strategies with confidence scores and estimated savings, and generates a client-ready report with actionable recommendations.

Tax strategy analysis

Tax strategy analysis

Roth conversions, QBI optimization, QCDs, DAFs, MAGI management, capital gains harvesting, and more.

Confidence scores

Confidence scores

Every strategy includes a confidence score, so you know exactly what to act on, what to investigate, and where to apply your judgment.

Scenario analysis

Scenario analysis

Different plans compare side-by-side in editable columns. AI suggests the optimal path.

AI chat

AI chat

'What if the client retires next year?' 'What's the IRMAA impact of this Roth conversion?' Ask anything. The AI responds based on the actual return.

Why it matters

Built to give accountants their time back

Tax preparation has long relied on manual, repetitive work — organizing documents, reconciling data, and cross-checking calculations line by line. Generative AI changes that equation.

By pairing AI-powered tax preparation and tax planning with a network of 7,200+ licensed Pros, Taxfyle eliminates manual data entry and generates review-ready returns — giving accountants back the hours they used to spend on paperwork.

01

Automate and streamline workflows

AI categorizes and organizes client documents and extracts the data in minutes — eliminating 40%+ of manual data entry.

02

Reduce errors and labor during tax preparation

AI extraction reaches 99.8% accuracy, and every return is presented in a clean version for a Pro to review.

03

Dedicate more time to high-value engagements

With the repetitive groundwork automated, firms reclaim capacity and scale — more time for advisory and client relationships.

7,200+
US-based CPAs & EAs
100K+
Returns prepared
± 12 yrs
Average Pro experience

Where AI meets your workflow

Choose where to start — AI-powered tax prep, planning, and filing, backed by licensed Pros.

TXF Isotype
TXF Intelligence
AI-powered tax prep that generates review-ready tax returns in minutes.
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Tax Outsourcing
Save money by bundling the bookkeeping, tax, and advisory services you need.
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Wealth Management
Add tax as a service for your wealth management clients without building a tax practice.
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Partnerships & Integrations
From affiliate to white-label solutions, give your customers expert accounting services.

Stay up to date on Taxfyle AI

Early looks at new AI capabilities, practical workflows from the Pro network — no spam, just updates that matter.

Ready to bring AI to your practice?

Put AI tax preparation and planning to work — backed by a network of licensed Pros.